Client Strategy Workbook
Client Strategy Workbook keeps client beliefs apart from facts. Give each belief a research question and a result, and see which documents to redo when something changes.
Client Strategy Workbook is a Taskade app kit built from one prompt: 10 projects that remember, 1 AI agent that thinks, and 3 automations that run on their own.
Category: Planners
This Taskade Genesis app includes 10 projects, 1 AI agent, 3 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Strategy Partner. Its automations include Rejected finding marks its document, Weekly strategy digest and Edited finding marks its document.
by @taskade
What you can do with Client Strategy Workbook
- 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 Strategy Workbook works
- Rejected finding marks its document: when A finding is set to Rejected or Edited, then Find the document row of this client and Mark the document Redo.
- Weekly strategy digest: when Every Monday at 8 AM, then Read the Open days setting and Use the Open days number.
- Edited finding marks its document: when A finding is set to Edited, then Find the document row of this client and Mark the document Redo.
Built with Taskade Genesis
- Category: Planners
- AI agents: Strategy Partner
- Automations: Rejected finding marks its document, Weekly strategy digest, Edited finding marks its document
- Workspace: 10 projects, 1 AI agent, 3 automations