Referral Fee Ledger
Referral Fee Ledger: Track Partner Finder Fees. Track referred deals, the finder fee owed when a client pays, and a monthly payout queue. Partners check a fee and send referrals. Free to clone.
Referral Fee Ledger 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 Finder (owner) and Finder. Its automations include Monday fee digest, Accepted submission creates referral and Invoice paid sets fee owed.
by @taskade
What you can do with Referral Fee Ledger
- 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 Referral Fee Ledger works
- Monday fee digest: when Every Monday at 8 AM, then Finder writes the digest and File the digest as a comment.
- Accepted submission creates referral: when a submission is set Accepted, then Create the Referral row and Tell the owner to send the thank-you.
- Invoice paid sets fee owed: when an invoice is marked Paid, then Write the fee as Owed and Finder notes the fee.
Built with Taskade Genesis
- Category: Trackers
- AI agents: Finder (owner), Finder
- Automations: Monday fee digest, Accepted submission creates referral, Invoice paid sets fee owed
- Workspace: 6 projects, 2 AI agents, 3 automations