Client Intake Form
Client Intake Assessment. A three-step consultation request form for agencies and consultants, with a services page, an assistant that answers questions from your services and FAQ, and a private review board for your team. Free to clone.
Client Intake Form is a Taskade app kit built from one prompt: 3 projects that remember, 2 AI agents that think, and 1 automation that runs on its own.
Category: Forms
This Taskade Genesis app includes 3 projects, 2 AI agents, 1 automation. Preview it live, then clone it into your own workspace.
Its AI agents include Consulting Assistant. Its automations include New consultation request alert.
by @taskade
What you can do with Client Intake 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 Intake Form works
- New consultation request alert: when New request added, then Email the owner.
Built with Taskade Genesis
- Category: Forms
- AI agents: Consulting Assistant
- Automations: New consultation request alert
- Workspace: 3 projects, 2 AI agents, 1 automation