To use Taskade, create a workspace, start a project to hold your data, train an AI agent on that data, then add an automation to run the busywork for you. To use Taskade for automation specifically, open the Automations section, pick a trigger like "When a form is submitted," add actions, and turn the flow on. This guide walks all of it, from your first project to your first published Taskade Genesis app.
TL;DR: Use Taskade in five moves: set up a workspace, build a project, train an AI agent, wire an automation, and publish a Taskade Genesis app to a real URL. Automation means a trigger plus actions that run across 100+ integrations. The whole path takes about 30 minutes. Start now →
You're already running a version of this in a spreadsheet, your inbox, and your head. Taskade gives those moving parts one home that remembers, thinks, and runs on its own.
Taskade runs on three pillars of Workspace DNA, then puts a published interface on top:
- 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
- Interface: Taskade Genesis Apps wrap those three pillars in a published, shareable UI
Every feature builds on the one before it. Follow this path to unlock the full power of your workspace:
Each step takes 1 to 5 minutes. End-to-end, you'll have a published Taskade Genesis app in roughly 30 minutes, with every DNA pillar activated along the way.
How to use Taskade at a glance
Here's the whole path on one screen. Follow it top to bottom, or jump to the step you need.
| Step | What you do | Layer | Time |
|---|---|---|---|
| 1 | Create a workspace and invite your team | Foundation | ~2 min |
| 2 | Start a project to hold tasks, notes, and data | Memory | ~3 min |
| 3 | Type / to ask AI inside any project |
Intelligence | ~1 min |
| 4 | Train a custom AI agent on your files and projects | Intelligence | ~5 min |
| 5 | Pick a trigger, add actions, turn the automation on | Execution | ~3 min |
| 6 | Describe an app in plain English and publish it | Interface | ~10 min |
| 7 | Connect 100+ integrations for triggers and actions | Execution | ~3 min |
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 3 more views (7 in all)
📖 Learn more: Create a Project · 7 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
To use Taskade for automation, open the Automations section, pick a trigger, add one or more actions, then turn the flow on. A trigger pulls an event in ("When a form is submitted"). Actions push work out (create a task, send a message, ask AI, update a field). Taskade runs reliable automation workflows that support branching, looping, and filtering across 100+ integrations.
- 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 Taskade Genesis App
This is where it all comes together. Describe what you want in plain English and Taskade 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 Taskade Genesis build: it creates the app, connects data, and sets up AI in minutes
- Iterate and refine: chat with Taskade 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 150,000+ apps and templates
- Connect MCP: Use Taskade with Claude Desktop, Cursor, and AI IDEs
Put it together: your first ops dashboard
Once the steps click, the obvious first build is an ops dashboard, the one screen that shows you how the business is doing right now. Describe it to Taskade Genesis ("Build me an ops dashboard with a project tracker, an intake form, and a daily AI summary"), and you get a live app with real data behind it. You see status at a glance in a Table or Board view. Your team logs in through built-in email sign-in. An automation refreshes the summary every morning without anyone touching it.
That's the shift this guide unlocks: the apps that used to run your business are now apps your business builds in an afternoon. Build your first app →
📖 Related guides: What is Taskade Genesis? · Create Your First App · Automations: The Execution Pillar · Custom AI Agents · Custom Domains