Overview

Taskade AI agents are small, specialized tools that can perform tasks like generating content, analyzing data, or running web searches without supervision.

You can use autonomous AI agents to:

Conduct in-depth web research automatically.
Generate creative writing pieces or articles.
Answer complex questions on various topics.
Assist with coding and debugging tasks.
And much more!

💡 Important: This article covers the basics of creating autonomous AI Agents in Taskade. Read our Custom AI Agents guide to learn more.

When to Create AI Agents?

Creating AI agents is a practical decision based on the frequency and duration of tasks you perform. That said, there are a few rules that may help you decide if you need one:

You repeat specific tasks multiple times a week.
You spend over two hours a week on particular activities.
You perform tasks that can be easily automated or follow a set pattern.
You need to streamline processes to focus on more strategic work.

Still trying to decide? Here are a few things agents can help you with:

🤹‍♂️ Area	✅ Tasks
Task Automation	Auto-categorize tasks Prioritize by keywords Estimate duration Recommend task owners
Knowledge Retrieval	Fetch relevant documents Answer team questions Recommend reading material Suggest internal resources
Feedback & Improvement	Collect and analyze feedback Offer improvement insights Benchmark against past projects Highlight success stories
Meetings	Summarize the discussions Recommend next steps
Creative Assistance	Offer writing/editing aid Brainstorm content ideas Provide content inspiration Suggest out-of-the-box approaches

Agent Actions

Agents feature a range of powerful actions they can use in conversations. Ask your agent to execute specific actions or let it choose them based on the context.

💡 Note: Visit Tools for AI Agents to learn more.

Here are the actions agents can use:

⚙️ 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.

Use these prompt examples to call specific Agent Tools:

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."

Human in the Loop

You can approve or reject an action before the agent communicates with an external tool. This ensures that no data is exchanged without your consent.

Start a conversation with your agent as usual.
Click Approve or Reject for actions involving external tools.

Create a Custom Agent

The process of creating an AI agent takes less than a few minutes.

💡 Note: Just starting out? Visit taskade.com/create to build, train, and deploy your first AI agent. Don't forget to check our Master Guide to AI agents for a deep dive.

Go to the Agents tab at the top of your workspace/folder.

Click ➕ Create agent to open the agent creator.

Use one of the available options:
- Method 1: Use the AI Agent Generator.
- Method 2: Create from scratch (see detailed steps below).
- Method 3: Use one of the available agent templates.

Step 1: Basic Setup

Think of each AI agent as a digital team member — it can have a unique name, skills, set of objectives, and even a tone of voice it will use in conversations.

Choose the General tab on the left and add agent details:
- Name: A unique name will help you identify your AI agent.
- Description: Describe the core behavior and personality of your agent.
- Persona: Give your agent a unique personality.
- Tone: Tailor agent interactions with a specific tone of voice.
- Tools: Enable additional tools like web browsing or plugins.

Step 2: Agent Training

Agents have a basic understanding of the world. You can make their responses more relevant to your work by "training" them using various resources.

Choose the Knowledge tab in the sidebar on the left.
Enable the Knowledge toggle on the right.
Use one of the available options to train your agent:
- 🤏 Drag & drop: Drag files from your device to upload.
- 📄 Add Media: Choose files from the Media Manager.
- 📄 Add Project: Select projects from a workspace/folder (see below).
- 🌐 Add link: Choose external resources like websites and blogs (see below).
- 🎞️ Add YouTube: Choose one or multiple YouTube videos for transcription.
- 📦 Add with Google Drive, Dropbox, or Box
The agent will use the source to provide contextual answers to your queries.

💡 Note: Visit Agent Knowledge & Data to learn more.

Step 3: Custom Commands

Each agent can include multiple custom/commands. Think of them as "levers" that allow you to interact with the agent, and the agent to interact with the world.

Choose the Commands tab on the left.
Click ➕ New command and define the prompts:
- 🔤 Name: This will pop up when you type / + "command name".
- ⏩ Prompt: Define the behavior of the custom command.
- 🚦 Comand Mode: Decide how the agent should approach tasks.
  - 🟢 Default: Agent operates based on your prompt without setting goals.
  - 🔵 Plan & Execute: Agent sets structured goals based on your prompt.
Click Create to save the changes.

💡 Note: Not sure where to start? Visit our Guide to Writing Agent Prompts.

Default AI Agents

Open any of your projects.
Define your task or problem.
Type one of the available /agent commands and hit Enter.

Research Agent

Tired of manual searchers? Just type /research and let the Research Agent do the digging for you, pulling together relevant insights and resources from the around web.

There are many different ways the Research Agent helps you get work done:

Compile a list of articles, studies, papers, and books.
Fact-check across multiple trusted sources.
Pull data from a variety of sources on a particular topic or trend.
Generate concise summaries of web resources or lengthy articles.
Gather insights on competitors' online content related to your research.

💡 Note: You can now use the Research Agent Pro to select multiple tasks / nodes for even more accurate results? Visit Bulk AI Commands to learn more.

Roundtable Agent

The Roundtable Agent is a panel of AI experts assigned a set of roles, working in sync to provide precise insights whenever you need them. Use the /roundtable command with your tasks, and Taskade will dynamically assign relevant AI experts.

Here are a few examples:

👔 CEO: Guides you in making major decisions, setting your big picture goals.
🗂️ Project Manager: Helps you organize tasks and set clear deadlines.
🎨 Designer: Offers creative suggestions on making your project look good.
🔀 Operations Manager: Advises on how to run things efficiently.
⚖️ Legal Advisor: Alerts you to legal considerations that might affect your project.
📤 Marketer: Shares ideas on how to get the word out about your project.
🤝 HR Professional: Provides tips on team dynamics and resolving conflicts.

💡 Note: Roundtable agents are assigned dynamically. Taskade AI may generate a different panel of AI experts depending on the context of your task.

SEO Agent

SEO research doesn't have to be a chore. Use the SEO Agent to automate keyword research and streamline competitive analysis. Type your keywords followed by the /SEO AI command, and the agent will fetch the top 10-20 Google Search results in an instant.

Frequently Asked Questions

How do I set up automations with Taskade’s AI agents?

You can set up automations by accessing the Automation section in your workspace settings. Choose triggers and actions that fit your workflow, and configure your AI agents to execute tasks automatically when the conditions are met.

How can I use agent tools and commands in automations?

Agent tools and commands are integrated into the automation process. When setting up an automation, you can specify tasks for your AI agents to execute. THe tasks can include sending messages, extracting data, or even more complex actions.

What are the available tools for autonomous AI agents?

Taskade’s autonomous AI agents can use a variety of tools including text generation, summarization, translation, and more. Each tool can be configured in the agent’s settings to enhance their automation capabilities.