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🔩 AI Action Automations

Every kind of step a Taskade automation can run: web research, PDF and CSV parsing, data transforms, agent calls with memory, and project and task updates.

16 automations available

Triage Every Inbound Email With an Agent

Each new email is read by a named agent that already knows your service tiers, then filed as an owned task with a due date.

Gmail → Taskade AI → Taskade · Inbox Triage agent · 5 steps
Explore Automation

Run a Saved Agent Command From Any Webhook

An incoming webhook payload is unpacked, then handed to a saved agent command so the same runbook executes the same way every time.

HTTP → Utilities → Taskade AI → Taskade · Ops Runbook agent · 4 steps
Explore Automation

Have an Agent Team Write the Weekly Research Brief

Once a week the web is searched, the best sources are summarized, and an agent team turns the pile into a written brief in a project.

Schedule → Media → Taskade AI → Taskade · Research Desk team · 5 steps
Explore Automation

Follow Up After Every Public Agent Chat

When a public chat with your agent ends, a second agent writes the follow-up and files what the conversation could not answer.

Taskade · Front Desk agent · 4 steps
Explore Automation

Post the Morning Brief Into Your Agent Chat

Every morning the active projects are found and an agent posts the state of play straight into its own chat, ready to be asked questions.

Schedule → Taskade · Standup Runner agent · 3 steps
Explore Automation

Turn a CSV Attachment Into Real Project Tasks

A CSV arriving by email is parsed into structured rows and unpacked into a project built from your template, one task per row.

Gmail → Utilities → Taskade · 5 steps
Explore Automation

Sum the Month Invoices Into One Report

At month end the invoices are pulled, the totals are calculated, the dates are formatted, and an agent writes the commentary around them.

Schedule → Stripe → Utilities → Taskade AI → Taskade · Finance Analyst agent · 6 steps
Explore Automation

Turn a New YouTube Video Into Action Items

A new video is transcribed in full, read by an agent that knows your content pillars, and reduced to the points worth acting on.

YouTube → Media → Taskade AI → Taskade · Content Scout agent · 5 steps
Explore Automation

Watch a Competitor Pricing Page Every Hour

Every hour the page is scraped, converted to clean text, matched against the numbers you track, and compared by an agent.

Schedule → Media → Utilities → Taskade AI → Taskade · Pricing Watch agent · 6 steps
Explore Automation

Turn a New Contract PDF Into a Review Project

A contract landing in Drive is converted to text, read against your standard terms, and opened as a project spanning the contract dates.

Google Drive → Media → Taskade AI → Taskade · Contract Reader agent · 5 steps
Explore Automation

Route Form Answers With a Lookup Table

A form submission is resolved against a lookup table, so the answer decides the owner and the section without a chain of conditions.

Typeform → Utilities → Taskade · 5 steps
Explore Automation

Give Every New Project a Shareable QR Code

A new project has its title slugified and a QR code generated, then attached to a task so anyone on site can reach it from a printout.

Taskade → Utilities · 5 steps
Explore Automation

Sweep the Support Queue Every Few Minutes

A short-interval sweep finds waiting tickets and an agent that knows your response targets chases the ones about to breach.

Schedule → Taskade → Taskade AI · Queue Marshal agent · loops · 4 steps
Explore Automation

Research Every New Lead Before You Reply

A new contact triggers a web search and a site summary, then an agent that knows your ideal customer profile scores the fit.

HubSpot → Media → Taskade AI → Taskade · Lead Researcher agent · 6 steps
Explore Automation

Turn a Slack Thread Into a Logged Decision

Mention the workflow in a thread and an agent team reads the conversation, writes the decision record, and posts it back.

Slack → Taskade AI → Taskade · Decision Log team · 5 steps
Explore Automation

Or describe your own

Build an Action workflow from a sentence

Describe what should happen and Taskade wires the trigger, the steps and the connections for you. Or start from one of the 16 workflows in this category.

  • Event-triggered
  • 100+ integrations
  • Branching logic
  • Schedule + monitor

An action is a step that runs after a trigger fires. Taskade ships hundreds of them, and the ones worth knowing are not the ones that copy a field from one app to another — they are the steps that read the web, reshape the data, and hand a decision to an agent that remembers the last time it made one.

The 16 workflows below are grouped by capability rather than by app. Each puts a family of steps on the page: the agent lifecycle, the research steps, the data transforms, and the project and task operations that write the result back where your team works.

What is an automation action?

An action is one step in a running automation. A trigger starts the run and hands over an event; each action then does one thing with it — search the web, convert a PDF to text, sum a column, ask an agent, create a task — and passes its output to the next step. A workflow is just an ordered chain of them.

Actions come from two places. Connected apps contribute the steps their API exposes, which is what the category index covers app by app. Built-in Taskade actions contribute the rest, and need no account to connect: Taskade AI for agent calls, Media for research, Utilities for data work, and the workspace itself for projects and tasks.

How is a Taskade action different from a data-mover step?

Most automation tools move data between apps. The step in the middle is stateless: it runs, it returns, it forgets. That is a genuine capability, and Taskade ships it too.

The difference is what else you can put in that slot. A Taskade action can address a named agent that keeps its own knowledge and its own memory between runs. "Ask Agent" is not "ask the model" — the agent that reads today's contract has read every contract before it, and it carries the red lines you gave it. Run the same step tomorrow and it starts from what it learned, not from an empty prompt. The multi-agent workflows go further and hand one job to a team of them.

What can the built-in steps do?

  • Research — search the web, scrape a page, summarize a site, transcribe a video, turn a PDF into plain text.
  • Transform — parse CSV into JSON, pull a value out of a JSON payload, sum or average a column, match a regex, format a date, slugify a title, resolve a lookup table, generate a QR code.
  • Reason — ask an agent, run a saved agent command, ask an agent team, respond in an agent chat.
  • Write back — create a project from a template, tag it, set its date range, add tasks, assign them, set due dates, move them between sections, update custom fields.

Chain them and a single run can go from a raw webhook to an owned task with a due date, with the reasoning attached.

Who are these workflows for?

Anyone whose automations currently stop at "copy this field over there". Operations and support teams get the triage and queue steps, finance and legal get the document and totals steps, marketing and research get the web and video steps, and every team gets the project and task steps that make the output someone's job rather than a notification.

Browse the rest of the library by category, see the end-to-end workflows and repeatable processes they slot into, or start from the automation hub.

How do you build one?

Open Automations in your workspace, add a trigger, then add the actions in the order you want them to run. Every step's output is available to the steps after it, so an agent can read what the scrape returned and a task can carry what the agent decided.

Or describe the outcome in plain language and let Taskade wire the chain for you — start from a prompt and edit the steps afterwards.