What does this SendGrid automation do?
A named agent reviews each Typeform lead, and only qualified contacts join the SendGrid list.
What can you do with it?
- Keep weak leads off the list
- Score before you subscribe
- Keep the reason with the decision
The Steps
This automation runs in 4 steps:
- When Typeform: New Submission
- Then Taskade AI: Ask an agent ("List Gatekeeper")
- Then Filter: continue only when the lead passed your list criteria
- Then SendGrid: Add Contact to List
What makes this different from a Zapier-style flow?
The "List Gatekeeper" step is not a one-off model call. It is a Taskade AI agent that knows your list criteria and deliverability rules, remembers which contacts engaged after they joined, 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 teams that protect sender reputation. A named agent reviews each Typeform lead, and only qualified contacts join the SendGrid list.
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 Typeform.
- Add the action "Ask an agent" from Taskade AI. Point it at an agent called "List Gatekeeper".
- Add a Filter step: Filter: continue only when the lead passed your list criteria.
- Add the action "Add Contact to List" from SendGrid.
- Connect your SendGrid 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.