Monthly Client Report
Monthly Client Results Report Desk. Log each client's numbers once and the Analyst drafts every report: total leads, cost per lead, goal progress and change versus last month, with wins tied to the work log. The team approves drafts. Each client signs in to read only its own approved reports and a chart of leads and bookings. A sample report shows on the public page.
Monthly Client Report is a Taskade app kit built from one prompt: 5 projects that remember, 1 AI agent that thinks, and 3 automations that run on their own.
Category: Dashboards
This Taskade Genesis app includes 5 projects, 1 AI agent, 3 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Analyst. Its automations include Every Friday: clients with no work logged, A results row shows a drop: add likely reasons and First of the month: draft every report.
by @john
What you can do with Monthly Client Report
- 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 Monthly Client Report works
- Every Friday: clients with no work logged: when Every Friday at 3:00 PM, then Find the "Alert email" setting and Read the "Alert email" setting.
- A results row shows a drop: add likely reasons: when a results row is added, then Read the results row and Ask Analyst if leads fell.
- First of the month: draft every report: when On the 1st at 7:00 AM, then Find the "Alert email" setting and Read the "Alert email" setting.
Built with Taskade Genesis
- Category: Dashboards
- AI agents: Analyst
- Automations: Every Friday: clients with no work logged, A results row shows a drop: add likely reasons, First of the month: draft every report
- Workspace: 5 projects, 1 AI agent, 3 automations