The moment a new client submits your intake form, Taskade Genesis spins up their onboarding portal — client space, kickoff checklist, welcome email, and client login — automatically, in minutes. The Onboarding Guide Portal is live on this page: try it, then clone and own it in one click. Day one runs itself.
Taskade Genesis reads your intake form structure, creates a scoped client record per submission, and assembles a branded onboarding portal. GenesisAuth App-Users client logins (on every plan) identify each client, and you match their project to that login so they open only their own kickoff checklist, uploaded documents, and milestone calendar. The Relationship field links the intake answers to the kickoff tasks, the assigned team member, and the delivery timeline — a connected onboarding system, not a manual handoff.
multiple project views give your team every angle: a Board of onboarding stages, a Calendar of milestone dates, a Table of all active clients and their onboarding status. The embedded AI agents with built-in tools draft the welcome email, summarize the brief from intake answers, and prepare the first client update. Built-in automations trigger the moment a form is submitted — create the client record, provision the portal, fire the welcome sequence — through 100+ bidirectional integrations: pull from Typeform or Google Forms, push via Gmail, Slack, or your project management tool.
Add a custom domain (Business+) for a portal at your own branded URL. Browse the Community Gallery with 150,000+ cloneable apps, or generate a custom intake-to-portal flow from a prompt.
Workspace DNA — Memory (intake data + client history) → Intelligence (agents that draft and prepare) → Execution (automations that compress onboarding from days to hours) — is what makes your intake form a client relationship engine.
Common questions
How quickly does the portal provision after a form is submitted?
Automations trigger immediately on form submission. The client record, checklist, and portal access provision in seconds — the client can log in within minutes of signing.
Can I use this for multiple client types with different onboarding checklists?
Yes. Describe your client types when you generate the app. Taskade Genesis creates separate onboarding flows per type, each triggered by the relevant intake form field.
Does the client need a Taskade account?
No. GenesisAuth App-Users client logins are separate from Taskade accounts — clients sign up through your portal with their own email, and you match their project to that login so they see only their own.
See client onboarding templates, form-to-portal automation guides, and related converters: form responses to client portal, application form to applicant portal.