Describe the portal you want in plain language and Taskade Genesis builds it: a branded landing page, a secure sign-in screen, and a private dashboard. Sign-in confirms who each client is, and you match their records to that login so every client opens their own.
What is a client portal prompt?
A client portal prompt is a plain-English description of the signed-in space you want to hand your customers. You say who logs in, what they should see, and what they should be able to do. Taskade Genesis returns a live app: the pages, the sign-in, the database behind it, the AI agents that answer questions inside it, and the automations that email invites and notify your team. There is no auth server to run and no front-end to hand off to a developer. Every prompt on this page opens a real, working app you can click through right here, then clone into your own workspace in minutes.
Why Taskade Genesis for client portals?
- Sign-in is built in. Taskade Genesis Auth adds secure email sign-in to any published app. Your clients sign in on your app's own web address and never need a Taskade account of their own. Sign-in is in beta and works on any plan, including Free.
- App Users are separate from your team. Everyone who signs in becomes an App User, managed from the app itself. Invite by email, tag people as client, vendor, or vip, see who signed in and when, and switch a seat off in one click. App Users is in beta, and app users do not consume workspace seats.
- One dataset, multiple views. A Taskade project is the live database behind the portal. The same records render as List, Board, Table, Mind Map, Docs (Beta), Gantt Chart, Calendar, Actionsheet, and Org Chart, so your internal dashboard and the client's view never drift apart.
- AI agents inside the portal. Every app ships with agents powered by 15+ frontier models from OpenAI, Anthropic, Google, and open-weight providers, carrying built-in tools and persistent memory. They answer client questions, summarize a thread, and draft the reply your team sends back.
- 100+ bidirectional integrations. Triggers pull events in from tools like Gmail, Slack, Stripe, and Google Calendar. Actions push updates back out, so a client action inside the portal reaches whoever needs to act on it.
- Your own web address. Custom domains put the portal on your brand instead of a share link, available on Business plans and up.
Who is it for?
- Agencies and consultancies handing every client a branded login with deliverables, invoices, and status in one place instead of a monthly email round-up.
- Freelancers who want to look like an established firm without paying for a portal product or hiring a developer.
- Service and field businesses giving customers a page that shows their own jobs, visits, and paperwork.
- B2B and SaaS teams replacing shared spreadsheets and forwarded PDFs with a single account view per customer.
How it works
- Describe the portal. Say who signs in, what each person should see, and what they should be able to submit. Plain sentences are enough.
- Taskade Genesis builds the live app. You get the landing page, the sign-in screen, the private dashboard, the connected project that stores the records, and the agents that run inside it.
- Clone a prompt from this page. Open any app below, click through it, then choose "Use this app" to make it yours.
- Turn on sign-in and invite your clients. Add Taskade Genesis Auth, open the App Users tab, and paste the email addresses. Tag people so each group lands on the right screens.
- Wire the automations. Send the invite, log the activity, and notify the account owner without touching it again.
- Publish on your own domain. Point your web address at the app and the portal stops looking like a share link.
Start with any prompt on this page, or read the full walkthrough in Build a Customer Portal. Explore AI apps, AI agents, automations, the templates library, and live builds from other operators in the Community Gallery.