Revenue Desk
Every lead gets a same-day follow-up, every quote gets chased, and you see the cash coming in this month. Your own copy of a service business website with a quote form and a front desk chat, plus a private owner desk: leads ranked hot, warm or cold (a draft you confirm), pipeline, quotes with a 3-day reminder, invoices, cash, reply scripts and a Monday brief. Comes with sample data. Works best on Starter or higher. Alerts email you. Client emails open in your own mail app.
Revenue Desk is a Taskade app kit built from one prompt: 10 projects that remember, 1 AI agent that thinks, and 7 automations that run on their own.
Category: Websites
This Taskade Genesis app includes 10 projects, 1 AI agent, 7 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Front Desk Helper. Its automations include Website chat ended: save the lead, Monday 7 AM: pipeline and money brief and Quote accepted: draft the invoice.
by @taskade
What you can do with Revenue Desk
- 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 Revenue Desk works
- Website chat ended: save the lead: when a website chat ends, then Pick the lead out of the chat and Read the run time.
- Monday 7 AM: pipeline and money brief: when Every Monday at 7 AM, then Write today's date and Read the leads.
- Quote accepted: draft the invoice: when a quote is marked Accepted, then Read the accepted quote and Read the run time.
Built with Taskade Genesis
- Category: Websites
- AI agents: Front Desk Helper
- Automations: Website chat ended: save the lead, Monday 7 AM: pipeline and money brief, Quote accepted: draft the invoice
- Workspace: 10 projects, 1 AI agent, 7 automations