🤝 AI Client Onboarding Automations
Clone a live Taskade Genesis client onboarding app in ~10 seconds — intake forms, kickoff checklists, AI agents, and 100+ integrations fire the moment.
38 automations available • Page 3
Client Onboarding Portal
An automated portal that walks every new client through intake, documents, and first steps in order.
Taskade → Taskade AI · Onboarding Guide agent · 3 stepsNew Hire Onboarding Tracker
An automation that tracks every new employee through paperwork, training, and first-week tasks.
Taskade · 2 stepsCreate Client Portal After Signup
When a client signs, generate a branded portal, welcome checklist, and shared workspace automatically.
Taskade → Taskade AI · Account Manager agent · 3 stepsSend Client Status Digest
On a set schedule, compile project progress into a plain-language client update and deliver it by email.
Agency Client Portal Provisioning Automation
Provision a client portal checklist when an agency deal is won.
Taskade · 2 stepsRetainer Hours Threshold Alert
Watch logged hours against each retainer and alert the account owner as the month approaches its cap, before the overage turns into an awkward invoice...
Schedule → Taskade AI → Taskade · Invoice Reviewer agent · 3 stepsAgency Weekly Status Digest
Compile the week of movement across every client account into one digest with owners and next actions, then send it without anyone chasing updates.
Schedule → Media → Taskade AI → Taskade · Insights Analyst agent · 4 stepsExam Prep Portal Provisioning
Provision a student portal when an exam prep enrollment lands, with the score tracker, homework list, and document checks already in place.
Taskade → Taskade AI · Student Advisor agent · 3 stepsOr describe your own
Build a Client Onboarding workflow from a sentence
Describe what should happen and Taskade wires the trigger, the steps and the connections for you. Or start from one of the 38 workflows in this category.
- Event-triggered
- 100+ integrations
- Branching logic
- Schedule + monitor
