Retained Search Pipeline
Executive Search Pipeline: Searches, Slates and Fee Thirds. Track each retained search from intake to placement, the fee billed in thirds, the invoice due at the next stage and the days to fill. A Free copy runs the board and the Monday email. The candidate intake flow needs Pro, and the Search Partner agent needs AI credits.
Retained Search Pipeline 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: CRMs
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 Search Partner. Its automations include Monday search digest and Receive candidates from your sourcing tool.
by @taskade
What you can do with Retained Search Pipeline
- 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 Retained Search Pipeline works
- Monday search digest: when Every Monday at 8:00, then Find the Settings row and Work out today in the Settings time zone.
- Receive candidates from your sourcing tool: Add the candidate, matched on the external id and Write one Automation Log row.
Built with Taskade Genesis
- Category: CRMs
- AI agents: Search Partner
- Automations: Monday search digest, Receive candidates from your sourcing tool
- Workspace: 5 projects, 1 AI agent, 2 automations