Agency Client Portal
Agency Client Portal. Each client signs in to a portal in its own brand color and sees only its own work: what waits on them, requests, deliverables to approve or send back with a note, monthly reports and invoices. The team sees every client and a board of deliverables in review. Emails go to the team for changes asked and urgent requests.
Agency Client Portal is a Taskade app kit built from one prompt: 7 projects that remember, 2 AI agents that think, and 4 automations that run on their own.
Category: Portals
This Taskade Genesis app includes 7 projects, 2 AI agents, 4 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Desk and Help. Its automations include Urgent request: email me at once, First of the month: draft every client report and Changes asked: write the change list.
by @taskade
What you can do with Agency Client Portal
- Preview the live Taskade Genesis app in your browser without signing up.
- Clone the entire workspace (projects, agents, automations, and app UI) to your own Taskade account in one click.
- Edit any agent prompt, project field, or automation step after cloning.
- Share the cloned version with your team or publish to a custom domain.
How Agency Client Portal works
- Urgent request: email me at once: when a request is added, then Read the request and Find the "Alert email" setting.
- First of the month: draft every client report: when On the 1st at 7:00 AM, then Find the "Alert email" setting and Read the "Alert email" setting.
- Changes asked: write the change list: when a client asks for changes, then Read the deliverable and Ask Desk for a change list.
Built with Taskade Genesis
- Category: Portals
- AI agents: Desk, Help
- Automations: Urgent request: email me at once, First of the month: draft every client report, Changes asked: write the change list
- Workspace: 7 projects, 2 AI agents, 4 automations