Profit First Dashboard
Profit First Allocation Dashboard. Enter the week's revenue, see the split across Profit, Owner pay, Tax and Operating expenses, and track target against actual. Free to clone.
Profit First Dashboard is a Taskade app kit built from one prompt: 7 projects that remember, 2 AI agents that think, and 3 automations that run on their own.
Category: Dashboards
This Taskade Genesis app includes 7 projects, 2 AI agents, 3 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Penny and Owner helper. Its automations include New setup call alert, Friday weekly digest and Tuesday owner pay run email.
by @john
What you can do with Profit First 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 Profit First Dashboard works
- New setup call alert: when a setup call request arrives, then Penny drafts a reply from the guide and Save the reply draft on the request.
- Friday weekly digest: when Every Friday at 9 AM, then Find this week's allocations and Turn allocations into text.
- Tuesday owner pay run email: when Every Tuesday at 8 AM, then Find the planned pay run and Find accounts under target.
Built with Taskade Genesis
- Category: Dashboards
- AI agents: Penny, Owner helper
- Automations: New setup call alert, Friday weekly digest, Tuesday owner pay run email
- Workspace: 7 projects, 2 AI agents, 3 automations