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Build an Automation

Updated 2026-07-21·2 min read

Overview

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

TL;DR: Taskade automations keep running even if a step hiccups, so long jobs finish on their own. Pair a trigger with AI and 100+ integrations. Watch the video, then open Automations.

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 on a condition or loop over a list
  4. How to test a run before publishing

Example: new lead, auto 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        │
│       │                                       │
│  🔀 Condition  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. Condition: only send if the lead score is high.
  4. Action: create a Gmail draft for review.

Need a human decision in the loop? Automation forms now take checkbox and yes/no (boolean) inputs, so a teammate can approve, skip, or flag a step with one tap before the run continues.

Go deeper

Want to see automations alongside the rest of the platform? This update tour covers image generation, agent previews, and 100+ integrations you can wire into a workflow.

Image generation, agent preview, and 100+ integrations.

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