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Tools for AI Agents

Add smart tools to enhance the capabilities of your custom AI agents.

Updated this week

Overview

Agent Tools are integrated add-ons that augment the capabilities of your custom AI agents. They also allow agents to interact with your projects and 3rd party apps.

๐Ÿ’ก Note: Visit our guide to Custom AI Agents to learn more.


Add Tools to Agents

To add tools to your custom agents:
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  • Go to the Agents tab at the top of your workspace/folder.
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    • Select an existing agent or
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    • Click โž• Create agent to build a new agent.

  • Click the arrow next to your agent's name.
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  • Choose โœ๏ธ Edit agent from the drop-down menu.

  • Go to the ๐Ÿ”ง Tools tab on the left.
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  • Click โž• Add next to the tool you want to enable.
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  • Click Update to save the changes.


Use Agent Tools

(method 1): Start a conversation with an agent in the Project Chat.
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  • Open a project and click the chat balloon icon ๐Ÿ’ฌ (top-right).
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  • Click the button at the top of the chat window.
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  • Choose your custom AI agent from the list.
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  • Ask the agent to use the active tool.
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  • Approve or Reject the agent's output.

  • (method 2): Start a conversation in the Agent Sidebar.
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    • Navigate to your workspace or folder.
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    • Click the Ask AI button in the bottom-right corner.
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    • Select your AI agent to start a conversation.
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    • Ask the agent to use the active tool.
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    • Approve or Reject the agent's output.

  • (method 3): Start a conversation in the Agent Chat.
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    • Navigate to the Agents tab left sidebar of your workspace.
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    • Select your custom AI agent.
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    • Click โž• New chat to start a new conversation.
      โ€‹

    • Ask the agent to use the active tool.
      โ€‹

    • Approve or Reject the agent's output.


Build Custom Agent Tools

You can reuse your automation flows as custom AI agent tools.

๐Ÿ’ก Note: Visit Agent Automation Trigger to learn more.

  • Go to the ๐Ÿ”ง Tools tab on the left.
    โ€‹

  • Click โž• New tool.

  • Define parameters that will be used in the subsequent actions.

  • Add steps to the automation flow.

  • When done, click Save changes (top right) and toggle the automation on.
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  • (optional) Click the pencil โœŽ icon (top right) to rename the tool.
    โ€‹

  • The automation flow will be added as a new agent tool.

  • Prompt the agent as usual and ask it to use the new tool.


Enable/Disable Tools

You can enable or disable any of the added tools as needed.

  • Go to the Agents tab at the top of your workspace/folder.
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  • Click the three dots ยทยทยท next to the agent you want to edit.
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  • Choose Edit agent or Add tools from the list.
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  • In the ๐Ÿ”ง Tools tab, use the toggles next to tools to disable/enable them.
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  • Click Updates to save the changes.

๐Ÿ’ก Note: You can also turn tools on or off in the tools dropdown menu.


Human in the Loop

Every time your agent attempts to interact with an external platform, e.g., to send an email via Gmail, you'll need to approve the action before any data is exchanged. This security mechanism ensures that no actions are taken without your explicit consent.

Here's how it works:
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  1. Enable one of the available agent tools.
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  2. Start a conversation with your agent as usual.
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  3. Prompt the agent to carry out a task, e.g. "Please send the document you just generated to [email protected] via Gmail."
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  4. Wait for the agent to finish and click Approve or Reject.


Taskade Tools

Taskade Agent Actions

Use the agent to automatically create projects and tasks in your workspace.

๐Ÿ“‘ Bulk Taskade AI Prompts

โš™๏ธ Action

๐Ÿ”ค Prompt Example

Automate Sprint Planning

"Automate sprint planning (next 2 weeks)"

Generate Product Roadmap

"Generate a roadmap for a product launch"

Restructure Project Phases

"Restructure this project into 3 phases"

Build AI Flow

"Create a task list for an AI onboarding flow"

Complete All #done Tasks

"Complete all tasks that are marked #done"

Push Overdue Tasks

"Push overdue tasks to Monday"

Convert to Timeline

"Convert this checklist into a timeline"

Tag Design Tasks

"Summarize and tag all design-related tasks"

Split Large Task

"Split the task Build Homepage into subtasks"

Prioritize Backlog

"Prioritize #backlog tasks by impact"

Create Dependency Map

"List task dependencies and show blockers"

โœ… Project and Task Editing

โš™๏ธ Action

๐Ÿ”ค Prompt Example

Add Task

"Add a task Schedule kickoff meeting"

Add Subtasks

"Add subtasks under Design UI Wireframes"

Insert Checklist

"Insert a checklist titled Pre-launch QA"

Duplicate Section

"Duplicate the Outreach Plan section"

Generate Kanban Board

"Create a Kanban view Ideation Board"

Convert Bullets to Tasks

"Turn each bullet in Notes into a task"

โœ๏ธ Task Content Updates

โš™๏ธ Action

๐Ÿ”ค Prompt Example

Edit Task Title

"Update Email clients task to VIP clients"

Make Task Bold

"Make the task Submit report bold"

Convert Format

"Convert all checkboxes into bullet points"

Rename and Move Task

"Change Draft blog post to Write blog post draft and move it to the top"

Summarize Comments

"Summarize all comments on this task"

Translate Task

"Translate all tasks tagged #es into English"

โœ… Task Completion

โš™๏ธ Action

๐Ÿ”ค Prompt Example

Complete Week Tasks

"Mark all tasks under Week 1 as completed"

Complete Specific Task

"Complete the task Submit pitch deck"

Check #done Tasks

"Check off any task that has #done"

Close Quick Wins

"Complete tasks tagged #quickwin"

๐Ÿ—“๏ธ Due Date Management

โš™๏ธ Action

๐Ÿ”ค Prompt Example

Add Due Date

"Schedule Launch campaign to next Friday"

Update Due Dates

"Set all due dates for Sprint 2 to next week"

Remove Due Dates

"Remove due dates from tasks marked complete"

Reschedule Urgent Tasks

"Reschedule all #urgent tasks to tomorrow 9am"

Shift Weekend Dates

"Move all tasks due Sat-Sun to next Monday"

๐Ÿ‘ฅ Assignments

โš™๏ธ Action

๐Ÿ”ค Prompt Example

Assign to Agent Team

"Assign QA tasks to the Bug Bashers AI Team"

Assign to Me

"Assign me to any unassigned task"

Unassign User

"Unassign John from weekly newsletter"

Reassign to User

"Reassign all #marketing tasks to Lian"

Balance Workload

"Distribute unassigned tasks across team"

๐Ÿท๏ธ Labels and Tags

โš™๏ธ Action

๐Ÿ”ค Prompt Example

Tag Overdue Tasks

"Add #important to tasks that are overdue"

Tag Design Tasks

"Tag Landing Page and Lead Form with #growth"

Remove Tag

"Remove #low-priority from completed tasks"

Replace Tag

"Change tag #old to #updated across project"

Auto-Tag Priority

"Tag tasks with due date < 3 days as #urgent"

๐Ÿ” Task Movement

โš™๏ธ Action

๐Ÿ”ค Prompt Example

Move Task

"Move Client Call Notes under Follow-Ups"

Reorder Tasks

"Reorder all design tasks to be at the top"

Indent Task

"Indent Logo Drafts under Design Assets"

Move to Bottom

"Move Launch Recap to the bottom"

Elevate Priority

"Move #urgent tasks to the top of each section"

๐Ÿง  Smart Editing and Restructuring

โš™๏ธ Action

๐Ÿ”ค Prompt Example

Split Task

"Split Onboard Team into tasks Intro Session Docs Access Role Setup"

Group Tasks

"Group all #backlog tasks under a new section"

Categorize Tasks

"Convert this task list into three categories To Do In Progress Done"

Collapse Sections

"Collapse all sections except Week 3"

Flatten Sections

"Ungroup all subtasks one level up"

Merge Duplicates

"Find and merge tasks with identical titles"

๐Ÿ“Ž Notes and Comments

โš™๏ธ Action

๐Ÿ”ค Prompt Example

Add Note

"Add a note Blocked by legal to Send Agreement"

Add Comment

"Add a comment to QA Checklist for review"

Convert Notes to Tasks

"Turn each bullet in Notes section into a task"

Summarize Notes

"Summarize all notes into a project overview"

๐Ÿ“Š Insights and Reporting

โš™๏ธ Action

๐Ÿ”ค Prompt Example

Generate Weekly Summary

"Summarize this project by wins & blockers"

Audit Project Health

"List overdue tasks and stalled sections"

Compare Progress

"Compare this sprint velocity to last sprint"

KPI Snapshot

"Create a KPI snapshot of completed vs planned"

๐Ÿ”’ Governance and Safety

โš™๏ธ Action

๐Ÿ”ค Prompt Example

Require Approval

"Add Review checkbox to tasks edited by agents"

Detect Sensitive Data

"Highlight tasks containing card numbers"

Lock Section

"Prevent edits to Signed Contracts section"

๐Ÿ› ๏ธ Custom Field Management

โš™๏ธ Action

๐Ÿ”ค Prompt Example

Add Custom Field

"Create select field Status with Open In Progress Closed"

Bulk Update Field

"Set Status to Closed for all completed tasks"

Remove Field

"Delete custom field Deprecated from project"

๐Ÿ”Ž Search and Intelligence

โš™๏ธ Action

๐Ÿ”ค Prompt Example

Find Similar Projects

"List projects similar to Q3 OKR"

Locate Resources

"Search uploaded PDFs for keyword pricing"

Cross Project Insight

"Count tasks tagged #design across workspace"

โœ๏ธ Content Generation

โš™๏ธ Action

๐Ÿ”ค Prompt Example

Rewrite Section

"Rewrite Overview section for clarity"

Generate LinkedIn Post

"Draft LinkedIn update for v2.0 release"

Create Slide Outline

"Outline slide deck based on this project"

๐Ÿ”„ Compare and Review

โš™๏ธ Action

๐Ÿ”ค Prompt Example

Compare Versions

"Compare project changes to last week"

Evaluate Drafts

"Highlight differences between drafts A/B"

Benchmark Performance

"Compare completion rate to industry"


Allows the agent to ask other agents questions or execute agent commands.

Available agent actions:

๐Ÿค– Ask Agent: Ask your agent a question.

๐Ÿค– Run Agent Command: Run the command of an agent.

Prompt examples:

"What are Sales Agent and Marketing Agent thoughts about..."
"Run the command 'Generate performance report' on the Reporting Agent."


Media

Prompt the agent to query search engines to find data, articles, and other resources.

Include up to 5 links (URLs) to web resources in your prompt, and the agent will retrieve the content from the pages and present it in the specified format.

Extract information from video content.

Available agent actions:

๐ŸŒ Search Web: Search the web to retrieve information on any topic.

๐Ÿ”— Scrape Webpage: Extract and summarize content from links.

๐ŸŽž๏ธ Transcribe YouTube Video: Get a transcription from a YouTube video URL.

Prompt examples for Search Web:

"Find recent news articles about renewable energy."
"Find academic articles on climate change mitigation strategies."

Prompt examples for Scrape Webpage:

"Extract and summarize  key points from: [URL]."
"Extract the key statistics from the reports at: [URL1] and [URL2]."

Prompt examples for Transcribe Youtube Video:

"Transcribe the interview focusing on speaker names and timestamps."
"Transcribe the video. Include a summary and highlight key points."
"Transcribe the tutorial and organize it with headings."


App Tools

Communicate updates, reminders, or any other information.

Available agent actions:

โš™๏ธ Action

๐Ÿ”ค Description

Send Channel Message

Send a message to a selected Slack channel.

Send Direct Message

Send a personal message.

Create Channel

Create a new channel.

Find Use by Email

Find a user by matching against their email address.

Find Use by Handle

Find a user by matching against their Slack handle.

Prompt examples:

"Send a message to #general channel: 'Team meeting at 3 PM.'" 
"Send a direct message to @mike: 'Can we reschedule for tomorrow?'"


Enable agents to craft and send emails on your behalf.

Available agent actions:

โœ‰๏ธ New email: Sends an email through Gmail to a specified recipient.

โœ‰๏ธ Find email(s): Find email(s) in your Gmail account

โœ‰๏ธ Create draft email: Create a new draft email message.

Prompt examples:

"Send an email to [email protected] with the subject 'Meeting Reminder' and body 'Don't forget about our meeting at 10 AM.'"
"Send an email to [email protected] with the subject 'Technical Issue' and body 'I am experiencing issues with logging in to my account.'"


Add new data to your Google Sheets documents.

Available agent actions:

๐Ÿงฎ Insert Row: Append a row to an existing spreadsheet.

๐Ÿงฎ Find Row(s): Find row(s) in a Google Sheet.

Prompt examples:

"Append a new row with data ['John Doe', 'Approved', '2023-10-01', '$5000'] to the spreadsheet 'Client Approvals' in the 'October' tab."
"Insert a new row with data ['Jane Smith', 'Pending', 'Project Alpha', 'High Priority'] to the spreadsheet 'Project Status'."


Add new subscribers to your mailing list.

Available agent actions:

โž• Add contact: Create a new contact in Mailchimp.

Prompt examples:

"Add a new subscriber to the 'Monthly Newsletter' list."
"Include a new contact in the 'Event Invitations' mailing list."


Draft and publish content directly to your WordPress site.

Available agent actions:

โœ๏ธ Create post: Publish a new post on WordPress.

Prompt examples:

"Draft and publish a new post titled 'Top Productivity Tips.'"
"Publish a new article titled 'How to Optimize Your SEO Strategy.'"


Use the agent to send important notifications or updates through SMS.

Available agent actions:

๐Ÿ’ฌ Send SMS: Send out a text message via Twilio.

Prompt examples:

"Send an SMS to +1234567890 with the message 'Your appointment is scheduled for tomorrow at 3 PM.'"
"Send an SMS to +1098765432 with the message 'Your delivery will arrive by noon tomorrow.'"


Add leads and track new sales opportunities in HubSpot.

Available agent actions:

๐Ÿ’ฐ Create new contact: Create a new contact in HubSpot CRM.

๐Ÿ’ฐ Create new deal: Create a new deal in HubSpot CRM.

Prompt examples:

"Create a new deal titled 'Enterprise Software Package' valued at $50,000 and set the deal stage to 'Negotiation' in HubSpot." 
"Create a new contact with name 'Alex Johnson' and email '[email protected]'."


Discord

Communicate and manage your Discord server.

Available agent actions:

โš™๏ธ Action

๐Ÿ”ค Description

Send Message

Send a message in a channel.

Prompt examples:

"Post a message in the #announcements channel: 'Game night this Friday!'"


Microsoft Teams

Interact with your team using Microsoft Teams.

Available agent actions:

โš™๏ธ Action

๐Ÿ”ค Description

Create Channel

Create a new channel.

Send Channel Message

Send a message to a channel.

Send Chat Message

Send a message in an existing chat.

Prompt examples:

"Send the following message to the 'Development Team' channel."
"Create a new channel in Microsoft Teams titled "Collaboration Hub."


Message your clients and employees through Whatsapp Business.

Available agent actions:

โš™๏ธ Action

๐Ÿ”ค Description

Send Message

Send a text message through Whatsapp

Prompt examples:

"Send a Whatsapp message about the development project to the 'Engineering Team' channel."


X/Twitter

Use agents to manage your social media presence.

Available agent actions:

๐Ÿ’ฐ Create a post: Create and publish a post to X.

Prompt examples:

"Draft a post for X about our latest product launch, emphasizing its innovative features and inviting users to sign up with a call to action." 
"Create a post for X detailing our upcoming webinar schedule, including dates, times, and the key topics."


LinkedIn

Manage your personal and business brand with agents.

Available agent actions:

๐Ÿ’ฐ Create Company Update: Create a new update for the company page.

Prompt examples:

"Compose a company update announcing our recent merger." 
"Write a company update about our commitment to sustainability."


Google Docs

Create and edit documents in Google Docs.

Available agent actions:

โš™๏ธ Action

๐Ÿ”ค Description

Create Document

Create a new document.

Append Text

Append text to a document.

Find Document

Search for documents by name.

Prompt examples:

"Create a new Google Doc titled 'Meeting Notes'."
"Edit the document 'Project Plan' and add the recent updates."


Google Calendar

Manage and update your schedule in Google Calendar.

Available agent actions:

โš™๏ธ Action

๐Ÿ”ค Description

Create Quick Event

Add Quick Calendar Event. Event is created with a start time when the action is run, with a duration of 1 hour and a notification 10 minutes before.

Create Event

Add a new event.

Prompt examples:

"Create a new calendar event 'Team Meeting' on Friday at 3 PM."
"Create a quick calendar event 'Team Meeting' on Friday at 3 PM."


Google Drive

Manage your files and folders in Google Drive.

Available agent actions:

โš™๏ธ Action

๐Ÿ”ค Description

Duplicate File

Duplicate a file from Google Drive. Returns the ID of the new file.

Create New Folder

Create a folder in your Google Drive.

Create New File

Create a new text file from input text.

Search for Folder/File

Search Google Drive for folders/files.

Prompt examples:

"Create a new file titled 'Monthly Reports' in my Google Drive.
"Create a new folder named 'Project Alpha' in my Google Drive."


๐Ÿ˜Š Helpful Links

๐Ÿค– Taskade AI Essentials

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