Retainer Renewals
Retainer Renewals Board for Agencies. Track every agency retainer to its term end, run a renewal review 60 days out and spot at-risk clients early. Free to clone.
Retainer Renewals is a Taskade app kit built from one prompt: 4 projects that remember, 2 AI agents that think, and 3 automations that run on their own.
Category: Boards
This Taskade Genesis app includes 4 projects, 2 AI agents, 3 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Term Sheet and Term Sheet Desk. Its automations include Proposal sent summary, Churned client note and Monday renewal watch.
by @taskade
What you can do with Retainer Renewals
- 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 Retainer Renewals works
- Proposal sent summary: when a retainer moves to Proposal sent, then Term Sheet drafts the renewal summary and Comment the draft on the retainer.
- Churned client note: when a retainer moves to Churned, then Email the owner for the reason.
- Monday renewal watch: when Every Monday at 8 AM, then Find retainers ending within 60 days.
Built with Taskade Genesis
- Category: Boards
- AI agents: Term Sheet, Term Sheet Desk
- Automations: Proposal sent summary, Churned client note, Monday renewal watch
- Workspace: 4 projects, 2 AI agents, 3 automations