What does this automation do?
One saved command runs at the start of every month and produces the same report in the same shape from an agent that remembers last month’s numbers.
What can you do with it?
- Run the identical report each month instead of rewriting the prompt
- Show change over time, because the agent has the previous run
- Hand the report to anyone without handing over the instructions
The Steps
This automation runs in 3 steps:
- When Schedule — Every Month
- Then Taskade AI — Run Agent Command ("Reporting Desk")
- Then Taskade — Send Email
What makes this different from a Zapier-style flow?
The "Reporting Desk" step is not a one-off model call. It is a Taskade AI agent that knows your metrics, targets and reporting format, remembers what it reported last month, 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 that owe someone the same report every month. One saved command runs at the start of every month and produces the same report in the same shape from an agent that remembers last month’s numbers.
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 "Run Agent Command" from Taskade AI. Point it at an agent called "Reporting 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.