Agency Client Portal
Each client signs in and sees only their own work, requests and updates, and you stop sending status emails. Your own copy of a client portal for agencies and consultants: projects and next steps, requests, change requests with a time and price quote, deliverable approvals, files, and a Friday update drafted for you to approve. Turn on private rows once before you invite clients. Start here shows how. Works best on Starter or higher. Includes rights to set it up for your own clients.
Agency Client Portal is a Taskade app kit built from one prompt: 10 projects that remember, 1 AI agent that thinks, and 6 automations that run on their own.
Category: Projects
This Taskade Genesis app includes 10 projects, 1 AI agent, 6 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Portal Helper. Its automations include Draft each client's Friday update, Email me when a new client joins and Monday agency brief.
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
- Draft each client's Friday update: when Every Friday at 9 AM, then Find every client project and List the projects.
- Email me when a new client joins: when a client signs in for the first time, then Email the agency owner.
- Monday agency brief: when Every Monday at 8 AM, then Find every request and List the requests.
Built with Taskade Genesis
- Category: Projects
- AI agents: Portal Helper
- Automations: Draft each client's Friday update, Email me when a new client joins, Monday agency brief
- Workspace: 10 projects, 1 AI agent, 6 automations