What does this automation do?
A monthly sweep lists the folder, stops for anything still current, and raises a task for the documents that have gone stale.
What can you do with it?
- Notice the out-of-date document before a customer does
- Skip everything that is still current instead of reviewing all of it
- Give each stale document an owner and a date
The Steps
This automation runs in 3 steps:
- When Schedule — Every Month
- Then Google Docs — Find Documents
- Then Loop over each document not updated in 90 days — Ask Agent, Add Task
What makes this different from a Zapier-style flow?
The "Doc Librarian" step is not a one-off model call. It is a Taskade AI agent that knows which documents are load-bearing and who owns each area, remembers the documents it has already flagged and what happened, 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 teams with a documentation folder nobody trusts any more. A monthly sweep lists the folder, stops for anything still current, and raises a task for the documents that have gone stale.
How do you set it up?
- Open the "Automations" tab in your workspace.
- Click ➕ Add automation, then start from scratch.
- Add the trigger "Every Month" from Schedule.
- Add the action "Find Documents" from Google Docs.
- Add a Loop step: Loop over each document not updated in 90 days — Ask Agent, Add Task.
- 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.