Provision a client portal checklist when an agency deal is won.
When
Project Created
Taskade
Then 1
Send Email
Taskade
Opens the builder with these steps already described. Free to start, no card.
Agency Client Portal Provisioning Automation Wire it to a live Taskade Genesis kit and your existing form or inbox.
Explore more in the Community Gallery.
Discover more
Automate your new-client welcome: intake forms, kickoff checklists, doc requests, and reminders fire the moment a client signs. Clone a working onboar…
Turn every intake form into a structured onboarding workspace with tasks and a portal link, all generated automatically. Clone it free with Taskade Ge…
Stop chasing new clients for documents. Timed reminders and escalations run themselves until every onboarding step is complete. Clone a working nudge…
A paid signup triggers a branded welcome, a tailored getting-started checklist, and activation check-ins, all automatic. Clone a working customer welc…
Automate client portal creation with branded logins, shared docs, and AI agents. No code — clone and own in ~10 seconds with Taskade Genesis.
Automate personalized welcome email sequences for new clients with AI agents and durable workflows. No code needed with Taskade Genesis.
