Overview
Create Project enables users to effortlessly initiate a new project within an automation run, this allows users to capture or log information generated by AI Agents in a project. The Create Project action also allows users automatically create actionables with new information.
How to Use It
Click ➕Add Step and choose the Create Project action.
Type in the desired Title of the project.
Type in the desired Content within the new project.
Choose a default view (optional) for the project, if it is left blank, it will be list view.
Finish the automation or add more steps for further processing.
Create Project (Settings)
Connector options give you full control over the Create Project automation:
🏷️ Field | 🔤 Description |
Title | Enter the Title you want the newly created project to have. |
Content | Enter the Content you want the newly created project to contain. |
Default View | Choose the default view you would like the project to have. If left blank it will be a project in the List View. |
Create Project Use Cases
Not sure how to use the Create Project action? Here are a few ideas:
🪄 Use case | 🔤 Description |
Client Onboarding | Create a Project every time a new client emails you. This helps to streamline the client onboarding process. This includes tracking client information and ensuring all necessary documentation is completed, enhancing the client experience and reducing onboarding time. |
Blog Post Creation | Use Create Project to help automatically document an AI agent's created blog post for further refinement. |
Weekly Meetings | Set up an interval to Create a Project for your team's weekly meetings automatically. |
😊 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