Sales Pipeline Workflow
Sales Pipeline Workflow is a Taskade Genesis app in the Workflows category. Its AI agents include Sales Assistant and Proposal Generator. Its automations include Lead Qualification & Routing, Follow-up Reminders and Auto Proposal Generation. Clone it from taskade with 4 projects, 2 AI agents and 3 automations in one Taskade workspace.
Sales Pipeline Workflow 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: Workflows
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 Sales Assistant and Proposal Generator. Its automations include Lead Qualification & Routing, Follow-up Reminders and Auto Proposal Generation.
664 installs · 1 like
by @taskade
What you can do with Sales Pipeline Workflow
- 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 Sales Pipeline Workflow works
- Lead Qualification & Routing: when New Lead Added, then Analyze Lead Quality and Update Lead Score.
- Follow-up Reminders: when Daily Follow-up Check, then Find Active Leads and Generate Follow-up Reminders.
- Auto Proposal Generation: when Lead Status Changed, then Generate Proposal Content and Create Proposal Record.
Built with Taskade Genesis
- Category: Workflows
- AI agents: Sales Assistant, Proposal Generator
- Automations: Lead Qualification & Routing, Follow-up Reminders, Auto Proposal Generation
- Workspace: 4 projects, 2 AI agents, 3 automations