Overview
Automations are the Execution component of your Workspace DNA, one of three pillars that power Genesis apps and form the Tree of Life architecture.
📚 Memory (Projects): Your workspace's structured data and knowledge base
🧠 Intelligence (Agents): Your workspace's reasoning and decision-making layer
⚡ Execution (Automations): Your workspace's actions and workflows
Think of automations as the nervous system of your living workspace. They actively respond to events, orchestrate complex workflows, and create feedback loops.
Responding to Events: Detect changes in your workspace and external systems
Executing Workflows: Handle multi-step processes across 100+ integrations
Feeding Memory: Logs results back to your projects, expanding knowledge
💡 Note: When you create a Genesis app, your automations become the execution layer of that application, automatically processing payments, sending notifications, updating records, and orchestrating app logic.
In this guide, you'll learn how to build and configure automations.
What Are Automation Flows?
Automations allow you to put routine tasks and projects on autopilot within fully customizable automation flows. You can use this powerful feature to:
🔄 Streamline repetitive tasks by setting up triggers and actions.
🛠️ Design custom workflows tailored to your team's needs.
🔌 Integrate with services like Google Sheets, Slack, and WordPress.
🤖 Build advanced workflows with custom AI Agents.
And much more!
If This, Then That
Taskade Automation uses the simple but powerful "If this happens, then do that" logic. Think of it like setting up dominoes; when the first one falls (an event you choose), it makes the next one fall (an action you've set up).
Here are a few examples:
If you add a new task, then Taskade can automatically tell your team about it.
If a customer gives feedback, then Taskade can set up a task to look into it.
If you hit your sales target, then Taskade can create and send a report.
Triggers
Triggers kickstart automations by monitoring for specific conditions. Once the conditions are met, they prompt a chain of automated actions.
💡 Note: Visit this article to learn more about Triggers.
Full List of Triggers
Full List of Triggers
⚡️ Trigger | 🔤 Description |
Triggers actions through requests received from external services. | |
Enables AI Agents to optionally run actions during a conversation. | |
Triggers whenever a new task is created in a selected project. | |
Triggers when a form is used. | |
Project Completed | Triggers when a project is completed. |
Task Completed | Activates when a task is marked as completed. |
Task Assigned | Triggers when a task is assigned to you or a team member inside a project. |
Task Due | Triggers when a task with a due date is due. |
New Comment | Triggers when a new comment is made on tasks. |
New Due Date | Triggers when a new due date is added to a task. |
Triggers when a custom field is updated. | |
Triggers when the public agent conversation comes to an end. | |
Schedules the automation to run every hour, day, week, or month. | |
Pause the automation for a specified period (Delay For) or until a specific date and time (Delay Until) before continuing. | |
Trigger automation flows by sending tasks & data to a unique email address. |
⚡️ Trigger | 🔤 Description |
Any Event Scheduled | Triggers when a new event is scheduled in Calendly. |
Event Canceled | Triggers when a scheduled event is canceled. |
Event Scheduled for an Event Type (coming soon) | Triggers when a specific type of event is scheduled. |
⚡️ Trigger | 🔤 Description |
New Message | Triggers when a new message is submitted. |
New Channel | Triggers when a new channel is created. |
New Mention | Triggers when the Taskade Bot name is mentioned. |
New Reaction | Triggers when a new reaction is added to a message. |
⚡️ Trigger | 🔤 Description |
New Submission | Activates upon receiving a new form submission in Typeform. |
⚡️ Trigger | 🔤 Description |
New Email | Kicks off actions when a new email arrives in Gmail. |
⚡️ Trigger | 🔤 Description |
New Row | Triggers when a new row is added to Google Sheets. |
⚡️ Trigger | 🔤 Description |
New Response | Initiates a process with a new response in Google Forms. |
⚡️ Trigger | 🔤 Description |
New Folder | Triggers when a new folder is created in a Google Drive. |
New File | Triggers when a new file is added to a Google Drive. |
⚡️ Trigger | 🔤 Description |
New Form Submission | Initiates an action with a new form submission in Webflow. |
⚡️ Trigger | 🔤 Description |
New Deal | Triggers when a new HubSpot CRM deal is found. |
New Contact | Triggers when a new HubSpot CRM contact is found. |
Deal Stage Reached | Triggers when a HubSpot CRM deal enters a selected stage. |
⚡️ Trigger | 🔤 Description |
New Video | Triggers when a new video is added to a YouTube channel. |
⚡️ Trigger | 🔤 Description |
New Item Added | Triggers when a new item is added to an RSS feed. |
⚡️ Trigger | 🔤 Description |
New Item Added | Triggers when a new message is sent to a Discord channel. |
⚡️ Trigger | 🔤 Description |
New or Updated Event | Triggers when an event in a Google Calendar is created or updated. |
⚡️ Trigger | 🔤 Description |
New Pull Request | Triggers with a new pull request. |
New Star | Triggers when a user stars a repository. |
New Issue | Triggers when a new issue is opened. |
New Push | Initiates when new commits are pushed. |
Actions
Triggers launch the automation sequence — they're the "then" in "if this, then that." Actions automatically occur once the triggers' conditions are met.
💡 Note: Visit this article to learn more about Actions.
Full List of Actions
Full List of Actions
⚙️ Action | 🔤 Description |
Sets up a new project in your workspace/folder. | |
Adds a new task to an existing project. | |
Uses a pre-defined or custom template. | |
Moves a task to a different space. | |
Assigns a task to someone. | |
Uses AI to answer questions. | |
Uses AI to generate content or responses. | |
Automatically provides AI-generated responses. | |
Uses a custom AI agent to respond to a query. | |
Uses a custom AI agent command. | |
Transcribes knowledge and adds it as knowledge to an agent. | |
Structures the output of agent replies. | |
Extract the contents of a web page. | |
Convert a source file into text. | |
Turn a YouTube video into text. | |
Adds an URL to the media tab. | |
Makes an API request to an endpoint. | |
Iterates data tasks. | |
Performs actions only when the data meets a certain condition. | |
Creates different paths within your workflow, depending on certain conditions. | |
Updates custom fields within projects. | |
Searches the web for information to add to a project or for the AI to analyze. | |
Searches for tasks within projects. This action is compatible with loops. | |
Converts the output of the Find Task(s) and Find Row(s) actions into text. |
⚙️ Action | 🔤 Description |
Send Channel Message | Posts a message to a selected channel. |
Send Direct Message | Sends a personal message to a user. |
Find User by Handle | Find a user by matching against their Slack handle. |
Find User by Email | Find a user by matching against their email address. |
⚙️ Action | 🔤 Description |
Send email | Sends an email through Gmail to a specified recipient. |
Find Email(s) | Find email(s) in your Gmail account. |
Create Draft Email | Creates a new draft email message. |
⚙️ Action | 🔤 Description |
Trash file | Moves a file to the trash in your drive. |
Duplicate file | Duplicates a file from Google Drive. Returns the ID of the new file. |
Create new folder | Creates a folder in your Google Drive. |
Create new file | Creates a new text file from input text. |
Search for Folder/File | Searches a Google Drive folder for sub-folders/files. |
⚙️ Action | 🔤 Description |
Insert Row | Adds a new row to a Google Sheets document. |
Delete Row | Deletes a row in a Google Sheets document. |
Update Row | Updates a row in a Google Sheets document. |
Get Row | Retrieves a row in a Google Sheets document. |
Find Row(s) | Retrieves specific rows from a Google Sheet based on defined criteria. This action can be used with loops. |
⚙️ Action | 🔤 Description |
Create Document | Creates a new document. |
Append Text | Appends text to a document. |
Find Document | Searches for a document. |
Find Documents (coming soon) | Searches for multiple documents. |
⚙️ Action | 🔤 Description |
Delete event | Deletes an event from Google Calendar. |
Create Quick Event | Creates and event with a start time when the action is run, with a duration of 1 hour and a notification 10 minutes before. |
Create Event | Creates a new Google Calendar event. |
⚙️ Action | 🔤 Description |
Add contact | Creates a new contact in Mailchimp. |
⚙️ Action | 🔤 Description |
Create post | Publishes a new post on WordPress. |
⚙️ Action | 🔤 Description |
Send SMS | Sends out a text message via Twilio. |
⚙️ Action | 🔤 Description |
Create New Contact | Creates a new contact in HubSpot CRM. |
Create New Deal | Creates a new deal in HubSpot CRM. |
⚙️ Action | 🔤 Description |
Create Reply | Creates a reply to a post on X/Twitter. |
Create Post | Creates a new post on X/Twitter. |
⚙️ Action | 🔤 Description |
Create Share Update | Publishes a post to your LinkedIn profile. |
Create Company Update | Publishes a post to your business/company LinkedIn page. |
⚙️ Action | 🔤 Description |
Create Channel | Creates a new channel. |
Send Channel Message | Sends a message to a channel. |
Send Chat Message | Sends a message in an existing chat. |
⚙️ Action | 🔤 Description |
Send Message | Sends a message to a discord channel. |
⚙️ Action | 🔤 Description |
Create Page Post | Creates a standard post on a Facebook page you manage. |
Create Post with Image | Creates a post with an image on a Facebook page you manage. |
⚙️ Action | 🔤 Description |
(Action) Send Message | Sends a text message to a specified contact or group on WhatsApp. |
(Action) Send Template Message | Sends a pre-designed template message for consistent communication. |
⚙️ Action | 🔤 Description |
Create Comment | Adds a comment to an issue/pull request. |
Create Issue | Opens a new issue in a repository. |
Get Issue Information | Retrieves details about an issue. |
Lock Issue | Locks an issue to stop comments. |
Unlock Issue | Unlocks a previously locked issue. |
⚙️ Action | 🔤 Description |
Create Page Post | Automatically creates a text post on your Facebook account. |
Create Photo Post | Automatically creates a photo post on your Facebook account. |
Variables
Variables are information passed between triggers and actions. For example, when a task is due, you can access its content using the @ symbol in other actions.
Create an Automation
There are several ways to set up automation flows in Taskade.
Generate with AI
The AI Workflow Generator allows you to instantly outline basic automation steps you can later customize and tailor to your unique workflow.
💡 Note: Read AI Workflow Generator to learn more.
Go to the Automations tab in your workspace/app.
Click Create With AI.
Describe what you want the automation to achieve.
Choose one of the four generator modes (check the next section for details):
Auto (Default): Selects the optimal mode for your task and goal
Agent Tool Mode: Generates intelligent workflows as an agent tool
Workflow Mode: Sets up standard project automations and flows
Form Mode: Generates smart forms that trigger actions on submission
Press Enter and wait for the result.
When the automation is ready, click Create Automation to create it.
You can use EVE (Taskade Assistant Agent) to build, edit, and run automations directly from anywhere inside your workspace.
Click the toggle chat button in the top-left corner to open the EVE panel.
Describe what you want to automate.
If credentials are needed, EVE will request them automatically.
Review, save, and turn the automation on.
💡 Note: Visit Prompt Library for Automations to learn more.
Examples you can try:
Capability | Description | Example Prompt |
✨ Create | Build complete automation workflows from scratch |
|
✏️ Edit | Modify existing automation flows and configurations |
|
🔍 Analyze | Retrieve and examine existing automation workflows |
|
🔗 Integrate | Connect workflows to external services and APIs |
|
🚀 Deploy & Manage | Help test, troubleshoot, and maintain automations |
|
📋 Duplicate/Clone | Copy and modify existing workflows for new purposes |
|
🗑️ Delete/Remove | Remove outdated or unnecessary automation workflows |
|
🔧 Troubleshoot/Debug | Identify and fix issues in automation workflows |
|
📚 Explain/Teach | Provide education on automation concepts and best practices |
|
🔄 Convert/Migrate | Transform manual processes into automated workflows |
|
Start From Scratch
Go to the Automations tab in your workspace or app.
Click Start from scratch
💡 Note: You can build your automations faster with the Duplicate feature. Click the three dots ··· next to a trigger or action and click Duplicate to copy it.
Click ➕ Add Trigger and choose a trigger from the drop-down list.
Click ➕ Add Step and choose an action from the drop-down list.
Specify the conditions for the triggers and actions on the right.
Click Save changes in the top-right corner.
Add more steps or toggle the automation on in the top-right corner.
Use Automation Templates
Taskade features a variety of automation templates that will enhance your productivity and streamline your workflows. Each template is fully customizable, so you can tailor them to fit your specific needs.
To use an automation template:
Go to the Automations tab in your workspace or app.
Click Browse templates.
Click any of the template tiles to use them.
Automate From Projects
Use the Automat button in any of your projects to instantly build new automations.
Open the project you want to automate.
Click Automate at the top of the project (1).
Choose the trigger (2) / action (3) you want to include.
The project will be automatically added to the flow.
Build Advanced Automations
You can create even more complex automations by combining advanced triggers & actions with custom AI Agents for smart, dynamic workflows.
Automate with AI Agents
On top of the available connectors, you can use your Custom AI Agents in your automation flows to handle tasks, make decisions, and streamline your workflows
Agent automations include the following actions:
*️⃣ Ask Agent: Query your AI Agent for information or advice based on its knowledge. Ideal for getting quick answers without human intervention.
⏩ Run Agent Command: Execute a specific command or task using your AI Agent. Perfect for automating repetitive tasks and improving efficiency.
💡 Note: Visit Agents Automation to learn more.
Schedule Automations
The Automation Scheduler automates tasks based on specific time intervals.
Go to the Automations tab in your workspace or folder.
Click ➕ Add automation.
(optional) Use one of the available templates (see the next section).
Click ➕ Add Trigger and choose a frequency for the automation:
Every Hour
Every Day
Every Week
Every Month
Add steps as usual and toggle the automation on in the top-right corner.
Share Automations
You can share your automations with others in a few simple steps:
Go to the Automations tab in your workspace or folder.
Hover the mouse cursor over the automation flow you want to share.
Click ··· → choose Share from the dropdown list.
Enable the toggle to create a shareable link.
(method 1): Copy the direct link and share it with others.
(method 2): Copy the embed code and embed it on your website.
(optional) Toggle Require password on to protect your flow.
Copy & Duplicate Automations
You can reuse existing automation workflows by copying or duplicating them.
Go to the Automations tab.
Hover over the automation you want to reuse.
Click the ⋯ (more options) button.
Select Duplicate to create a copy in the same location.
Select Copy to move the automation to another workspace or team.
Choose the workspace or app where you want to copy/duplicate the automation.
Preview & Monitor Automations
You can preview and monitor your automation flows at any time to ensure that everything works as intended. Here's how you can do it:
Open the automation flow you want to monitor or preview.
Choose one of the tabs in the top bar:
Preview: Preview automation forms the way they will be displayed to other.s
Build: Return to the automation builder and continue editing your flow.
History: Check previous/active automation runs for issues.
💡 Note: You can click the ↻ button to retry an automation run.
Frequently Asked Questions
What is a task ID?
A task ID serves as a unique identifier for a specific task, similar to how a project ID identifies a project. It streamlines the process of referencing tasks in automations that allow for input and output operations based on task IDs.
To locate a task ID:
Click the three dots ··· next to a task.
Choose Copy Link from the list.
Paste the link anywhere inside the project.
The text following "node-" is the unique identifier of the task.
https://www.taskade.com/d/W5dzQ5iK89p77s9H#node-24ec68c3-5130-5f12-bb36-39c3fb35967e
Can I use Taskade AI in automation flows?
Yes, you can choose from several different Actions that activate Taskade AI and custom AI commands in automation flows. They include:
⚡️ Action | 🔀 Purpose |
Ask AI | Uses AI to answer questions. |
Generate with AI | Uses AI to generate content or responses. |
Respond with AI | Automatically provides AI-generated responses. |
Ask Agent | Uses a custom AI agent to respond to a query. |
Run Agent Command | Uses a custom AI agent command. |
💡 Note: Visit Custom AI Agents and Taskade AI Assistant to learn more.
Request Automation Credentials
When you build an automation flow with EVE (Taskade Assistant Agent), it will prompt you in the chat to grant access to any integrations you want to add:
🧬 Helpful Links
Download our apps: taskade.com/downloads
Leave feedback: taskade.com/feedback
Changelog: taskade.com/blog/updates
Watch tutorials: youtube.com/taskade
Contact us: taskade.com/contact