Case Summary Generator
Case Summary Generator with a Client Status Card. Turn matter notes into a one-page case summary with fixed headings, and show clients an approved status line. Free to clone.
Case Summary Generator is a Taskade app kit built from one prompt: 7 projects that remember, 1 AI agent that thinks, and 3 automations that run on their own.
Category: Notes
This Taskade Genesis app includes 7 projects, 1 AI agent, 3 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Summary Clerk. Its automations include First draft on Draft summary, Friday approved summaries digest and Monday stale matters digest.
by @john
What you can do with Case Summary Generator
- Preview the live Taskade Genesis app in your browser without signing up.
- Clone the entire workspace (projects, agents, automations, and app UI) to your own Taskade account in one click.
- Edit any agent prompt, project field, or automation step after cloning.
- Share the cloned version with your team or publish to a custom domain.
How Case Summary Generator works
- First draft on Draft summary: when a summary is set to Draft, then Find the matter's source notes and Summary Clerk drafts from the notes.
- Friday approved summaries digest: when Every Friday at 3 PM, then Find approved summaries and Find approved client updates.
- Monday stale matters digest: when Every Monday at 8 AM, then Find matters with no recent approved summary and Email the stale matters digest.
Built with Taskade Genesis
- Category: Notes
- AI agents: Summary Clerk
- Automations: First draft on Draft summary, Friday approved summaries digest, Monday stale matters digest
- Workspace: 7 projects, 1 AI agent, 3 automations