What Are Automations?
Automations allow you to put routine tasks and projects on autopilot within fully customizable automation flows. You can use automations in Taskade to:
🔄 Streamline repetitive tasks by setting up triggers and actions.
🛠️ Design custom workflows tailored to your team's needs.
🔌 Integrate with services like Google Sheets, Slack, and WordPress.
🤖 Build advanced workflows with custom AI Agents.
And much more!
How "If This, Then That" Works
Taskade Automation the simple but powerful "If this happens, then do that" logic. Think of it like setting up dominoes; when the first one falls (an event you choose), it makes the next one fall (an action you've set up).
Here are a few examples:
If you add a new task, then Taskade can automatically tell your team about it.
If a customer gives feedback, then Taskade can set up a task to look into it.
If you hit your sales target, then Taskade can create and send a report right away.
It's that simple.
Triggers
Triggers kickstart automations by monitoring for specific conditions. Once the conditions are met, they prompt a chain of automated actions.
💡 Note: Visit this article to learn more about Triggers.
Actions
Triggers launch the automation sequence — they're the "then" in "if this, then that." Actions automatically occur once the triggers' conditions are met.
💡 Note: Visit this article to learn more about Actions.
Create Your First Automation
Go to the Automations tab in your workspace or folder.
Click ➕ Add automation
(optional) Use one of the available templates (scroll down to learn more).
Click ➕ Add Trigger and choose a trigger from the drop-down list.
Specify the conditions for the trigger on the right.
Click Save changes in the top-right corner.
💡 Note: You can build your automations faster with the Duplicate feature. Click the three dots ··· next to a trigger or action and click Duplicate to copy it.
Click ➕ Add Step and choose an action from the drop-down list.
Specify the conditions for the action on the right.
Click Save changes in the top-right corner.
Add more steps or toggle the automation on in the top-right corner.
And that's it!
💡 Note: By default, Taskade displays automation output as one block. To break it down, press ⌨️ Shift + Enter in the Content box (e.g. in the Add Task action).
Build Automations with AI Agents
On top of the available connectors, you can use your Custom AI Agents in your automation flows to handle tasks, make decisions, and streamline your workflows
Agent automations include the following actions:
*️⃣ Ask Agent: Query your AI Agent for information or advice based on its knowledge. Ideal for getting quick answers without human intervention.
⏩ Run Agent Command: Execute a specific command or task using your AI Agent. Perfect for automating repetitive tasks and improving efficiency.
💡 Note: Visit Agents Automation to learn more.
Schedule Automations
The Automation Scheduler automates tasks based on specific time intervals.
Go to the Automations tab in your workspace or folder.
Click ➕ Add automation.
(optional) Use one of the available templates (see the next section).
Click ➕ Add Trigger and choose a frequency for the automation:
Every Hour
Every Day
Every Week
Every Month
Add steps as usual and toggle the automation on in the top-right corner.
Use Automation Templates
Taskade features a variety of automation templates that will enhance your productivity and streamline your workflows. Each template is fully customizable, so you can tailor them to fit your specific needs.
To use an automation template:
Go to the Automations tab in your workspace or folder.
Choose a category from the menu on the left.
Click any of the template tiles to use them.
Customize your automation.
Share Automation
You can share your automations with others in a few simple steps:
Go to the Automations tab in your workspace or folder.
Select the automation flow you want to share.
Click Share at the top of the automation flow.
Enable the toggle to create a shareable link.
(method 1): Copy the direct link and share it with others.
(method 2): Copy the embed code and embed it on your website.
Others can now add the automation to their workspaces using the Clone button.
Check Automation Status
The Runs tab at the top of the automation dashboard allows you to monitor and manage the performance of your automations. It offers a clear overview of all the automated processes you have set up, complete with progress, status, and other key details.
Frequently Asked Questions (FAQ)
What is a task ID?
A task ID serves as a unique identifier for a specific task, similar to how a project ID identifies a project. It streamlines the process of referencing tasks in automations that allow for input and output operations based on task IDs.
To locate a task ID:
Click the three dots ··· next to a task.
Choose Copy Link from the list.
Paste the link anywhere inside the project.
The text following "node-" is the unique identifier of the task.
https://www.taskade.com/d/W5dzQ5iK89p77s9H#node-24ec68c3-5130-5f12-bb36-39c3fb35967e
Can I use Taskade AI in automation flows?
Yes, you can choose from several different Actions that activate Taskade AI and custom AI commands in automation flows. They include:
⚡️ Action | 🔀 Purpose |
Ask AI | Uses AI to answer questions. |
Generate with AI | Uses AI to generate content or responses. |
Respond with AI | Automatically provides AI-generated responses. |
Ask Agent | Uses a custom AI agent to respond to a query. |
Run Agent Command | Uses a custom AI agent command. |
💡 Note: Visit Custom AI Agents and Taskade AI Assistant to learn more.
😊 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