Stacks of forms are easy to lose and hard to act on. Upload your application forms, intake PDFs, or submission files and Taskade Genesis builds a live intake tracker that lists every person, their current stage, and the next step. For a property manager screening tenants, a clinic onboarding patients, or a hiring manager fielding applicants, it means no one slips through the cracks.
What's Included
- Intake Tracker: every form becomes a row with name, stage, contact, and notes, all in one sortable place.
- AI Agent: ask it "who is waiting on me?" or "which applications are missing documents?" and get a straight answer.
- Stage pipeline: move each person from New to Reviewing to Approved, and see the whole queue at a glance.
- Connected projects: link each applicant to their files, tasks, and follow-up messages so the full history stays together.
- Automation: a new submission triggers a confirmation reply and a review task for the right person via automation triggers.
How To Use
- Clone this app into your workspace; it is live in about 10 seconds.
- Upload your intake forms, applications, or submission PDFs and let the AI pull each one into a tracked record.
- Set your stages and review the queue in Table or Board view.
- Turn on automations so confirmations and review tasks fire the moment a form arrives.
- Clear your backlog with confidence: every applicant has an owner, a stage, and a next step.
Explore the Community Gallery for more trackers you can clone and make your own.