Consultant Client Portal
Consultant Client Portal: each client signs in to see their own requests, updates, files and invoices, and sends a new request from a phone. You and your techs see every client. A help chat answers from your guides.
Consultant Client Portal is a Taskade app kit built from one prompt: 7 projects that remember, 2 AI agents that think, and 3 automations that run on their own.
Category: Forms
This Taskade Genesis app includes 7 projects, 2 AI agents, 3 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Help Desk and Portal Desk. Its automations include Monday follow up list, Monthly client summary and Urgent request alert.
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by @taskade
What you can do with Consultant 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 Consultant Client Portal works
- Monday follow up list: when Every Monday at 8:00 AM, then Find the "Owner email" setting and Read the "Owner email" setting.
- Monthly client summary: when On the 1st at 7:00 AM, then Find all clients and Read the client.
- Urgent request alert: when A request is sent, then Ask Portal Desk if it is urgent and Find the "Owner email" setting.
Built with Taskade Genesis
- Category: Forms
- AI agents: Help Desk, Portal Desk
- Automations: Monday follow up list, Monthly client summary, Urgent request alert
- Workspace: 7 projects, 2 AI agents, 3 automations