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Prompt Library for Automations

A curated, copy-ready prompt library to build and edit your automations.

Updated over a week ago

Overview

This library will help you build, edit, and manage your automation flows entirely through natural language using the Taskade Assistant Agent (TAA). Use these prompts to create workflows, connect tools, and much more.

📚 Further reading:


Using TAA for Automations

You can build and manage your automations from anywhere inside your workspace:

  1. Open the Assistant in the left panel.

  2. Click the toggle chat button in the top-left corner to open the TAA chat.

  3. Describe what you want to automate (see the prompts below).

  4. If credentials are needed, TAA will request them automatically.

  5. Review, save, and turn the automation on.


Core Automation Capabilities

Use these prompts with TAA to build, edit, and manage automations with the TAA.


Create Workflows

Build complete automation workflows from scratch.

Action

Prompt example

Design multi-step workflows with triggers and actions

“Create an automation that monitors my Gmail for support emails, categorizes them with AI, creates tasks in my project, and sends acknowledgment replies.”

Set up conditional logic and branching paths

“Create a workflow that monitors RSS feeds for industry news, summarizes articles with AI, and creates research tasks in my project.”

Configure loops for batch processing

“Set up an automation that runs daily at 9 AM, checks for overdue tasks, sends reminder emails, and creates follow-up tasks for managers.”

Implement error handling and fallback scenarios

“When any step fails, continue the workflow and notify me with the failure details.”

Create custom triggers (webhook, form, manual)

“Build a workflow that triggers when a Google Form is submitted, processes the data with AI, and creates tasks with custom fields.”

Connect multiple external services in one workflow

“Build an automation that processes webhook data from my website, qualifies leads with AI, and creates opportunities in my sales pipeline.”


Edit & Modify Workflows

Update existing automation flows and configurations.

Action

Prompt example

Add new steps to existing workflows

“Add email notifications to my existing task completion workflow so the team gets notified when high-priority tasks are done.”

Modify trigger conditions and parameters

“Change my form processing automation to trigger only for submissions tagged urgent.”

Update action configurations and inputs

“Update my daily report workflow to include data from two additional projects.”

Change workflow logic and branching

“Modify my lead processing automation to include AI categorization before creating tasks.”

Adjust timing and scheduling settings

“Add a delay step to my email sequence automation so there’s a 2-hour wait between messages.”

Fix broken connections and errors

“Find and fix any broken connections in my lead pipeline automation.”


Analyze & Retrieve Workflows

Examine existing automation workflows and understand their structure.

Action

Prompt example

Retrieve and display workflow structures

“Show me how my current email processing automation works and explain each step.”

Explain how existing automations work

“Retrieve my customer onboarding automation and explain what happens when a new customer signs up.”

Identify potential issues or improvements

“Analyze my lead generation workflow and tell me if there are any potential issues.”

Map data flow between steps

“Show me how data moves between steps in my form-to-task automation.”

Document workflow logic and dependencies

“Create a brief description of the logic and dependencies in my social media workflow.”

Analyze performance and efficiency

“Analyze my social media posting workflow and suggest improvements for better performance.”


Integration & Connectivity

Connect workflows to external services and APIs.

Action

Prompt example

Integrate with third-party services

“Connect my workflow to send Slack notifications when tasks are overdue in my project.”

Set up webhook endpoints and API connections

“Create a webhook endpoint and map incoming fields to my project’s custom fields.”

Configure authentication and credentials

“Connect my Google Sheets account and authorize access for this workflow.”

Map data between different systems

“Set up an integration that syncs new Google Sheets rows with my Taskade project and creates tasks.”

Handle API rate limits and error responses

“Add retry with exponential backoff to the HTTP request step.”

Create custom HTTP requests

“Create a workflow that posts to Twitter when I publish a new blog post in my content project.”


Deploy & Manage

Test, troubleshoot, and maintain automations.

Action

Prompt example

Test workflows with sample data

“Test my email automation with sample data to make sure it works correctly.”

Debug failed automation runs

“My lead processing workflow stopped working — help me debug what’s wrong.”

Monitor workflow performance

“Set up monitoring for my daily report automation so I get notified if it fails.”

Set up error notifications

“Alert me in Slack when any step fails in the weekly report workflow.”

Manage workflow credentials

“Review and update the credentials used by my lead pipeline automation.”

Handle workflow versioning

“Create a new version of my onboarding workflow and keep the old one archived.”


Duplicate & Clone

Copy and modify existing workflows for new purposes.

Action

Prompt example

Clone existing workflows with modifications

“Copy my customer onboarding workflow and modify it for employee onboarding.”

Adapt workflows for different projects

“Clone my lead generation automation and adapt it for partnership inquiries.”

Create workflow templates for reuse

“Create a template version of my email campaign automation that I can reuse for different campaigns.”

Scale workflows for multiple teams

“Duplicate my project completion workflow for the Design and Marketing teams.”

Customize cloned workflows for new use cases

“Copy my support ticket workflow and modify it to handle refund requests.”


Delete & Remove

Remove outdated or unnecessary automation workflows.

Action

Prompt example

Safely delete workflows with dependency checking

“Delete my old marketing automation that’s no longer needed.”

Archive workflows for future reference

“Archive my seasonal campaign automation until next year.”

Clean up unused automations

“Delete all the test workflows I created during setup.”

Remove broken or obsolete workflows

“Remove the broken email workflow and clean up any related connections.”

Manage workflow lifecycle

“Replace my old lead scoring automation with the new version.”


Troubleshoot & Debug

Identify and fix issues in automation workflows.

Action

Prompt example

Diagnose workflow failures and errors

“My daily automation runs but doesn’t process all the data — help me optimize it.”

Fix broken connections and integrations

“Fix my Slack notification workflow that’s not triggering properly.”

Resolve authentication issues

“Reauthenticate my Gmail step and verify permissions.”

Optimize slow-running workflows

“Speed up my report generation workflow to run under 2 minutes.”

Handle data format mismatches

“Fix the step that creates tasks with empty fields from form submissions.”

Debug conditional logic problems

“Troubleshoot why my AI categorization step is returning unexpected results.”


Explain & Teach

Provide education on automation concepts and best practices.

Action

Prompt example

Explain automation concepts and terminology

“Explain the difference between triggers and actions in automation.”

Teach workflow design best practices

“Teach me the best practices for designing reliable email automations.”

Provide guidance on integration strategies

“What are the best strategies for connecting multiple external services?”

Share optimization techniques

“How do I handle errors gracefully in my workflows?”

Demonstrate advanced features

“Show me how to use retries and fallbacks properly.”

Offer troubleshooting methodologies

“Give me a step-by-step method to debug failing automations.”


Optimize & Improve

Enhance workflow performance and efficiency.

Action

Prompt example

Analyze workflow performance bottlenecks

“Identify bottlenecks in my data processing automation.”

Optimize data processing efficiency

“Optimize my data processing automation to run faster and handle more records.”

Reduce unnecessary steps and complexity

“Remove redundant steps and consolidate actions in my onboarding flow.”

Improve error handling and reliability

“Harden my workflow with better error handling and alerts.”

Enhance user experience and outcomes

“Optimize my daily report generation to include more relevant data.”

Scale workflows for higher volume

“Improve my lead qualification workflow to be more accurate and efficient.”


Convert & Migrate

Transform manual processes into automated workflows.

Action

Prompt example

Analyze manual processes for automation opportunities

“Convert my manual customer onboarding process into an automated workflow.”

Design workflows that replicate manual steps

“Turn my weekly report creation process into an automated system.”

Migrate data and processes to automated systems

“Migrate my manual lead qualification process to an AI-powered automation.”

Create hybrid manual-automated workflows

“Convert my manual social media posting routine into an automated workflow.”

Gradually transition from manual to automated processes

“Transform my manual expense approval process into an automated system.”


Template & Standardize

Create reusable workflow templates and standards.

Action

Prompt example

Create standardized workflow templates

“Create a reusable template for customer onboarding automations.”

Design reusable automation patterns

“Build a standard workflow template for processing form submissions.”

Establish workflow naming conventions

“Propose a naming convention for all our automation workflows.”

Create documentation templates

“Provide a template for documenting each workflow’s steps and variables.”

Build workflow libraries for teams

“Organize our common automations into a shareable library.”

Standardize integration approaches

“Create a standardized approach for integrating new tools with our workflows.”


Advanced Automation Features

Use these patterns to add intelligence, control, and resilience to your automations.


Conditional Logic & Branching

Action

Prompt example

If/then/else conditional statements

“Create a workflow that routes support tickets differently based on priority and customer type.”

Multiple condition evaluation

“Send different email sequences depending on acquisition source and deal stage.”

Text comparison and pattern matching

“Flag and route tasks whose title contains refund or chargeback to Billing.”

Numeric comparisons and calculations

“Assign tasks to the least-loaded team member based on current open task count.”

Date and time-based conditions

“Escalate tickets that have been open more than 7 days.”

Complex boolean logic

“Only create a follow-up if project=A and priority=High, or the due date is today.”


Loops & Batch Processing

Action

Prompt example

Process arrays and lists of data

“Process a list of customer emails and create an individual task for each.”

Iterate through database records

“Loop through all overdue tasks and send personalized reminders.”

Batch process multiple files or items

“Process multiple form submissions in batch and create a summary report.”

Handle dynamic list sizes

“Iterate through all new rows in my sheet regardless of count.”

Aggregate results from multiple iterations

“Compile a daily digest summarizing all processed items.”


Scheduling & Timing

Action

Prompt example

Hourly, daily, weekly, monthly schedules

“Run a daily automation at 8 AM to prepare task assignments.”

Custom time-based triggers

“Schedule a monthly workflow to process subscription renewals and send invoices.”

Timezone-aware scheduling

“Run the status report at 9 AM Pacific time.”

Delay and wait steps

“Add a 2-hour delay between each email in my sequence.”

Time-based conditions

“Only process tasks created in the last 24 hours.”


Error Handling & Reliability

Action

Prompt example

Try/catch error handling

“Continue the workflow even if one email step fails.”

Fallback actions for failures

“If Slack notification fails, send an email instead.”

Retry mechanisms with backoff

“Retry the HTTP request up to three times with exponential backoff.”

Error notifications and logging

“Notify me and log details whenever any step fails.”

Graceful degradation strategies

“Skip the enrichment step when optional data is missing.”


Custom Triggers

Action

Prompt example

Webhook Triggers

“Create a webhook automation that processes payment notifications from my e-commerce platform.”

Form Triggers

“Build a form-based workflow that collects customer feedback and creates improvement tasks.”

Manual Triggers

“Set up an on-demand workflow for processing urgent customer escalations.”

Schedule Triggers

“Create a weekly workflow that generates performance reports every Friday.”


😊 Helpful Links

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