Skip to main content

Add Project as Knowledge to Agent (Automation Action)

Automatically train your AI agents with project content.

Updated yesterday

Overview

Use the Add Project as Knowledge to Agent action to keep agents up to date with the latest tasks, documents, or research so they can respond more accurately.


How to Use It

  • In your automation, add a new โž• Add Step.

  • Choose the Add Project as Knowledge to Agent action.
    โ€‹

  • Configure the action in the sidebar on the right:
    โ€‹

    • Select the AI Agent you want to update.
      โ€‹

    • Choose the Project you want to add as knowledge.


Action Settings

๐Ÿท๏ธ Field

๐Ÿ”ค Description

(required) Agent

Select the AI Agent you want to train. (Required)

(required) Project

Select the project that will be added to the agentโ€™s knowledge. (Required)


๐Ÿช„ Use Case

๐Ÿ’ญ Scenario

โš™๏ธ Action Flow

Train agents on new work

A new project is created with information the agent needs.

Automatically add the project to the agentโ€™s knowledge base to ensure it stays current.

Keep agents updated

Ongoing projects are updated frequently.

Add the project to the agent regularly so it has access to the latest content.

Enable context-aware responses

The agent should answer based on specific project content.

Add the relevant project so the agent can reference details in conversations.

Support onboarding

Agents should learn from past projects to help new team members.

Feed previous projects into the agent so it can assist with onboarding questions.

Power research assistants

An agent helps summarize or respond to research projects.

Automatically sync research-focused projects to make the agent smarter and faster.

Prepare agents for launches

A feature launch or campaign project is ready.

Train the agent on the launch plan so it can help answer team or customer questions.


๐Ÿ˜Š Helpful Links

๐Ÿค– Taskade AI Essentials

Did this answer your question?