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.
What you will learn
- How to pick a trigger from 100+ integrations
- How to add AI steps that reason over the trigger payload
- How to branch down one path or loop over a list
- 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 │
└──────────────────────────────────────────────┘
- Trigger: new row in Airtable.
- AI step: draft a custom follow-up email with Taskade AI.
- Branch: continue only for a high lead score.
- 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.