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📰 Create PR Agency Client Portal Template with AI

Show clients exactly what coverage you've landed, what pitches are live, and what results are coming — all inside a branded portal with an AI press agent.
  • Pre-built workflows
  • Edit every field
  • Multiple project views
  • Share + clone
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01 / Foundation - roots anchor data

PR Agency Client Portal Template

Show clients exactly what coverage you've landed, what pitches are live, and what results are coming — all inside a branded portal with an AI press agent.

// roots anchor data · the workspace remembers · reflexes emerge

PR clients want proof, not promises. Taskade Genesis builds a live PR portal from a single prompt — linking every pitch to its outlet, every placement to its reach metrics, and surfacing an AI agent that drafts coverage summaries before your monthly call.

What Is a PR Agency Client Portal?

A PR agency client portal is a transparent workspace where clients track active media pitches, view earned placements, review upcoming campaign calendars, and access coverage reports — all without emailing their account manager for a status update.

Why Use a PR Agency Client Portal?

PR is an invisible service until you make the results visible. This portal does that automatically.

  • Coverage tracker: Each placement links to outlet name, reach, and publication date via the Relationship field.
  • Pitch pipeline: Board view shows every pitch by stage — drafted, sent, followed up, placed, declined.
  • AI coverage summaries: An embedded agent generates monthly highlights reports from the placement database.
  • Campaign calendar: Calendar view keeps clients aligned on embargo dates and launch windows.
  • Automated reporting: Reliable automations compile weekly metrics and push them to the client's inbox.

Who Should Use a PR Agency Client Portal?

  • PR agencies managing 5-20 brand clients across tech, consumer, and B2B verticals.
  • In-house communications teams tracking earned media alongside paid and owned channels.
  • Boutique publicists who want polished client reporting without a full analytics stack.
  • Crisis communications consultants documenting response timelines and media interactions.
  • Startup founders managing their own PR with AI agent support for pitch drafting.

How To Build a PR Agency Client Portal?

  1. Click Use Template to clone the portal into Taskade — it's live in about 10 seconds.
  2. Add client brand records and link each pitch to its target outlet using the Relationship field.
  3. Switch to Board view to track pitches through the pipeline from draft to placement.
  4. Configure the AI coverage agent via /learn/agents/custom-agents to auto-generate monthly reports.
  5. Enable automated weekly summaries under /learn/automation/automations-execution.

See creative agency apps at /apps, explore AI-powered tools at /ai/apps, or browse more templates at /templates.

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