Key Account Planner
Key Account Planner: Health Scores, Stakeholders, Renewals. Plan renewals, map every stakeholder, log risks and score new leads for your key accounts. Free to clone.
Key Account Planner is a Taskade app kit built from one prompt: 8 projects that remember, 2 AI agents that think, and 6 automations that run on their own.
Category: CRMs
This Taskade Genesis app includes 8 projects, 2 AI agents, 6 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Compass and Compass staff. Its automations include Risk play when a score falls under 50, Score every new lead with Compass and Monday 8 AM renewal watch.
by @taskade
What you can do with Key Account Planner
- 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 Key Account Planner works
- Risk play when a score falls under 50: when an account health score changes, then Set the account to At risk and Open a risk row.
- Score every new lead with Compass: when a lead is added, then Score the lead fit and Save the score on the lead.
- Monday 8 AM renewal watch: when Every Monday at 8 AM, then Read the accounts and List the accounts.
Built with Taskade Genesis
- Category: CRMs
- AI agents: Compass, Compass staff
- Automations: Risk play when a score falls under 50, Score every new lead with Compass, Monday 8 AM renewal watch
- Workspace: 8 projects, 2 AI agents, 6 automations