Client Document Chase
Client Document Chase for Bookkeepers. Track which clients still owe bank statements and receipts, chase them on a schedule, and give each client a simple checklist page. Free to clone.
Client Document Chase is a Taskade app kit built from one prompt: 5 projects that remember, 1 AI agent that thinks, and 3 automations that run on their own.
Category: Trackers
This Taskade Genesis app includes 5 projects, 1 AI agent, 3 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Tally. Its automations include Reminder draft on Late, Monthly missing documents email and Daily late clients email.
by @john
What you can do with Client Document Chase
- 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 Document Chase works
- Reminder draft on Late: when a document is set Late, then Tally drafts the reminder and Comment the draft on the row.
- Monthly missing documents email: when On the 11th at 9 AM, then Find documents still missing and Join missing list.
- Daily late clients email: when Every day at 8 AM, then Find late documents and Join late list.
Built with Taskade Genesis
- Category: Trackers
- AI agents: Tally
- Automations: Reminder draft on Late, Monthly missing documents email, Daily late clients email
- Workspace: 5 projects, 1 AI agent, 3 automations