What is an agency operations app?

Run your entire agency from one live workspace — Taskade Genesis turns a single prompt into a working agency operations app you can clone and own in about 10 seconds. An agency operations app is the connective tissue between your client work, your team, and your business results. It holds client briefs, project timelines, resource assignments, approval queues, and performance data in one place — so nothing falls through the cracks between a Slack message and a deadline. Most agency operations tools give you a static template or an empty canvas and ask you to build everything yourself. Taskade Genesis gives you a live, running app from the moment you describe what you need.

Why Taskade Genesis for agency operations?

From prompt to live app — instantly. Describe your agency workflow in plain language and Taskade Genesis builds a working app: relational records, multiple project views (List, Board, Calendar, Table, Mind Map, Gantt, Org Chart), and embedded AI agents, all ready to use before you finish your coffee. AI agents that actually do the work. Each app ships with AI agents powered by frontier models from top AI labs and built-in tools — web research, file analysis, persistent memory, custom slash commands — so your team spends time on decisions, not data entry. Everything connected, nothing duplicated. The Relationship field links clients to projects to deliverables to invoices. 100+ two-way integrations (triggers pull events in, actions push data out) keep your agency stack in sync automatically. Built-in automations, no third-party required. Recurring status updates, deadline reminders, brief-to-task routing — set them once and they run. No separate automation tool needed. Client portals with your domain. Share a branded, password-protected client portal (Business plan and above) so clients see exactly what you want them to see — approvals, deliverables, timelines — without cluttering your internal workspace.

Boutique creative and marketing agencies that are tired of stitching together five different tools for briefs, projects, approvals, and reporting. Freelance consultants scaling to a small team who need client-ready structure without hiring an ops manager. Agency account managers juggling 10+ client accounts who need one view of what is overdue, what is awaiting approval, and what ships this week. Agency founders who want real-time visibility into team capacity and project profitability without an enterprise price tag. Client services teams that need to send professional status updates and collect client feedback without going back and forth over email.

Describe your agency in a prompt. Type something like: "Build me an agency operations hub with client records, active projects, a deliverables tracker, and a team workload view." Taskade Genesis reads your intent and builds the app. Clone a ready-made template below. Browse the agency operations templates on this page, preview the live app, and clone it into your workspace with one click — all your data structures, views, and AI agents included. Connect your tools. Link Slack, Google Drive, Notion, HubSpot, or any of 100+ integrations so your agency stack flows into one place automatically. Let AI agents handle the routine. Assign agents to draft client updates, flag overdue tasks, summarize feedback threads, or research competitors — they run in the background using persistent memory so context is never lost. Invite your team and clients. Add teammates with role-based permissions, then share a client portal on your own domain so clients can review, approve, and comment without accessing your internal workspace. Ready to replace the patchwork? Explore AI apps for agencies, set up AI agents that run your workflows, and browse the community gallery for live agency templates built by other teams. Learn how to build custom agents, connect relational databases, and automate recurring workflows — all inside one Taskade Genesis workspace.

AI Templates CategoriesAgency Operations

⚡ AI Agency Operations Templates

Run your agency from one live workspace: clone a ready-made Taskade Genesis app for agency operations, then customize it with AI agents, automations.

44 templates available • Page 3

Agency Operations Dashboard Template

Run your whole agency from one operations dashboard. Clone and customize in Taskade.

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Agency Client Delivery Tracker Template

Keep every client deliverable on schedule. Clone and customize in Taskade.

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AI Agency Client Systems Dashboard (Deliver the Whole Stack)

Run your AI agency from one dashboard: track each client's AI employees, onboard in 72 hours, and give every client a branded portal you can charge a retainer f…

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Multi-Client Ops Dashboard Template

Clone a multi-client ops dashboard template to track agency clients, retainers, delivery, and team capacity on one screen in Taskade Genesis.

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Multi-Client Handoff Board Template

Move agency clients from sales to delivery with checklists. Clone a live Taskade Genesis template.

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Agency Ops Command Center Template

Clients, delivery, invoices, and capacity on one board. Clone a live Taskade Genesis template.

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Agency Retainer Scope Tracker Template

Retainer hours, scope changes, and overages. Clone a live Taskade Genesis kit.

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Daily Crew Timesheet Template

Log crew hours against job codes daily from a phone, approve weekly, and export clean payroll and job-costing numbers. Free crew timesheet in Taskade.

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Trades Job Costing Dashboard Template

Crew hours and invoice totals per job. Clone a live Taskade Genesis kit.

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Agency Capacity Planning Board Template

Retainer capacity and utilization. Clone a live Taskade Genesis kit.

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Creative Request Queue Portal Template

Creative briefs and status clients can see. Clone a live Taskade Genesis kit.

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Agency Intake Onboarding Portal Template

Agency client onboarding checklists. Clone a live Taskade Genesis kit.

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Float Alternative Agency Utilization Template

Track booked versus available hours, billable share, and four-week forward capacity on a board you own outright. Free agency utilization kit in Taskade.

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