Automation

⚙️Automation

Automate workflows with triggers, actions, branching, looping, and enterprise-grade durable execution.

What is a Taskade automation?

Email lands, an automation fires. A task moves, your team gets a Slack ping. New triggers and actions, top to bottom.

Taskade Automations are the Execution layer of Workspace DNA. They turn decisions into action across 100+ integrations in 10 categories, with branching, looping, filtering, and AI agents as steps. Triggers fire on events, actions do the work, and your projects update automatically. Automations run on every plan. The Free plan includes a monthly run allowance, and paid plans raise it.

TL;DR: Build automations three ways: paste a prompt into the Workflow Generator, pick a starter from the Prompt Library, or wire steps by hand. Triggers pull events in: a new email, a new task, a webhook, a schedule. Actions push data out across 100+ integrations, plus an HTTP step for services with no native connector.

Building an automation by adding a trigger and actions

Every automation follows the same shape: a trigger fires, optional logic routes it, actions do the work, and your projects update on their own. That loop is the Execution pillar of Workspace DNA in motion.

How do you build an automation?

Build automations three ways: paste a prompt into the Workflow Generator, pick a starter from the Prompt Library, or wire steps by hand. Triggers pull events in: a new email, a new task, a webhook, a schedule. Actions push data out across 100+ integrations, plus an HTTP step for services with no native connector.

On this page (1)

TL;DR: Automations are the Execution layer of Workspace DNA: the third pillar alongside Memory and Intelligence. They listen for events like a new email or webhook, then run multi-step flows with branching, looping, and filtering, calling 15+ frontier models and 100+ integrations to write results back into projects. Available on every plan from Free through Enterprise.

Building a Taskade automation with triggers, AI steps, and 100+ integration actions

Watch Taskade automations run a real workflow:

What are Taskade Automations?

Taskade Automations are reliable, multi-step workflows. They listen for an event, make decisions, and take action across your workspace and 100+ external services, without you lifting a finger. Every automation follows the same model. A trigger kicks off the flow. Control-flow steps (branch, loop, filter, delay) shape the logic. Actions do the work. Results go back into your Projects, so your workspace keeps learning.

Unlike standalone tools like Zapier or Make, Taskade Automations live inside the same workspace as your data and your AI agents. That means an AI agent can be a step in a flow. A flow can update the project that triggered it. A published Taskade Genesis app can use its automations as the live execution layer for end users.

Read full article

All Articles61

Automations: The Execution Pillar

Learn how Taskade Automations form the Execution layer of Workspace DNA: triggers, actions, branching, looping, agent steps, and 100+ live integrations.

Automation Triggers

Learn how automation triggers work in Taskade. A trigger is the event that starts a run, from a new task or a form reply to a schedule or an inbound webhook.

Run It Once or Set It Forever

Not sure whether to run something once or set up a recurring automation? Ask one question. A plain-English guide to the three ways Taskade gets work done.

Automation Actions

Learn how automation actions work in Taskade. Actions are the steps that execute after a trigger fires, forming the core of every if-this-then-that workflow.

AI Workflow Generator

Use the Taskade AI Workflow Generator to build multi-step automations from plain English descriptions. Create and edit complex workflows by chatting with AI.

Task Added

Use the Task Added trigger in Taskade automations to run workflows when new tasks are created. Start actions automatically when a task appears in a project.

Task Completed

Use the Task Completed trigger in Taskade automations to act when tasks are marked done. Start workflows automatically when a task status changes to complete.

Task Assigned

Use the Task Assigned trigger in Taskade automations to detect when tasks are delegated. Start workflows automatically when a team member is assigned to a task.

Task Due

Use the Task Due trigger in Taskade automations to act when a deadline is reached. Start follow-up workflows automatically when a task's due date arrives.

New Due Date

Use the New Due Date trigger in Taskade automations to detect when due dates are added to tasks. Start workflows automatically when a deadline is set.

New Comment

Use the New Comment trigger in Taskade automations to detect when comments are added to tasks. Start follow-up workflows automatically when someone comments.

Custom Field Updated

Use the Custom Field Updated trigger in Taskade automations to react when task fields change. Start workflows automatically when a field value is modified.

Project Completed

Use the Project Completed trigger in Taskade automations to run actions when a project is done. Start workflows automatically when all tasks are finished.

Task Manual Trigger

Use the Task Manual Trigger in Taskade automations to start a run on demand from inside any project. Select the tasks you want, then click Send to Automation.

Schedule

Run Taskade automations on a recurring clock with the Schedule trigger: every 5 to 30 minutes, hourly, daily, weekly, or monthly. Set it once and let it run.

Agent Tool

Use the Agent Tool trigger in Taskade automations to let an AI agent start a run mid-conversation. Turn any automation into a tool the agent can call.

Agent Public Chat Ended

Use the Agent Public Chat Ended trigger in Taskade automations to capture chat transcripts. Start workflows automatically when a public agent chat ends.

AI Forms

Use the AI Forms trigger in Taskade automations to collect and process form data with AI. Qualify leads, route tickets, and gather feedback automatically.

Webhooks

Use the Webhooks trigger in Taskade automations to receive data from external apps. Start workflows automatically when third-party services send event payloads.

Mailhook

Use the Mailhook trigger to start a Taskade automation from an email. Send a message to its unique address, and its text and attached files reach your steps.

HTTP Webhook Trigger

Trigger any Taskade automation from an external HTTP POST. Get a unique URL, define the JSON payload, and run your actions reliably with built-in retries.

Create Project

Use the Create Project action in Taskade automations to generate projects automatically. Set a title, a default view, an emoji, and a tag as part of any run.

Add Task

Use the Add Task action in Taskade automations to create new tasks with custom fields and parameters. Automate task creation inside any project workflow.

Project Template

Use the Project Template action in Taskade automations to create projects from templates automatically. Standardize onboarding, sprints, and launches.

Move Task

Use the Move Task action in Taskade automations to relocate a task inside a project. Shift tasks between stages and adjust priorities without touching them.

Move Completed Tasks

Use the Move Completed Tasks action in Taskade automations to relocate finished work. Keep an active project tidy by sweeping done items out on a schedule.

Assign Task

Use the Assign Task action in Taskade automations to allocate tasks to team members automatically. Simplify delegation and put recurring workflows on autopilot.

Mark Task as Completed

Use the Mark Task as Completed action in Taskade automations to update task status automatically. Signal progress and coordinate dependent workflow steps.

Update Custom Fields

Use the Update Custom Fields action in Taskade automations to write task fields automatically. Keep status, owner, and score accurate without manual edits.

Find Task(s)

Use the Find Task(s) action in Taskade automations to search and retrieve tasks by criteria. Filter, process, and pass task data to downstream workflow steps.

Taskade AI

Use the Taskade AI action in automations to generate text, answer queries, rewrite documents, and brainstorm ideas. Add generative AI to any workflow step.

Categorize Tickets and Emails with AI

Auto-tag support tickets, route emails, and grade leads with the Categorize with AI action in Taskade automations. Preset classification, no prompt writing.

Agent

Use the Agent action in Taskade automations to embed AI intelligence into your steps. Ask an agent a question, then use its reply in every step that follows.

Ask Agent Team

Use the Ask Agent Team action in Taskade automations to send prompts to AI Teams and get varied responses. Reference team outputs in later workflow steps.

Ask Agent With Structured Output

Use the Structured Output action in Taskade automations to extract data as variables. Pass structured agent responses to tables, tasks, or next steps.

Add Knowledge to Agent

Use the Add Knowledge to Agent action in Taskade automations to grow your AI agent’s knowledge base automatically from structured or unstructured sources.

Add Project to Agent Knowledge

Use the Add Project to Agent Knowledge action in Taskade automations to feed project data into AI agents. Keep agent responses accurate with up-to-date context.

Image Generation Actions

Create images inside Taskade automations with your own OpenAI key, or generate Taskade-managed images from chat and from agents. No extra setup is required.

Branch

Use the Branch action in Taskade automations to create conditional paths. Route each run down a different path based on data values, with a Fallback path.

Loop

Use the Loop action in Taskade automations to repeat steps for every item in a list. Fan one trigger out into many runs, with filters and branches inside.

Filter Data

Use the Filter Data action in Taskade automations to add conditional logic to workflows. Run subsequent actions only when specific data criteria are met.

Delay

Use the Delay action in Taskade automations to pause workflows for a set duration or until a specific date. Schedule actions precisely within any workflow.

Transform Array Into String

Use the Transform Array Into String action in Taskade automations to convert task or row arrays into formatted text for AI agents and downstream actions.

Search Web

Use the Search Web action in Taskade automations to pull live information from the internet. Feed search results into reports, AI agents, or downstream actions.

Scrape Webpage

Use the Scrape Webpage action in Taskade automations to extract data from any website. Feed scraped content into AI agents or downstream steps for analysis.

Convert File to Text

Use the Convert File to Text action to read PDFs, Word files, spreadsheets, and scanned or photographed pages into plain text your AI steps can act on.

Filters: Transform Values Inline in Automations

Use filters inside Taskade automations to transform data inline: base64, camelize, pad, math, date formats, and ISO 8601 offsets. Full reference and examples.

Transcribe YouTube

Use the Transcribe YouTube action in Taskade automations to convert video audio into text. Pass transcripts to AI agents for summarization or analysis.

Automate Media Files: Video, Audio, and File Steps

Automate Media Files in Taskade. Start a run when a file lands, find files by folder and type, and save smaller videos, still frames, clips, and audio tracks.

Upload File to Media

Use the Upload File to Media action in Taskade automations to save URLs and files to your Media Files. Organize web resources automatically within workflows.

HTTP Request

Use the HTTP Request action in Taskade automations to call any external API. Connect your automations to any web service with GET, POST, PUT, and DELETE.

Prompt Library for Automations

Browse ready-to-use prompts for building Taskade automations with natural language. Create, edit, and manage workflows by chatting with your AI assistant.

Stripe Checkout Session Action

Use the Stripe Checkout Session action inside Taskade automations to collect payments from your Taskade Genesis apps. One step returns a hosted payment link.

Export Project to Markdown or Text

Export a Taskade project to Markdown or plain text inside an automation, and export any view to CSV. Use it for backups, handoffs, and spreadsheet reporting.

Trigger Automations from Projects

Use project events as automation triggers in Taskade. Task added, due date passed, field updated. Turn workspace changes into action across 100+ integrations.

Shape Data With Utility Actions

Use Taskade utility actions to do math, format dates, reshape JSON, convert CSV, clean text, and look up values inside any automation, fast and credit-free.

Summarize Any Website

Drop the Summarize Website action into any Taskade automation to fetch a URL and return a clean summary. Use it for digests, monitoring, and lead enrichment.

Utility Helpers Deep Dive: JSONPath, Templating, Regex

Run JSONPath queries, format dates, swap text with regex, and rename projects inside Taskade automations. Worked examples for the most-used utility actions.

Two-Way GitHub Sync

Sync Taskade Genesis apps with GitHub. Push changes to existing repos with branches and PRs. Pull private repos into a workspace as a Taskade Genesis app.

Archive, Unarchive, and Undo

Use Archive Project, Unarchive Project, Unassign Task, and Uncomplete Task inside Taskade automations. Build sprint resets, rollbacks, and cleanup runs.

Connect Gmail to Notion

Send new Gmail emails to a Notion database with a Taskade automation. Use the native Gmail trigger, optional AI extraction, and the Notion Create Page action.

All Topics