Describe the questions you ask before saying yes and get a working AI screening agent app. This is built for the lender, landlord, or program manager who reviews dozens of applicants and needs a fast, fair read on who qualifies. The AI agent checks each entry against your rules and flags the ones that need a closer look.
What's Included
- Applicant dashboard: Every applicant sits on one board, tied through connected projects to their answers, documents, and decision status.
- AI Agent: A custom AI agent answers "who qualifies right now?" and "which applications are missing paperwork?" so nothing stalls.
- Auto-screening: A trigger runs the moment a new application arrives, scoring it and moving it into approved, on-hold, or declined.
- Status views: Use a table or board view to track the queue and spot bottlenecks early.
- Frontier intelligence: Backed by frontier models from OpenAI, Anthropic, and Google for consistent, explainable checks.
How To Use
- Clone this app into your Taskade Genesis workspace.
- Enter your qualifying rules, such as income, documents, or eligibility cutoffs.
- Point your intake form at the app so each new applicant flows in.
- Let the AI agent screen and sort every entry against your rules.
- Approve qualified applicants in minutes instead of hours.
See more ready-to-use apps in the Community Gallery or start fresh with the Taskade App Generator.