A self-serve welcome portal that walks new clients through setup, links, document requests, and next steps — so day one feels handled instead of chaotic. Clone the Onboarding Guide Portal from Taskade Genesis and compress your onboarding from weeks to days, without writing a single onboarding email twice.
The live app above is the real portal. Click "Use this app" to own a running copy in minutes: a guided onboarding experience backed by a relational intake table, with an embedded AI agent that answers questions and automations that request documents on schedule.
The onboarding problem this solves
Most onboarding fails not from lack of effort but from lack of system: the guide is a PDF, the intake is an email, the document request is a separate thread, the kickoff is on someone's calendar. This portal unifies all of it in one link.
Workspace DNA builds the self-reinforcing system:
- Memory — every intake answer, uploaded document, and step completion is stored in a relational database and linked to the client record via the Relationship field. Nothing lives in email.
- Intelligence — an embedded AI agent with 33 built-in tools answers setup questions from your guide content, surfaces what's still missing, and drafts the kickoff agenda from the intake data.
- Execution — built-in reliable automations request missing documents, send reminders for incomplete steps, and notify your team when the client is ready to kick off. They run whether or not you're at your desk.
What the client experiences
- They receive one branded link — their own portal, not a shared workspace
- They work through a List view step-by-step guide at their own pace
- They upload documents, answer intake questions, and schedule the kickoff call from the Calendar view — all in one place
- Your team sees the Table view of all active onboardings and which steps are complete
Add GenesisAuth client logins (Business plan and up) to make each client's portal private and branded at your domain.
Scale without adding staff
- 100+ bidirectional integrations: intake data flows into your CRM, documents land in Drive, kickoff date syncs to your calendar — triggers pull events in, actions push data out
- 7-tier roles (Owner through Viewer): clients see their guided experience, your team sees the operational dashboard, leadership sees the summary — learn about permissions
- Clone-and-own: update the guide once and every future client gets the better version — no per-seat tax, no rebuild per client
- 15+ frontier models from OpenAI, Anthropic, Google, and open-weight providers power the intake AI agent with auto model routing
Common questions
How do I update the guide for all future clients?
Edit the template once. Every new clone gets the updated guide. The guide content lives in the portal's knowledge base, which the AI agent reads from automatically — so answers stay current without retraining.
Can I see where each client is in the process?
Yes. Your internal Table view shows every onboarding in flight: which step each client is on, what's missing, and what's overdue. Automations escalate anything blocked without manual chasing.
Does this work for agencies, consultants, and coaches?
All three. The portal structure is the same — branded welcome, guided steps, intake collection, kickoff scheduling. The content inside adapts to your practice. Pair with the Agency Client Portal for the ongoing delivery side and the client onboarding workflow for your internal process. Generate a custom onboarding portal from a prompt or browse live examples in the Community Gallery.