A client portal dashboard

This walkthrough builds a single page that captures everything about one client — their details, recent activity, and open items — and makes it easy to share. It brings together collections, notes, tasks, dashboards & interfaces, and sharing.

Everything below is something you say to your AI assistant.

1. Make sure the pieces exist

The page pulls from data you already keep. If you've followed Build a book of business, you're set. If not, get the basics in place first:

Make sure Acme Corp has a record in our book of business, an account-history note, and any open tasks attached to it.

2. Assemble the overview

Build an account overview for Acme Corp on one page: their key details from the book of business, a short summary of their recent history, and a list of open tasks with due dates.

The page is assembled from the data you already keep, so nothing is retyped — and when the numbers move, ask for it again and the same page is rebuilt.

3. Make it presentable

Clean it up into a single client-facing summary I could walk a client through: status at the top, recent activity, and what's coming next. Keep it simple and on-brand.

4. Share it inside your company

Share this overview with our account team as view-only.

Nothing is visible until you share it, and view-only means exactly that — see Sharing & permissions for how access works.

5. Or put it on the web

Sending the page to someone outside your company is a separate, deliberate decision — not a wider setting on the same dial:

Publish the Acme Corp overview to a public link so I can send it to them.

That gives you a URL anyone can open without signing in or having an account. The link always serves the page's current version, so anyone still holding it sees whatever the page is rebuilt with later — and the two decisions stay independent, so a page on the web can still be private inside your company. You can unpublish at any time, and the share panel tells you how often the link has actually been opened. The details are on Dashboards & interfaces.

6. Reuse it for every client

Turn it into a repeatable process so any account gets the same treatment:

Create a "Client overview" process that builds this same one-page summary for any account, and run it for Beta LLC.

What you ended up with

• A single-page overview of a client, drawn from real data.
• Team access at the level you chose.
• Optionally, a public link you can hand to the client and revoke later.
• A repeatable process to produce the same page for any account.