Pipeline Health Check
Pipeline Hygiene Audit with a Health Score. Check every open deal against clear rules, get a pipeline health score and give each owner a fix list. Free to clone.
Pipeline Health Check 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 Tidy. Its automations include Waiver reason check, Monday pipeline score email and Friday overdue fixes email.
by @taskade
What you can do with Pipeline Health Check
- 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 Pipeline Health Check works
- Waiver reason check: when a fix is set to Waived, then Read the waived fix and Judge the waiver reason.
- Monday pipeline score email: when Every Monday at 8 AM, then Read the latest audit and List open fixes.
- Friday overdue fixes email: when Every Friday at 4 PM, then Find fixes Open over 7 days and Join overdue fixes into text.
Built with Taskade Genesis
- Category: Dashboards
- AI agents: Tidy
- Automations: Waiver reason check, Monday pipeline score email, Friday overdue fixes email
- Workspace: 5 projects, 1 AI agent, 3 automations