Portfolio Nexus
Portfolio Nexus is a Taskade Genesis app. Its AI agents include Portfolio Narrator. Its automations include Inquiry Form → Create Lead & Notify and Monthly Portfolio Refresh & Improvements. Clone it from effinrich with 10 projects, 2 AI agents and 3 automations in one Taskade workspace.
Portfolio Nexus is a Taskade app kit built from one prompt: 10 projects that remember, 2 AI agents that think, and 3 automations that run on their own.
This Taskade Genesis app includes 10 projects, 2 AI agents, 3 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Portfolio Narrator. Its automations include Inquiry Form → Create Lead & Notify and Monthly Portfolio Refresh & Improvements.
by @effinrich
What you can do with Portfolio Nexus
- 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 Portfolio Nexus works
- Inquiry Form → Create Lead & Notify: when Portfolio Contact Form Webhook, then AI — Qualify & Summarize Lead and Create Lead in Inquiries.
- Monthly Portfolio Refresh & Improvements: when Monthly Schedule — 1st of Month, then AI — Generate Portfolio Summary and AI — Identify Next Improvements.
Built with Taskade Genesis
- AI agents: Portfolio Narrator
- Automations: Inquiry Form → Create Lead & Notify, Monthly Portfolio Refresh & Improvements
- Workspace: 10 projects, 2 AI agents, 3 automations