Presales Request Desk
Presales Request Desk: Demo, RFP and Security Review Requests. Reps request presales help for a deal. Each request goes to an engineer by skill and load, with rush flags from lead times and a due-soon email.
Presales Request Desk is a Taskade app kit built from one prompt: 4 projects that remember, 1 AI agent that thinks, and 3 automations that run on their own.
Category: Helpdesks
This Taskade Genesis app includes 4 projects, 1 AI agent, 3 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Relay. Its automations include Due soon email, Assign new requests and Recount load when done.
by @taskade
What you can do with Presales Request Desk
- 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 Presales Request Desk works
- Due soon email: when Every weekday at 9 AM, then Read the request list and Lay out the requests as text.
- Assign new requests: when a request is added, then Read the request list and Read the engineer list.
- Recount load when done: when a request is set to Done, then Read the request list and Lay out the requests as text.
Built with Taskade Genesis
- Category: Helpdesks
- AI agents: Relay
- Automations: Due soon email, Assign new requests, Recount load when done
- Workspace: 4 projects, 1 AI agent, 3 automations