What does this automation do?
When an exit is confirmed, the offboarding checklist is built, access removals are assigned, and open items are reported.
What can you do with it?
- Remove access on the day it should be removed
- Track asset returns as owned tasks, not an email thread
- Report what is still open before the exit date passes
The Steps
This automation runs in 4 steps:
- When Taskade — Task Completed
- Then Taskade AI — Ask Agent ("Offboarding Checker")
- Then Taskade — Create Project From Template
- Then Taskade — Send Email
What makes this different from a Zapier-style flow?
The "Offboarding Checker" step is not a one-off model call. It is a Taskade AI agent that knows your access and asset return checklist, remembers which steps were missed on past exits, 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 people operations, IT, and security teams. When an exit is confirmed, the offboarding checklist is built, access removals are assigned, and open items are reported.
How do you set it up?
- Open the "Automations" tab in your workspace.
- Click ➕ Add automation, then start from scratch.
- Add the trigger "Task Completed" from Taskade.
- Add the action "Ask Agent" from Taskade AI. Point it at an agent called "Offboarding Checker".
- Add the action "Create Project From Template" from Taskade.
- 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.