What does this automation do?
A CSV arriving by email is parsed into structured rows and unpacked into a project built from your template, one task per row.
What can you do with it?
- Skip the open-in-a-spreadsheet-and-retype step entirely
- Start every import from the same project shape
- Group the rows under the right parent automatically
The Steps
This automation runs in 5 steps:
- When Gmail — New Email Attachment
- Then Utilities — Convert CSV to JSON
- Then Utilities — JSON Extract (JSONPath)
- Then Taskade — Create Project From Template
- Then Taskade — Append Task Under Parent
Who is this automation for?
Built for operations teams that receive lists as attachments. A CSV arriving by email is parsed into structured rows and unpacked into a project built from your template, one task per row.
How do you set it up?
- Open the "Automations" tab in your workspace.
- Click ➕ Add automation, then start from scratch.
- Add the trigger "New Email Attachment" from Gmail.
- Add the action "Convert CSV to JSON" from Utilities.
- Add the action "JSON Extract (JSONPath)" from Utilities.
- Add the action "Create Project From Template" from Taskade.
- Add the action "Append Task Under Parent" from Taskade.
- Enable the toggle in the top-right corner to activate the automation.
Prefer to describe it instead? Click Build this flow with AI above and Taskade wires the trigger, the steps for you.