How to Build a Vendor Portal (No-code Tutorial + Free Template) скачать в хорошем качестве

How to Build a Vendor Portal (No-code Tutorial + Free Template)

Join Guillaume Duvernay (Growth Marketer at Softr) for a complete, hands-on masterclass on how to build a fully functional, secure Vendor Portal from scratch using Softr, no code required. In this video, we challenge the complexity of managing external partners through emails and spreadsheets. Instead, we’ll show you how to use Softr as a full-stack builder—combining a relational database, a secure client interface, and powerful automation logic to streamline your entire vendor relationship workflow. The power of AI in modern portals: A key highlight of this tutorial is how to infuse AI into the core of your application to reduce administrative overhead. We go beyond simple data entry by using Database AI Agents to automatically categorize vendors and classify uploaded documents. You will also learn to use Ask AI to instantly chat with your data to find task bottlenecks, and use AI Vibe Coding to generate custom dashboard UI components just by describing them. Throughout this deep dive, we’ll walk through: Database Architecture: Designing a relational database for Users, Vendors, Invoices, Tasks, and Documents using Softr Data. Database AI Agents: Setting up database agents to automatically categorize vendors based on descriptions and classify document file types without manual input. Advanced permissions: Configuring secure Admin and Vendor roles to ensure external partners can only access their own data and tasks. Interface design: Building a mandatory vendor onboarding flow, interactive Kanban boards for project management, and collaborative commenting systems. Vibe-Coding Block and Ask AI: Using natural language to generate custom status cards for the vendor dashboard and enabling users to query their task history for insights. Custom workflows: Automating the lifecycle, from approving new vendor team members to sending AI-personalized email reminders when tasks are nearing their due dates. By the end of this tutorial, you won't just have a series of pages; you'll have a sophisticated, AI-enhanced business application ready to scale your vendor operations. Copy this Softr app template in one click: https://www.softr.io/templates/vendor... This comes with the app interface and the database. You'll be able to find the workflow templates in the Softr studio before adapting them to your app. ⏰ TIMESTAMPS: 0:00 - Intro and Final App Demo 02:17 - App Architecture and Database Planning 05:54 - Database Setup: Users and Vendors 11:10 - Creating Database Relations 16:10 - AI Agent: Auto-Categorizing Vendors 21:27 - Structuring Invoices, Tasks and Rollups 30:30 - User Groups and Data Permissions 36:15 - Building the Admin Interface 48:50 - Creating the Task Kanban Board 59:15 - Integrating Ask AI Chat on Records 01:01:00 - Admin Dashboards and Analytics 01:02:59 - Managing Vendor Invites 01:09:10 - Building the Vendor Onboarding Flow 01:15:10 - AI Vibe Coding: Generating Custom Cards 01:25:55 - AI Agent: Document Classification 01:27:40 - Invoice Submission Forms 01:33:30 - Advanced Navigation Bar Logic 01:38:34 - Automation 1: New User Approval Emails 01:42:40 - Automation 2: AI-Personalized Task Reminders 01:47:45 - Final Review and Template Access Would you like me to generate a summary of the AI-specific features mentioned in the transcript to use for a pinned comment? Learn more: Website: https://bit.ly/49d0I41 Help Docs: https://docs.softr.io/ Softr Community: https://bit.ly/3HC7uUN Softr blog: https://bit.ly/3ugAONV About Softr: Softr is the easiest, fastest no-code platform for building business apps, like portals and internal tools— without coding. Used by over 1 million teams, and Fortune 500 brands like Google and Universal.