Client Onboarding Desk
Get every login before kickoff. See which new clients are not ready, which access requests to chase and how many business days are left, on sample data with no sign-in. Free copy runs the whole job with a Monday digest.
Client Onboarding Desk is a Taskade app kit built from one prompt: 6 projects that remember, 1 AI agent that thinks, and 2 automations that run on their own.
Category: Quick Apps
This Taskade Genesis app includes 6 projects, 1 AI agent, 2 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Onboarding Coordinator. Its automations include Welcome a new client and Onboarding week.
by @taskade
What you can do with Client Onboarding Desk
- 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 Client Onboarding Desk works
- Welcome a new client: when you run this flow from a Clients row, then Find access items of this client and Checklist lines.
- Onboarding week: when Every Monday at 8 AM, then Find the Settings row and This Monday as YYYY-MM-DD.
Built with Taskade Genesis
- Category: Quick Apps
- AI agents: Onboarding Coordinator
- Automations: Welcome a new client, Onboarding week
- Integrations: Gmail
- Workspace: 6 projects, 1 AI agent, 2 automations