Vendor COI Tracker
Vendor COI Tracker with a Public Vendor Upload Page. Track vendor insurance certificates, check limits against requirements and let vendors upload renewals. Free to clone.
Vendor COI Tracker is a Taskade app kit built from one prompt: 5 projects that remember, 1 AI agent that thinks, and 3 automations that run on their own.
Category: Trackers
This Taskade Genesis app includes 5 projects, 1 AI agent, 3 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Cover Check. Its automations include Daily booking alert for expired certificates, Monday expiring certificates email and Submission draft review.
by @john
What you can do with Vendor COI Tracker
- 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 Vendor COI Tracker works
- Daily booking alert for expired certificates: when Every day at 7 AM, then Find vendors booked on the next three days and Find expired certificates.
- Monday expiring certificates email: when Every Monday at 8 AM, then Find Expiring certificates and Find Expired certificates.
- Submission draft review: when a submission is added, then Cover Check drafts a review and Comment the draft review.
Built with Taskade Genesis
- Category: Trackers
- AI agents: Cover Check
- Automations: Daily booking alert for expired certificates, Monday expiring certificates email, Submission draft review
- Workspace: 5 projects, 1 AI agent, 3 automations