Research Panel CRM
Research Panel CRM for UX Researchers. Check the balance of your research panel for free, then track participants, consent, studies, sessions and incentives. Free to clone.
Research Panel CRM is a Taskade app kit built from one prompt: 3 projects that remember, 1 AI agent that thinks, and 3 automations that run on their own.
Category: CRMs
This Taskade Genesis app includes 3 projects, 1 AI agent, 3 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Panel Pal. Its automations include Monday session digest, Monthly incentive report and Recruiting suggestions.
by @john
What you can do with Research Panel CRM
- 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 Research Panel CRM works
- Monday session digest: when Every Monday at 9 AM, then Find this week's sessions and Panel Pal sums up the week.
- Monthly incentive report: when 1st of the month at 9 AM, then Find all participants and Panel Pal totals the incentives.
- Recruiting suggestions: when Study moves to Recruiting, then Find rested, active participants and Panel Pal picks 10 participants.
Built with Taskade Genesis
- Category: CRMs
- AI agents: Panel Pal
- Automations: Monday session digest, Monthly incentive report, Recruiting suggestions
- Workspace: 3 projects, 1 AI agent, 3 automations