📋 Transaction Coordinator Milestone Alerts with AI

Alert parties when TC milestones approach or slip. No IDX.

UNIT · TASKADE.FLOW2 STEPS

How this flow runs

When

When a project is created

Taskade

Then 1

Send an email

Taskade

Build this flow with AI

Opens the builder with these steps already described. Free to start, no card.

Transaction Coordinator Milestone Alerts Wire it to a live Taskade Genesis kit and your existing form or inbox.

What's Included

  • Trigger on the right intake or status change
  • Actions that notify owners or create records
  • Handoff into a living kit you own

How To Use

  1. Clone the related kit from generate or templates.
  2. Connect this automation in Taskade automations.
  3. Test with one sample lead or job.
  4. Turn it on for the crew.

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