What does this Jotform automation do?
A named agent classifies each submission and files it as a task in the right queue.
What can you do with it?
- Sort mixed intake automatically
- Cut the first-pass read
- Keep the category on the task
The Steps
This automation runs in 3 steps:
- When Jotform: New Submission
- Then Taskade AI: Ask an agent ("Intake Triage")
- Then Taskade: Add Task
What makes this different from a Zapier-style flow?
The "Intake Triage" step is not a one-off model call. It is a Taskade AI agent that knows your queues and which team owns each request, remembers how similar submissions were routed, 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 your other automations.
Who is this automation for?
Built for support and operations teams. A named agent classifies each submission and files it as a task in the right queue.
How do you set it up?
- Open the "Automations" tab in your workspace.
- Click ➕ Add automation, then start from scratch.
- Add the trigger "New Submission" from Jotform.
- Add the action "Ask an agent" from Taskade AI. Point it at an agent called "Intake Triage".
- Add the action "Add Task" from Taskade.
- Connect your Jotform account when prompted, then enable the toggle in the top-right corner.
Prefer to describe it instead? Click Build this flow with AI above and Taskade wires the trigger, the steps, and the agent for you.