Overview
Roam Research is a networked note-taking tool popular for its bidirectional linking and daily notes workflow. To move your knowledge base to Taskade, export your Roam pages as Markdown files. Then import them in a few steps. Your notes become part of your Taskade workspace. Organize them into projects, view them in multiple project views, and enhance them with AI agents.
TL;DR: Bring your Roam Research graph into Taskade by exporting your pages as Markdown, then dropping the .md files into the Import with AI tab. Each page becomes a project you can view in Mind Map, and you can reconnect linked notes through Taskade's project hierarchy.
Export a Roam Research Note
Open Roam Research and click the ☰ All Pages button on the left.
Check the boxes next to the notes you want to export.
- Check the top box to Select All your notes.
Click the export button 📤 and choose Markdown.
Save the downloaded file to your computer. Roam exports each page as an individual .md file inside a ZIP archive.
Unzip the archive to access the individual Markdown files.
Import to Taskade
Go to your workspace or folder.
Click the arrow next to the ➕ New Project button.
Select Import, then drag your Roam Research .md files into the Import with AI tab. To paste content instead, click Paste Text & Markdown.
- You can select multiple files at once.
Click Create Project to finish.
🧠 Each Roam page becomes a project you can open in Mind Map view to see your outline branch out:
● Project Plan
│
┌─────┼──────┐
Goals Tasks Notes
The block hierarchy from Roam carries over, so the branches match the structure you already built.
After Import
After your Roam notes land in Taskade, use these features to organize and extend your content:
- Switch views: Toggle between List, Mind Map, Board, and other views to see your notes from different angles.
- Use AI to restructure: Ask Taskade AI to summarize, rewrite, or reorganize imported notes.
- Add to agent knowledge: Upload your imported notes as agent knowledge so your custom AI agents can reference them in conversations.
- Collaborate in real time: Share your workspace with teammates and edit notes together with real-time collaboration.
Tips
- For a complete backup of your Roam graph, export all pages at once.
- Roam's
[[wikilinks]]arrive as plain text. Use Taskade's project hierarchy to reconnect related notes. - For large exports, import notes into separate folders organized by topic.
For more on turning notes into agent knowledge and automations, see Custom AI Agents/GPTs.
Roam Field Mapping
| Roam | Taskade Equivalent |
|---|---|
| Page | Project |
| Block | Task / Sub-task |
[[Page]] |
Hierarchy |
((block-ref)) |
Plain text (re-link) |
| Tag (#) | Tag |
| TODO | Task |
| Daily Notes | Project per date in folder |
Carries over vs needs cleanup
- Imports cleanly: Block hierarchy, headings, plain text, TODO/DONE markers.
- Needs cleanup: Bidirectional links (rebuild with internal links), block embeds, Roam queries (recreate as agent prompts).
How the Import Works
Bring It Into Taskade Genesis
Your imported graph is now part of your Workspace DNA. Open the project's ··· menu and choose Add to Agent Knowledge so a custom agent answers questions from it. Start an automation from the project to act on new or changed tasks. Then open Taskade Genesis and describe the app you want on top of that data, such as a research tracker, a knowledge base, or a client portal. For a web page or a video you want to keep alongside it, save the link in the Media Files tab (see Import a Website URL).