A prospect fills out your intake form and a fully configured client workspace — project tasks, welcome message, shared documents — is waiting for them before you've even read the submission.
The Taskade Genesis Client Portal (try it live below) is the working destination your clients land in: milestones visible, resources linked, and their account relationship already connected. Click "Use this app" to clone and own a running copy in one click.
The automation is the engine behind it. The form submission triggers the workflow: a new onboarding project generates from your master template, the client's answers pre-fill the relevant fields (project scope, goals, company name), and an invitation goes out by email — all before any manual step. This is genuine bidirectional automation: the form pulls the intake data in; actions push the workspace, the invite, and the Slack notification out.
The embedded AI agent reads the intake responses and drafts a personalized first-week agenda, flags any unanswered required fields, and writes the custom welcome message in your voice — using 33 built-in tools and persistent memory so it learns your client communication style over time. No templated copy-paste welcome emails.
The Relationship field links the new client contact to their onboarding project, to their original intake form response, and to every task that follows — a single connected record you can view as a Board, Calendar, Table, Mind Map, Gantt, or Org Chart. Seven project views on one dataset, so your ops team sees the pipeline board while your account manager checks the Gantt timeline.
100+ bidirectional integrations keep the system live: intake forms from Typeform, Google Forms, or your own Taskade Genesis form; CRM records auto-created in HubSpot; calendar invites pushed via Google Calendar; documents staged in Google Drive. Everything syncs without a separate Zapier layer. Built-in reliable automations handle the edge cases — if a client hasn't accepted their workspace invite after 48 hours, a follow-up fires automatically.
Workspace DNA runs the loop: Memory stores every client's intake answers and project history, Intelligence personalizes the workspace setup, and Execution fires the reliable, branching automation that scales to 50 new clients a month as easily as one. Clone-and-own means no per-client seat costs and no editor fees — invite your whole team and all your clients without seat-tax math.
Explore the Community Gallery for 150,000+ working apps to fork as a starting point, pair with the Onboarding Reminder and Nudge Sequence to keep clients on track after activation, or spin up a matching client intake app in generate.
Common questions
Which form tools does this connect to?
Any form tool that can send a webhook or post to an email — Typeform, Google Forms, Jotform, and Taskade Genesis's built-in form trigger. See Learn: Form triggers.
Can I customize the onboarding workspace template?
Yes. You build the master template once in Taskade Genesis — tasks, sections, linked resources, views — and the automation clones and populates it for every new intake submission.
Does the AI agent personalize each workspace?
Yes. The embedded agent reads the intake responses and drafts personalized content (welcome messages, first-week agendas) using persistent memory across all your client workspaces. It learns your conventions over time with 33 built-in tools including file analysis and custom slash commands.