Client Onboarding Desk

Get every login before kickoff. See which new clients are not ready, which access requests to chase and how many business days are left, on sample data with no sign-in. Free copy runs the whole job with a Monday digest.

Clone it to your Taskade workspace in one click, then customize projects, agents, and automations to match your workflow.

This app ships with 6 projects & knowledge bases, 1 AI agent, and 2 automations & workflows, ready to run or customize after you clone. It connects Gmail. Its AI agents include Onboarding Coordinator. Its automations include Welcome a new client and Onboarding week.

Team Taskade published this agency app in the Taskade App Factory.