You already collect intake answers in Google Forms. The problem is what happens next: replies pile up in a spreadsheet, you copy details into emails, and clients never see where their work stands. This Google Forms to client portal converter turns those same responses into a branded portal where every client logs in and sees only the project you match to them. It is built for the realtor, the trades crew, the bookkeeper, and the clinic owner who wants to look professional without hiring a developer.
Taskade Genesis reads your Google Forms fields and builds the portal in one prompt. The Onboarding Guide Portal is live on this page — use it, then clone and own it in one click.
What's Included
- Branded client portal: Each Google Forms submission becomes a client record with status, files, and next steps, all in one place.
- Client logins (on every plan): Every client signs in, and you match their project to that login so they open only their own files and notes.
- Connected projects: Customers link to their jobs, invoices, and messages, so one record tells the whole story instead of scattered rows.
- AI Agent: Ask "who hasn't filled out their intake yet?" or "what jobs are scheduled this week?" and get a straight answer from your data.
- Automations: The moment a Google Form is submitted, a portal is created, a welcome email goes out, and your team gets pinged — no manual copying.
How To Use
- Clone this app into your workspace in one click.
- Describe your Google Forms fields and Taskade Genesis maps each one to a client record.
- Pick the project views your team and clients need — List for milestones, Board for stages.
- Set client access with permissions so each login is scoped to one project.
- Turn on the intake trigger, and every new form response opens a ready-to-work client portal on its own.
Browse more live portals in the Community Gallery, or wire up the follow-up flow with custom AI agents.