Vendor Onboarding Portal
Vendor Onboarding Portal: Tax Forms, Bank and Insurance. Collect vendor tax forms, bank details and insurance, run a checklist per vendor and hold payments until every item is verified. Free to clone.
Vendor Onboarding Portal is a Taskade app kit built from one prompt: 9 projects that remember, 2 AI agents that think, and 3 automations that run on their own.
Category: Portals
This Taskade Genesis app includes 9 projects, 2 AI agents, 3 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Gate and Gate Staff. Its automations include Monday AP digest, New vendor application and Bank detail added.
by @taskade
What you can do with Vendor 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 Vendor Onboarding Portal works
- Monday AP digest: when Every Monday at 8 AM, then Gate Staff writes the onboarding digest and File the digest in the Digests project.
- New vendor application: when a vendor application is added, then Create the tax form checklist item and Create the bank details checklist item.
- Bank detail added: when a bank detail is added, then Set the bank detail to Pending callback and Find the vendor's open payment requests.
Built with Taskade Genesis
- Category: Portals
- AI agents: Gate, Gate Staff
- Automations: Monday AP digest, New vendor application, Bank detail added
- Workspace: 9 projects, 2 AI agents, 3 automations