QBR Dashboard
QBR Dashboard: Usage, Goals and Wins per Account. One page per account with usage trend, goals, wins, open issues and the next QBR date, plus a readiness score for every review. Free to clone.
QBR Dashboard is a Taskade app kit built from one prompt: 6 projects that remember, 2 AI agents that think, and 3 automations that run on their own.
Category: Dashboards
This Taskade Genesis app includes 6 projects, 2 AI agents, 3 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Recap Desk and Recap. Its automations include Monday QBR outlook, Daily escalation sweep and Prep agenda draft.
by @taskade
What you can do with QBR 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 QBR Dashboard works
- Monday QBR outlook: when Every Monday at 8 AM, then Recap Desk writes the outlook and Email the owner.
- Daily escalation sweep: when Every day at 9 AM, then Find urgent issues open 7 days and Set the issue to Escalate.
- Prep agenda draft: when an account enters Prep, then Recap drafts the agenda and Save the agenda on the account.
Built with Taskade Genesis
- Category: Dashboards
- AI agents: Recap Desk, Recap
- Automations: Monday QBR outlook, Daily escalation sweep, Prep agenda draft
- Workspace: 6 projects, 2 AI agents, 3 automations