Travel Agent CRM
Travel Agent CRM: plan trips, track payments and commissions, and share trip ideas with a budget check. Free to clone.
Travel Agent CRM is a Taskade app kit built from one prompt: 6 projects that remember, 1 AI agent that thinks, and 3 automations that run on their own.
Category: CRMs
This Taskade Genesis app includes 6 projects, 1 AI agent, 3 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Compass Rose. Its automations include Monday payments radar, Friday commission chase and Welcome back follow-up.
by @john
What you can do with Travel Agent CRM
- 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 Travel Agent CRM works
- Monday payments radar: when Every Monday at 8 AM, then Find trips due for final payment or at risk and Turn trips into lines.
- Friday commission chase: when Every Friday at 4 PM, then Find trips back over 45 days with no commission and Turn trips into lines.
- Welcome back follow-up: when a trip is set Back, then Compass Rose drafts the note and Comment the draft on the trip.
Built with Taskade Genesis
- Category: CRMs
- AI agents: Compass Rose
- Automations: Monday payments radar, Friday commission chase, Welcome back follow-up
- Workspace: 6 projects, 1 AI agent, 3 automations