What does this automation do?
Asked for the numbers, an agent runs this flow itself — pulling the rows, summing them, and writing the report in the shape you always ask for.
What can you do with it?
- Get real figures pulled from the sheet, not a recollection of them
- Receive the same report shape every time it is asked for
- Skip the step where someone exports a spreadsheet first
The Steps
This automation runs in 5 steps:
- When Agent Tool
- Then Google Sheets — Find Row(s)
- Then Utilities — Sum
- Then Taskade AI — Run Agent Command ("Metrics Desk")
- Then Taskade — Send Email
What makes this different from a Zapier-style flow?
The "Metrics Desk" step is not a one-off model call. It is a Taskade AI agent that knows your metric definitions, targets and reporting format, remembers the figures it reported last time, 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 anyone who asks an agent for the current numbers. Asked for the numbers, an agent runs this flow itself — pulling the rows, summing them, and writing the report in the shape you always ask for.
How do you set it up?
- Open the "Automations" tab in your workspace.
- Click ➕ Add automation, then start from scratch.
- Add the "Agent Tool" trigger.
- Add the action "Find Row(s)" from Google Sheets.
- Add the action "Sum" from Utilities.
- Add the action "Run Agent Command" from Taskade AI. Point it at an agent called "Metrics 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.