Client Checkin Form
Client Check-ins for Online Coaches. Collect weekly check-ins, score each week, answer within 48 hours and spot quiet clients. Free to clone.
Client Checkin Form is a Taskade app kit built from one prompt: 4 projects that remember, 1 AI agent that thinks, and 3 automations that run on their own.
Category: Trackers
This Taskade Genesis app includes 4 projects, 1 AI agent, 3 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Corner. Its automations include Red week reply draft, Monday missing check-ins and Daily reply clock.
by @taskade
What you can do with Client Checkin Form
- 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 Client Checkin Form works
- Red week reply draft: when a check-in scores Red, then Draft one reply with Corner and Comment the draft.
- Monday missing check-ins: when Every Monday at 8 AM, then Find active clients and Join the client names.
- Daily reply clock: when Every day at 6 PM, then Find check-ins waiting on a reply and Join the check-in names.
Built with Taskade Genesis
- Category: Trackers
- AI agents: Corner
- Automations: Red week reply draft, Monday missing check-ins, Daily reply clock
- Workspace: 4 projects, 1 AI agent, 3 automations