Todoist Client Checklists
Todoist Client Checklists: Setup Steps to Todoist. Every new client gets the same 14 setup steps with due dates, and you can send them to Todoist when you connect it. A free Taskade Genesis kit with sample data.
Todoist Client Checklists is a Taskade app kit built from one prompt: 3 projects that remember, 1 AI agent that thinks, and 2 automations that run on their own.
Category: Workflows
This Taskade Genesis app includes 3 projects, 1 AI agent, 2 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Checklist Helper. Its automations include Monday steps email and Send client steps to Todoist.
by @john
What you can do with Todoist Client Checklists
- 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 Todoist Client Checklists works
- Monday steps email: when Every Monday at 8 AM, then Find steps due in the next 7 days and Write the due list.
- Send client steps to Todoist: when Every weekday at 7 AM, then Find clients ready to send and Find this client steps.
Built with Taskade Genesis
- Category: Workflows
- AI agents: Checklist Helper
- Automations: Monday steps email, Send client steps to Todoist
- Integrations: Todoist
- Workspace: 3 projects, 1 AI agent, 2 automations