Deal Score Desk
Deal Score Desk: Companies, Deals and a Draft Score You Confirm. A Taskade Genesis kit with companies and deals you typed, a public book-a-call form, a draft score the helper may suggest, and email when a deal needs a call. Free to clone.
Deal Score Desk is a Taskade app kit built from one prompt: 4 projects that remember, 2 AI agents that think, and 4 automations that run on their own.
Category: CRMs
This Taskade Genesis app includes 4 projects, 2 AI agents, 4 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Scout and Score Coach. Its automations include New call ask alert, Monday stale and new asks digest and Draft score suggestion.
by @taskade
What you can do with Deal Score 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 Deal Score Desk works
- New call ask alert: when a call ask is added, then Email the owner the ask.
- Monday stale and new asks digest: when Every Monday at 8 AM, then Find deals with no note in 14 days and Find asks still New.
- Draft score suggestion: when a deal is added, then Draft a score with Score Coach and Save the draft score.
Built with Taskade Genesis
- Category: CRMs
- AI agents: Scout, Score Coach
- Automations: New call ask alert, Monday stale and new asks digest, Draft score suggestion
- Workspace: 4 projects, 2 AI agents, 4 automations