🤝 YouTube Sponsorship CRM with AI

Track every brand deal from first email to paid invoice — sponsor inquiries land in one pipeline so deals stop dying in your inbox.

UNIT · TASKADE.FLOW3 STEPS

How this flow runs

When

New Video

YouTube

Then 1

Agent

Deal Reviewer

Ask an agent · Taskade AI

Knows
your pricing and plan rules
Remembers
the last 90 days of deals

Then 2

Send an email

Taskade

This agent carries its knowledge and memory between runs, and can call your other automations as its own tools. How custom agents work

Build this flow with AI

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

Brand deals die in inboxes. A sponsor emails, you reply from your phone between edits, and three weeks later you find the thread buried under comment notifications — after the budget went to another channel. This CRM gives a working creator one pipeline for sponsorship money: every inquiry captured, every deal staged, every deliverable and payment tracked in plain sight.

What's Included

  • Inbound deal capture: a simple intake form turns sponsor emails and DMs into pipeline cards with the brand, budget, and deadline already filled in
  • Deal stages: New Inquiry → Negotiating → Contract Signed → Deliverables → Paid — every conversation has a place, so nothing falls through
  • AI Agent: ask "which deals are waiting on me?", "who still owes payment?", or "what's my booked revenue this quarter?" — a custom agent reads your pipeline and answers in seconds
  • Connected projects: link each deal to its video project, so the sponsor's deliverables sit right next to the production work they belong to
  • Automatic follow-ups: when a deal sits untouched too long, a follow-up task appears on its own using automation triggers — stalled money gets a nudge before it goes cold

How To Use

  1. Clone this app into your workspace
  2. Add your active brand conversations as deals — one card per sponsor
  3. Put the intake form link in your channel's About page and email signature so new inquiries file themselves
  4. Set permissions so an editor or manager can update deals without touching your revenue view
  5. Check one pipeline each morning and know exactly which deals need a nudge — booked revenue instead of buried threads

Explore more creator systems in the Community Gallery, or add the Comment Moderation Agent above to keep your channel tidy while you close deals.

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