Overview
Create and share folder bundles with custom projects, agents, and automations.
Instantly bundle AI agents, projects, and automations into a single workspace.
Use pre-trained AI agents and workflows to onboard teams or clients.
Create tailored for use cases like Marketing or Project Management.
Create a Bundle
Click the ⌄ arrow next to the name of your folder/workspace.
Choose Home for the main workspace.
Choose Bundles from the drop-down menu.
Click ➕ Create bundle in the Bundles Dashboard.
(1) Enter a name for the new bundle.
(2) (optional) Describe the purpose and contents of your bundle.
(3) Use the tabs at the top to add elements to the bundle:
Projects: Include the projects within the folder/workspace.
Agents: Include custom AI Agents with pre-set knowledge, skills, and tools.
Automations: Include automations with linked projects and agents.
(4) Click Add to Bundle next to an item.
Share Bundles
Go the the Bundles Dashboard (see the previous section).
Choose your bundle from the list.
Click Share in the top-right corner.
Enable the share toggle and copy the link.
(optional) Click
to preview the bundle.
Install Bundles
Open the link to a shared bundle.
Click Install Bundle.
Choose a workspace or folder to install the bundle.
Once the bundle has been installed, click View Space to review the content.
Use Cases
Not sure where to start? Here are a few starter kits you can explore:
Autonomous 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-Powered 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 Team 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