Taskade Genesis builds an entire client workspace — projects, tasks, resources, and AI agents — in ~10 seconds from a single prompt, ready to clone and own without per-seat lock-in.
What Is New Client Workspace Builder Automation?
A one-click automation that scaffolds a full working environment for a new client: project boards, onboarding checklists, document folders, shared resources, and pre-assigned AI agents — all structured around that client's specific needs.
Why Use New Client Workspace Builder Automation?
- Template-to-live in seconds: Clone a proven workspace structure and fill it with client-specific data automatically.
- AI agents included: built-in tools handle status updates, meeting notes, and task suggestions from day one.
- Multiple project views: Switch between List, Board, Gantt, and Calendar on the same dataset without duplicating data.
- Custom domains: Give each client a branded URL (Business+) with their own login, which works on every plan.
- Reliable automations: Recurring tasks, reminders, and reports run on autopilot after setup.
Who Should Use New Client Workspace Builder Automation?
- Digital agencies spinning up new client projects weekly.
- Management consultants needing a structured engagement framework for every new mandate.
- Marketing firms creating repeatable campaign workspaces per client.
- Software development shops standardizing sprint boards and documentation per project.
- Virtual assistants managing multiple client environments without juggling separate tools.
How To Set Up New Client Workspace Builder Automation?
- Clone the Workspace Builder template from the Use Automation panel on this page.
- Trigger workspace creation from your CRM or intake form via 100+ integrations.
- Customize the default structure — task lists, views, and agent assignments — in the automations editor.
- Enable client logins on any plan, and add a custom domain under Business+ settings.
- Invite the client and let AI agents handle the guided tour and first-week tasks.
See how other builders structure onboarding on /apps or explore AI apps.