What does this automation do?
At month end the close checklist is built, totals are gathered, and unreconciled items are raised while there is still time.
What can you do with it?
- Start the close with the checklist already built
- Raise unreconciled items early instead of on the last day
- Carry forward what slipped in the previous close
The Steps
This automation runs in 5 steps:
- When Schedule — Every month
- Then Taskade — Find projects
- Then Utilities — Sum
- Then Taskade AI — Ask an agent ("Month-End Close Assistant")
- Then Taskade — Create from a template
What makes this different from a Zapier-style flow?
The "Month-End Close Assistant" step is not a one-off model call. It is a Taskade AI agent that knows your close checklist and cut-off rules, remembers what slipped in previous closes, so every run builds on the last one instead of starting from an empty prompt.
A stateless "ask the model" step forgets everything the moment it returns. An agent keeps its knowledge and its memory between runs, carries its own tools, and can be handed work by other automations.
Who is this automation for?
Built for finance and accounting teams. At month end the close checklist is built, totals are gathered, and unreconciled items are raised while there is still time.
How do you set it up?
- Open the "Automations" tab in your workspace.
- Click ➕ Add automation, then start from scratch.
- Add the trigger "Every month" from Schedule.
- Add the action "Find projects" from Taskade.
- Add the action "Sum" from Utilities.
- Add the action "Ask an agent" from Taskade AI. Point it at an agent called "Month-End Close Assistant".
- Add the action "Create from a template" from Taskade.
- Enable the toggle in the top-right corner to activate the automation.
Prefer to describe it instead? Click Build this flow with AI above and Taskade wires the trigger, the steps, and the agent for you.