What does this automation do?
When a task comes due, an agent that knows your delivery commitments decides whether it moves, and emails the person who needs to know.
What can you do with it?
- Handle the slip the moment it happens, not at the weekly review
- Judge the escalation against commitments, not against a flat rule
- Move the work into the right section so the board stays honest
The Steps
This automation runs in 5 steps:
- When Taskade — When a task is due
- Then Taskade — Get a task
- Then Taskade AI — Ask an agent ("Delivery Lead")
- Then Taskade — Move a task
- Then Taskade — Send an email
What makes this different from a Zapier-style flow?
The "Delivery Lead" step is not a one-off model call. It is a Taskade AI agent that knows your delivery commitments for each client, remembers who slipped the last time this ran, so every run builds on the last one instead of starting from an empty prompt.
A stateless "ask the model" step forgets everything the moment it returns. An agent keeps its knowledge and its memory between runs, carries its own tools, and can be handed work by other automations.
Who is this automation for?
Built for delivery leads and client service teams. When a task comes due, an agent that knows your delivery commitments decides whether it moves, and emails the person who needs to know.
How do you set it up?
- Open the "Automations" tab in your workspace.
- Click ➕ Add automation, then start from scratch.
- Add the trigger "When a task is due" from Taskade.
- Add the action "Get a task" from Taskade.
- Add the action "Ask an agent" from Taskade AI. Point it at an agent called "Delivery Lead".
- Add the action "Move a task" from Taskade.
- Add the action "Send an email" 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, and the agent for you.