An agency knowledge base for client-specific brand guidelines, briefs, approved assets, and process documentation with per-client isolation in Taskade.
What's Included
- Per-Client Library: List view per client with brand guidelines, briefs, and approved assets
- Brand Guidelines Editor: Structured brand-system templates with versioning
- AI Asset Agent: Custom agent surfaces the right asset given client and deliverable type
- Approval Workflow: Versioned asset approval with audit trail
- Client Portal: Genesis-published portal so clients self-serve approved assets
- Project Sync: Bidirectional sync with project-management tools
Why This Template Wins
- Per-client brand isolation: Each client's KB is scoped — no chance of using Acme's logo on Bravo's deliverable
- Approved-only retrieval: The agent surfaces only assets that passed approval — drafts stay drafts
- Client self-service: Clients pull their own approved assets from the portal — fewer "send me the logo again" emails
How to Use
- Clone this template into your Taskade workspace
- Customize client list, asset categories, and approval workflows
- Connect your project tools and Slack Connect
- Train the AI Asset Agent on each client's brand and assets
- Set up automation triggers for approval reminders and brand-update alerts
FAQ
Can clients access only their own assets?
Yes. Give each client a sign-in and match their records to it, so they open their own portal. Use role-based permissions to set what your own team can do.
Does the agent generate new assets?
No — the agent retrieves and recommends approved assets. New asset generation goes through your existing creative process.
What plan fits a 20-client agency?
Pro ($10/mo annual) handles 20 clients. Business ($25/mo) adds advanced reporting.
CTA
Try this template free in Taskade. For client portal embed, see /learn/genesis/faq. Pair with CRM Templates. Browse agency apps in the Community Gallery.