download dots
Automation Actions

Automation Actions

Updated 2026-03-04ยท11 min read
On this page (26)

Overview

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" automation sequence. When a trigger's conditions are met, actions are executed to perform tasks automatically.

๐Ÿ’ก Note: New to automations? Check the Getting Started guide first.


Taskade Actions

โš™๏ธ Action ๐Ÿ”ค Description
Create Project Sets up a new project in your workspace/folder.
Add Task Adds a new task to an existing project.
Mark Task as Completed Automatically marks a task as done as part of your automation flows.
Create Project From Template Uses a pre-defined or custom template.
Move Task Moves a task to a different space.
Assign Task Assigns a task to someone.
Ask AI Uses AI to answer questions.
Generate with AI Uses AI to generate content or responses.
Respond with AI Automatically provides AI-generated responses.
Ask Agent Uses a custom AI agent to respond to a query.
Run Agent Command Uses a custom AI agent command.
Prompt AI Give the model detailed instructions.
Add Knowledge to Agent Transcribes knowledge and adds it as knowledge to an agent.
Add Project to Agent Knowledge Automatically trains your AI agents with project content.
Ask Agent With Structured Output Structures the output of agent replies.
Scrape Webpage Extract the contents of a web page.
Convert File to Text Convert a source file into text.
Transcribe YouTube Video Turn a YouTube video into text.
Upload file to Media Upload file through a URL to save in your workspace or folder's media tab.
Send HTTP Request Makes an API request to an endpoint.
Loop Iterates data tasks.
Filter Data Performs actions only when the data meets a certain condition.
Branch Creates different paths within your workflow, depending on certain conditions.
Update Custom Fields
Search Web Searches the web for information to add to a project or for the AI to analyze.
Find Task(s) Searches for tasks within projects.
This action is compatible with loops.
Transform Array to String Converts the output of the Find Task(s) and Find Row(s) actions into text.
Categorize with AI Analyzes, classifies, and organizes input data using the power of AI.

Slack Actions

โš™๏ธ Action ๐Ÿ”ค Description
Send Channel Message Posts a message to a selected channel.
Send Direct Message Sends a personal message to a user.
Find User by Handle Find a user by matching against their Slack handle.
Find User by Email Find a user by matching against their email address.
Create Channel Create a new Slack channel.

Gmail Actions

โš™๏ธ Action ๐Ÿ”ค Description
Send email Sends an email through Gmail to a specified recipient.
Find Email(s) Find email(s) in your Gmail account.
Create Draft Email Creates a new draft email message.

Google Drive Actions

โš™๏ธ Action ๐Ÿ”ค Description
Trash File Moves a file to the trash in your drive.
Duplicate File Duplicates a file from Google Drive. Returns the ID of the new file.
Create New Folder Creates a folder in your Google Drive.
Create New File Creates a new text file from input text.
Search for Folder/File Searches a Google Drive folder for sub-folders/files.

Google Sheets Actions

โš™๏ธ Action ๐Ÿ”ค Description
Insert Row Adds a new row to a Google Sheets document.
Delete Row Deletes a row in a Google Sheets document.
Update Row Updates a row in a Google Sheets document.
Get Row Retrieves a row in a Google Sheets document.
Find Row(s) Retrieves specific rows from a Google Sheet based on defined criteria.
This action can be used with loops.

Google Docs Actions

โš™๏ธ Action ๐Ÿ”ค Description
Create Document Creates a new document.
Append Text Appends text to a document.
Find Document Searches for a document.
Find Documents (coming soon) Searches for multiple documents.

Google Calendar Actions

โš™๏ธ Action ๐Ÿ”ค Description
Delete event Deletes an event from Google Calendar.
Create Quick Even Creates and even with a start time when the action is run, with a duration of 1 hour and a notification 10 minutes before.
Create Event Creates a new Google Calendar event.

Mailchimp Actions

โš™๏ธ Action ๐Ÿ”ค Description
Add contact Creates a new contact in Mailchimp.

WordPress Actions

โš™๏ธ Action ๐Ÿ”ค Description
Create post Publishes a new post on WordPress.

Twilio Actions

โš™๏ธ Action ๐Ÿ”ค Description
Send SMS Sends out a text message via Twilio.

HubSpot Actions

โš™๏ธ Action ๐Ÿ”ค Description
Create New Contact Creates a new contact in HubSpot CRM.
Create New Deal Creates a new deal in HubSpot CRM.

X/Twitter Actions

โš™๏ธ Action ๐Ÿ”ค Description
Create Reply Creates a reply to a post on X/Twitter.
Create Post Creates a new post on X/Twitter.

LinkedIn Actions

โš™๏ธ Action ๐Ÿ”ค Description
Create Share Update Publishes a post to your LinkedIn profile.
Create Company Update Publishes a post to your business/company LinkedIn page.

Microsoft Teams

โš™๏ธ Action ๐Ÿ”ค Description
Create Channel Creates a new channel.
Send Channel Message Sends a message to a channel.
Send Chat Message Sends a message in an existing chat.

Discord

โš™๏ธ Action ๐Ÿ”ค Description
Send Message Sends a message to a discord channel.

Facebook

โš™๏ธ Action ๐Ÿ”ค Description
Create Page Post Creates a standard post on a Facebook page you manage.
Create Post with Image Creates a post with an image on a Facebook page you manage.

WhatsApp Business

โš™๏ธ Action ๐Ÿ”ค Description
Send Message Sends a text message to a specified contact or group on WhatsApp.
Send Template Message Sends a pre-designed template message for consistent communication.

GitHub

โš™๏ธ Action ๐Ÿ”ค Description
Create Comment Adds a comment to an issue/pull request.
Create Issue Opens a new issue in a repository.
Get Issue Information Retrieves details about an issue.
Lock Issue Locks an issue to stop comments.
Unlock Issue Unlocks a previously locked issue.

Facebook

โš™๏ธ Action ๐Ÿ”ค Description
Create Page Post Automatically creates a text post on your Facebook account.
Create Post with Image Automatically creates a photo post on your Facebook account.

Apollo

โš™๏ธ Action ๐Ÿ”ค Description
Enrich User Information Retrieves lead information from Apollo using an email/LinkedIn profile URL.

Reddit

โš™๏ธ Action ๐Ÿ”ค Description
Create Post Create a new post in a specified subreddit. Supports both text and link posts with various formatting options.
Get Post Retrieve a specific post from a subreddit using its Post ID. Useful for referencing or tracking published content.

Stripe Actions

โš™๏ธ Action ๐Ÿ”ค Description
Create Customer Create a new customer in Stripe
Update Customer Update an existing customer in Stripe
Retrieve Customer Retrieve a customer by ID from Stripe
Search for Customers Search for customers in Stripe
Create Payment Intent Create a payment intent to start a payment flow
Retrieve Payment Intent Retrieve a payment intent by ID from Stripe
Search for Charges Search for charges in Stripe
Create Refund Create a refund in Stripe
Create Subscription Start a subscription for a customer with specified items/prices
Cancel Subscription Cancel an existing subscription, immediately or at period end
List Subscriptions List subscriptions from Stripe with optional filters
Create Invoice Create an invoice in Stripe
Search for Invoices Search for invoices in Stripe

Shopify Actions

โš™๏ธ Action ๐Ÿ”ค Description
Get Customer Look up a Shopify customer by email or ID
Get Customer Orders Retrieve order history for a customer
Create Order Create a new order with line items and customer
Create Draft Order Create a draft order for review before finalizing
Update Order Modify an existing order (notes, tags, shipping)
Cancel Order Cancel an open order with optional refund
Close Order Mark a fulfilled order as closed
Create Product Add a new product to your Shopify store
Update Product Modify an existing product's details or pricing
Get Products List products with optional filters (collection, type)
Get Product Variant Retrieve variant details (size, color, price)
Upload Product Image Upload an image to a product listing
Get Order Details Fetch full details of a specific order

Telegram Bot Actions

Connect your Telegram bot to send messages, media, and manage chats directly from Taskade automations. Learn more about Taskade automations.

โš™๏ธ Action ๐Ÿ”ค Description
Send Message Send a text message to a chat, group, or channel
Send Photo Send an image with an optional caption
Send Document Send a file (PDF, DOCX, etc.) to a chat
Send Video Send a video with an optional caption
Edit Message Edit a previously sent bot message
Delete Message Remove a message from a chat
Pin Message Pin a message to the top of a chat or group
Get Chat Retrieve chat details (name, member count, description)

๐Ÿ’ก Tip: Combine Telegram Bot actions with AI agents to build smart support bots that auto-respond to customer messages.