Actions & Triggers

Automation Actions & Triggers are the building blocks of intelligent workflows in Taskade. Understanding the full range of available triggers and actions enables you to create sophisticated automation sequences that handle complex business processes automatically.

This comprehensive reference covers every trigger and action type available in Taskade automation, with practical examples and configuration guidance for each component.

Available Triggers

Task & Project Triggers

Task Created: Fires when new tasks are added to specified projects or with certain criteria
Task Completed: Activates when tasks are marked as complete, with optional filtering by project, assignee, or tags
Task Updated: Responds to changes in task content, status, assignee, or other properties
Project Created: Triggers when new projects are created in workspace or specific folders
Project Updated: Activates on changes to project structure, content, or metadata
Due Date Approaching: Fires at specified intervals before task or project due dates

Time-Based Triggers

Schedule Trigger: Execute automations at specific times, dates, or recurring intervals
Recurring Schedule: Set up daily, weekly, monthly, or custom recurring automation execution
Delay Trigger: Add time delays between automation steps for paced execution
Business Hours: Restrict automation execution to specific working hours or time zones

Team & Collaboration Triggers

Member Added: Fires when new team members join workspace or specific projects
Member Assigned: Activates when team members are assigned to tasks or projects
Comment Added: Responds to new comments on tasks, projects, or specific content
File Uploaded: Triggers when files are added to projects or specific locations

Content & Data Triggers

Content Changes: Activate automations when project content is modified or updated
Data Thresholds: Trigger workflows when specific metrics or data points are reached
Template Usage: Respond to template applications or project structure changes
Media Upload: Activate workflows when files or media are added to projects

Available Actions

Task Management Actions

Create Task: Generate new tasks with specified content, assignees, due dates, and properties
Update Task: Modify existing task properties, content, status, or assignments
Complete Task: Mark tasks as finished and optionally trigger follow-up actions
Delete Task: Remove tasks based on specific criteria or conditions
Duplicate Task: Create copies of tasks with modified properties or assignments

Project Organization Actions

Create Project: Generate new projects from templates or custom specifications
Update Project: Modify project properties, structure, or content automatically
Archive Project: Move completed projects to archived status with cleanup actions
Share Project: Automatically share projects with specific team members or external users
Apply Template: Use project templates to standardize new project creation

Communication Actions

Send Notification: Deliver in-app notifications to specific users or teams
Send Email: Compose and send emails to team members, stakeholders, or external contacts
Post to Slack: Send messages to Slack channels or direct messages
Create Calendar Event: Add events to team calendars with details and invitations
Send SMS: Deliver text messages for urgent notifications or reminders

AI Agent Actions

Trigger AI Agent: Activate specific AI agents to process information or make decisions
Generate Content: Use AI to create text, summaries, or other content based on triggers
Analyze Data: Process information through AI agents for insights and recommendations
Make Decisions: Use AI logic to determine next steps in automation workflows
Research Information: Automatically gather information on topics using AI research capabilities

Data Processing Actions

Update Database: Modify records in connected databases or external systems
Generate Report: Create reports from project data, task status, or team performance
Export Data: Send information to external systems, files, or backup locations
Transform Data: Convert information between different formats or structures
Validate Data: Check information quality and flag issues or inconsistencies

Advanced Action Configurations

Conditional Actions

If-Then Logic: Execute actions only when specific conditions are met
Multiple Conditions: Combine conditions with AND/OR logic for complex decision making
Dynamic Routing: Send workflows down different paths based on data or criteria
Exception Handling: Define fallback actions when primary conditions aren't met

Variable Usage

Dynamic Content: Use trigger data to personalize action content and parameters
Data Passing: Transfer information between automation steps for complex workflows
Template Variables: Include dynamic information in emails, notifications, and content
Calculation Variables: Perform mathematical operations on data within workflows

Timing Controls

Action Delays: Add pauses between actions for paced execution or external system processing
Retry Logic: Automatically retry failed actions with configurable intervals and limits
Timeout Settings: Set maximum execution times for actions to prevent workflow hanging
Scheduling: Execute actions at specific times rather than immediately after triggers

Advanced Automation Features

Smart Content Generation

Template Processing: Automatically populate templates with project data and context
Dynamic Documentation: Generate project documentation based on current status and content
Progress Reports: Create automated status reports and team updates
Content Optimization: Improve and standardize content based on team guidelines

Workflow Intelligence

Pattern Recognition: Identify recurring workflows and suggest automation opportunities
Performance Analytics: Track automation effectiveness and suggest improvements
Resource Optimization: Balance workload distribution across team members
Quality Assurance: Automated checks for project standards and completeness

Best Practices for Actions & Triggers

Trigger Configuration

Be Specific: Use precise trigger conditions to avoid unnecessary automation execution
Test Thoroughly: Verify triggers activate correctly with various data scenarios
Consider Timing: Account for system processing time and external service delays
Monitor Performance: Track trigger frequency and adjust conditions as needed

Action Optimization

Batch Operations: Group similar actions together for efficiency
Error Handling: Include fallback actions for when primary actions fail
Resource Management: Consider system load when designing high-frequency automations
Security Considerations: Ensure actions have appropriate permissions and access controls

Getting Started: Begin with simple trigger-action pairs, test thoroughly, and gradually add complexity as you become comfortable with the automation system.

Related Concepts: Getting Started with Automation, Workflow Automations, External Integrations