Overview
Agent Tools are integrated add-ons that augment the capabilities of your custom AI agents, allowing them to interact with Taskade 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 💬 (bottom-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 ⊞ Toggle agents button in the top-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 at the top 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.
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 Actions
Use the agent to automatically create projects and tasks in your workspace.
⚙️ Action | 🔤 Description |
Create task | Creates a new task in a project. |
Update task | Updates a task with additional details. |
Complete task | Completes a task. |
Add due date | Adds a due date to the task. |
Update due date | Updates due date of a task. |
Remove due date | Removes due date from a task. |
Assign task | Assigns a task to a user. |
Unassign | Unassigns a task from a user. |
Prompt examples:
Create a task titled 'Website Redesign'."
"Add #important to all past due tasks."
"Complete all tasks assigned to me."
"Schedule all #important task for tomorrow at 8 am."
"Push all marketing tasks to next week."
"Remove all due dates for tasks assigned to me."
"Assign all tasks with #design to me."
"Unassign John from #newsletter."
Web Search
Prompt the agent to query search engines to find data, articles, and other resources.
Available actions:
🌐 Web Search: Search the web to retrieve information on any topic.
Prompt examples:
"Find recent news articles about renewable energy."
"Find academic articles on climate change mitigation strategies."
Site Reader
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.
Available actions:
🔗 Site Reader: Extract and summarize content from links.
Prompt examples:
"Extract and summarize key points from: [URL]."
"Extract the key statistics from the reports at: [URL1] and [URL2]."
YouTube
Extract information from video content.
Available actions:
🎞️ Transcribe YouTube Video: Get a transcription from a YouTube video URL.
Prompt examples:
"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."
Allows the agent to ask other agents questions or execute agent commands.
Available 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."
Communicate updates, reminders, or any other information.
Available 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?'"
Enable agents to craft and send emails on your behalf.
Available actions:
✉️ New email: Sends an email through Gmail to a specified recipient.
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 actions:
🧮 Insert Row: Append a row to an existing spreadsheet.
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 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."
Draft and publish content directly to your WordPress site.
Available 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.'"
Use the agent to send important notifications or updates through SMS.
Available 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.'"
Add leads and track new sales opportunities in HubSpot.
Available 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]'."
X/Twitter
Use agents to manage your social media presence.
Available 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 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."
Scrape Webpage
Extract information from any webpage URL.
Available actions:
⚙️ Action | 🔤 Description |
Scrape Webpage | Extract content from a webpage. |
Prompt examples:
"Scrape the main highlights from the webpage at [URL]."
"Extract key data from the article found at [URL]."
Google Drive
Manage your files and folders in Google Drive.
Available 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."
Google Docs
Create and edit documents in Google Docs.
Available 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."
Microsoft Teams
Interact with your team using Microsoft Teams.
Available 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."
Discord
Communicate and manage your Discord server.
Available actions:
⚙️ Action | 🔤 Description |
Send Message | Send a message in a channel. |
Prompt examples:
"Post a message in the #announcements channel: 'Game night this Friday!'"
Google Calendar
Manage and update your schedule in Google Calendar.
Available 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."
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.
😊 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