What does this automation do?
Once a month, an agent reads your active projects and plans the workflows the next month actually needs.
What can you do with it?
- Plan from what is really open, not from last month’s plan
- Get the plan as a project the team can edit and commit to
- Carry forward what slipped instead of losing it
- Run the planning pass on the same day every month
The Steps
This automation runs in 4 steps:
- When Schedule — Every month
- Then Taskade — Find projects
- Then Taskade AI — Ask an agent ("Capacity Planner")
- Then Taskade — Create Project
What makes this different from a Zapier-style flow?
The "Capacity Planner" step is not a one-off model call. It is a Taskade AI agent that knows your active projects, owners, and delivery dates, remembers what slipped in previous months, 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 team leads planning capacity ahead of the month. Once a month, an agent reads your active projects and plans the workflows the next month actually needs.
How do you set it up?
- Open the "Automations" tab in your workspace.
- Click ➕ Add automation, then start from scratch.
- Add the trigger "Every month" from Schedule.
- Add the action "Find projects" from Taskade.
- Add the action "Ask an agent" from Taskade AI. Point it at an agent called "Capacity Planner".
- Add the action "Create Project" 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.