Drive File Intake
Google Drive File Intake: Log, Summarize and Chase Missing Client Documents. Drive File Intake is a free Taskade Genesis kit for bookkeepers and agencies. Clients send files through the upload form, each file is logged with a type, a 3 line summary and a reviewer, and a Monday email lists the clients with missing documents. Clone it and make it yours.
Drive File Intake is a Taskade app kit built from one prompt: 5 projects that remember, 1 AI agent that thinks, and 2 automations that run on their own.
Category: Workflows
This Taskade Genesis app includes 5 projects, 1 AI agent, 2 automations. Preview it live, then clone it into your own workspace.
Its AI agents include File Clerk. Its automations include Monday missing documents and New upload intake.
by @taskade
What you can do with Drive File Intake
- 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 Drive File Intake works
- Monday missing documents: when Every Monday at 9 AM, then Find every client and Start of this month.
- New upload intake: when an upload is added, then First of this month and Read the uploaded PDF text.
Built with Taskade Genesis
- Category: Workflows
- AI agents: File Clerk
- Automations: Monday missing documents, New upload intake
- Workspace: 5 projects, 1 AI agent, 2 automations