Records Retention Schedule
Records Retention Schedule with a Public Lookup. Set how long each record type is kept, queue disposals by date and let staff look up the rule. Free to clone.
Records Retention Schedule 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: Trackers
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 Keep Or Toss Staff and Keep Or Toss. Its automations include Hold note on a batch, Due for disposal digest and Rule question alert.
by @taskade
What you can do with Records Retention Schedule
- 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 Records Retention Schedule works
- Hold note on a batch: when a batch is set On hold, then Find batches that share the record type and Join the shared batches into a list.
- Due for disposal digest: when First Monday at 9 AM, then Read the day of the month and Find batches due in the next 30 days.
- Rule question alert: when a rule question is added, then Email the record type and the note.
Built with Taskade Genesis
- Category: Trackers
- AI agents: Keep Or Toss Staff, Keep Or Toss
- Automations: Hold note on a batch, Due for disposal digest, Rule question alert
- Workspace: 6 projects, 2 AI agents, 3 automations