A working intake system where every request for help is recorded, routed, and followed until it is resolved. Describe your services, your eligibility rules, and your partner agencies, and Taskade Genesis builds the intake form, the eligibility check, the assignment logic, and the follow-up schedule that keeps a participant from falling through the gap between two programs.
The app embedded on this page is Eligibility Insight Dashboard, a real Taskade Genesis build that screens each new record against criteria and explains where it lands. Add a record, watch it get sorted, open it, then clone it in about ten seconds and turn that screening into the program intake and referral routing described above.
Each intake record holds the date, the referral source, the services requested, the eligibility answers, the assigned staff member, the status, the next contact date, and the outcome. Linked records connect a participant to every service episode, every referral you made to a partner agency, and every follow-up, so a caseworker opening a file sees the full history rather than a folder of notes. Partner agency records hold what each one accepts, their capacity, and their current wait time, which is what makes a referral useful rather than a phone number.
Workspace DNA holds the thread. Memory keeps the full service history so a returning participant is recognized and does not retell their situation from the beginning. Intelligence, backed by frontier models from top AI labs, checks an intake against your eligibility rules, suggests the right service or referral, and drafts the summary note. Execution assigns the case, sets the follow-up date, and escalates when a follow-up passes without contact.
Work cases in whichever layout the moment calls for:
- Table view, the caseload with status, assigned staff, and next contact date
- Board view, intakes moving from received to screened to served to closed
- Calendar view, follow-up dates and appointments across the week
- List view, one participant file, readable end to end
- Plus Mind Map, Gantt, and Org Chart across the multiple project views
Automations prevent the drop-offs. With Taskade automations, a new intake assigns to the on-duty caseworker and starts the response clock, a follow-up date passing without contact escalates to a supervisor, and a closed case triggers the outcome survey. Across 100+ bidirectional integrations, your form tool and Gmail pull intakes and partner replies in while Slack and email push assignments and escalations out.
The AI agents carry built-in tools including persistent memory and file analysis, so an agent can read a referral letter, extract the relevant details into fields, and draft the intake summary while a caseworker stays with the person.
Clone it, invite your program staff, and the caseload, the referral network, and the outcome data belong to your organization.
See other builds in the Community Gallery, start fresh at Taskade Genesis, or learn intake forms in Learn and permissions in Learn. Measure what happens next with track program outcomes against your targets, and gather participant feedback through the program evaluation survey.
Frequently Asked Questions
How do we keep participant information restricted?
Access is set per project and per member, so only assigned staff open the caseload. Keep intake in its own project separate from donors and volunteers, invite only the people who need it, and review the member list the way you review any file cabinet key.
Does the app decide who is eligible?
It applies the rules you write and shows its reasoning, then flags edge cases for a human. Eligibility decisions stay with your staff, and the app makes the criteria consistent rather than dependent on who took the call.
Can partners submit referrals to us?
Yes. Publish a referral form for partner agencies, and on Pro plans and above at $10 per month billed annually you can put it on your own domain with sign-in so each partner sees only the referrals they sent.
Can we track a waitlist?
Yes. Add a waiting status with a position and a reason, and an automation can notify the next person when capacity opens rather than leaving them to call back.
What if someone comes back a year later?
The agent matches them to the existing record and shows the prior episode, so the new intake starts with context. You control whether prior history is visible to every staff member or only to supervisors.
Can we report on this without exposing personal details?
Yes. Build a summary view with counts, service types, and outcomes and no identifying fields, then share that project with your board or a funder while the case records stay restricted.
Does it work for a food pantry, a legal clinic, and a housing program at once?
Yes. Each service is its own type with its own fields and eligibility, all sharing one participant record, which is exactly how you see that the same household is using three of your programs.