Closing Checklist Portal
Closing Timeline Portal for Buyers and Sellers. Give every buyer and seller a private page with each closing date and task. Free to clone.
Closing Checklist Portal is a Taskade app kit built from one prompt: 6 projects that remember, 1 AI agent that thinks, and 3 automations that run on their own.
Category: Portals
This Taskade Genesis app includes 6 projects, 1 AI agent, 3 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Walkthrough. Its automations include Milestone done: draft client update, Weekday escrow alert and Friday overdue client tasks.
by @john
What you can do with Closing Checklist Portal
- 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 Closing Checklist Portal works
- Milestone done: draft client update: when a milestone changes, then Walkthrough drafts the update and Post the draft update as a comment.
- Weekday escrow alert: when Every weekday at 8 AM, then Find deals in escrow and Find milestones due in the next 3 days.
- Friday overdue client tasks: when Every Friday at 4 PM, then Find overdue client tasks and List the overdue tasks.
Built with Taskade Genesis
- Category: Portals
- AI agents: Walkthrough
- Automations: Milestone done: draft client update, Weekday escrow alert, Friday overdue client tasks
- Workspace: 6 projects, 1 AI agent, 3 automations