Turn a membership spreadsheet into a working member roster with renewal tracking, tier management, AI-drafted outreach, and a member directory — so your club or association stays organized without a formula — in minutes. The Team Capacity Planner is live on this page: use it as a starting point, then clone and own a custom membership app in one click.
Taskade Genesis reads your roster, maps each row into a member record, and links members to their households, payment history, chapter, and event attendance via the Relationship field — a connected membership system, not a reformatted spreadsheet. Seven project views give you every operational angle: a Table directory of all members with status and contact info, a Calendar of renewal dates with countdowns, a Board by membership tier (Active, Lapsed, Pending, Expired), a Mind Map of chapter relationships.
The embedded AI agents with 33 built-in tools run the ongoing outreach work: they draft personalized renewal notices, welcome messages for new members, lapsed-member win-back emails, and event invitations — without you writing each one. Built-in automations with branching fire on renewal proximity and status changes — 30 days before renewal, the notice sends; 7 days past expiry, the lapse follow-up triggers — through 100+ bidirectional integrations: pull new sign-ups from your intake form, push renewal emails via Gmail or Mailchimp.
On Business plans, add GenesisAuth client logins and a custom domain for a branded member portal where members update their own information and access member-only content. Browse the Community Gallery with 150,000+ cloneable apps, or generate a custom membership system from a prompt.
Workspace DNA — Memory (every member and renewal date) → Intelligence (agents that draft and flag lapsed members) → Execution (automations that handle outreach automatically) — keeps your membership engaged without manual list management.
Common questions
How do automated renewal reminders work?
Built-in automations check each member's renewal date on a daily schedule. At your configured intervals (e.g., 30, 14, 7 days before expiry), the agent drafts a personalized reminder and the automation sends it via your connected email tool.
Can members update their own contact information?
Yes. GenesisAuth App-Users client logins (Business+) give each member access to their own record in a branded portal — they update their details directly, and the roster reflects the change in real time.
Can I track both paid and volunteer memberships?
Yes. Describe your membership types when you generate the app. Each type gets its own renewal logic, communication templates, and Board column so paid and volunteer members are tracked in the same system.
See membership templates, CRM automation guides, and related pages: sheet to living CRM, spreadsheet to member CRM.