Getting Started with Taskade
Welcome to Taskade. This guide walks you through the essential steps to get up and running — from your first project to your first AI-powered app.
Taskade is built on three connected pillars that work together as your Workspace DNA:
- Memory — Projects & Databases store your data, history, and context
- Intelligence — Custom AI Agents think, learn, and grow from your data
- Execution — Automations trigger actions across 100+ integrations
Every feature builds on the one before it. Follow this path to unlock the full power of your workspace.
Step 1: Create Your Workspace
Your workspace is where everything lives — projects, agents, automations, and apps.
- Sign up at taskade.com
- Create a workspace or join an existing one
- Invite your team — collaboration is instant and real-time
📖 Learn more: Create a Workspace · Invite Members
Step 2: Start Your First Project
Projects are the memory layer of your workspace. They store tasks, notes, databases, and media that everything else builds on.
- Click "New Project" in your workspace
- Choose a template or start blank
- Try different views — switch between List, Board, Mind Map, Table, and 4 more views
📖 Learn more: Create a Project · 8 Project Views · Start Here
Step 3: Talk to AI
Every project has built-in AI. Ask questions, generate content, or let AI help you organize.
- Open any project
- Type
/to access AI commands — generate text, summarize, expand, translate - Try the AI chat — ask questions about your project or anything else
📖 Learn more: Taskade AI Chat · Slash Commands
Step 4: Create Your First AI Agent
AI agents are custom-trained assistants that understand your data. They remember every conversation and get smarter with each interaction.
- Go to the Agents section in your workspace
- Create a new agent — give it a name and personality
- Train it on your data — upload files, add projects, paste URLs
- Start chatting — your agent knows your context
📖 Learn more: Custom AI Agents · Agent Knowledge & Memory · Tools for AI Agents
Step 5: Build an Automation
Automations are the execution layer — they watch for events and take action automatically.
- Go to the Automations section
- Pick a trigger — "When a task is completed", "When a form is submitted", etc.
- Add actions — create tasks, send messages, ask AI, update fields
- Enable the flow — it runs automatically from now on
📖 Learn more: Automations: The Execution Pillar · Automation Triggers
Step 6: Build Your First Genesis App
This is where it all comes together. Describe what you want in plain English and Genesis builds a complete, living application.
- Go to taskade.com/create
- Describe your app — "Build a client portal with intake form, project tracker, and AI chatbot"
- Watch Genesis build — it creates the app, connects data, and sets up AI in minutes
- Iterate and refine — chat with Genesis to adjust the design, add features, fix issues
- Publish — share via link, custom domain, or the Community Gallery
📖 Learn more: What is Taskade Genesis? · Create Your First App · Custom Domains
Step 7: Connect Your Tools
Extend your workspace with 100+ integrations — Slack, Gmail, Google Sheets, Stripe, HubSpot, and more.
- Go to Settings → Integrations
- Browse available connectors by category
- Connect your accounts — one-click OAuth for most services
- Use in automations — triggers and actions for every connected tool
📖 Learn more: Slack Integration · Gmail Integration · Google Sheets Integration
What's Next?
You've unlocked the full Taskade system. Here are ways to go deeper:
- Share agents publicly — Embed AI agents on your website
- Build agent teams — Create multi-agent collaborations
- Automate with AI — Use AI agents inside automations
- Explore the community — Browse 100,000+ apps and templates
- Connect MCP — Use Taskade with Claude Desktop, Cursor, and AI IDEs