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BlogProduct UpdatesRun Your Business in One…

Run Your Business in One Living System with Taskade Genesis (July 2026)

Your business is already a system. One prompt turns it into software you run: sales, field service, client portals, finance. Clone a live one in a click.

A live business system built with Taskade Genesis, embedded and running with connected projects, AI agents, and automations in one workspace
July 29, 202612 min readJohn XieProduct Updates·#product updates#genesis#workspace dna
On this page (9)
What Does It Mean to Run Your Business in One Living System?Clone One. Make It Run.Every Client Gets a Workspace of Their OwnYour Customers Ask. Your Workspace Answers.From Four Tools to One Connected SpineWhat It Costs to Run the Whole ThingImagine It. Run It Live.Frequently Asked QuestionsRead Next: The Run-Your-Business Wave

Your business is already a system. Customers, projects, processes, knowledge, the shape is already there, it just lives across four tools that never speak to each other. One prompt turns that shape into software. Taskade Genesis builds the app, connected projects hold the data, AI agents reason over it, and automations keep it running after you close the laptop. Build yours with AI or clone a working one in a click.

TL;DR: Describe your business and Taskade Genesis builds a live app around it: connected projects for memory, AI agents for reasoning, automations for execution. Four whole-business systems are cloneable right now, sales and CRM, field service and ops, client portals, and finance and admin. The free plan runs up to three apps. Clone one free.

Apps and agents built with Taskade Genesis, embedded and running anywhere your customers already are

What Does It Mean to Run Your Business in One Living System?

Running your business in one living system means your customers, projects, processes, and knowledge sit inside a single Taskade Genesis app instead of four disconnected tools. Connected projects hold the data, agents read it, and automations act on it. You describe the business in plain language, and the app is built around the shape your business already has.

The word doing the work is living. Most tools generate an app and stop, which is the whole reason AI-generated apps go stale the week after you build them. A living system keeps its state. The invoice knows which deal it came from, the agent knows what happened last Tuesday, and the automation fires whether or not anyone is at a keyboard.

Four shapes cover almost every business we see, and each one is cloneable below.

The system What it holds What it stops being
Sales and CRM Pipeline, deals, and clients A contact list plus a deal tracker
Field service and ops Assets, schedules, and service logs A spreadsheet plus a whiteboard
Client portals Projects, invoices, and messages A shared folder plus an email chain
Finance and admin Billed, collected, and overdue A billing tool you paste into

All four run on the same three-layer loop, Workspace DNA, which is the through-line of everything we ship. Memory feeds intelligence, intelligence triggers execution, and execution writes back to memory.

One promptdescribing your business One living system MemoryConnected projects holdcustomers, jobs, invoices IntelligenceAgents reason overthe same projects ExecutionAutomations run across100+ integrations
One promptdescribing your business One living system MemoryConnected projects holdcustomers, jobs, invoices IntelligenceAgents reason overthe same projects ExecutionAutomations run across100+ integrations

The kernel coordinating all of it is Taskade TSK-1, and the architecture underneath is laid out in the Workspace DNA teardown.

Clone One. Make It Run.

Every system below is a live app, not a template preview. Each one arrives with projects, agents, and automations already connected, so you clone it, point it at your data, and it runs the same day. This is the Taskade Genesis Apps Live promise in its plainest form.

Neon CRM Dashboard, a pipeline that moves leads from first touch to closed, built with Taskade Genesis

The Neon CRM Dashboard above is the sales spine: contacts, deals, and follow-ups in a real pipeline rather than a static list. Because it runs on connected projects, the contact, the deal, and the invoice are one linked record instead of three copies you reconcile by hand. That is the same projects-as-databases idea, applied to revenue.

Live system What it runs Clone it
Neon CRM Dashboard Pipeline, deals, and clients Clone →
Maintenance Tracker Dashboard Assets, schedules, and service logs Clone →
Client Portal Nexus Projects, invoices, and messages Clone →
Invoice Tracker Billed, collected, and overdue Clone →

Maintenance Tracker Dashboard, every asset, schedule, and service log on one operations screen, built with Taskade Genesis

The Maintenance Tracker Dashboard is the field-service version of the same idea, and it is the shape most crews start with because the day already runs on assets and schedules. For the whole-business story behind these four, read run your whole business on one app, then CRM, invoice generator, and client portal for the client-to-cash trio. Step-by-step setup lives in Taskade as a CRM, and CRM templates are a good place to start if you would rather begin from a structure than a blank prompt.

Every Client Gets a Workspace of Their Own

Agencies, consultants, and service businesses are building the software they wish they had. One client or fifty, the shape is the same: a branded front door where each client signs in and sees only what is theirs. Clone it, connect your data, brand it, ship it. Custom domains are available on Business and above.

Invoice Generator, send branded invoices and track exactly who has paid, built with Taskade Genesis

Client-facing kit What it does for your clients Clone it
Invoice Generator Invoices, clients, and revenue in one view Clone →
Time Tracker Tool Hours and earnings, per project Clone →
Appointment Booking System Services, times, and confirmed bookings Clone →
Inventory Management Dashboard Stock levels, orders, and low-stock alerts Clone →

Appointment Booking System, let clients pick a service and a time without an email thread, built with Taskade Genesis

The privacy here is structural, not a setting you remember to switch on. App Users give every client their own sign-in and their own private view, so one client never sees another's data. Put that behind your own domain and the front door carries your name and your colors instead of a shared link.

Your own domain (Business and above) One living system your-domain.com App Users sign-in Connected projects:clients, jobs, invoices Client A sees only their work Client B sees only their work Client C sees only their work
Your own domain (Business and above) One living system your-domain.com App Users sign-in Connected projects:clients, jobs, invoices Client A sees only their work Client B sees only their work Client C sees only their work

The full walkthrough, domain, sign-in, and per-client access, is in build a customer portal. For the billing half, see automate invoices, licenses, and calculators and invoice automation. If bookings are your bottleneck, book classes and schedule clients and the booking system guide cover the whole flow, and invoice templates will get you to a first draft faster.

Your Customers Ask. Your Workspace Answers.

Put an agent inside a live app or an internal workspace and it answers from the projects, knowledge, and workflows already inside your system. Not a generic model guessing, your actual numbers. Publishing an agent to a live app is available on any paid plan, or you can keep it private for your team. You set its instructions, knowledge sources, and tools, then preview it before anyone else sees it.

Sales Agent Studio, an agent that qualifies and scores incoming leads from your own pipeline, built with Taskade Genesis

Agent system What it answers Clone it
Sales Agent Studio Qualifies and scores your leads Clone →
Insight Analyst Portal Revenue, customers, and forecasts Clone →
Client Connect Dashboard Pipeline insights and next steps Clone →
HR Dashboard Headcount, leave, and reviews Clone →

The reason these answers are useful is that the agent and the data share one workspace. There is no export step, no vector database to maintain, and nothing to re-paste when the pipeline moves.

Asks a question inside the app Hands the question to your agent Reads projects, files, and knowledge Returns your real numbers Answers from your system Logs the exchange for next time Your customer Your live app Your published agent Connected projects
Asks a question inside the app Hands the question to your agent Reads projects, files, and knowledge Returns your real numbers Answers from your system Logs the exchange for next time Your customer Your live app Your published agent Connected projects

Agents run on 15+ frontier models from OpenAI, Anthropic, Google, and open-weight providers, switchable per agent, with Auto picking a sensible default so you never open the model menu. AI Agents v2 ship with 34 built-in tools, including web search, file analysis, and custom slash commands. For teams of agents working together, read agent teams and automated workflows and the multi-agent workspace update. Model routing is explained in AI models, and sales agents is a good browse if you want one running today.

From Four Tools to One Connected Spine

The gain is not a nicer interface. It is that the reconciliation work disappears, because the job already knows its customer and the invoice already knows its deal.

The work Before, four disconnected tools After, one living system
Customers A spreadsheet of contacts A Customers project, linked to jobs
Projects A separate task tracker A Jobs project that references the customer
Processes Steps living in someone's head Automations that run on a schedule
Knowledge A folder nobody opens A knowledge base your agents can read

That connected spine is the memory layer of Workspace DNA, and it is why the agents and automations always have the whole picture. Execution rides on 100+ bidirectional integrations: triggers pull events in from tools like Stripe, Gmail, Slack, and Calendar, and actions push data back out to the same set. Set an automation once and it keeps running, which is the argument in set it once, let it run and in agentic workflows explained. Payment flows in particular are worth a look in Stripe automations and deploy, launch, automate.

What It Costs to Run the Whole Thing

You can build and clone every system on this page free, up to three apps per workspace. Archive one to free a slot, or move to a paid plan to lift the cap. Custom domains and App Users unlock on Business and above.

Plan (annual billing) Price Apps Custom domain + App Users
Free $0 Up to 3 No
Pro ★ $10/mo Cap lifted No
Business $25/mo Cap lifted Yes

The math is simple. One Pro seat at $10/month billed annually covers up to 10 users, which is less than a single hour of the office help you would otherwise hire to keep four lists in sync. The Business plan at $25/month billed annually is the line where an internal dashboard becomes a client-facing product on your own domain. Above that sit Max at $100/month and Enterprise at $250/month, both billed annually, for larger teams. Billing questions are answered in the billing FAQ.

Imagine It. Run It Live.

One prompt. One app. One living workspace. The future of software is dynamic: it learns from the way you work and it grows with your business, instead of freezing on the day it was generated. That is the shift from SaaS you rent to living software you run.

Start in Taskade Genesis and describe your business the way you would describe it to a new hire. Or clone a live system and have it running before your coffee is cold. Either way, what you ship is the same architecture: connected projects, AI agents, and automations, stitched into one app that keeps going.

Frequently Asked Questions

What does it mean to run your business in one living system?

Your customers, projects, processes, and knowledge live inside a single Taskade Genesis app instead of four tools that do not talk to each other. Connected projects hold the data, agents reason over it, and automations act on it. You describe the business in plain language and the app is built around the shape it already has.

Which business systems can I clone?

Sales and CRM, field service and operations, client portals, and finance and admin are all live and cloneable in one click, along with dozens more in the Community Gallery. Each arrives with projects, agents, and automations already wired together, so you point it at your own data and it runs the same day.

How many apps can I build on the free plan?

Three Genesis apps per workspace on the free plan, each one a complete running system with its projects, agents, and automations. Archive an app to free a slot, or move to a paid plan to lift the cap. Pro is $10/month billed annually for up to 10 users and Business is $25/month billed annually.

Do I need to know how to code?

No. You describe the work in plain language, your clients, your jobs, your invoices, and Taskade Genesis turns it into a working app. Non-technical operators across trades, agencies, clinics, and consulting already run production systems this way, with no developer and no setup wizard.

Can I publish an app on my own domain?

Yes, on Business and above. Custom domains and App Users, the branded sign-in that gives each client a private view, are available on Business ($25/month billed annually) and higher. Clone a system, brand it, connect your data, and publish it at your own address with automatic SSL.

Can I publish an AI agent inside a live app?

Yes. Publishing an agent to a live app is available on any paid plan, or you can keep it private for your team. Customize its instructions, knowledge sources, and tools, then preview it before it goes out. AI Agents v2 ship with 34 built-in tools, including web search, file analysis, and custom slash commands.

What can a Taskade Genesis app connect to?

100+ bidirectional integrations. Triggers pull events in from tools like Stripe, Gmail, Slack, and Calendar, and actions push data back out to the same set. A CRM can capture a lead from a form, log the deal, and send the invoice the moment it closes, all inside one connected system.

Which AI models power the agents?

15+ frontier models from OpenAI, Anthropic, Google, and open-weight providers, switchable per agent. Auto routes each task to a sensible default, so the agent in your CRM or portal reads your connected projects and acts on them without you choosing a model by hand.

Read Next: The Run-Your-Business Wave

  • Run Your Whole Business on One App →, the operators who did it first, and the three shapes their systems always take.
  • Introducing Taskade TSK-1 →, the kernel that coordinates the models, memory, agents, and workflows behind every system on this page.
  • Clone, Login, Automate →, the published-app version: clone a live system, add client sign-in, wire the automations.
  • CRM, Client Portal, Capacity Planner →, three more shapes worth cloning if none of the four above is quite your business.

▲ ■ ●  Memory · Intelligence · Execution

The three-layer architecture behind every Taskade Genesis app, connected projects remember, agents think, automations run. Clone any live system above to feel the loop close itself, or build your own on the same primitives.

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On this page

What Does It Mean to Run Your Business in One Living System?Clone One. Make It Run.Every Client Gets a Workspace of Their OwnYour Customers Ask. Your Workspace Answers.From Four Tools to One Connected SpineWhat It Costs to Run the Whole ThingImagine It. Run It Live.Frequently Asked QuestionsRead Next: The Run-Your-Business Wave

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