If you searched for a Notion client portal template, this Taskade Genesis version helps agencies and freelancers give each client a branded, deployed portal — published on your own domain, with an AI agent that drafts status updates from project activity.
What's Included
- Client workspace: Deliverables, milestones, files, and approvals organized per client.
- AI update agent: A custom agent drafts weekly status notes from project activity in your brand voice.
- Branded portal: Publish a per-client portal on a custom domain with secure access, not a shared link.
- Two-way sync: Push updates to Slack and email and pull approvals back through 100+ integrations.
How To Use
- Clone the template into your Taskade workspace.
- Add a client, their deliverables, and milestones.
- Connect Slack, email, and your file storage so activity flows in.
- Publish the branded portal and let the AI agent draft each weekly update.
Browse client apps in the Community Gallery or explore more Notion alternative templates.