Overview
Agent knowledge refers to the information your custom AI agents use to provide contextual and accurate responses. Agent knowledge combines agents' pre-trained data with live knowledge sources you control, uploaded docs, web pages, YouTube transcripts, PDFs with OCR, and full project content, plus persistent memory that carries across conversations.
TL;DR: Train any Taskade AI agent on any file. Upload PDFs, Word docs, spreadsheets, presentations, images (with OCR), full websites, or YouTube transcripts, and your agent reads them on every reply. Connect live Projects and the agent updates itself as your workspace changes. Memory carries facts across sessions so agents remember who you are and what you are working on. This is how an agent stops sounding like the internet and starts sounding like you. Build a custom agent →.
Knowledge vs. Memory
These are two separate things in Taskade, and understanding the difference is the key to building great agents:
| Knowledge Sources | Memory | |
|---|---|---|
| What it is | External documents the agent reads | Running conversation + learned facts |
| Who writes it | You (upload, connect) | The agent (automatically) |
| When it updates | When you change the source | Every message |
| Persistence | Forever (until you remove) | Forever (across sessions) |
| Example | Your brand guidelines PDF | "This user prefers British English" |
💡 Key idea: Knowledge is what the agent reads. Memory is what the agent remembers. Both feed every response.
Explore the Knowledge Tab
The Knowledge tab lets you update, review, and edit agent knowledge in one place.
To edit your agent knowledge:
- Go to the Agents tab in your workspace or folder.
- Click the three dots ··· next to an agent and select ✏️ Edit agent from the list.
- Choose the Knowledge tab in the sidebar on the left.
- Add knowledge to your agent (see the next section for detailed instructions).
Train Your Agent
Upload Documents
Uploading documents is a straightforward way to supply the agent with specific, structured information that it can use to generate more accurate responses.
- Go to your agent's Knowledge tab (see the previous section).
- (method 1) Add sources
- Click the ADD SOURCES box to choose files from your device, or
- Drag & drop documents from your desktop into the box.
(method 2) Add Media
- Click the 📄 Add Media button.
- Choose from attachments already uploaded to your projects.
Once you're done adding knowledge, click Update to save the changes.
Knowledge Formats
| 📎 Files & Documents | 🌐 Web Resources |
|---|---|
| YouTube videos | |
| .csv | Blog articles |
| .txt | Tweets |
| .docx | Reddit threads |
| .md | News websites |
| .pptx | |
| .xlsx | |
| .epub |
💡 Note: For more tips on how knowledge sources work and how to train your Agent, check out a written guide here.
Bulk Training
You can now quickly add more data to your agent's knowledge base by uploading multiple projects, links, and files at the same time. Here's how it works.
- Go to your agent's Knowledge tab (see the previous section).
- Choose one of the available methods to upload knowledge.
- Use checkboxes or click ➕ Add another to select multiple sources.
Use Web Resources
Using web resources allows your agents to access up-to-date information available online and ensures that it can provide relevant answers based on the latest data.
- Go to your agent's Knowledge tab.
- Choose one of the available sources:
- 🌐 Add link: Choose external resources like websites and blogs.
- 🎞️ Add YouTube: Choose one or multiple YouTube videos for transcription.
- 📦 Add with Google Drive, Dropbox, Box, or OneDrive.
Once you're done adding knowledge, click Update to save the changes.
💡 Note: Links/Sitemaps added will not be crawled for any internal links.
Create Source
Quickly create new text resources from scratch directly in the Knowledge tab.
💡 Note: Visit Markdown Support to learn more about using Markdown in Taskade.
- In the Knowledge tab, choose Add Markdown/Text.
- Paste markdown or plain text into the pop-up window.
- Click Add to Knowledge to add the text to agent knowledge.
- When done, click Update in the Knowledge tab to save the changes.
Use Dynamic Knowledge
Adding links and projects to your agent's knowledge base allows it to learn new things. Combining dynamic and static knowledge (uploaded files and documents) gives the agent a better understanding of what you're working on.
- Select your agent in the Agents tab.
- Choose the Knowledge tab in the sidebar on the left.
- Enable the Knowledge toggle on the right.
- Use one of the available options to train your agent:
- (1) 📄 Add Project: Select projects from the current workspace/folder.
- (2) 🌐 Add link: Choose external resources like websites and blogs.
Projects used as knowledge sources will provide the following information to the agent:
| ✅ Included | ❌ Not Included |
|---|---|
| Text, blocks, paragraphs | Uploaded files |
| Due dates | Comments |
| Assignees | Embedded links or files |
| Timers | |
| Reactions | |
| Custom fields | |
| Chat messages |
Look Up References
When you interact with agents, the chat displays which sources are referenced. You can preview the sources on the go for enhanced visibility and transparency.
- Start a conversation with your agent.
- You will see a box indicating access to external sources.
- Click the drop-down arrow to preview the sources.
Knowledge Backlinks
Whenever an agent adds a project as knowledge, Taskade will add a backlink inside that project so you can instantly see which agents are using it.
Help your agent recall the right media
Every file you upload to the Knowledge tab carries a short description field. Agents use that description when they search the reference library, so a well-described file surfaces in the right context.
- Add a one-line description right after you upload (a PDF, an image, a spreadsheet).
- Treat the description like the cue a teammate would scan first ("Q2 pricing one-pager", "Sales call transcript with Acme").
- Re-open any item later and edit the description if your agent keeps reaching for the wrong file.
This is the cheapest win for a quiet, reliable agent. No retraining, no re-upload.
Sweep up an agent's reference library
Knowledge can drift over time. Old contracts, stale screenshots, last quarter's deck. Keep the library lean and your agent stays sharp.
- Open the Knowledge tab on the agent you want to clean up.
- Tick the checkbox next to each item you no longer need, or use Select all to grab the visible batch.
- Click Delete in the action bar that floats at the bottom of the viewport. Counts refresh the moment the sweep finishes.
- For one-off cleanup, click the row's delete control to remove a single item. The agent gets sharper on the next reply.
- Pair with the Bash Sandbox if you want a script to help manage knowledge over time.
Community Agent Templates
Explore AI agents built by the Taskade community:
- AI Prompt Evaluator. Evaluate and improve AI prompts
- Bluey Episode Chatbot. Knowledge-grounded conversational agent
- Cover Letter Generator. Context-aware document generation
- AI Study Buddy. Educational Q&A assistant
Build your own → taskade.com/create
Related guides
- How Taskade Genesis Works: Workspace DNA. Understand the three-pillar architecture
- Custom AI Agents: The Intelligence Pillar. Full agent creation and customization guide
- Projects & Databases: The Memory Pillar. How project data feeds agent knowledge
- Automations: The Execution Pillar. Connect agent knowledge to automated workflows
- Multi-Agents. Build teams where agents share knowledge
- MCP Connectors. Connect agents to external data via Model Context Protocol
- Taskade Developer API. Programmatic agent and knowledge management
- Taskade Autopilot. Autonomous agents that use knowledge continuously
- Invoice Automation Playbook. Train an agent on your invoice templates
- Booking System Playbook. Train an agent on your class catalog and client tone
- Storefront Playbook. Train an agent on your product catalog and brand voice