Drive File Intake

Google Drive File Intake: Log, Summarize and Chase Missing Client Documents. Drive File Intake is a free Taskade Genesis kit for bookkeepers and agencies. Clients send files through the upload form, each file is logged with a type, a 3 line summary and a reviewer, and a Monday email lists the clients with missing documents. Clone it and make it yours.

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.

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