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?
- Click Use Template to clone the portal into Taskade — it's live in about 10 seconds.
- Add client brand records and link each pitch to its target outlet using the Relationship field.
- Switch to Board view to track pitches through the pipeline from draft to placement.
- Configure the AI coverage agent via /learn/agents/custom-agents to auto-generate monthly reports.
- Enable automated weekly summaries under /learn/automation/automations-execution.
See creative agency apps at /community, explore AI-powered tools at /ai/apps, or browse more templates at /templates.