💰 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 4
PM Due Reminder Automation
Remind owners when preventive maintenance is due.
Taskade · 2 stepsUnder Contract Date Reminder Automation
Remind owners as under-contract dates approach.
Taskade · 2 stepsOwner Packet Ready Notification
Notify when an owner report packet is ready.
Schedule → Taskade · 2 stepsAgency Overbook Alert Automation
Alert when capacity is overbooked for a week.
HubSpot → Taskade · 2 stepsCreative Request Received Automation
Acknowledge creative requests and assign owners.
HubSpot → Taskade · 2 stepsClinic Intake Incomplete Nudge
Nudge when clinic intake forms are incomplete.
Taskade · 2 stepsSales Digest Daily Send Automation
Trigger the daily sales digest compilation.
Schedule → Media → Taskade · 3 stepsFree ServiceTitan Job Assigned Notification
Notify crew when a job is assigned.
Taskade · 2 stepsKajabi Cohort Seat Reminder
Remind when cohort seats are almost full.
Taskade · 2 stepsLionDesk Lead SLA Escalation
Escalate solo-agent leads past SLA.
HubSpot → Taskade AI → Taskade · Lead Qualifier agent · 3 stepsSheets Import Complete Notification
Notify when a Sheets-to-ops import finishes.
HubSpot → Taskade · 2 stepsSoftr Portal Update Notification
Notify clients when portal status changes.
HubSpot → Taskade · 2 stepsFloat Overbook Alert Automation
Alert when utilization is overbooked.
HubSpot → Taskade · 2 stepsOps Dashboard Daily Brief Automation
Trigger a daily ops dashboard brief.
Schedule → Taskade · 2 stepsIntakeQ Incomplete Form Nudge
Nudge incomplete clinic intake forms.
Taskade · 2 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
