✅ Client Proposal Approval Automation with AI

Taskade Genesis lets you build a complete client approval portal from one prompt — agents collect feedback, flag blockers, and move proposals to the next stage the moment approval lands. ## What Is Client Proposal Approval Automation? It's a structured review loop that sends a proposal to the right approver, records their decision inside a shared workspace, and automatically advances — or returns — the document based on the outcome. Clients can log in with their own credentials (on every plan) without needing a Taskade account. ## Why Use Client Proposal Approval Automation? Email chains hide decisions and lose context. A dedicated approval flow keeps everything auditable. - Custom client logins: Every plan supports GenesisAuth, and you scope each login so clients open only their own proposals. - Parallel review routing: Send to multiple stakeholders at once and wait for a majority or unanimous decision. - Decision logging: Every approve or reject action is timestamped and linked to the correct proposal record. - Auto-advance: Reliable automations move approved proposals straight into project setup. - Persistent memory: Agents remember each client's preferred contract terms for future proposals. ## Who Should Use Client Proposal Approval Automation? - Creative agencies submitting design or campaign proposals to brand clients. - Legal service firms routing scope-of-work documents for sign-off. - Software consultancies getting approval on technical specifications before billing. - Event planners confirming vendor and venue proposals with event hosts. - Procurement teams managing multi-stakeholder sign-off on supplier quotes. ## How To Use Client Proposal Approval Automation? 1. Open /automate and clone the Client Proposal Approval template. 2. Upload your proposal document and assign an approver using the Relationship field. 3. Enable GenesisAuth so your client receives a secure login link, not an email attachment. 4. Set an automation: on approval → create kick-off task; on rejection → notify owner with feedback. 5. Track all pending approvals in Calendar view so deadlines are never invisible. Pair this with AI agents that can draft