Client portal
Client portal is a Taskade Genesis app in the Quick Apps category that connects HubSpot and Google Drive. Its AI agents include Portal Assistant. Its automations include HubSpot Lead Intelligence System, Daily Status Digest and Auto-Add Google Drive Files to Repository. Clone it from kattgrom with 3 projects, 1 AI agent and 16 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 16 automations that run on their own.
Category: Quick Apps
This Taskade Genesis app includes 3 projects, 1 AI agent, 16 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Portal Assistant. Its automations include HubSpot Lead Intelligence System, Daily Status Digest and Auto-Add Google Drive Files to Repository.
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by @kattgrom
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
- HubSpot Lead Intelligence System: when New HubSpot Contact Created, then AI Lead Analysis and Create High-Priority Client Task.
- Daily Status Digest: when Every day at 9 AM, then Create Daily Digest Message.
- Auto-Add Google Drive Files to Repository: when File Uploaded to Google Drive, then Add File to Repository.
Built with Taskade Genesis
- Category: Quick Apps
- AI agents: Portal Assistant
- Automations: HubSpot Lead Intelligence System, Daily Status Digest, Auto-Add Google Drive Files to Repository
- Integrations: HubSpot, Google Drive
- Workspace: 3 projects, 1 AI agent, 16 automations