Overview

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

⚡️ Trigger	🔤 Description
Webhook	Triggers actions through requests received from external services.
Agent Trigger	Enables AI Agents to optionally run actions during a conversation.
Task Added	Triggers whenever a new task is created in a selected project.
Form Trigger	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.
Task Custom Field Updated	Triggers when a custom field is updated.
Agent Public Chat Ended	Triggers when the public agent conversation comes to an end.
Schedule	Schedules the automation to run every hour, day, week, or month.
Delay	Pause the automation for a specified period (Delay For) or until a specific date and time (Delay Until) before continuing.
Mailhook Trigger	Trigger automation flows by sending tasks & data to a unique email address.

Calendly Triggers

⚡️ 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.

Slack Triggers

⚡️ 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.

Typeform Triggers

⚡️ Trigger	🔤 Description
New Submission	Activates upon receiving a new form submission in Typeform.

Gmail Triggers

⚡️ Trigger	🔤 Description
New Email	Kicks off actions when a new email arrives in Gmail.

Google Sheets Triggers

⚡️ Trigger	🔤 Description
New Row	Triggers when a new row is added to Google Sheets.

Google Forms Triggers

⚡️ Trigger	🔤 Description
New Response	Initiates a process with a new response in Google Forms.

Google Drive Trigger

⚡️ 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.

Webflow Triggers

⚡️ Trigger	🔤 Description
New Form Submission	Initiates an action with a new form submission in Webflow.

HubSpot Triggers

⚡️ 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.

YouTube Triggers

⚡️ Trigger	🔤 Description
New Video	Triggers when a new video is added to a YouTube channel.

RSS Triggers

⚡️ Trigger	🔤 Description
New Item Added	Triggers when a new item is added to an RSS feed.

Discord Triggers

⚡️ Trigger	🔤 Description
New Item Added	Triggers when a new message is sent to a Discord channel.

Google Calendar

⚡️ Trigger	🔤 Description
New or Updated Event	Triggers when an event in a Google Calendar is created or updated.

GitHub

⚡️ 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

⚙️ Action	🔤 Description
Create Project	Sets up a new project in your workspace/folder.
Add Task	Adds a new task to an existing project.
Create Project From Template	Uses a pre-defined or custom template.
Move Task	Moves a task to a different space.
Assign Task	Assigns a task to someone.
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.
Add Knowledge to Agent	Transcribes knowledge and adds it as knowledge to an agent.
Ask Agent With Structured Output	Structures the output of agent replies.
Scrape Webpage	Extract the contents of a web page.
Convert File to Text	Convert a source file into text.
Transcribe YouTube Video	Turn a YouTube video into text.
Add URL to Media	Adds an URL to the media tab.
Send HTTP Request	Makes an API request to an endpoint.
Loop	Iterates data tasks.
Filter Data	Performs actions only when the data meets a certain condition.
Branch	Creates different paths within your workflow, depending on certain conditions.
Update Custom Fields	Updates custom fields within projects.
Search Web	Searches the web for information to add to a project or for the AI to analyze.
Find Task(s)	Searches for tasks within projects. This action is compatible with loops.
Transform Array to String	Converts the output of the Find Task(s) and Find Row(s) actions into text.

Slack Actions

⚙️ 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.

Gmail Actions

⚙️ 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.

Google Drive Actions

⚙️ 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.

Google Sheets Actions

⚙️ 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.

Google Docs Actions

⚙️ 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.

Google Calendar Actions

⚙️ 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.

Mailchimp Actions

⚙️ Action	🔤 Description
Add contact	Creates a new contact in Mailchimp.

WordPress Actions

⚙️ Action	🔤 Description
Create post	Publishes a new post on WordPress.

Twilio Actions

⚙️ Action	🔤 Description
Send SMS	Sends out a text message via Twilio.

HubSpot Actions

⚙️ Action	🔤 Description
Create New Contact	Creates a new contact in HubSpot CRM.
Create New Deal	Creates a new deal in HubSpot CRM.

X/Twitter Actions

⚙️ Action	🔤 Description
Create Reply	Creates a reply to a post on X/Twitter.
Create Post	Creates a new post on X/Twitter.

LinkedIn Actions

⚙️ Action	🔤 Description
Create Share Update	Publishes a post to your LinkedIn profile.
Create Company Update	Publishes a post to your business/company LinkedIn page.

Microsoft Teams

⚙️ 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.

Discord

⚙️ Action	🔤 Description
Send Message	Sends a message to a discord channel.

Facebook

⚙️ 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.

GitHub

⚙️ 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.

Facebook

⚙️ 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.

Use the Taskade Assistant Agent (TAA)

You can use the Taskade Assistant Agent to build, edit, and run automations directly from anywhere inside your workspace using natural-language prompts.

Click the toggle chat button in the top-left corner to open the TAA chat.
Describe what you want to automate.
If credentials are needed, TAA 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	`"Create an automation that scrapes competitor prices daily and updates our pricing spreadsheet."`
✏️ Edit	Modify existing automation flows and configurations	`"Add email notifications to my existing task completion workflow."`
🔍 Analyze	Retrieve and examine existing automation workflows	`"What does my current lead processing automation actually do?"`
🔗 Integrate	Connect workflows to external services and APIs	`"Connect my workflow to send Slack notifications when tasks are overdue."`
🚀 Deploy & Manage	Help test, troubleshoot, and maintain automations	`"My email automation stopped working, can you fix it?"`
📋 Duplicate/Clone	Copy and modify existing workflows for new purposes	`"Copy my lead generation workflow and modify it for customer retention."`
🗑️ Delete/Remove	Remove outdated or unnecessary automation workflows	`"Delete my old marketing automation that's no longer needed."`
🔧 Troubleshoot/Debug	Identify and fix issues in automation workflows	`"Why is my automation skipping the email step?"`
📚 Explain/Teach	Provide education on automation concepts and best practices	`"How do branching conditions work in automation workflows?"`
🔄 Convert/Migrate	Transform manual processes into automated workflows	`"Turn my manual process into an automated workflow."`

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 the Taskade Assistant Agent (TAA), the TAA will prompt you in the UI to grant access to any integrations you want to add: