SaaS Customer Onboarding Portal
SaaS Customer Onboarding Portal is a customer portal where each B2B software customer sees its own onboarding checklist, owners and dates. It replaces the shared spreadsheet and the status emails of an onboarding manager. Visitors check their readiness on a public page and send a pre-kickoff question. Each customer sees only its own checklist after sign-in. Clone it free and start with sample data.
SaaS Customer Onboarding Portal is a Taskade app kit built from one prompt: 5 projects that remember, 1 AI agent that thinks, and 3 automations that run on their own.
Category: Portals
This Taskade Genesis app includes 5 projects, 1 AI agent, 3 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Welcome. Its automations include Blocked step nudge draft, Daily onboarding risk and Go-live handover draft.
by @john
What you can do with SaaS Customer Onboarding 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 SaaS Customer Onboarding Portal works
- Blocked step nudge draft: when a step owned by You turns Blocked, then Welcome drafts the nudge and Comment the draft on the step.
- Daily onboarding risk: when Every day at 8 AM, then Find customers at risk and Join the customer names.
- Go-live handover draft: when the Go-live step is done, then Welcome drafts the handover note and Comment the handover draft.
Built with Taskade Genesis
- Category: Portals
- AI agents: Welcome
- Automations: Blocked step nudge draft, Daily onboarding risk, Go-live handover draft
- Workspace: 5 projects, 1 AI agent, 3 automations