A customer completes their first payment and within minutes they have a branded welcome email in their inbox, an onboarding workspace ready to go, and your team already knows about them — without any manual step from you.
The Taskade Genesis Client Portal (try it live below) is what your customer experiences after activation: a clear onboarding hub with milestones, resources, and check-ins timed to drive them to their first win. Click "Use this app" to clone and own a running copy in your workspace.
The welcome flow begins the moment a payment clears. A Stripe payment event or a new contact from your CRM triggers the sequence: a personalized welcome email goes out, a new onboarding workspace generates from your master template, the customer's details populate every relevant field, and a calendar invite for the kickoff call lands in their inbox. Your team gets a Slack notification with the customer's name, plan, and first-step checklist. All of this fires before you've refreshed your dashboard.
The embedded AI agent does the personal touch at scale. With 33 built-in tools and persistent memory, it reads the customer's signup context, drafts a welcome message in your brand voice, and writes the first-week agenda tailored to their plan or use case. It's not a template swap — it's a model-drafted message that reads like it came from a founder, using 15+ frontier models from OpenAI, Anthropic, Google, and open-weight providers with automatic routing.
The Relationship field links the new customer to their payment record, their onboarding project, their assigned team member, and every future task — a single connected record you can view as a Board of activation stages, a Calendar of first-week milestones, or a Table of health metrics across all new customers.
100+ bidirectional integrations connect the full welcome stack: Stripe and HubSpot pull the new-customer signal in; Gmail, Google Calendar, Slack, and your Taskade Genesis onboarding workspace push the welcome experience out. Built-in reliable automations handle the branching activation logic — if the customer hasn't logged in by day three, a nudge fires; if they complete their first key action, the sequence advances to week two automatically.
Workspace DNA drives activation: Memory stores every customer's onboarding state and first-week actions, Intelligence personalizes the welcome and week-one guidance, and Execution runs the reliable, always-on sequence that scales without adding headcount. Clone-and-own means no per-customer seat fees — the whole team can monitor activation without per-editor billing.
Pair with the Onboarding Reminder and Nudge Sequence to keep new customers on track through week two, or the Agency Client Onboarding Runner for agency-specific onboarding workflows. Explore the Community Gallery for 150,000+ working starting points, or read Learn: AI agents to configure your welcome agent.
Common questions
What triggers the welcome flow — do I need Stripe?
No. The trigger can be a Stripe payment, a HubSpot deal-won event, a form submission, or any webhook. Stripe is the most common trigger for product-led growth teams, but the flow works with any new-customer signal.
How does the AI agent personalize the welcome email?
The agent reads the customer's signup data (plan, use case, company) and drafts a message using your brand voice guidelines stored in Workspace Memory. Each message is drafted fresh — not a template with variables swapped in.
Can the customer access their onboarding workspace immediately?
Yes. The automation sends an invite to the generated workspace as part of the welcome sequence. With Business+ and GenesisAuth, you can also set up a custom-domain portal your customers sign into directly.