Tutorial: Job OS with client portal
Outcome: your team runs jobs on an internal board; AI drafts a brief from intake; invited clients see status and leave feedback without seeing the whole shop. Adapt for media production, agencies, shops, or any delivery pipeline.What you will assemble
Step 1 | Prompt in Build mode
Build a job operating system for a small studio. Producers create jobs with a client, due date, and stage (intake, in progress, review, delivered). From intake notes, generate an AI brief the team can edit. Clients get a portal that shows only their jobs, current stage, and the shared brief summary. Clients can leave feedback; they cannot edit stages or see other clients. Roles: producer, client, owner.Approve when the client portal is a distinct page set, not the full producer board with filters.
Step 2 | Internal pipeline
New job form → create job → pipeline page → advance stage tool Seed a few stages. Confirm advancing to “review” is visible on the job detail for producers.Step 3 | AI brief
Add a draft brief tool that reads intake notes and writes a structured brief onto the job. Keep regeneration explicit (a button or tool), not automatic on every page load.Step 4 | Client portal and invites
- Build client-only pages (my jobs, job status, feedback form).
- Invite a test client under End-Users with role
client. - Preview as that client: no other clients, no stage editor, feedback works.
- Optional event hook: notify producer when feedback is submitted.