Umbrella CRM Dashboard
Umbrella CRM Dashboard is a Taskade Genesis app. Its AI agents include Umbrella CRM Assistant. Its automations include Monthly Bill Reminder & Collection Alerts and Seasonal Greetings Auto-Sender. Clone it from mugarurajohnson56 with 1 project, 1 AI agent and 3 automations in one Taskade workspace.
Umbrella CRM Dashboard is a Taskade app kit built from one prompt: 1 project that remembers, 1 AI agent that thinks, and 3 automations that run on their own.
This Taskade Genesis app includes 1 project, 1 AI agent, 3 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Umbrella CRM Assistant. Its automations include Monthly Bill Reminder & Collection Alerts and Seasonal Greetings Auto-Sender.
What you can do with Umbrella CRM Dashboard
- 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 Umbrella CRM Dashboard works
- Monthly Bill Reminder & Collection Alerts: when Monthly Schedule - 1st of Month, then AI: Generate Bill Reminder Message and Create Billing Alert Task.
- Seasonal Greetings Auto-Sender: when Daily Check - 7AM Nairobi, then AI: Generate Seasonal Message and Log Greeting Sent.
Built with Taskade Genesis
- AI agents: Umbrella CRM Assistant
- Automations: Monthly Bill Reminder & Collection Alerts, Seasonal Greetings Auto-Sender
- Workspace: 1 project, 1 AI agent, 3 automations