Describe what a great lead looks like — budget, role, timeline, source — and get a ranked priority list with transparent scoring in minutes. No gut feel, no cold leads jumping the queue, no hot leads waiting while your team sorts a spreadsheet.
The Sales Pipeline Dashboard is a live Taskade Genesis app embedded on this page. Try a real working pipeline with scored leads already loaded, then click "Use this app" to clone and own a running copy in about ten seconds. That is the try-then-clone advantage: you experience the finished product before committing — which no prompt library or blank template offers.
Scoring on Taskade Genesis is not a one-time export. The Workspace DNA loop makes it continuous: Memory holds the history of every lead touch and past scoring run. Intelligence — powered by 15+ frontier models from OpenAI, Anthropic, Google, and open-weight providers — re-scores leads as new signals arrive (a demo booked, an email opened, a pricing page visited). Execution drafts the next outreach the moment a lead heats up, without you having to check.
The Relationship field links leads to companies, deals, and tasks as a true relational record — no separate database, no table-wiring. The scored list renders across every view you need:
- Board view — drag leads through pipeline stages by priority tier
- Table view — full scorecard with fit, intent, and score breakdown side by side
- Calendar view — see every scheduled follow-up on its date
- Mind Map view — visualize account hierarchies and deal relationships
- Plus List, Gantt, and Org Chart across all 7 project views
The AI agents embedded in the app carry 33 built-in tools — web search, file analysis, persistent memory, custom slash commands, and multi-agent collaboration. The Scoring agent flags when a lead tier changes and drafts a context-aware first message so your team acts on the ranking, not just sees it.
Automations turn priority into action. Connect to Taskade automations and a new high-score lead pings the right owner in Slack before the tab is closed. With 100+ bidirectional integrations, form fills and CRM webhooks pull new leads in while calendar invites and email drafts push out — real push-and-pull with named tools on both sides.
Ownership is direct: clone the app, invite the whole team, no per-seat lock-in. The scoring logic, the data, and the agents are yours to keep and reshape.
Browse live pipeline patterns in the Community Gallery, pair this with follow-up sequence prompts for the outreach copy, or learn lead routing automation in Learn. See how the whole pipeline gets built from a single sentence in Build a Sales Pipeline From One Sentence.
Common questions
What scoring factors does the AI use if I don't specify them?
If you don't specify, the AI proposes a default ICP scorecard — typically role seniority, company size, engagement recency, and source quality — and explains each factor in plain English before applying it. You can approve the defaults, swap any factor, or add custom signals like "attended webinar" or "replied to cold email."
Can I use my existing CRM data as input?
Yes. Paste a CSV export or connect via one of the 100+ integrations and the scoring agent reads existing fields. You can also use the convert vertical to turn a spreadsheet of leads directly into the scored pipeline without a manual import step.
Does the score update automatically as leads engage?
Yes. The embedded AI agent monitors key field changes and re-scores in real time. Pair it with automations to trigger a re-score whenever a specific action occurs — a meeting booked, an email replied to, or a deal stage advanced.
