Agent Knowledge & Memory
Train Taskade AI agents on your own knowledge: upload PDFs, CSVs, and docs, add URLs and YouTube, or connect projects as live, auto-updating sources.
Table of Contents
Overview
Agent knowledge is the information your custom AI agents use to provide contextual, accurate responses. It combines pre-trained AI capabilities with your own data — documents, URLs, projects, and media — to create agents that truly understand your business.
Workspace DNA connection: Knowledge is what transforms a generic AI into a specialist. The more knowledge you add, the richer your Workspace DNA becomes, and the smarter all your Taskade Genesis apps get.
Explore the Knowledge Tab
1
Go to the Agents tab
2
Click the three dots (⋯) next to your agent
3
Select Edit agent
4
Open the Knowledge tab
The Knowledge tab shows all sources your agent has been trained on, with options to add, remove, and manage sources.
Train Your Agent
Supported Knowledge Sources
Documents
PDF, CSV, TXT, DOCX, MD, PPTX, XLSX, EPUB
Full text extraction and indexing
Web URLs
Any web page, blog post, documentation page
Content scraped and indexed
YouTube videos
Video URLs
Transcript extracted and indexed
Social content
Tweets, Reddit posts, news articles
Content extracted and indexed
Cloud files
Google Drive, Dropbox, Box, OneDrive
File content pulled and indexed
Taskade projects
Any project in your workspace
Live, dynamic knowledge (updates automatically)
Manual sources
Markdown or plain text created in the Knowledge tab
Direct knowledge injection
Training Methods
Upload Documents
1
Open the Knowledge tab
2
Drag & drop files directly, or click Add Media
3
Select files from your device
4
Files are processed and indexed automatically
Supported document formats:
Brand guidelines, reports, manuals, legal docs
CSV / XLSX
Customer data, product catalogs, pricing tables
DOCX
Procedures, policies, templates
TXT / MD
Plain text knowledge, FAQ answers, notes
PPTX
Presentations, training materials
EPUB
Books, long-form content
Use Web Resources
1
Click Add Media in the Knowledge tab
2
Paste a URL (web page, YouTube video, cloud file link)
3
Content is scraped/transcribed and indexed
Web pages
Full page text content
YouTube videos
Full video transcript
Google Drive files
Document text content
Dropbox / Box / OneDrive files
Document text content
Blog posts
Article text and metadata
Tweets
Tweet text and thread
Reddit posts
Post and top comments
News articles
Full article text
Create Sources Manually
1
Open the Knowledge tab
2
Click "Create Source"
3
Write or paste Markdown/plain text directly
4
Save — the source is immediately available to your agent
Tip: Use manual sources for FAQ answers, custom instructions, edge case handling, or information not available in any file.
Dynamic Knowledge (Projects)
Connect Taskade projects as living knowledge sources that update automatically:
1
Open the Knowledge tab
2
Click Add Media → Add from Workspace
3
Select one or more projects
4
Projects become live knowledge — agent always has the latest data
Dynamic = real-time. When you update a project, the agent's knowledge updates automatically. No re-upload needed.
Bulk Training
Upload multiple sources simultaneously:
Multi-file upload
Select multiple files in the file picker
Multi-project connect
Select multiple projects from your workspace
Multi-URL paste
Add multiple links at once
Drag & drop batch
Drag a folder or multiple files into the Knowledge tab
Look Up References
When your agent responds, it shows which sources it referenced:
Source citations
Chat displays which knowledge sources were used
Preview capability
Click a citation to preview the source content
Transparency
Users can verify agent responses against source material
Knowledge Backlinks
Projects used as agent knowledge show backlinks indicating which agents reference them:
Backlink indicator
Projects display a badge showing connected agents
Bi-directional awareness
See which agents use a project, and which projects an agent uses
Impact visibility
Know which agents are affected when you edit a project
Tip: Backlinks help you maintain knowledge integrity. Before editing a project, check its backlinks to understand which agents depend on it.
What Projects Expose to Agents
When a project is connected as knowledge, agents can access:
Text content (tasks, notes, descriptions)
Uploaded file attachments within the project
Block structure (headings, lists, checklists)
Comments on tasks
Due dates
Embedded links within task descriptions
Assignee information
Reactions (emojis)
Timer data
Chat messages in the project
Custom field values
Labels and tags
Knowledge Best Practices
Start with your most-used docs
Highest ROI knowledge sources
FAQ doc, product guide, pricing sheet
Use projects for dynamic data
Always up-to-date, no re-uploading
Customer list project, inventory project
Create manual sources for gaps
Fill knowledge holes quickly
Edge case handling, tone guidelines
Organize by topic
Helps agent find relevant info faster
Separate "Product" and "Pricing" sources
Update regularly
Stale knowledge = wrong answers
Quarterly review of all knowledge sources
Test with real questions
Verify agent uses knowledge correctly
Ask questions you know the answers to
Use backlinks to audit
Understand cross-dependencies
Check before editing shared projects
Upload diverse formats
Different formats capture different knowledge
PDFs for detail, CSVs for data, URLs for current info
What's Next
Add action capabilities to your agents
Build and configure agents from scratch
Create teams of agents with shared knowledge
Structure data for optimal agent training
Upload context for Genesis app creation
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