Member Services Portal
Member Services Desk for Associations. Answer dues and certificate questions once, show levels on a public page, and let each member see their own cases. Free to clone.
Member Services Portal is a Taskade app kit built from one prompt: 6 projects that remember, 1 AI agent that thinks, and 3 automations that run on their own.
Category: Helpdesks
This Taskade Genesis app includes 6 projects, 1 AI agent, 3 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Badge. Its automations include February renewal reminder, Daily desk email and Case resolved closing note.
by @john
What you can do with Member Services 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 Member Services Portal works
- February renewal reminder: when February 15 at 9 AM, then Find unpaid members and Join the unpaid list.
- Daily desk email: when Every day at 8 AM, then Find stale cases and Find unpaid members.
- Case resolved closing note: when a case is set Resolved, then Badge drafts a closing note and Comment the draft on the case.
Built with Taskade Genesis
- Category: Helpdesks
- AI agents: Badge
- Automations: February renewal reminder, Daily desk email, Case resolved closing note
- Workspace: 6 projects, 1 AI agent, 3 automations