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.
Choose one of the four generator modes (check the next section for details):
Auto (Default): Selects the optimal mode for your task and goal
Agent Tool Mode: Generates intelligent workflows as an agent tool
Workflow Mode: Sets up standard project automations and flows
Form Mode: Generates smart forms that trigger actions on submission
Press Enter and wait for the result.
When the automation is ready, click Create Automation to create it.
Customize and enable the automation.
💡 Note: You can enhance your automation flows with custom tools for AI agents, interactive AI forms, and other powerful automation workflows.
Generator Modes
Auto
Generates an automation based on the prompt. If the prompt suggests a form, it creates a form automation. If it's an agent tool, it uses it as the trigger.
When to Use
Use when you're not sure what type of automation to create and want Taskade to suggest the best option based on your prompt (e.g., setting up a process).
Examples
Scenario | Prompt Examples |
Invoice processing | "Automate the approval of invoices." |
Routine equipment maintenance | "Set up an automation to schedule and log routine maintenance for equipment." |
Policy updates | "Design a flow to automatically notify employees of policy changes." |
Creates a tool for you to configure and preselects the Agent Tool trigger.
When to Use
Use when you want to build custom agent tools that can be reused across different automations or triggered during interactions with agents.
Examples
Scenario | Prompt Examples |
Email campaigns | "Create a tool to automate sending personalized emails to potential leads from a contact database project." |
CRM updates | "Set up an agent tool to sync contacts and sales activities between HubSpot and our CRM project." |
Data consolidation | "Automate the collection and consolidation of customer data from various sources into a single database." |
Workflow
Creates a standard automation.
When to Use
Use when you need a step-by-step automation sequence. Ideal for automating project management, sales, marketing, and creative workflows.
Examples
Scenario | Prompt Examples |
Contract management | "Automate the contract review workflow, including required approvals and signatures." |
Inventory replenishment | "Create a workflow to monitor inventory stock inside a custom project and trigger when stock is running low." |
Marketing Campaigns | "Set up an automation for creating and launching marketing campaigns." |
Creates a form and pre-selects Form Trigger as the trigger.
When to Use
Use when you need to collect structured information e.g., surveys and want the form submission to automatically trigger follow-up actions.
Examples
Scenario | Prompt Examples |
Vendor registration | "Automate the vendor onboarding process with a registration form." |
Performance reviews | "Create a form to collect employee performance metrics and reviews." |
Customer feedback | "Set up a form for collecting detailed customer feedback post-purchase and trigger follow-up actions." |
Set Up Agentic Workflows
Agentic workflows allow you to tackle repetitive tasks and resolve complex problems using AI agent's reasoning capabilities. You can build your own agentic system using the Automation Generator and Custom AI Agents. Here's how to get started:
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
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Changelog: taskade.com/blog/updates
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