Weekly Planner with AI Tools | Taskade Help Center

Overview

Track your weekly task using Taskade, equip your custom AI Agent with tools that let it automatically categorize any task you give it. Chat and collaborate with your AI agent to stay on top of your tasks, get it send and email reminder when prompted about the status of your current tasks.

Here's what we'll cover:

How to generate a basic agent to help with task management.
How to create your own Agent tool.

How to use the Agent tools provided in this kit to get add tasks and send email reminders.

Generating an Agent

Generate an Agent
1. Click on Create agent or Create with AI in the AI agents tab of the workspace.
2. Describe your agent's task as a prompt for the agent to be generated. In this use case, we will be creating an agent to help with task management.

Creating an Agent Tool

In this example, we will briefly walk through how an Agent Tool to help with categorizing tasks by department is created.

Create an Agent Tool
1. Create a Trigger and click on Agent Tool. Add parameters for the tool. This will be the information the AI agent will be looking out for when running the tool. This parameter can then be used in subsequent actions. For this example, just 1 parameter named "task" is sufficient.
2. Add an Ask Agent action, add in a prompt requesting it to categorize the task given into only 1 of the given departments.
3. Add a Branch action, within each Path Condition, reference the Agent's response and check if it matches a specific department.
4. Within each path, if the condition is met, add the task with the status set into the project.

Using the Agent Tool

Add Agent Tools to an Agent.
1. Ensure that the Automation with the Agent Tool Trigger is activated.
2. Navigate to the Edit page of the Agent generated.
3. Click on the Tools Tab, Add the created Agent Tool to the agent.

Using the Agent Tool
1. Start a Chat with the Agent.
2. Prompt it to Add a task to your Weekly Planner Project.
3. The prompt used here is:
```
Help me Add a task to the Weekly planner project, run the tool, the task is "Define brand positioning and messaging"
```

Sending Email Reminders

Using the second Agent Tool in this kit you can also get email reminders about your tasks. Ensure it is activated and add to the Agent before continuing.

Using the Agent Tool
1. The AI Agent will trigger this tool to run when it detects an email and a status in your prompt. Those are the parameters in the Agent Tool Trigger. Here are a few example prompts:
```
Send a status report for tasks that are blocked to [email protected]
```
```
Send a status report for tasks that are in progress to [email protected]
```
2. When the tool triggers, it'll try to see what status you have in your prompt and compare it with the conditions in each branch path: If you mention blocked in your prompt, it'll find and return all the tasks that are blocked in your project
3. Then, it'll convert the search results from the Find tasks actions into a format that you can send in an email.
4. Finally, it'll create an email to the email address mentioned in your prompt and send a status report to it.

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