Business Pack
Client Portal
Anyone who delivers work to a client and is tired of the email thread.
Approvals live in email, the client asks “where is it?” on Slack, and the answer to “did they sign off?” is a search through three inboxes.
After one click
Not a blank workspace with a suggestion — this, with sample records already in it.
One board the client can actually see: what’s drafted, what’s waiting on them, what’s approved, what shipped.
What gets installed
Databases
Related to each other, not four disconnected lists.
Saved views
Already grouped and filtered — you open it and it makes sense.
Automations
Running from the moment the pack lands.
Starter agent
Wired to the workflow below — and gated, so it proposes and you decide.
The workflow, already built
Deliverable flow — a real state machine on the records, not a status text field.
- Draft
- In Review
- Approved
- Delivered
Because the stage is a real field, it can be filtered, grouped, counted, rolled up — and it can trigger things. That's what the agent below hangs off.
What the agent actually does
When a deliverable lands in In Review, the Approval Drafter writes the “ready for your review” message — what changed, what you need from them, by when. Gated, so nothing reaches the client until you say so.
It runs on your own Claude or ChatGPT over MCP — never metered, never marked up — or on nothing at all if you'd rather run the pack without AI. How agent runs work →
Install Client Portal in one click.
Start free — 30 days of Pro, no card. Unlimited records, and your own AI is never metered.
Pack contents synced from the product's public preview, 2026-07-27.