Client Flow
Client Flow is a Taskade Genesis app in the Quick Apps category. Its AI agents include Follow-Up Coach. Its automations include Process Voice Notes, Weekly Follow-Up Digest and Import PDF Bank Statement. Clone it from jonelflores995 with 4 projects, 1 AI agent and 4 automations in one Taskade workspace.
Client Flow is a Taskade app kit built from one prompt: 4 projects that remember, 1 AI agent that thinks, and 4 automations that run on their own.
Category: Quick Apps
This Taskade Genesis app includes 4 projects, 1 AI agent, 4 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Follow-Up Coach. Its automations include Process Voice Notes, Weekly Follow-Up Digest and Import PDF Bank Statement.
What you can do with Client Flow
- 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 Flow works
- Process Voice Notes: when a voice note is added, then Extract client context and Save the review fields.
- Weekly Follow-Up Digest: when Every weekday morning, then Read client follow-ups and Format attention list.
- Import PDF Bank Statement: when Upload a bank statement PDF, then Extract statement text and Save extracted statement.
Built with Taskade Genesis
- Category: Quick Apps
- AI agents: Follow-Up Coach
- Automations: Process Voice Notes, Weekly Follow-Up Digest, Import PDF Bank Statement
- Workspace: 4 projects, 1 AI agent, 4 automations