Overview
The Automation Generator in Taskade simplifies creating automation flows by automatically generating detailed steps based on natural-language prompts.
💡 Note: Visit our Automation Guide to learn more.
Generate an Automation
Go to the Automations tab in your workspace/folder.
Click ➕ Add automation ➡ Generate With AI.
Describe what you want the automation to achieve.
Press Enter and wait for the result.
Click Create Automation to finalize the automation.
Customize and enable the automation.
Set Up Agentic Workflows
Agentic workflows are a step up from basic chat-based introductions with AI models.
You can build your own system using the Automation Generator and Custom AI Agents.
Step 1: Build Your AI Agent
The Custom AI Agent will be the "brains" of your automation flow. It will perform various tasks and make decisions that will affect the outcome of the automation.
💡 Note: Visit our guide to Custom AI Agents to learn more.
Go to the Agents tab at the top of your workspace/folder.
Click ➕ Create agent.
Click Generate in the Generate Agent tile.
(method #1) Describe the type of agent you want to create.
(method #2) Choose one of the prompt examples.
Click Generate and wait for the generator to finish.
(optional) Customize your agent:
Name: Identifies your agent in the chat and within projects.
Instructions: Master prompt that describes the agent's purpose.
Commands: Agent actions accessible in the chat and within projects.
Language: The language you want the agent to communicate in.
Click Create to add the agent to the Agents tab.
Step 2: Generate a Basic Automation Flow
Once your agent is read, you need to set up an automation flow.
Use the steps above to generate an automation flow.
Go to the Automations tab and customize your automation.
Insert your new agent into the automation flow:
(method 1) Use the Agent Trigger action to use the agent's reasoning capabilities. This method initiates the automation during agent interactions.
(method 2) Use the Run Agent Command to use your agent at specific points. This allows for precise control over when and how the AI agent is engaged.
Enable and test your automation.
Automation Ideas
Not sure where to start? Here are a few automation ideas you can start with.
🔄 Automation Idea | ⌨️ Prompt |
Set reminders for daily tasks or meetings, tailored to your schedule. | "Automate daily task reminders" |
Create a system to compile and summarize key points from reports weekly. | "Generate weekly report summaries" |
Automate file backups to cloud storage at specified intervals. | "Schedule regular backups of project files" |
Automate the creation and distribution of agendas before each team meeting. | "Coordinate team meeting agendas" |
Set up a workflow to log and respond to customer inquiries efficiently. | "Track and respond to customer inquiries" |
Automate monitoring and engagement responses on social media platforms. | "Manage social media engagement" |
Create a system to automatically generate and send invoices monthly. | "Set up recurring billing or invoicing" |
Design a sequence of follow-up emails for new leads or prospects. | "Automate follow-up emails for leads" |
Automate reminders and notifications for upcoming project deadlines. | "Organize project milestones and deadlines" |
Automate the scheduling of interviews and onboarding processes for new hires. | "Streamline recruitment and onboarding tasks" |
😊 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