Charter Group Leads
Charter Group Leads for Boat Tour Operators. Quote group trips by boat and hours, hold dates and track deposits for a boat tour company. Free to clone.
Charter Group Leads is a Taskade app kit built from one prompt: 7 projects that remember, 2 AI agents that think, and 4 automations that run on their own.
Category: CRMs
This Taskade Genesis app includes 7 projects, 2 AI agents, 4 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Charter Office and Deckhand. Its automations include Deposit paid: pre-trip checklist, Weekly: stale inquiries and New inquiry: score and notify.
by @taskade
What you can do with Charter Group Leads
- 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 Charter Group Leads works
- Deposit paid: pre-trip checklist: when a group is set Deposit paid, then Draft the pre-trip checklist and Comment the checklist on the group.
- Weekly: stale inquiries: when Every Monday 8 AM, then Find new inquiries older than 7 days and List the inquiries.
- New inquiry: score and notify: when a group inquiry is added, then Score the inquiry and Save the score on the inquiry.
Built with Taskade Genesis
- Category: CRMs
- AI agents: Charter Office, Deckhand
- Automations: Deposit paid: pre-trip checklist, Weekly: stale inquiries, New inquiry: score and notify
- Workspace: 7 projects, 2 AI agents, 4 automations