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
An AI appointment setter works your lead list around the clock, texting, qualifying, and dropping booked appointments straight onto your calendar.
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 stepsAutomatically 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 stepsAutomatically 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 stepsAutomatically 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 stepsAutomatically 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 stepsWhen 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 stepsWhen 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 stepsWhen 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 stepsWhen 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 stepsAutomatically send sales managers a daily summary of pipeline movement, new deals, and at-risk opportunities, so leadership has real-time visibility w...
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 stepsAutomatically 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 stepsAfter 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 stepsAutomatically 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
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.
