Resale Certificate Tracker
Resale Certificate Tracker: Exemption Certificates per B2B Customer. A Taskade Genesis kit for wholesalers: each customer's resale certificate with state and expiry, a request log, and a public form where customers send their certificate. Free to clone.
Resale Certificate Tracker is a Taskade app kit built from one prompt: 6 projects that remember, 1 AI agent that thinks, and 2 automations that run on their own.
Category: Trackers
This Taskade Genesis app includes 6 projects, 1 AI agent, 2 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Paperwork. Its automations include New submission email and Monthly expiry email.
by @taskade
What you can do with Resale Certificate Tracker
- 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 Resale Certificate Tracker works
- New submission email: when a certificate submission is added, then Email the owner the new submission.
- Monthly expiry email: when First day of each month at 8 AM, then Ask Paperwork for the at-risk list and Email the monthly expiry list.
Built with Taskade Genesis
- Category: Trackers
- AI agents: Paperwork
- Automations: New submission email, Monthly expiry email
- Workspace: 6 projects, 1 AI agent, 2 automations