Document Filing Queue
Document Filing Queue with a Public Naming Guide. Sort incoming documents by type, property and folder with one naming rule that staff can look up. Free to clone.
Document Filing Queue is a Taskade app kit built from one prompt: 4 projects that remember, 1 AI agent that thinks, and 3 automations that run on their own.
Category: Workflows
This Taskade Genesis app includes 4 projects, 1 AI agent, 3 automations. Preview it live, then clone it into your own workspace.
Its AI agents include File Clerk. Its automations include Filed this week, Friday count, Stuck documents, weekday morning and Suggest a filing for a new document.
by @taskade
What you can do with Document Filing Queue
- 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 Document Filing Queue works
- Filed this week, Friday count: when Every Friday at 4 PM, then Find documents filed in the last 7 days and Count the documents.
- Stuck documents, weekday morning: when Every weekday at 9 AM, then Find Stuck or Needs info documents and Join the list into text.
- Suggest a filing for a new document: when a document is added to the queue, then Ask File Clerk for a suggestion and Comment the suggestion on the row.
Built with Taskade Genesis
- Category: Workflows
- AI agents: File Clerk
- Automations: Filed this week, Friday count, Stuck documents, weekday morning, Suggest a filing for a new document
- Workspace: 4 projects, 1 AI agent, 3 automations