Stop emailing spreadsheet exports. Taskade Genesis converts your client list into a living portal with login access, project views, and AI agents that handle follow-ups on autopilot.
What Is a Spreadsheet-to-Client Portal Converter?
It's a one-prompt tool that reads your client data — names, contracts, milestones — and builds a fully relational portal app. Clients get their own login (on every plan). Match each client's records to that login and they see only their own. They also interact with embedded AI agents that answer questions and escalate tickets.
Why Use It?
A static spreadsheet can't greet a client, trigger a welcome email, or flag an overdue task. A portal can.
- Relational data — link contacts to projects, invoices, and notes via the Relationship field
- Client logins — custom domains and GenesisAuth so every client sees their own view
- AI agents on duty — built-in tools handle intake forms and status updates
- Multiple project views — Board, Calendar, and Table on the same dataset
- 100+ two-way integrations — pull CRM events in, push Slack alerts out
Who Should Use It?
- Agency owners managing 10–50 active client engagements
- Consultants who want a premium experience without hiring a dev
- Operations leads replacing weekly status-update emails
- Freelancers ready to look like a full studio
- SaaS founders prototyping a client success dashboard
How To Build It?
- Click Use Converter above, paste or upload your spreadsheet, and describe the portal you need.
- Taskade Genesis generates the app — contacts, linked projects, and an intake agent — in one prompt.
- Assign the Relationship field to connect each client row to their deliverables.
- Turn on client logins, which work on every plan, and add a custom domain on Business+.
- Activate a reliable automation to send onboarding emails when a new client row is added.
Clone it and own it in about ten seconds — no per-seat lock-in, no spreadsheet attachment ever again. Explore ready-made templates at /templates or browse live community apps for inspiration.