Automations: The Execution Pillar

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!

If This, Then That

Taskade Automation uses the simple but powerful "If this happens, then do that" logic. Think of it like setting up dominoes; when the first one falls (an event you choose), it makes the next one fall (an action you've set up).

Here are a few examples:

• If you add a new task, then Taskade can automatically tell your team about it.
• If a customer gives feedback, then Taskade can set up a task to look into it.
• If you hit your sales target, then Taskade can create and send a report.

Triggers

Triggers kickstart automations by monitoring for specific conditions. Once the conditions are met, they prompt a chain of automated actions.

💡 Note: Visit this article to learn more about Triggers.

Actions

Triggers launch the automation sequence — they're the "then" in "if this, then that." Actions automatically occur once the triggers' conditions are met.

💡 Note: Visit this article to learn more about Actions.

Variables

Variables are information passed between triggers and actions. For example, when a task is due, you can access its content using the @ symbol in other actions.

Create an Automation

There are several ways to set up automation flows in Taskade.

Generate with AI

The AI Workflow Generator allows you to instantly outline basic automation steps you can later customize and tailor to your unique workflow.

💡 Note: Read AI Workflow Generator to learn more.

• Go to the Automations tab in your workspace/app.
• Click Create With AI.

• Describe what you want the automation to achieve.
• Choose one of the four generator modes (check the next section for details):
• Auto (Default): Selects the optimal mode for your task and goal
• Agent Tool Mode: Generates intelligent workflows as an agent tool
• Workflow Mode: Sets up standard project automations and flows
• Form Mode: Generates smart forms that trigger actions on submission

Press Enter and wait for the result.

• When the automation is ready, click Create Automation to create it.

Use Taskade EVE (Taskade Assistant Agent)

You can use Taskade EVE (Taskade Assistant Agent) to build, edit, and run automations directly from anywhere inside your workspace.

• Click the toggle chat button in the top-left corner to open the EVE panel.
• Describe what you want to automate.
• If credentials are needed, Taskade EVE will request them automatically.
• Review, save, and turn the automation on.

💡 Note: Visit Prompt Library for Automations to learn more.

Examples you can try:

Start From Scratch

• Go to the Automations tab in your workspace or app.
• Click Start from scratch

💡 Note: You can build your automations faster with the Duplicate feature. Click the three dots ··· next to a trigger or action and click Duplicate to copy it.

• Click ➕ Add Trigger and choose a trigger from the drop-down list.
• Click ➕ Add Step and choose an action from the drop-down list.
• Specify the conditions for the triggers and actions on the right.

• Click Save changes in the top-right corner.
• Add more steps or toggle the automation on in the top-right corner.

Use Automation Templates

Taskade features a variety of automation templates that will enhance your productivity and streamline your workflows. Each template is fully customizable, so you can tailor them to fit your specific needs.

To use an automation template:

• Go to the Automations tab in your workspace or app.

• Click Browse templates.
  

• Click any of the template tiles to use them.

Automate From Projects

Use the Automat button in any of your projects to instantly build new automations.

• Open the project you want to automate.
• Click Automate at the top of the project (1).
• Choose the trigger (2) / action (3) you want to include.

• The project will be automatically added to the flow.

Build Advanced Automations

You can create even more complex automations by combining advanced triggers & actions with custom AI Agents for smart, dynamic workflows.

Automate with AI Agents

On top of the available connectors, you can use your Custom AI Agents in your automation flows to handle tasks, make decisions, and streamline your workflows

Agent automations include the following actions:

• • ️⃣ Ask Agent: Query your AI Agent for information or advice based on its knowledge. Ideal for getting quick answers without human intervention.
• ⏩ Run Agent Command: Execute a specific command or task using your AI Agent. Perfect for automating repetitive tasks and improving efficiency.

💡 Note: Visit Agents Automation to learn more.

Schedule Automations

The Automation Scheduler automates tasks based on specific time intervals.

• Go to the Automations tab in your workspace or folder.
• Click ➕ Add automation.
• (optional) Use one of the available templates (see the next section).

Click ➕ Add Trigger and choose a frequency for the automation:

• Every Hour
• Every Day
• Every Week
• Every Month

Add steps as usual and toggle the automation on in the top-right corner.

Share Automations

You can share your automations with others in a few simple steps:

• Go to the Automations tab in your workspace or folder.
• Hover the mouse cursor over the automation flow you want to share.
• Click ··· → choose Share from the dropdown list.

• Enable the toggle to create a shareable link.
• (method 1): Copy the direct link and share it with others.
• (method 2): Copy the embed code and embed it on your website.
• (optional) Toggle Require password on to protect your flow.

Copy & Duplicate Automations

You can reuse existing automation workflows by copying or duplicating them.

• Go to the Automations tab.
• Hover over the automation you want to reuse.
• Click the ⋯ (more options) button.
• Select Duplicate to create a copy in the same location.
• Select Copy to move the automation to another workspace or team.

Choose the workspace or app where you want to copy/duplicate the automation.

Preview & Monitor Automations

You can preview and monitor your automation flows at any time to ensure that everything works as intended. Here's how you can do it:

• Open the automation flow you want to monitor or preview.
• Choose one of the tabs in the top bar:
• Preview: Preview automation forms the way they will be displayed to other.s
• Build: Return to the automation builder and continue editing your flow.
• History: Check previous/active automation runs for issues.

  💡 Note: You can click the↻ button to retry an automation run.

Frequently Asked Questions

📖 Learn more: Agent Knowledge & Memory

What is a task ID?

A task ID serves as a unique identifier for a specific task, similar to how a project ID identifies a project. It streamlines the process of referencing tasks in automations that allow for input and output operations based on task IDs.

To locate a task ID:

1. Click the three dots ··· next to a task.
2. Choose Copy Link from the list.
3. Paste the link anywhere inside the project.
4. The text following "node-" is the unique identifier of the task.

https://www.taskade.com/d/W5dzQ5iK89p77s9H#node-24ec68c3-5130-5f12-bb36-39c3fb35967e

Can I use Taskade AI in automation flows?

Yes, you can choose from several different Actions that activate Taskade AI and custom AI commands in automation flows. They include:

💡 Note: Visit Custom AI Agents and Taskade AI Assistant to learn more.

Request Automation Credentials

When you build an automation flow with EVE (Taskade Assistant Agent), it will prompt you in the chat to grant access to any integrations you want to add:

🧬 Helpful Links