Funeral Home Portal
Funeral Family Portal with a Public Price List. Give each family their own steps, documents and service details, and publish clear prices. Free to clone.
Funeral Home Portal is a Taskade app kit built from one prompt: 6 projects that remember, 2 AI agents that think, and 3 automations that run on their own.
Category: Portals
This Taskade Genesis app includes 6 projects, 2 AI agents, 3 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Lantern Staff and Lantern. Its automations include Daily due steps and documents, Friday balance due report and Obituary approval note.
by @john
What you can do with Funeral Home Portal
- 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 Funeral Home Portal works
- Daily due steps and documents: when Every day at 8 AM, then Find steps due in 2 days and Find documents still Needed.
- Friday balance due report: when Every Friday at 3 PM, then Find all arrangements and Format arrangements as text.
- Obituary approval note: when Obituary approval is set Done, then Draft the submission note and Comment the note on the step.
Built with Taskade Genesis
- Category: Portals
- AI agents: Lantern Staff, Lantern
- Automations: Daily due steps and documents, Friday balance due report, Obituary approval note
- Workspace: 6 projects, 2 AI agents, 3 automations