download dots
Automation

⚙️Automation

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

On this page (2)

TL;DR: Triggers in. Actions out. 100+ integrations on call. Automations are the Execution layer of Workspace DNA, the third pillar alongside Memory (Projects) and Intelligence (Agents). They listen for events (new email, new task, webhook, schedule), run multi-step flows with branching, looping and filtering, call 15+ frontier models from OpenAI, Anthropic, Google, and leading open-source providers, plug into 100+ integrations across 10 categories, and write results straight back into your projects. AI agents can drive an entire flow as a step. Available on every plan from Free through Enterprise. Browse the full action and trigger catalog at /integrations. Build your first automation →

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

What are Taskade Automations?

Taskade Automations are reliable, multi-step workflows that 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, and results get written 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 very project that triggered it, and a published Taskade Genesis app can use its automations as the live execution layer for end users.

The Execution Layer of Workspace DNA

Workspace DNA has four layers: Memory stores what your workspace knows, Intelligence decides what to do, Execution does it, and App UI surfaces it to users. Automations are the Execution layer — they take signals from Memory, ask Intelligence for judgment, and write results back into Memory in a continuous loop.

Read it as a loop, not a pipeline. Every automation run feeds new facts back into Memory, which gives your agents better context next time, which leads to smarter execution. That self-reinforcing loop is what makes a Taskade workspace feel alive instead of static.

Read full article

All Articles (59)

Automations: The Execution Pillar

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

Automation Triggers

Learn how automation triggers work in Taskade. Triggers are predefined conditions that start your workflows automatically when specific events occur.

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 run workflows on demand from inside any project. Trigger actions manually with a single click.

Schedule

Use the Schedule trigger in Taskade automations to run workflows at regular intervals. Automate recurring tasks on an hourly, daily, weekly, or monthly basis.

Agent Tool

Use the Agent Tool trigger in Taskade automations to let AI agents start workflows during conversations. Fire automations when agents invoke tools.

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 in Taskade automations to start workflows via email. Send messages to a unique address and kick off actions automatically.

HTTP Webhook Trigger

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

Create Project

Use the Create Project action in Taskade automations to generate new projects automatically. Spin up projects as part of any multi-step workflow.

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 tasks within a project. Shift tasks between stages and adjust priorities automatically.

Move Completed Tasks

Use the Move Completed Tasks action in Taskade automations to relocate finished tasks automatically. Keep projects tidy by archiving done items.

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 modify task fields automatically. Keep project data 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 Support Tickets, Emails, and Feedback with AI

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

Agent

Use the Agent action in Taskade automations to embed AI intelligence into workflows. Ask agents questions and use responses in subsequent steps.

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 (Native + DALL·E 3)

Generate images inside Taskade automations with the native action (no API key) or the DALL·E 3 action (bring-your-own-key OpenAI). Pick the right one for your workflow.

Branch

Use the Branch action in Taskade automations to create conditional paths in your workflow. Route steps dynamically based on data values or conditions.

Loop

Use the Loop action in Taskade automations to repeat steps for each item in a list. Build dynamic workflows with filters, branches, and nested loops.

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 in Taskade automations to extract plain text from documents. Pass extracted content to AI agents or downstream actions.

LiquidJS Filters in Automation

Use LiquidJS filters inside Taskade automations to transform data inline — base64, camelize, pad, math, and ISO 8601 date offsets. Full reference + 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.

Upload File to Media

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

HTTP Request

Use the HTTP Request action in Taskade automations to send API calls to external services. Connect workflows to any web app via GET, POST, and more.

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 with one step.

Export Project to Markdown or Text

Use the Project Export action to convert Taskade projects into Markdown or plain text for backups, handoffs, or piping into other tools.

Trigger an Automation from Your 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 in Automations

Use Taskade utility actions to format dates, extract JSON with JSONPath, run math, replace text, and look up table values inside any automation flow.

Summarize Any Website Inside an Automation

Drop the Summarize Website action into any automation to fetch a URL and return a clean summary. Great 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 five most-used utility actions.

Two-Way GitHub Sync for Apps and Repos

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 Inside an Automation

Use Archive Project, Unarchive Project, Unassign Task, and Uncomplete Task inside Taskade automations. Build sprint resets, rollback patterns, and cleanup flows.

Connect Gmail to Notion Without Middleware

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