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 (Business+), see only their records, and 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 — 33 built-in tools handle intake forms and status updates
- 7 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.
- Enable custom domains and client logins under Business+ settings.
- 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.