Consultant Practice Dashboard
Consultant Practice Dashboard. See days sold, utilization, effective day rate and unpaid invoices for a solo consulting practice. Free to clone.
Consultant Practice Dashboard is a Taskade app kit built from one prompt: 5 projects that remember, 1 AI agent that thinks, and 3 automations that run on their own.
Category: Dashboards
This Taskade Genesis app includes 5 projects, 1 AI agent, 3 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Ledger. Its automations include Invoice overdue alert, Weekly practice digest and Daily inquiry digest.
by @taskade
What you can do with Consultant Practice Dashboard
- 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 Consultant Practice Dashboard works
- Invoice overdue alert: when an invoice is set Overdue, then Email me the overdue invoice.
- Weekly practice digest: when Every Monday at 8 AM, then Find this month's time entries and Find unpaid invoices.
- Daily inquiry digest: when Every day at 6 PM, then Find today's new inquiries and Turn inquiries into text.
Built with Taskade Genesis
- Category: Dashboards
- AI agents: Ledger
- Automations: Invoice overdue alert, Weekly practice digest, Daily inquiry digest
- Workspace: 5 projects, 1 AI agent, 3 automations