The biggest update in Assembly history

Portals that adapt to each client. Folders to organize your apps. Automations on a schedule. A desktop app. And that's just the start.

Your client homepage, redesigned

Show variants of homepages based on client type. New banners, customizable action items, dynamic fields, and a cleaner layout for a more polished portal experience.

Learn more→

portal.yourbrand.com

BrandMages

Home

Messages

Tasks3

Files

Forms1

Billing2

Contracts2

Helpdesk

Home

Welcome back Sarah

Here’s everything in one place

Your actions

You have 8 pending items

Invoices

2 invoices

Contracts

2 contracts

Tasks

3 tasks

Forms

1 form

Your team

Meet the team working on your account. Reach out directly or send a message through the portal.

Team member	Role	Email	Availability
Sarah Kim	Account Manager	sarah@brandmages.com	M–F, 9AM–6PM
Jake Torres	Designer	jake@brandmages.com	M–F, 10AM–5PM
Priya Patel	Strategist	priya@brandmages.com	M–Th, 9AM–4PM

Organize your apps into folders

Drag and drop apps into folders to keep your dashboard and portal organized. Group your analytics apps together, tuck onboarding forms into one place, whatever makes sense for your workflow.

Learn more→

dashboard.assembly.com

App Library

Apps

Home

Messages

Billing

Files

Analytics

Revenue reports

Marketing metrics

Client Preview

BrandMages

Home

Messages

Billing

Files

Analytics

Revenue reports

Marketing metrics

Tasks now associate with clients

You can now associate internal tasks with a client. Once linked, you can selectively share them so clients can follow along with progress.

Learn more→

dashboard.assembly.com

Create task

Review Onboarding Intake Form

Time-based automations

Set automations that trigger on a schedule — send reminders, update statuses, or reassign tasks automatically based on due dates and time elapsed.

Learn more→

dashboard.assembly.com

Automations›Create automation

Scheduled time

Every month on the 12th at 8:00 AM

Send message

Send a reminder to the client

←Select another trigger

Scheduled time

Start date

Mon, Jan 12, 2026

Start time

8:00 AM

Time zone: Eastern time (GMT-05:00)

Repeat

The trigger always uses the start time.

Repeat every

month

Desktop app to never miss a notification

You and your internal team can now download the Assembly desktop app for Mac (Windows coming out soon). No more hunting through browser tabs.

Download now

Safari

Messages

Mail

Calendar

Assembly

Notes

Reminders

System Settings

Trash

Context on your clients anywhere you work

Stay in context. You can now reference your clients' details and internal notes beyond the CRM in file channels, on notifications, during messaging and more.

Learn more→

dashboard.assembly.com

CRM›Charles Musial

MessagesFilesContractsFormsBillingHomeTasks

Charles Musial

Wed, Sep 4

Charles Musial1:36 PM

Hi Jennifer, I reviewed the proposal you sent over. Quick question. Do you also offer SEO as part of your services?

Jennifer Beaty1:37 PM

Yes, we do. We can include ongoing SEO support alongside the website work. I can also send an updated scope if you would like.

Client Details

Company

Service Symphony

Custom fields

Emailcharles@greenleaf.co

Team

Add text

Add number

Phone+1 (415) 392-8100

Link

Add link

Address

Add location

A unified Payments center

The Payments App (formerly Billing) now has analytics. See outstanding payments, received payments, and upcoming transfers to your bank.

Learn more→

Payments

OverviewInvoicesSubscriptionsPayment linksStoresServices

Last 30 days

Not paid

$7,850.00

⚠ 3 overdue invoices

Paid

$12,460.00

12 paid invoices

Total Balance

$117,252.73

Open Dashboard ↗

Upcoming payouts (Estimated) ⓘ$25,747.36

Expected to arrive Jan 13$12,729.38

Expected to arrive Jan 14$13,017.98

Available balance$91,505.37

Total balance$117,252.73

For developers

Rebuilt custom app base and a new Tasks API with comments and attachments.

Learn more→

session.ts

import { assemblyApi } from '@assembly-js/node-sdk'
export async function getSession(searchParams: SearchParams) {
  const assembly = assemblyApi({
    apiKey: process.env.ASSEMBLY_API_KEY,
    token: searchParams.token,
  })
  const workspace = await assembly.retrieveWorkspace()
  const payload = await assembly.getTokenPayload?.()
  return {
    workspace,
    client: payload?.clientId
      ? await assembly.retrieveClient({ id: payload.clientId })
      : undefined,
  }
}

A completely rebuilt foundation for custom apps — faster rendering, better TypeScript support, and a modern app-bridge that handles authentication automatically.

Fetch comments, threaded replies, and attachment metadata including secure download URLs. The new client association feature is also supported in the API.

The biggest update in Assembly history

Your client homepage, redesigned

Organize your apps into folders

App Library

Apps

Client Preview

Tasks now associate with clients

Time-based automations

Desktop app to never miss a notification

Context on your clients anywhere you work

A unified Payments center

For developers

Try Assembly 2.0