What is Client portal?

Client portal is a Taskade Genesis app built by rohankabiraj38. It's a live, cloneable workspace with 3 projects, 1 AI agent, 5 automations that you can preview, clone, and customize for your team.

How do I use Client portal?

Open the share link to preview Client portal live, then click Clone to copy it into your own Taskade workspace. The cloned copy is yours to edit, rename, and connect to your own data.

Is Client portal free?

Yes. Client portal is free to preview and clone. Cloning works on every Taskade plan, including the free tier.

Can I customize Client portal?

Yes. Once cloned, every project, AI agent prompt, automation, and UI element in Client portal is fully editable inside your Taskade workspace.

Client portal

Name: Client portal
Author: rohankabiraj38

Client portal is a Taskade Genesis app in the Tools category that connects HubSpot and Google Drive. Its AI agents include Portal Assistant. Its automations include Daily Status Digest, File Upload Notification and HubSpot Lead Intelligence System. Clone it from rohankabiraj38 with 3 projects, 1 AI agent and 5 automations in one Taskade workspace.

Client portal is a Taskade app kit built from one prompt: 3 projects that remember, 1 AI agent that thinks, and 5 automations that run on their own.

Category: Tools

This Taskade Genesis app includes 3 projects, 1 AI agent, 5 automations. Preview it live, then clone it into your own workspace.

Its AI agents include Portal Assistant. Its automations include Daily Status Digest, File Upload Notification and HubSpot Lead Intelligence System.

by @rohankabiraj38

Open Clone app · Free

What you can do with 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 Client portal works

Daily Status Digest: when Every day at 9 AM, then Create Daily Digest Message.
File Upload Notification: when File is Added, then Send File Upload Notification.
HubSpot Lead Intelligence System: when New HubSpot Contact Created, then AI Lead Analysis and Create High-Priority Client Task.

Built with Taskade Genesis

Category: Tools
AI agents: Portal Assistant
Automations: Daily Status Digest, File Upload Notification, HubSpot Lead Intelligence System
Integrations: HubSpot, Google Drive
Workspace: 3 projects, 1 AI agent, 5 automations

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