A shared spreadsheet is not a client experience — it's a liability. Taskade Genesis converts your client data into a branded portal with custom login, live status views, and an AI agent that handles common questions around the clock.
What Is an AI Spreadsheet-to-Client-Portal Converter?
It takes your client roster, project status columns, or service data and builds a live app clients can actually log into. You get custom domains (Business+), GenesisAuth client logins (every plan), and an embedded AI agent — from one prompt, no dev work required.
Why Use a Client Portal Converter?
Emailing spreadsheet exports erodes trust and creates version-control chaos. A dedicated portal solves both.
- Branded experience: Publish on your own domain so clients see your name, not a generic URL.
- Secure client logins: GenesisAuth (on every plan) identifies each client. Match their records to that login, and they see only their own.
- AI agent on call: An AI agent with persistent memory answers status questions 24/7 without involving your team.
- Two-way integrations: Trigger intake forms, invoice requests, or Slack alerts via automations when clients take action.
- Live data, not snapshots: Updates in the app reflect immediately — no re-exporting spreadsheets.
Who Should Use a Client Portal Converter?
- Agencies tired of fielding "where are we?" emails.
- Consultants delivering ongoing retainer services.
- SaaS onboarding teams managing new-customer checklists.
- Lawyers and accountants sharing case or engagement status.
- Freelance designers keeping clients in the loop on revision rounds.
How To Convert Your Spreadsheet to a Client Portal
- Use the converter to paste your client data or describe the portal you need.
- Taskade Genesis builds a live app with client records, status fields, and a Relationship field linking projects to contacts.
- Configure GenesisAuth, match each client's records to their login, and test with a second account so everyone sees only their own data.
- Add an AI agent to handle FAQs and intake requests automatically.
- Publish on a custom domain — clone it from /ai/apps and own it in about 10 seconds.
See what other builders have shipped in the community, or explore more converters at /convert.