What does this automation do?
A new contact record is read, checked against your account acceptance rules, and only the edge cases need a person.
What can you do with it?
- Clear straightforward accounts without a manual review step
- Hold the accounts that fail a check, with the reason recorded
- Write the decision back onto the contact record
The Steps
This automation runs in 5 steps:
- When HubSpot — New Contact
- Then HubSpot — Get Contact
- Then Taskade AI — Ask an agent ("Account Approver")
- Then Taskade — Add Task
- Then HubSpot — Update Contact
What makes this different from a Zapier-style flow?
The "Account Approver" step is not a one-off model call. It is a Taskade AI agent that knows your account acceptance and credit rules, remembers every account it has cleared or held, 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 revenue operations and credit teams. A new contact record is read, checked against your account acceptance rules, and only the edge cases need a person.
How do you set it up?
- Open the "Automations" tab in your workspace.
- Click ➕ Add automation, then start from scratch.
- Add the trigger "New Contact" from HubSpot.
- Add the action "Get Contact" from HubSpot.
- Add the action "Ask an agent" from Taskade AI. Point it at an agent called "Account Approver".
- Add the action "Add Task" from Taskade.
- Add the action "Update Contact" from HubSpot.
- 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.