Families stop being three unrelated rows that happen to share an address. One household record links the people in it, so a single message can cover three appointments, shared details are entered once, and the front desk stops sending the same parent three separate reminders on the same morning.
Start from the App Signup Flow. It is a live Taskade Genesis app that creates one clean record per person, which is what has to exist before anybody can be grouped into a household. The grouping is the part you add. Clone it into your own workspace in about ten seconds, then describe the household field and the shared contact rules on top of it.
The build gives you a household record with linked records for each person in it, a nominated contact for correspondence, shared fields entered once such as address and preferred contact method, per-person fields that stay separate, a combined view of every appointment across the household, and an AI agent that proposes households from your existing list and shows the evidence for each suggestion. Nothing is grouped without approval, because two people at one address are not automatically a household.
Households are legible in several shapes:
- Mind Map view to see who links to whom at a glance
- Table view for the flat list with household and member columns
- Calendar view for every appointment across the household in one place
- List view for working through proposed groupings
- Plus the rest of the 7 project views
Automations use the grouping. On paid plans, Taskade automations send one combined reminder to the nominated contact rather than three separate ones, and propagate a change of address across the household after approval. Across 100+ bidirectional integrations, your booking tool pulls appointments in while Gmail pushes the combined message out.
The AI agents carry 34 built-in tools including persistent memory. The agent learns your corrections, so the housemates you told it were not a family stay ungrouped permanently.
Workspace DNA is what keeps a household useful rather than merely tidy. Memory holds the links between people and every grouping decision your team has approved or rejected. Intelligence, drawing on 15+ frontier models from OpenAI, Anthropic, Google, and open-weight providers, proposes households with the evidence shown and learns from your corrections. Execution combines the reminders and propagates an approved change of address without touching anything personal.
Running it in your practice
- Decide what a household means to you. Shared correspondence is the usual definition, and it is more useful than shared address because it survives family complexity.
- Clone the app and review the proposed groupings. Approving and rejecting the first batch teaches the agent your practice's real patterns quickly.
- Nominate a contact per household. Then let adult members override it with their own details, because assuming otherwise causes exactly the wrong message to go to exactly the wrong person.
- Choose your shared fields carefully. Address and preferred contact method are safe. Almost nothing else should be shared automatically.
- Turn on combined reminders. Three appointments on one morning becoming one message is the change families notice immediately.
The parent who used to receive three near-identical reminders before school run now receives one that lists all three.
Clone it, invite the team, and the rules are yours. What makes a household, who receives correspondence, and which fields are shared are your decisions.
More: read connecting memory to agents for how linked records feed an agent, browse the Community Gallery for structures others publish, or open create to build your own. This pairs with merging duplicate records, which handles the people who really are the same person, and with the appointment reminder sequence, which sends the combined message.
Frequently Asked Questions
How is a household different from a duplicate?
A duplicate is one person recorded twice. A household is several different people who share correspondence and often an address. The agent treats a shared address with different dates of birth as a household candidate, never a merge candidate.
Who receives the messages?
The nominated contact for the household, unless a member has their own contact details and prefers them. Both patterns are supported on the same record, and adult members can always be addressed directly.
Can a person belong to two households?
Yes. Shared care arrangements and adult children living between two addresses are normal. A person can link to more than one household, and each household sees only the correspondence it is nominated for.
What happens when somebody moves out?
Unlink them. Their own record keeps its full history and simply stops sharing correspondence with the household. Nothing is deleted.
Does it combine appointments into one reminder?
Yes, on a paid plan. Three appointments on the same morning become one message listing all three, which is both fewer messages and fewer missed ones.
Are shared fields really shared?
Only the ones you choose, typically address and preferred contact method. Anything personal stays on the individual record, and a change to a shared field is proposed rather than applied silently.
Does grouping affect anything clinical?
No. It is a correspondence and coordination structure. Each person keeps their own record, and nothing about a household changes how your practice treats an individual.
