Account Check-In Planner

Give each account a tier and a check-in rhythm, see the next touch date, and start each Monday with the overdue accounts of each owner.

Clone it to your Taskade workspace in one click, then customize projects, agents, and automations to match your workflow.

This app ships with 5 projects & knowledge bases, 1 AI agent, and 2 automations & workflows, ready to run or customize after you clone. It connects Gmail. Its AI agents include Check-In Coach. Its automations include Send a check-in invite and Monday overdue list.

Team Taskade published this planners app in the Taskade App Factory.