Taskade Genesis builds a fully branded client portal — complete with client logins, shared documents, and a live project tracker — from a single prompt, no code required.
What Is Client Portal Setup Automation?
An automated workflow that creates a personalized workspace for every new client: a portal with their name, a welcome checklist, shared files, and embedded AI agents ready to answer questions and track progress.
Why Use Client Portal Setup Automation?
- Instant delivery: Portal goes live the moment the contract is signed.
- Custom branding: Custom domains and client logins keep your brand front and center (Business+).
- Persistent AI agents: 33 built-in tools handle FAQs, file requests, and status updates on autopilot.
- Relational records: The Relationship field links client contacts to projects, invoices, and tasks in one view.
- Two-way integrations: Triggers pull data from your CRM; actions push updates back out.
Who Should Use Client Portal Setup Automation?
- Agencies delivering ongoing retainer work to multiple clients.
- Consultants who want a professional handoff without IT overhead.
- SaaS onboarding teams replacing clunky email threads with a live workspace.
- Freelancers who need a repeatable process without per-seat software costs.
- Operations managers standardizing the client experience across account managers.
How To Set Up Client Portal Setup Automation?
- Open the Use Automation panel on this page and clone the Client Portal template in ~10 seconds.
- Connect your CRM or form tool via 100+ two-way integrations to trigger portal creation on new deals.
- Configure custom domain and client login credentials under Business+ settings.
- Add AI agents from the agents library to handle welcome messages and document requests.
- Track every portal's status across all clients using the Table or Board view on a single dataset.
Your clients get a polished home base; you get time back. Explore more at /community or AI apps.