Saas Onboarding Portal
SaaS Onboarding Portal for Each Customer. Give each customer its own checklist, owners and dates, and flag the risky go-lives early. Free to clone.
Saas 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 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 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