Portals That Run Themselves

Build a Client Portal From One Prompt

Describe the portal you want in plain English and Taskade Genesis builds the live app, not a mockup. Type something like "a client portal where customers log in, see their project status, download deliverables, and submit requests," and you get a branded, working portal with logins, a database behind it, AI agents inside it, and automations already running. No code. No empty canvas. No assembling four tools to make one experience.

That is the difference most builders cannot make. Softr, Glide, Noloco, and Knack let you put a screen on top of data you already wired up. Taskade Genesis builds the running app and staffs it, so the portal answers clients, routes files, and follows up after you publish. You go from a sentence to a portal your clients can log into the same day, then refine it by talking to it.

This page walks through what you can build, how the prompt-to-live-portal flow works, how data and permissions stay isolated per client, and how Taskade Genesis compares honestly to the database-first portal builders so you can pick the right tool.

What You Can Build

A client portal is a secure, branded space where each client logs in and sees only their own projects, files, status, and invoices. With Taskade Genesis, the same prompt-driven flow builds any of these without changing tools.

• Client onboarding portals. New clients get a guided welcome, an intake form, a checklist, and a status view, replacing the spreadsheet-and-email scramble.
• Deliverable and document hubs. Share files, approvals, version history, and sign-offs in one place, with search and organized folders.
• Project and reporting dashboards. Real-time progress, milestones, timelines, and live metrics pulled from the data you connect.
• Support and request desks. Clients submit tickets and information requests; agents triage and answer; you see everything in your workspace.
• Booking and intake systems. Forms, scheduling, and self-service that update your internal records automatically.
• Vendor and partner portals. Order visibility, invoice processing, and a shared communication thread without giving away internal access.

Each of these is a starting prompt, not a separate product. Need invoices added to an onboarding portal next week? Tell the portal, and Taskade Genesis builds it in.

How It Works: Prompt, Run, Share

Taskade EVE, the meta-agent that orchestrates the build, turns your description into a deployed app. The flow is short and you stay in plain English the whole way.

1. Prompt it. Describe the portal and who logs in. "A client portal where each client sees their project status, downloads deliverables, pays invoices, and messages my team." Taskade EVE designs the data model, the views, and the screens.
2. Customize the branding. Add your logo, colors, and copy. On Business plans you publish it on your own custom domain with GenesisAuth, so it looks and feels like your product, not a third-party tool.
3. Add agents. Drop AI agents into the portal so clients get instant answers and your team gets automatic triage and summaries. More on this below.
4. Turn on automations. Set automations that send updates, route files, follow up, and score incoming requests so the portal keeps working after launch.
5. Publish and invite. Share access links or email invites. Each client gets a secure login scoped to their own data, with no setup on their end.

Because the result is a real running app, you refine it by talking to it. "Add a tab for monthly reports." "Email me when a client uploads a file." The portal changes; your clients keep their logins.

AI Agents Live Inside Your Portal

This is the part competitors cannot match. Other builders bolt an "Ask AI" assistant onto the editor to help you build. Taskade Genesis puts AI agents inside the deployed portal as a feature your clients touch.

Taskade AI Agents v2 ship with a large built-in toolkit, including web search, code execution, file analysis, persistent memory, public embedding, multi-model reasoning, and multi-agent collaboration. Inside a client portal, that means an agent can:

• Answer common client questions instantly, around the clock, from your own documents and project data.
• Triage incoming requests and route them to the right person or status.
• Summarize a project's history so a client sees a clear update without you writing it.
• Analyze uploaded files and pull out the answer a client needs.

Agents run on 15+ frontier models from OpenAI, Anthropic, Google, and open-weight providers, with Taskade EVE auto-routing to the right model for the job. Your portal stops being a static set of screens and becomes a surface that actually responds. Learn more about what agents can do on the AI agents page or in the custom agents guide.

Automations That Keep Working After Launch

A portal earns its keep between logins. Taskade automations are the execution layer that runs while you sleep, with no code and no separate automation tool to stitch in.

• Send clients progress updates automatically, so the "where's my project?" email never gets sent.
• Route an uploaded file to the right folder, owner, and review step.
• Follow up on a stalled request or an unsigned approval.
• Score and tag incoming leads or tickets so the urgent ones surface first.
• Push portal activity into your internal systems the moment a client acts.

Automations are bidirectional: a trigger pulls an event in, an action pushes data out. Build them in plain language alongside the portal and adjust them the same way. See the full picture on the automations vertical or the execution guide.

Clone a Running Portal, Then Make It Yours

Every other builder hands you a blank canvas or a static template. Taskade Genesis lets you start from a real, running app. More than 150,000 live apps have been built on Taskade Genesis, and many are shared in the Community Gallery for you to clone, add your data, rebrand, and ship.

Clone-to-own means you skip the empty-canvas problem entirely. Pick a portal that already works the way you want, make it yours in minutes, and publish. Browse and clone from the community gallery, or start fresh from the first-app tutorial.

Your Data, Permissions, and Access Control

Client portals hold client data, so access control is the feature that matters most. Taskade Genesis handles it at the platform level so each client sees only their own information.

• Per-client isolation. Filtered views and scoped logins mean Client A never sees Client B's projects, files, or invoices.
• 7-tier role-based access. A clear ladder from Owner down to Viewer controls who can see, edit, and manage what, across your team and your clients.
• Custom domains and GenesisAuth on Business plans. Publish the portal on your own domain with your own sign-in, fully white-labeled, so clients never see a third-party brand.
• Your workspace is the backend. The projects and databases you already keep in Taskade become the live data behind the portal, so there is no separate system to sync. See how Workspace DNA works.

Stripe checkout is wired into every Taskade Genesis app with no setup, so a client can pay an invoice or buy a service inside the portal without you building a payment flow.

Connect Everything: 100+ Integrations

A portal usually sits at the center of your stack. Taskade connects to 100+ services with bidirectional integrations: triggers pull events in, actions push data out. That means the portal can read from and write to your CRM, billing, storage, and communication tools without a separate automation platform in the middle.

The practical effect is consolidation. The usual setup is a portal tool plus a lead-gen tool plus an internal tool plus an automation tool. Taskade Genesis builds all of those from one prompt in one workspace. If your next need is an internal tool or a lead-capture app, it is the same builder, not a new subscription.

Flat, Predictable Pricing

Per-seat pricing is the universal sore spot with portal builders, because every client you add can raise the bill. Taskade pricing is flat and predictable.

There is no per-client seat tax baked into these tiers, so adding more clients to a portal does not change your plan price. For most service businesses, a single flat plan replaces several metered tools.

Taskade Genesis vs No-Code Portal Builders

Honest framing matters when you are choosing a tool, so here is when a competitor is the better fit and when Taskade Genesis is.

Choose a database-first builder (Softr, Glide, Noloco) when you already maintain a clean Airtable or spreadsheet and you mainly want a polished presentation layer on top of it, with visual editing and granular views. These tools are strong at turning an existing database into a branded interface, and if that is the whole job, they do it well. Check their own pricing pages for current per-user and per-app costs before you commit, because metering models change.

Choose a developer platform (Retool) when you have engineers who want fine-grained control and are comfortable with a developer-oriented workflow for internal tools.

Choose Taskade Genesis when you want an app that acts, not just displays. You describe the portal in one prompt and get the running app with AI agents inside it, automations that keep working after launch, and clone-to-own templates from a gallery of live apps. You want one workspace that also builds your internal tools and lead-capture apps, flat pricing with no per-client seat tax, and the ability to refine the whole thing by talking to it. If "build a portal" should mean "build a portal that answers clients and follows up on its own," this is the one that does it.

The category splits cleanly: most tools build a screen on top of your data; Taskade Genesis builds the working app and gives it agents and automations that keep doing the work after you hit publish.

Frequently Asked Questions

How do I build a client portal without code?

Describe the portal in plain English and Taskade Genesis builds it as a live app. You write a sentence like "a client portal where customers log in, see project status, download files, and pay invoices," and Taskade EVE designs the data model, the views, and the screens. You then add branding, agents, and automations, and publish. There is no code at any step, and you refine the portal by talking to it.

Can Taskade Genesis build a portal from a single prompt?

Yes. A single prompt produces a deployed, working portal, not a wireframe or a code export. The prompt sets up the database, the client-facing views, and the logins. From there you customize branding, add AI agents, turn on automations, and publish on your domain, all in the same flow.

What can a client portal built with Taskade include?

It can include client logins, project status views, deliverable and file sharing, document approvals, invoices and Stripe checkout, intake forms, support requests, dashboards, and a built-in AI agent that answers clients. Because the portal runs on your workspace, automations and 100+ integrations connect it to your CRM, billing, and storage tools.

How is Taskade Genesis different from Softr, Glide, or Noloco?

Those builders put a screen on top of a database you wire up; Taskade Genesis builds the running app and staffs it. The portal ships with AI agents that answer clients and automations that keep working after launch, you can clone a live portal from the Community Gallery instead of starting blank, and pricing is flat with no per-client seat tax. It also builds internal tools and lead-capture apps from the same prompt-driven flow.

Can clients only see their own data?

Yes. Per-client isolation through filtered views and scoped logins means each client sees only their own projects, files, and invoices, never another client's. A 7-tier role-based access model controls who can view, edit, and manage across your team and your clients, and Business plans add custom domains and GenesisAuth for a fully white-labeled sign-in.

Do the AI agents keep working after I publish the portal?

Yes. The AI agents and automations run inside the deployed portal, not just in the editor. Agents answer client questions around the clock, triage requests, and summarize projects, while automations send updates, route files, and follow up. They keep operating after you publish, which is why the portal reduces your workload instead of adding to it.

Can I put the portal on my own domain?

Yes, on Business plans and above. You publish the portal on a custom domain with GenesisAuth, so it is fully white-labeled with your branding and your own sign-in experience. Clients never see a third-party brand, and the portal looks and behaves like part of your product.

How much does it cost to build a client portal with Taskade?

Pricing is flat: Free to start, Pro at $10/month (the popular tier), Business at $25/month for custom domains and white-label, with Max and Enterprise above for higher volume and SSO. There is no per-client seat tax in these tiers, so adding more clients to a portal does not raise your plan price. Always use annual-billing prices as the reference.

Can I clone an existing portal instead of starting from scratch?

Yes. More than 150,000 live apps have been built on Taskade Genesis, and many portals are shared in the Community Gallery. You clone a working portal, add your own data, rebrand it, and publish, which skips the empty-canvas problem entirely and gets you to a live portal in minutes.

Build Your Client Portal

You do not need a developer, a database setup, or a stack of tools. Describe the portal you want, and Taskade Genesis builds the live app with agents and automations already inside it. Clone a running portal from the gallery, make it yours, and invite your clients today.

Build your client portal with Taskade Genesis and ship it the same day.

Client access, explained properly

This is the question that decides whether a portal ships, and most portal pages skip it. There are three distinct ways a person reaches a Taskade portal, and picking the right one is the whole design.

Your clients are almost always the middle row. They sign in to your app with an email and password, not to Taskade, and they never see your workspace, your other clients, or your internal projects.

Be clear on one limit before you promise it to a customer: GenesisAuth is email and password only. There is no Google or social sign-in for portal clients, and SAML single sign-on and SCIM govern your own workspace members rather than your app's end users. If a client's procurement team requires SSO for their staff to reach a vendor portal, that is not something a published app provides today.

Behind the login: what belongs there

The portals that reduce your workload rather than adding to it share a shape: the client can see status, submit what you need from them, and get an answer without emailing you.

• Their work, live — the same records your team edits, filtered to that client
• An intake surface — a form for requests, briefs, or documents, which triggers an automation rather than an inbox
• Files and deliverables in one place instead of a thread
• An AI agent that answers "where is this" and "what do you need from me" around the clock
• Status that updates itself, because it is reading live data rather than a page you remember to edit

More questions about client portals

Do my clients need a Taskade account to use the portal?

No. Clients sign in to your published app with GenesisAuth using their own email and password. They never create a Taskade account, never see your workspace, and never appear as seats on your plan.

How do clients log in to the portal?

Through GenesisAuth on your published app, with an email and password they set. On Business plans and above the portal sits on your own custom domain with your own branding, so the sign-in looks like part of your product rather than a third-party tool.

Can I use single sign-on for my portal clients?

No, and it is worth being direct about it. GenesisAuth is email and password only for a published app's end users. SAML single sign-on is available from Business plans upward and SCIM provisioning at Enterprise, but both govern your workspace members, not the clients signing in to an app you published.

Can clients upload files to the portal?

Yes. A form or intake surface inside the portal accepts what you need from them, and the submission can trigger an automation that files it, notifies the right person, and updates the record, so nothing sits waiting for someone to notice an email.

How many clients can I add to a portal?

Plans are flat rather than per-client, so adding clients to a portal does not change your plan price. This is the structural difference against portal tools that charge per external user, where the cost of the portal rises exactly as your client list grows.

Can I charge clients through the portal?

Through a connected tool rather than a native checkout. Payment actions run as automation steps against the payment service you already use, so an approved deliverable or a completed stage can trigger the charge. The portal owns the record and the workflow; the payment tool owns the money.

Can I brand the portal as my own product?

Yes, on Business plans and above. Custom domains, app colors, app SEO visibility, and agent white-labelling are all Business features at $25/mo billed annually. Below that the portal is fully functional and shareable, just on a Taskade URL with Taskade styling.

What happens to the portal if I change the underlying project?

It follows. The portal reads live workspace data through a data gateway rather than holding a copy, so a change your team makes to a record shows up for the client without a republish. That is the property that makes a portal genuinely self-updating rather than something you maintain twice.

Can I build a client portal on the free plan?

Yes, within the free limits: three apps in total and ten automation flow runs a month. That is enough to build a real portal and put a client in it. The upgrade trigger is usually the custom domain and white-labelling on Business, not the portal itself.

How long does it take to launch a client portal?

A working portal usually exists within the hour, and the real timeline is the week you spend deciding what clients should and should not see. That decision is the project. Because the portal reads live workspace data rather than a copy, you can change your mind about scope later without rebuilding it.

Should I build a portal or buy portal software?

Build when your process is specific and the templates never quite fit, or when per-external-user pricing is the thing making the project uneconomic. Buy when you need a mature vendor ecosystem or a named compliance certification. Read the best customer portal software compared, see 10 client portals you can deploy instantly, or start on the portal builder. You can also clone a running portal from the community gallery, check what each tier includes on pricing, or pair the portal with a CRM over the same records.