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📥 Route Service Requests Through Intake with AI

Every intake form is read, checked against your acceptance rules, and either given an owner or sent back for detail.

  • Event-triggered
  • 100+ integrations
  • Branching logic
  • Schedule + monitor
UNIT · TASKADE.FLOW4 STEPS

How this flow runs

When

New Response

Google Forms

Then 1

Agent

Intake Reviewer

Ask an agent · Taskade AI

Knows
your intake and acceptance rules
Remembers
every request it has already cleared

Then 2

Add Task

Taskade

Then 3

Assign Task

Taskade

This agent carries its knowledge and memory between runs, and can call your other automations as its own tools. How custom agents work

Build this flow with AI

Opens the builder with these steps already described. Free to start, no card.

What does this automation do?

Every intake form is read, checked against your acceptance rules, and either given an owner or sent back for detail.

What can you do with it?

  • Stop the queue filling with requests nobody can action yet
  • Give every accepted request an owner the moment it lands
  • Keep the acceptance reasoning on the task instead of in a reply

The Steps

This automation runs in 4 steps:

  1. When Google Forms — New Response
  2. Then Taskade AI — Ask an agent ("Intake Reviewer")
  3. Then Taskade — Add Task
  4. Then Taskade — Assign Task

What makes this different from a Zapier-style flow?

The "Intake Reviewer" step is not a one-off model call. It is a Taskade AI agent that knows your intake and acceptance rules, remembers every request it has already cleared, 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 operations teams running a shared request queue. Every intake form is read, checked against your acceptance rules, and either given an owner or sent back for detail.

How do you set it up?

  • Open the "Automations" tab in your workspace.
  • Click ➕ Add automation, then start from scratch.
  • Add the trigger "New Response" from Google Forms.
  • Add the action "Ask an agent" from Taskade AI. Point it at an agent called "Intake Reviewer".
  • Add the action "Add Task" from Taskade.
  • Add the action "Assign Task" 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.

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