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Automation

⚙️Automation

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

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Overview

Automations are the Execution component of your Workspace DNA, one of three pillars that power Taskade Genesis apps and form the Tree of Life architecture.

Taskade Genesis is the AI app builder that turns a single prompt into living software — complete with AI agents, databases, and automations.

  • 📚 Memory (Projects): Your workspace's structured data and knowledge base
  • 🧠 Intelligence (Agents): Your workspace's reasoning and decision-making layer
  • ⚡ Execution (Automations): Your workspace's actions and workflows

Think of automations as the nervous system of your living workspace. They actively respond to events, orchestrate complex workflows, and create feedback loops.

  • Responding to Events: Detect changes in your workspace and external systems
  • Executing Workflows: Handle multi-step processes across 100+ integrations
  • Feeding Memory: Logs results back to your projects, expanding knowledge

💡 Note: When you create a Taskade Genesis app, your automations become the execution layer of that application, automatically processing payments, sending notifications, updating records, and orchestrating app logic.

In this guide, you'll learn how to build and configure automations.


What Are Automation Flows?

Automations allow you to put routine tasks and projects on autopilot within fully customizable automation flows. You can use this powerful feature to:

  • 🔄 Streamline repetitive tasks by setting up triggers and actions.
  • 🛠️ Design custom workflows tailored to your team's needs.
  • 🔌 Integrate with services like Google Sheets, Slack, and WordPress.
  • 🤖 Build advanced workflows with custom AI Agents.
  • And much more!

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All Articles (48)

Automations: The Execution Pillar

Automations are the Execution component of your Workspace DNA, one of three pillars that power Taskade Genesis apps and form the Tree of Life archite...

Automation Triggers

Triggers are the backbone of automation in Taskade. They are predefined conditions that, when met, initiate a series of automated actions within. Ess...

Automation Actions

While triggers are the starting point in Taskade's automation, actions are the steps that follow. They are the "then" in the "if this, then that" aut...

AI Workflow Generator

The Workflow Generator is an advanced automation creation tool that uses natural language processing to convert plain English descriptions into compl...

Task Added

The Task Added trigger automatically runs your workflow whenever a new task is created in a selected Taskade project. It’s an essential building block...

Task Completed

Use this trigger to run specific actions when a task is marked complete. Assign next steps and notify the right people to keep projects on track and ...

Task Assigned

Task Assigned trigger allows an automation to detect when a task has been assigned, making it easy to initiate subsequent actions, update workflows, ...

Task Due

Task Due trigger allows an automation to detect when a task's due date has been reached, making it easy to initiate follow-up actions, update workflo...

New Due Date

New Due Date trigger allows an automation to detect when a new due date is added to a task making it easy to initiate follow-up actions, update workf...

New Comment

The New Comment trigger allows automation to detect when a comment is added to a task to initiate follow-up actions. You can combine it with many dif...

Custom Field Updated

The Task Custom Field Updated automation trigger lets you kickstart automation flows whenever a custom field is updated within a project. You can use...

Project Completed

The Project Completed trigger lets you kick off actions as soon as a project is marked done. You can use this trigger whenever you want to simplify h...

Task Manual Trigger

The Task Manual Trigger allows you to trigger automations from within projects.

Schedule

The Schedule trigger automatically runs automations at regular intervals (hourly, daily, weekly, or monthly). It’s perfect for creating recurring wor...

Agent Tool

The Agent Tool trigger allows AI agents to initiate automated workflows during conversations. It also connects agents to third-party tools. 📋 In Thi...

Agent Public Chat Ended

Agent Public Chat Ended initiates actions when a public agent conversation concludes. The trigger activates if the conversation remains inactive for ...

AI Forms

AI Forms let you build forms that collect data and automatically process it with AI. Use them to qualify leads, route support tickets, or gather cust...

Webhooks

What Are Webhooks? Webhooks allow Taskade to receive automated messages or data updates from other apps when certain events happen. In Taskade, for example, y...

Mailhook

The Mailhook trigger gives you a straightforward way to trigger automation flows using email. The trigger assigns a unique email address to your auto...

Create Project

The Create Project action lets you quickly generate new projects within automation runs.

Add Task

The Add Task action lets you automatically create new tasks with multiple parameters and custom fields inside projects as part of your automation flo...

Project Template

The Project Template automation is a connector that allows you to create new projects from custom or pre-defined templates as part of your automation workflow...

Move Task

Move Task allows an automation to relocate tasks within a project. It enables you to easily adjust task priorities, shift tasks between stages, and o...

Move Completed Tasks

What Is a Move Completed Tasks Automation? A Move Completed Task automation is an automation that allows you to automatically move tasks to different areas of...

Assign Task

Assign Task allows you to automatically allocate tasks to team members. This action simplifies delegation and makes it easier to put any workflow on...

Mark Task as Completed

Use the Mark Task As Completed action to automatically update a task's status in a project whenever you want to signal progress or coordinate depende...

Update Custom Fields

The Update Custom Fields automation action in Taskade lets you automatically update custom fields in projects. This keeps your task up-to-date accura...

Find Task(s)

The Find Task(s) action allows you to search for tasks within Taskade projects based on specific criteria. This action is essential for automating wo...

Taskade AI

What Is Taskade AI Automation? The Taskade AI connector adds a layer of generative AI to your automations. It's designed to assist you with various activities...

Categorize with AI

The Categorize with AI action allows you to automatically analyze, classify, and organize information within your automation workflows. Choose from d...

Agent

What Is Agent Automation? You now connect your favorite apps and services directly to your Custom AI Agents and enjoy a new level of personalized automation. ...

Ask Agent Team

The Ask Agent Team action allows you to send prompts to your existing AI Teams, giving you a set of varied responses according to how you set it up. ...

Ask Agent With Structured Output

Use the Structured Output type to extract specific information and use them as variables in your next actions in your automation workflow...

Add Knowledge to Agent

The Add Knowledge to Agent automation action lets you grow your AI agent’s knowledge base automatically. You can pass in content from a variety of so...

Add Project to Agent Knowledge

Use the Add Project to Agent Knowledge action to keep agents up to date with the latest tasks, documents, or research so they can respond more accura...

Dall-E 3 Image Generation

The Generate Image with DALL·E 3 action lets you automatically create beautiful images from plain text prompts using Open AI’s image generation tools....

Branch

The Branch step lets you create different paths within your workflow, depending on certain conditions. It chooses the best route based on the situati...

Loop

The Loop action allows your automation to repeat a set of steps for each item in a list. This makes it possible to create dynamic workflows that resp...

Filter Data

The Filter Data action allows you to set conditions within your automations to ensure actions are performed only when specific data criteria are met....

Delay

The Delay action pauses an automation for a specified time period (Delay For) or until a specific date and time (Delay Until) before continuing. This...

Transform Array Into String

The Transform Array into String action converts the output of the Find Task(s) and Find Row(s) actions to a single, formatted string. This allows you...

Search Web

Search Web allows an automation to gather information from the web, making it easy to reference up-to-date content, find specific details, and use the da...

Scrape Webpage

The Scrape Webpage action allows you to extract data from websites. You can use this tool for monitoring competitor sites, gathering market research,...

Convert File to Text

Convert File to Text allows you to transform various file formats into plain text.

Transcribe YouTube

Transcribe YouTube Video converts video audio into text, which allows you to easily read and reference the content, search for specific information, ...

Upload File to Media

Upload File to Media lets you instantly add any URL to your Media Tab. It's a convenient way to organize and share web resources from within autom...

HTTP Request

HTTP (Hyper Text Transfer Protocol) is the foundation of web communication. Think of it as the universal language that allows different applications t...

Prompt Library for Automations

This library will help you build, edit, and manage your automation flows entirely through natural language using the Taskade Assistant Agent (TAA). U...