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.

💡 Note: Visit our guide to Custom AI Agents to learn more.

Add Tools to Agents

To add tools to your custom agents:

Go to the Agents tab at the top of your workspace/folder.
- Select an existing agent or
- Click ➕ Create agent to build a new agent.

Click the arrow next to your agent's name.
Choose ✏️ Edit agent from the drop-down menu.

Go to the 🔧 Tools tab on the left.
Click ➕ Add next to the tool you want to enable.
Click Update to save the changes.

Use Agent Tools

(method 1): Start a conversation with an agent in the Project Chat.

Open a project and click the chat balloon icon 💬 (top-right).
Click the button at the top of the chat window.
Choose your custom AI agent from the list.
Ask the agent to use the active tool.
Approve or Reject the agent's output.

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

(method 3): Start a conversation in the Agent Chat.
- Navigate to the Agents tab left sidebar of your workspace.
- Select your custom AI agent.
- Click ➕ New chat to start a new conversation.
- Ask the agent to use the active tool.
- Approve or Reject the agent's output.

Build Custom Agent Tools

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

💡 Note: Visit Agent Automation Trigger to learn more.

Go to the 🔧 Tools tab on the left.
Click ➕ 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.
(optional) Click the pencil ✎ icon (top right) to rename the tool.
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.
Click the three dots ··· next to the agent you want to edit.
Choose Edit agent or Add tools from the list.

In the 🔧 Tools tab, use the toggles next to tools to disable/enable them.
Click Updates to save the changes.

💡 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:

Enable one of the available agent tools.
Start a conversation with your agent as usual.
Prompt the agent to carry out a task, e.g. "Please send the document you just generated to [email protected] via Gmail."
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.

📑 Bulk Taskade AI Prompts

⚙️ Action	🔤 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"`

✅ Project and Task Editing

⚙️ Action	🔤 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"`

✍️ Task Content Updates

⚙️ Action	🔤 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"`

✅ Task Completion

⚙️ Action	🔤 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"`

🗓️ Due Date Management

⚙️ Action	🔤 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"`

👥 Assignments

⚙️ Action	🔤 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"`

🏷️ Labels and Tags

⚙️ Action	🔤 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"`

🔁 Task Movement

⚙️ Action	🔤 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"`

🧠 Smart Editing and Restructuring

⚙️ Action	🔤 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"`

📎 Notes and Comments

⚙️ Action	🔤 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"`

📊 Insights and Reporting

⚙️ Action	🔤 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"`

🔒 Governance and Safety

⚙️ Action	🔤 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"`

🛠️ Custom Field Management

⚙️ Action	🔤 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"`

🔎 Search and Intelligence

⚙️ Action	🔤 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"`

✍️ Content Generation

⚙️ Action	🔤 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"`

🔄 Compare and Review

⚙️ Action	🔤 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"`

Taskade AI

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

Available agent actions:

🤖 Ask Agent: Ask your agent a question.

🤖 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:

🌐 Search Web: Search the web to retrieve information on any topic.

🔗 Scrape Webpage: Extract and summarize content from links.

🎞️ 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

Slack

Communicate updates, reminders, or any other information.

Available agent actions:

⚙️ Action	🔤 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?'"

Gmail

Enable agents to craft and send emails on your behalf.

Available agent actions:

✉️ New email: Sends an email through Gmail to a specified recipient.

✉️ Find email(s): Find email(s) in your Gmail account

✉️ 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.'"

Google Sheets

Add new data to your Google Sheets documents.

Available agent actions:

🧮 Insert Row: Append a row to an existing spreadsheet.

🧮 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'."

Mailchimp

Add new subscribers to your mailing list.

Available agent actions:

➕ 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."

WordPress

Draft and publish content directly to your WordPress site.

Available agent actions:

✏️ 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.'"

Twilio

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

Available agent actions:

💬 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.'"

HubSpot

Add leads and track new sales opportunities in HubSpot.

Available agent actions:

💰 Create new contact: Create a new contact in HubSpot CRM.

💰 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:

⚙️ Action	🔤 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:

⚙️ Action	🔤 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."

Whatsapp Business

Message your clients and employees through Whatsapp Business.

Available agent actions:

⚙️ Action	🔤 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:

💰 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."

Manage your personal and business brand with agents.

Available agent actions:

💰 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:

⚙️ Action	🔤 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:

⚙️ Action	🔤 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:

⚙️ Action	🔤 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."

😊 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

Taskade Assistant Agent (TAA)

Custom AI Agents

Autonomous AI Agents

Automation Actions

Tools for AI Agents (Mobile)

Tools for AI Agents

Overview

Add Tools to Agents

Use Agent Tools

Build Custom Agent Tools

Enable/Disable Tools

Human in the Loop

Taskade Tools

Taskade Agent Actions

📑 Bulk Taskade AI Prompts

✅ Project and Task Editing

✍️ Task Content Updates

✅ Task Completion

🗓️ Due Date Management

👥 Assignments

🏷️ Labels and Tags

🔁 Task Movement

🧠 Smart Editing and Restructuring

📎 Notes and Comments

📊 Insights and Reporting

🔒 Governance and Safety

🛠️ Custom Field Management

🔎 Search and Intelligence

✍️ Content Generation

🔄 Compare and Review

Media

App Tools

Discord

Microsoft Teams

X/Twitter

LinkedIn

Google Docs

Google Calendar

Google Drive

😊 Helpful Links

🤖 Taskade AI Essentials