College Counselor CRM
College Counselor CRM for Applications, Essays and Hours. Track every student's college list, deadlines and essays, balance reach and likely schools, count package hours, and share a family portal. Free to clone.
College Counselor CRM is a Taskade app kit built from one prompt: 8 projects that remember, 1 AI agent that thinks, and 3 automations that run on their own.
Category: CRMs
This Taskade Genesis app includes 8 projects, 1 AI agent, 3 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Compass Rose. Its automations include Package hours check, first of the month 8 AM, Deadline check, Monday 7 AM and Meeting logged, draft family update.
by @john
What you can do with College Counselor CRM
- 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 College Counselor CRM works
- Package hours check, first of the month 8 AM: when First of the month at 8 AM, then List every student and Count hours against package.
- Deadline check, Monday 7 AM: when Every Monday at 7 AM, then Read every application and List the applications.
- Meeting logged, draft family update: when a meeting is added, then Draft the family update and Comment the draft on the meeting.
Built with Taskade Genesis
- Category: CRMs
- AI agents: Compass Rose
- Automations: Package hours check, first of the month 8 AM, Deadline check, Monday 7 AM, Meeting logged, draft family update
- Workspace: 8 projects, 1 AI agent, 3 automations