What does this automation do?
Most messages stop at the filter. The ones from an account that matters are read, summarized, and emailed straight to the person who owns them.
What can you do with it?
- Get the important message in front of a human in minutes
- Skip the queue only for senders that clear your bar
- Send the reasoning with the alert so the reply is informed
The Steps
This automation runs in 4 steps:
- When Gmail — New Email
- Then Filter — continue only when the sender is on your priority account list
- Then Taskade AI — Ask Agent ("Escalation Desk")
- Then Taskade — Send Email
What makes this different from a Zapier-style flow?
The "Escalation Desk" step is not a one-off model call. It is a Taskade AI agent that knows your priority accounts and who owns each one, remembers what it escalated before and what came of it, 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 account management and customer success teams. Most messages stop at the filter. The ones from an account that matters are read, summarized, and emailed straight to the person who owns them.
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" from Gmail.
- Add a Filter step: Filter — continue only when the sender is on your priority account list.
- Add the action "Ask Agent" from Taskade AI. Point it at an agent called "Escalation Desk".
- Add the action "Send 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.