Customer Reference Desk
Customer Reference Desk: Reference Program Tracker for B2B. Match reps to the right customer reference, respect a rest period, and log every call. Unused and Rush lists by email. Free to clone.
Customer Reference Desk 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: CRMs
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 Vouch. Its automations include New reference request: matches email, Monthly unused references digest and Monday urgent requests.
by @taskade
What you can do with Customer Reference Desk
- 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 Customer Reference Desk works
- New reference request: matches email: when a reference request is added, then Find Ready references and Format Ready references.
- Monthly unused references digest: when On the 1st of each month, then Find unused references and Format the list.
- Monday urgent requests: when Every Monday at 8 AM, then Find urgent open requests and Format the list.
Built with Taskade Genesis
- Category: CRMs
- AI agents: Vouch
- Automations: New reference request: matches email, Monthly unused references digest, Monday urgent requests
- Workspace: 5 projects, 1 AI agent, 3 automations