Client portal

Give each client a page with project status, files, and a request form, while you work from the same records.

使用模板

作者Jocky
安装量（30 天）0
行业营销机构
最近更新2026年11月5日

用上之后

Each client sees only their own projects and sends requests through the portal, and every new request shows up in Slack.

客户能得到什么

Project updates in your studio's name, not the ones every other agency sends.

SStudio Halden

Website redesign: 3 of 5 milestones done. Next review on Oct 24.

看看实际效果

这就是模板本身，带着示例数据。用之前可以先随便点点看。

里面有什么

下面这些装好就能用，还带着示例数据，随你改。

6 个表格

Studio
6 个字段
客户
5 个字段
Contacts
7 个字段
项目管理
10 个字段
Milestones
14 个字段
Requests
10 个字段

2 个自动化

New request alert
「Requests」新增记录时
Ready for review
「Milestones」中的记录有变化时

2 个应用

Client portal
基于表格的应用
Playbook
基于表格的应用

连接

不需要连接外部账号。

关于这个模板

以下是 Jocky 的原话。

里面有什么

项目管理: client, status, deliverables, and due date
Requests: submitted by clients and linked to a project
New request alert (automation): posts new requests to Slack
Client portal (app): each client sees only their own projects

Get started

Add your clients. One row per client.
Publish the portal. Send each client their link.

Playbook. The first thing in the project walks you through every step and ticks them off as you go. Delete it once you're done.

Sign-in. Your clients sign in with a one-time code sent to their email. You and your team sign in with Teable.

Comes with sample data for a made-up business, Studio Halden. Every sample email is on example.com, so nothing reaches a real person until you add your own.

一键开始，一句话改好，只属于你。

01 / 03
一键开始

点本页的「使用模板」。它的 6 个表格、2 个自动化和 2 个应用会直接在你的 Teable 里打开，已经能用，还带着示例数据。不用安装，也不用配置。
02 / 03
一句话改成你的

用你平时说话的方式，告诉 Teable AI 哪里不一样：“Add invoices and require client approval on each deliverable”。它会相应地改好字段、流程和界面。
03 / 03
之后的每一天都与众不同

它的 2 个自动化会自己跑，客户收到的回复都以你的名义发出。你只管做事。