Neon CRM Dashboard
Neon CRM Dashboard is a Taskade Genesis app in the Dashboards category that connects Google Sheets. Its AI agents include CRM Assistant. Its automations include New Client Onboarding and Sync CRM to Google Sheets. Clone it from taskade with 2 projects, 1 AI agent and 2 automations in one Taskade workspace.
Neon CRM Dashboard is a Taskade app kit built from one prompt: 2 projects that remember, 1 AI agent that thinks, and 2 automations that run on their own.
Category: Dashboards
This Taskade Genesis app includes 2 projects, 1 AI agent, 2 automations. Preview it live, then clone it into your own workspace.
Its AI agents include CRM Assistant. Its automations include New Client Onboarding and Sync CRM to Google Sheets.
1,958 installs · 1 like
by @taskade
What you can do with Neon CRM Dashboard
- 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 Neon CRM Dashboard works
- New Client Onboarding: when New Client Added, then Log Welcome Interaction and 🤖 Generate VIP Welcome.
- Sync CRM to Google Sheets: when Webhook Sync Trigger, then Get All CRM Clients and Add Client to Google Sheets.
Built with Taskade Genesis
- Category: Dashboards
- AI agents: CRM Assistant
- Automations: New Client Onboarding, Sync CRM to Google Sheets
- Integrations: Google Sheets
- Workspace: 2 projects, 1 AI agent, 2 automations