A web design onboarding workspace for studios and freelance designers building websites for clients. Capture the brand brief, collect logos and copy, run feedback rounds, and let an AI agent turn raw intake answers into a structured creative brief in Taskade.
What's Included
- Brand Brief Intake: Brand voice, visual references, target audience, and competitor inspiration in one form
- Asset Collection Tracker: Logos, copy, photography, and brand guidelines on a Board view with received/missing status
- Creative Brief Agent: AI agent reads the intake form and drafts a structured brief — sitemap, page-by-page copy outline, design direction
- Feedback Loop Tracker: Table view of design rounds with client comments and revision status
- Asset Reminder Automation: When a required asset is missing 7 days into the engagement, an automation emails the client with a polite chase
Why This Template Wins
- No more "what's the brand color?" emails: The intake form captures every required input upfront, and the asset reminder automation chases missing items so you don't have to
- Brief writes itself: The Creative Brief Agent turns 10 intake answers into a 4-page brief you can hand to your design team — saves 2-3 hours per project
- Client sees progress: Publish the asset tracker to the client via role-based permissions so they can see what's still owed without you screenshotting Asana every Friday
How to Use
- Clone this template into your Taskade workspace
- Customize the intake form for your discovery questions
- Train the Creative Brief Agent on your studio's brief format and voice
- Send the intake form to new clients when the contract is signed
- Set up automation triggers for asset reminders and feedback round notifications
FAQ
Can clients upload assets directly through the portal?
Yes. The intake form supports file uploads (logos, photos, PDFs) and any uploaded file becomes searchable in the workspace. Combined with Google Drive integration, you can also pull assets from a shared folder.
Does the Creative Brief Agent know my studio's house style?
It will after you train it once. Feed the agent 2-3 of your past briefs and it learns your structure, voice, and level of detail. Subsequent briefs match your house style automatically.
Is this overkill for a small site project?
For a single landing page, yes — use the freelancer onboarding template instead. This template's depth pays off when projects span 3+ weeks and need multiple stakeholders.
CTA
Try this template free in Taskade. For brief-writing tips, see /learn/agents/custom-agents. To generate a custom design portal, try the AI Client Portal Generator. Browse design apps in the Community Gallery.