Build an Automation

Overview

Automations do the busywork while you are not watching. They chase leads, sync your tools, and alert your team. In this video, you connect a trigger to a chain of actions. You add an AI step, then ship an automation that runs 24/7.

TL;DR: A Taskade automation pairs a trigger with a chain of actions across 100+ integrations. Add an AI step to reason over the trigger data, branch down one path, or loop over a list. Test a run before you publish it, then open Automations.

Inside the video: Taskade Tutorial | How to Use Automations: Triggers, Actions & Step-by-Step Setup (No Code Required)

A Taskade automation starts with a trigger and then runs its actions in order, one step after the other. This tutorial explains triggers and actions with a weekly email summary that an AI agent writes. It then builds a two-step automation in a writer's project. When a task in the work-in-progress section is marked complete, the automation moves the task to the completed section.

Video: Taskade Tutorial | How to Use Automations: Triggers, Actions & Step-by-Step Setup (No Code Required) · 6:14 · published 2025-03-25 · Watch on YouTube

Key steps

1. Open Automations, create an automation, and choose Start from scratch.
2. Give the automation a name.
3. Add a trigger. Filter by Taskade, pick the task completed trigger, and select the project and its work-in-progress block.
4. Click Add step. Filter by Taskade and pick Move Task Within Project.
5. Fill each required field: the project, the task ID from the trigger, and the completed block as the destination. A caution icon shows until every required field has a value.
6. Save the automation and turn it on. Mark a task complete to test it.

Because the actions run in order, a broken run is easy to trace: open the flow and find the step that stopped.

Timestamps

• 0:16 Automation in Taskade
• 0:46 Triggers
• 1:08 Actions
• 1:38 Full example: an automated email summary
• 2:14 Common triggers and actions
• 3:12 Build your first automation
• 3:24 Use case: move completed tasks
• 4:01 Set the trigger: a task is completed
• 4:46 Set the action: move the task within the project
• 5:45 Turn on and test the automation

Try it: Automation triggers · Browse automations · Connect Your Tools walkthrough

What you will learn

1. How to pick a trigger from 100+ integrations
2. How to add AI steps that reason over the trigger payload
3. How to branch down one path or loop over a list
4. How to test a run before you publish it

Example: new lead follow-up

Here is the same flow as it looks in the builder, top to bottom:

┌──────────────────────────────────────────────┐
│  ⚡ Automation Builder             [ Test ▶ ] │
├──────────────────────────────────────────────┤
│  🎯 Trigger    New row in Airtable            │
│       │                                       │
│  🤖 AI step    Draft a follow-up email        │
│       │                                       │
│  🔀 Branch     Lead score is high?            │
│       │                                       │
│  ✉️  Action     Create a Gmail draft           │
└──────────────────────────────────────────────┘

1. Trigger: new row in Airtable.
2. AI step: draft a custom follow-up email with Taskade AI.
3. Branch: continue only for a high lead score.
4. Action: create a Gmail draft for review.

Automation forms take checkbox and yes/no (boolean) inputs. A teammate can approve, skip, or flag a step with one tap before the run continues.

Go deeper

This update tour shows automations next to the rest of the platform. It covers image generation, agent previews, and 100+ integrations you can add to an automation.

Image generation, agent preview, and 100+ integrations.

Inside the video: AI App Builder Update: Image Generation, Agent Preview, 100+ Integrations | Taskade Genesis

This Taskade Genesis update adds image generation in chat, a preview for agents before you share them, and AI that takes action through 100+ integrations. The video generates three client photos for the testimonials section of a portfolio app, and the photos save to the Media tab. It previews a feedback agent in its publish panel, then shows an assistant send a welcome email through Gmail. It ends on the full app builder in the Taskade mobile app.

Video: AI App Builder Update: Image Generation, Agent Preview, 100+ Integrations | Taskade Genesis · 0:24 · published 2026-01-29 · Watch on YouTube

Key steps

1. Ask for an image in chat, such as client photos for a testimonials section. The images save to the Media tab.
2. Open the publish settings of an agent and test it in the preview before you share it.
3. Ask the AI to act through a connected integration, such as a Gmail welcome email to a new lead.
4. Open the Media tab to find the files that your app, agents, and automations use.
5. Build and edit apps from the Taskade mobile app.

Gmail and the other premium integrations run on paid plans.

Try it: Automation actions · Browse integrations · Create an AI Agent walkthrough

Related guides

• Automation Triggers
• Automation Actions
• Automations and Execution