Community Casework
Community Casework: a private client intake form for social services, plus a caseworker desk for applications, cases, referrals, tasks and appointments. Clients apply without an account. Every answer stays private to signed-in staff.
Community Casework is a Taskade app kit built from one prompt: 9 projects that remember, 1 AI agent that thinks, and 7 automations that run on their own.
Category: Forms
This Taskade Genesis app includes 9 projects, 1 AI agent, 7 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Community Intake Guide. Its automations include Program Waitlist Review, New Application Review Queue and Case Follow-Up Due.
by @taskade
What you can do with Community Casework
- 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 Community Casework works
- Program Waitlist Review: when eligibility status changes, then Notify enrollment staff.
- New Application Review Queue: when an application arrives, then Notify review staff.
- Case Follow-Up Due: when a case follow-up is due, then Notify caseworker.
Built with Taskade Genesis
- Category: Forms
- AI agents: Community Intake Guide
- Automations: Program Waitlist Review, New Application Review Queue, Case Follow-Up Due
- Workspace: 9 projects, 1 AI agent, 7 automations