Restricted Fund Ledger
Track each restricted gift by purpose or by date, release it when you spend on the purpose or when its date comes, and see the restricted balance of each fund for the board.
Restricted Fund Ledger is a Taskade app kit built from one prompt: 5 projects that remember, 1 AI agent that thinks, and 2 automations that run on their own.
Category: Quick Apps
This Taskade Genesis app includes 5 projects, 1 AI agent, 2 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Fund Steward. Its automations include Fund week and Send the board summary.
by @taskade
What you can do with Restricted Fund 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 Restricted Fund Ledger works
- Fund week: when Every Monday at 8:00 AM, then Read the one Settings row and Find all Funds.
- Send the board summary: when you run this flow from a Board Summary row, then Read the board email and app link and Send the approved summary with Gmail.
Built with Taskade Genesis
- Category: Quick Apps
- AI agents: Fund Steward
- Automations: Fund week, Send the board summary
- Integrations: Gmail
- Workspace: 5 projects, 1 AI agent, 2 automations