Architect Client Portal
Architect Client Portal with Phases and Approvals. Give each client their own project phases, approvals and questions, and share the process on a public page. Free to clone.
Architect Client Portal is a Taskade app kit built from one prompt: 6 projects that remember, 1 AI agent that thinks, and 4 automations that run on their own.
Category: Portals
This Taskade Genesis app includes 6 projects, 1 AI agent, 4 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Plan. Its automations include Fee milestone draft, Approval request draft and Weekly client update drafts.
by @taskade
What you can do with Architect 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 Architect Client Portal works
- Fee milestone draft: when a phase is set to Approved, then Draft the fee milestone note.
- Approval request draft: when an approval is set to Waiting, then Draft the approval request.
- Weekly client update drafts: when Every Friday at 8 AM, then Find every project and Find this project's phases.
Built with Taskade Genesis
- Category: Portals
- AI agents: Plan
- Automations: Fee milestone draft, Approval request draft, Weekly client update drafts
- Workspace: 6 projects, 1 AI agent, 4 automations