Matchmaker Client Desk
Matchmaker Client Desk is a Taskade Genesis kit for a matchmaking agency: private client files, introductions, date feedback and a weekly list of clients due.
Matchmaker Client Desk 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: CRMs
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 Pairing. Its automations include New feedback alert, Monday Due digest and New application alert.
by @taskade
What you can do with Matchmaker Client 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 Matchmaker Client Desk works
- New feedback alert: when feedback is added, then Find both notes for this introduction and Join the notes into text.
- Monday Due digest: when Every Monday at 9 AM, then Find Active clients past 30 days and Join the Due list into text.
- New application alert: when an application is added, then Email the owner.
Built with Taskade Genesis
- Category: CRMs
- AI agents: Pairing
- Automations: New feedback alert, Monday Due digest, New application alert
- Workspace: 4 projects, 1 AI agent, 3 automations