💰 AI Sales Automations
Automate sales pipelines inside Taskade Genesis apps. Route leads, trigger follow-ups, and sync CRM updates. Clone a live kit and wire automations in minutes.
60 automations available • Page 2
AI Appointment Setter (Outbound Text-to-Book)
An AI appointment setter works your lead list around the clock, texting, qualifying, and dropping booked appointments straight onto your calendar.
AI Sales Call Trainer & Transcript Grader
An AI coach writes your call script, role-plays tough customers, then grades your real calls 1-10 with exactly what to fix.
Google Sheets → Media → Taskade AI → Taskade · 4 stepsRoute New Leads to the Right Rep
Automatically assign every new lead to the right sales rep by territory, deal size, or round-robin, so the first call happens in minutes instead of ho...
Taskade → Taskade AI · Lead Qualifier agent · 3 stepsScore and Grade Inbound Leads
Automatically score every lead by engagement and fit, then surface the hottest prospects first so reps spend their time on the deals most likely to cl...
HubSpot → Taskade AI → Taskade · Lead Qualifier agent · 3 stepsAlert Reps on Stalled Deals
Automatically flag any deal that sits in one stage too long and notify the owner with a re-engagement task, so warm deals never quietly go cold.
Schedule → Taskade AI → Taskade · Deal Reviewer agent · 3 stepsRe-Engage Cold Leads
Automatically reactivate dormant leads with a timed outreach sequence, so the prospects who went quiet months ago get a fresh, well-timed touch.
HubSpot → Taskade AI → Taskade · Lead Qualifier agent · 3 stepsPrep Reps Before Every Demo
When a demo is booked, automatically build a prep brief with lead details and talking points, so reps walk into every call fully ready instead of scra...
Taskade → Media → Taskade AI · 4 stepsRecover Demo No-Shows
When a prospect misses a scheduled demo, automatically send a rebooking message and offer new times, so a missed slot turns into a second chance, not ...
Taskade → Taskade AI · 3 stepsGenerate Quotes From Won Deals
When a deal reaches the quoting stage, automatically build a branded quote from a template and send it for review, so pricing goes out fast and error-...
Schedule → Taskade AI → Taskade · Deal Reviewer agent · 3 stepsHand Off Closed Deals to Onboarding
When a deal closes, automatically create an onboarding project, brief the success team, and notify the customer, so new clients get a smooth start wit...
Taskade → Taskade AI · Deal Reviewer agent · 3 stepsSend Managers a Daily Pipeline Digest
Automatically send sales managers a daily summary of pipeline movement, new deals, and at-risk opportunities, so leadership has real-time visibility w...
Track Quota and Forecast Progress
Automatically update each rep's quota attainment and team forecast as deals close, so everyone sees real-time progress toward target without a manual ...
Google Sheets → Utilities → Taskade · 3 stepsRemind Reps Before Renewals
Automatically alert account owners ahead of every contract renewal and create a check-in task, so renewals get worked early instead of slipping past t...
Taskade · 2 stepsTurn Call Notes Into CRM Records
After every sales call, automatically capture the notes, summarize next steps, and update the deal record, so reps spend time selling instead of doing...
Taskade → Media → Taskade AI · 4 stepsNotify Reps on Prospect Engagement
Automatically alert reps the moment a prospect opens an email, visits pricing, or clicks a proposal, so they reach out while interest is hottest.
Schedule → Taskade AI → Taskade · Lead Qualifier agent · 3 stepsOr describe your own
Build a Sales workflow from a sentence
Describe what should happen and Taskade wires the trigger, the steps and the connections for you. Or start from one of the 60 workflows in this category.
- Event-triggered
- 100+ integrations
- Branching logic
- Schedule + monitor
