Overview
AI Kits let you can create ready-to-deploy workflows anyone can start using in seconds. Bundle AI agents, projects, automations, and templates, and share them with your team and customers so they can instantly tap in your workflow.
Create a Kit
◦ Package a Folder
Right-click the folder you want to package in the left sidebar.
Choose Create Kit from the drop-down list.
Click Proceed in the pop-up window to create the kit.
Click View Kit to review the contents of the kit.
◦ Edit Kit Contents
You can add and remove items from a kit to customize the workflow.
1) Use the tabs at the top to customize the kit:
Projects
Agents
Automations
Templates
Click ✔️ Add to Kit / ❌ Remove to add or remove items.
◦ Customize Your Kit
Every kit you create can be fully customized:
1) Title: A unique title ensures that your kit stands out from the crowd.
2) Description: This will help others understand the purpose of your kit.
Share Kits
You can easily share your kits with team members, customers, and employers.
◦ Enable Public Access
Go the Kits tab in the folder where you created the kit.
Choose the kit you want to share from the list.
Click the Share button inside the kit.
Enable Public access to generate a link to the kit.
(1) Copy the public link or (2) preview the kit.
◦ Preview a Kit
Before you install a kit, you can preview its contents.
Follow the link to a shared kit.
Select any of the kit's components under What's Included to preview them.
◦ Install a Kit
Follow the link to a shared kit.
Review the kit contents (see the previous section) and click Add to Workspace.
Choose the space where you want to install the kit.
Click View Space to go to the space and start using the kit.
Use Cases
Not sure where to start? Here are a few starter kits you can explore:
◦ Business Operations Kit
Fully automate operational workflows across teams and projects.
📄 Projects | 👥 Agents | 🔄 Automations |
Operations Playbook | Operations Manager AI | Task Assignment Workflow |
Financial Tracker | Budget Optimizer AI | Monthly KPI Reports |
Vendor and Supplier Database | Workflow Integrator AI | Inventory and Vendor Management |
◦ Marketing Automation Kit
Streamline and amplify marketing campaigns with AI-driven insights.
📄 Projects | 👥 Agents | 🔄 Automations |
Campaign Planning Board | Content Creator AI | Social Media Scheduling |
Content Calendar | SEO Specialist AI | Email Campaign Management |
Marketing Dashboard | Campaign Analyst AI | Lead Scoring Workflow |
◦ AI Knowledge Hub Kit
Transform scattered information into a centralized, dynamic knowledge base.
📄 Projects | 👥 Agents | 🔄 Automations |
Centralized Knowledge Library | Knowledge Curator AI | Auto-Update Knowledge Base |
FAQs and SOPs | Research Assistant AI | FAQ Generator |
Research Tracker | Data Connector AI | Training Material Creation |
◦ Client Engagement Kit
Deliver exceptional client experiences while reducing manual work.
📄 Projects | 👥 Agents | 🔄 Automations |
Client Portfolio | Customer Success AI | Welcome Workflow |
Onboarding Tracker | Proposal Writer AI | Automated Status Updates |
Feedback and Improvement Loop | Feedback Analyst AI | Client Follow-Up Scheduler |
◦ AI Collaboration Kit
Enhance team productivity with AI-driven collaboration.
📄 Projects | 👥 Agents | 🔄 Automations |
Team Dashboard | Task Prioritizer AI | Task Sync Across Platforms |
Collaboration Hub | Meeting Scheduler AI | Meeting Prep Automation |
Weekly Sprint Tracker | Team Assistant AI | Progress Notifications |
◦ Product Development Kit
Streamline the product development lifecycle with AI and automation.
📄 Projects | 👥 Agents | 🔄 Automations |
Product Roadmap | Product Manager AI | Release Management |
Feature Requests Tracker | QA Tester AI | User Feedback Loop |
QA Dashboard | Customer Insights AI | Bug Tracking Workflow |
◦ Sales Enablement Kit
Automate and optimize the sales process for faster deal closures.
📄 Projects | 👥 Agents | 🔄 Automations |
Sales Pipeline Dashboard | CRM Assistant AI | Lead Qualification Workflow |
Proposal Library | Deal Negotiator AI | Sales Report Generator |
Lead Management Board | Lead Nurturing AI | Renewal and Upsell Notifications |
😊 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
🤖 Taskade AI Essentials