Mutual Action Plan
Mutual Action Plan is a Taskade Genesis portal for B2B deals. Each deal gets one shared plan, buyers see only their own steps, and a Monday digest flags late steps to the owner.
Mutual Action Plan is a Taskade app kit built from one prompt: 4 projects that remember, 1 AI agent that thinks, and 4 automations that run on their own.
Category: CRMs
This Taskade Genesis app includes 4 projects, 1 AI agent, 4 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Coach. Its automations include Buyer update alert, Add buyer note as a step comment and Monday late steps.
by @taskade
What you can do with Mutual Action Plan
- 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 Mutual Action Plan works
- Buyer update alert: when a buyer sends an update, then Email the owner.
- Add buyer note as a step comment: when A buyer closed a step, then Add the buyer note as a comment.
- Monday late steps: when Every Monday at 8 AM, then Find late steps and Join the steps into text.
Built with Taskade Genesis
- Category: CRMs
- AI agents: Coach
- Automations: Buyer update alert, Add buyer note as a step comment, Monday late steps
- Workspace: 4 projects, 1 AI agent, 4 automations