Action & Trigger Reference

Complete Taskade automation action reference: create tasks, run AI agents, send HTTP requests, connect Slack and GitHub, and chain steps into workflows.

Actions are the tasks that automations can perform. Each action connects to a specific service or system to create, update, or retrieve data. Actions can be chained together to create complex workflows.

Overview

Actions are the "then" part of automation workflows - the tasks that get performed when trigger conditions are met. Taskade provides a comprehensive set of actions that can create projects, manage tasks, interact with AI, integrate with external services, and perform complex data operations.

Actions can be chained together to create complex multi-step workflows, with conditional logic and data transformation capabilities that enable truly intelligent automation.

Complete Action Reference

Taskade Core Actions

Action	Description	Use Case	Parameters
Create Project	Sets up a new project in your workspace/folder	Project initialization, template-based workflows	name, folderId, template, defaultView
Add Task	Adds a new task to an existing project	Task creation workflows, issue tracking	projectId, title, content, assignee, dueDate
Mark Task as Completed	Automatically marks a task as done	Status updates, completion workflows	taskId, completedBy, completionNote
Create Project From Template	Uses a pre-defined or custom template	Standardized project setup	templateId, name, folderId
Move Task	Moves a task to a different space	Workflow progression, categorization	taskId, targetProjectId, position
Assign Task	Assigns a task to someone	Work distribution, team management	taskId, userId, notifyAssignee
Ask AI	Uses AI to answer questions	Information retrieval, analysis	query, context, model
Generate with AI	Uses AI to generate content or responses	Content creation, drafting	prompt, style, length
Respond with AI	Automatically provides AI-generated responses	Automated communication	input, tone, format
Ask Agent	Uses a custom AI agent to respond to a query	Specialized AI interactions	agentId, query, parameters
Run Agent Command	Uses a custom AI agent command	Agent-driven automation	agentId, command, input
Add Knowledge to Agent	Transcribes knowledge and adds it as knowledge to an agent	Agent training, content integration	agentId, content, source
Add Project to Agent Knowledge	Automatically trains your AI agents with project content	Agent enhancement, knowledge management	agentId, projectId, scope
Ask Agent With Structured Output	Structures the output of agent replies	Standardized AI responses	agentId, query, outputFormat
task.addComment	Appends a comment to an existing task node	Audit trails, team communication on tasks	taskId, comment
task.update	Updates a task node's content or note field	Inline edits, AI-driven content rewrites	taskId, content, note
task.get	Reads a task node and returns its current data	Conditional logic, data-driven downstream steps	taskId
project.getInfo	Reads project metadata (name, dates, member list, etc.)	Dynamic references to project context in flows	projectId
task.attachFile	Attaches a file to a task node (returns attachmentId, fileId, projectId, nodeId, filename, mimetype)	Save uploads or generated files onto a task	projectId (Project), nodeId (Task ID, UUID), fileUrl (File)

Data Processing & Integration Actions

Action	Description	Use Case	Parameters
Scrape Webpage	Extract the contents of a web page	Content aggregation, research	url, selectors, format
Convert File to Text	Convert a source file into text	Document processing, content extraction	fileId, outputFormat, encoding
Transcribe YouTube Video	Turn a YouTube video into text	Content creation, accessibility	videoUrl, language, format
Transcribe Audio to Project	Convert uploaded audio into project text	Meeting notes, voice memos, podcast indexing	fileId, language, outputFormat
Upload File to Media	Upload file through a URL to save in your workspace or folder's media tab	Media management, content storage	url, fileName, folderId
Send HTTP Request	Makes an API request to an endpoint; authentication is optional per call	External integrations, data synchronization	method, url, headers, body, optional auth
Search Web	Searches the web for information to add to a project or for the AI to analyze	Research automation, content enrichment	query, sources, maxResults

Workflow Control Actions

Action	Description	Use Case	Parameters
Loop	Iterates data tasks	Batch processing, data transformation	dataSource, iterationLogic, maxIterations
Filter Data	Performs actions only when the data meets a certain condition	Conditional processing, data validation	condition, dataSource, filterCriteria
Branch	Creates different paths within your workflow, depending on certain conditions	Decision trees, conditional logic	condition, truePath, falsePath
Transform Array to String	Converts the output of Find Task(s) and Find Row(s) actions into text	Data formatting, reporting	arrayInput, template, separator
flow.run	Runs a saved flow as a depth-guarded subflow (prevents infinite recursion)	Reusable sub-flows, modular automation	flowId, input, maxDepth

Advanced Actions

Action	Description	Use Case	Parameters
Update Custom Fields	Updates custom fields within projects	Data management, status tracking	taskId, fieldId, value, projectId
Find Task(s)	Searches for tasks within projects	Task retrieval, reporting	projectId, searchCriteria, maxResults
Delay	Adds a time delay to automation workflows	Timing control, scheduling	duration, unit

Core Taskade Actions

Project & Task Management

Action	Description	Parameters	Example
Create Project	Sets up a new project in your workspace/folder	name, folderId, template, defaultView	Create "Customer Feedback" project from template
Create Project From Template	Uses a pre-defined or custom template	templateId, name, folderId	Create project from "Support Workflow" template
Add Task	Adds a new task to an existing project	projectId, title, content, assignee, dueDate	Add task "Review feedback #123"
Mark Task as Completed	Automatically marks a task as done	taskId, completedBy, completionNote	Mark task complete with resolution note
Move Task	Moves a task to a different project/space	taskId, targetProjectId, position	Move to "Processed" project
Assign Task	Assigns a task to someone	taskId, userId, notifyAssignee	Assign to support specialist with notification
Update Custom Fields	Updates custom fields within projects	taskId, fieldId, value, projectId	Set priority to "High", status to "In Progress"
Find Task(s)	Searches for tasks within projects	projectId, searchCriteria, maxResults	Find all tasks assigned to user

Find Task(s) Automation Settings

The Find Task(s) action enables dynamic task retrieval within automation workflows. Search, filter, and process tasks based on specific criteria to create intelligent, data-driven automations.

When to Use Find Tasks

Perfect for:

• Bulk processing - Handle multiple tasks at once

• Conditional workflows - Process tasks meeting specific criteria

• Reporting - Generate summaries of task collections

• Data synchronization - Keep external systems updated

• Quality control - Identify tasks needing attention

Search Criteria Options

Field	Conditions	Value Type	Example
Task Created At	Before, After, Empty, Not Empty	Date	2024-01-01
Task Completed At	Before, After, Empty, Not Empty	Date	2024-01-15
Task Content	Contains, Not Contains, Matches, Not Matches, Starts With, Ends With, Empty, Not Empty	Text	"urgent"
Task Status	Equals, Not Equals	Status	"completed"
Assignee	Equals, Not Equals, Empty, Not Empty	User	"john.doe"
Due Date	Before, After, Empty, Not Empty	Date	today()
Custom Fields	Various conditions based on field type	Depends on field	"high"

Output Data Structure

Task Object Properties:

{
  "id": "task_123",
  "name": "Complete project proposal",
  "content": "Detailed task description",
  "assignee": "[email protected]",
  "due_date": "2024-01-15T10:00:00Z",
  "status": "in_progress",
  "created_at": "2024-01-10T09:00:00Z",
  "completed_at": null,
  "custom_fields": {
    "priority": "high",
    "category": "sales"
  }
}

Find Tasks Use Cases

Use Case	Automation Flow	Business Impact
Overdue Task Alerts	Schedule → Find Tasks (overdue) → Send Email	Fewer missed deadlines
Weekly Progress Reports	Schedule → Find Tasks (completed this week) → Generate Report	Better project visibility
Workload Balancing	Schedule → Find Tasks (by assignee) → Reassign Tasks	Optimized team productivity
Quality Assurance	Schedule → Find Tasks (missing details) → Flag for Review	Improved task quality
Performance Analytics	Schedule → Find Tasks (by criteria) → Update Dashboard	Data-driven insights

Advanced Filtering Examples

Find High-Priority Overdue Tasks:

Project: "Active Projects"
Filters:
- Priority Custom Field = "high"
- Due Date < today()
- Status ≠ "completed"

Find Tasks Assigned to Specific Team:

Project: "Team Tasks"
Filters:
- Assignee contains "@company.com"
- Created At > last_week()
- Status = "in_progress"

Find Tasks with Missing Information:

Project: "All Projects"
Filters:
- Due Date is empty
- Assignee is empty
- Custom Field "Priority" is empty

Integration with Other Actions

Find Tasks + Loop Processing:

Find Tasks → Loop → Process Each Task → Update Status

Find Tasks + Conditional Actions:

Find Tasks → Branch (if count > 10) → Send Alert

Find Tasks + Data Export:

Find Tasks → Transform Array → Export to CSV

Best Practices

• Limit result sets to prevent performance issues (max 1000 tasks)

• Use specific filters to narrow down results efficiently

• Combine with sorting for predictable processing order

• Handle empty results gracefully in your workflows

• Test with small datasets before scaling to large projects

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Custom Fields Automation Settings

The Update Custom Fields action allows you to automatically update custom fields in projects, ensuring your task data stays current without manual updates.

Available Parameters:

• PROJECT ID: ID of the target project

• TASK ID: ID of the task you want to update

• FIELDS: Add fields that should be updated with their new values

Example Usage:

{
  "action": "Update Custom Fields",
  "projectId": "proj_123",
  "taskId": "task_456",
  "fields": {
    "priority": "High",
    "status": "In Progress",
    "dueDate": "2024-01-15"
  }
}

Related Triggers:

• Custom Field Updated (Automation Trigger)

• Task Added

• Task Completed

Agent Commands

Action	Description	Parameters	Example
Ask AI	Uses AI to answer questions	question, context, model	"What's the priority of this ticket?"
Generate with AI	Uses AI to generate content or responses	prompt, contentType, length	Generate email response to customer
Respond with AI	Automatically provides AI-generated responses	input, responseType, tone	Auto-respond to common inquiries
Ask Agent	Uses a custom AI agent to respond to a query	agentId, question, context	Query specialized support agent
Run Agent Command	Uses a custom AI agent command	agentId, commandId, input	Run "analyze_sentiment" command
Ask Agent With Structured Output	Structures the output of agent replies	agentId, query, outputSchema	Get JSON response with specific fields
Add Project to Agent Knowledge	Automatically trains AI agents with project content	agentId, projectId	Keep agents updated with latest project information

Taskade Genesis self-assembly capability: Flows can programmatically assemble and configure agents at runtime — this is the mechanism that powers Genesis self-assembly features. If you are building advanced Genesis flows, check the in-app action picker for current availability of agent-assembly steps; the exact surface exposed to automation builders may vary by plan.

Ask Agent With Structured Output Settings

The Ask Agent With Structured Output action extracts specific information from AI agent responses and formats it as structured data that can be used as variables in subsequent automation steps.

BYOK support: When a Bring Your Own Key (BYOK) model is configured on the target agent, the one-shot structured-output path honors that key, so inference runs against your own API account rather than Taskade's shared quota.

When to Use Structured Output

Perfect for:

• Extracting specific data points from unstructured text

• Converting AI responses into usable variables

• Filling spreadsheet columns automatically

• Creating conditional logic based on AI analysis

• Standardizing data formats across automations

Output Schema Types

Type	Description	Example Use Case
String	Text data	Extract product names, titles, descriptions
Number	Numeric values	Calculate costs, scores, percentages
Boolean	True/false values	Check conditions, validate data
Date	Date values	Extract deadlines, schedule dates
Single Select	Choose from predefined options	Status: "pending", "approved", "rejected"

Structured Output Use Cases

Use Case	Automation Flow	Example
Cost Analysis	Task Added → Ask Agent → Update Fields	Calculate budget variance automatically
Lead Qualification	Form Submitted → Ask Agent → Route Lead	Score and qualify incoming leads
Content Scoring	Task Added → Ask Agent → Update Status	Rate content quality and assign reviewers
Performance Metrics	Schedule → Ask Agent → Update Dashboard	Calculate completion rates and KPIs
Approval Routing	Task Created → Ask Agent → Conditional Action	Route tasks based on AI evaluation

Example Schema Configuration

{
  "output_schema": {
    "priority_score": {
      "type": "number",
      "description": "Rate priority from 1-10"
    },
    "category": {
      "type": "single_select",
      "options": ["urgent", "normal", "low"],
      "description": "Task priority category"
    },
    "needs_review": {
      "type": "boolean",
      "description": "Whether task requires additional review"
    }
  }
}

Pro Tips:

• Use descriptive field names that match your workflow

• Include clear descriptions for better AI understanding

• Test schemas with sample data before deploying

• Combine with conditional actions for powerful automation flows

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Action	Description	Parameters	Example
Prompt AI	Give the model detailed instructions	prompt, systemMessage, temperature	Custom AI processing with specific instructions

Add Project to Agent Knowledge Automation Settings

The Add Project to Agent Knowledge action automatically trains AI agents with project content, enabling context-aware responses and keeping agents updated with the latest information.

When to Use Add Project to Agent Knowledge

Perfect for:

• Training agents on new work - Keep agents current with project information

• Enabling context-aware responses - Allow agents to reference specific project details

• Supporting onboarding - Feed previous projects to help new team members

• Powering research assistants - Make agents smarter with research project content

• Preparing for launches - Train agents on feature launch or campaign plans

Add Project to Agent Knowledge Parameters

Parameter	Description	Example
Agent ID	ID of the AI agent to train	agent_123456
Project ID	ID of the project to add to knowledge	proj_789012
Include Completed Tasks	Whether to include completed tasks (true/false)	true
Content Types	Types of content to include	tasks, comments, attachments

Add Project to Agent Knowledge Use Cases

Use Case	Automation Flow	Business Impact
New Project Onboarding	Project Created → Add Project to Agent → Welcome Message	Instant agent training for new initiatives
Research Assistant	Project Updated → Add Project to Agent → Enable Queries	Context-aware research support
Customer Support	Project Completed → Add Project to Agent → Update Knowledge Base	Enhanced support with project insights
Team Collaboration	Task Added → Add Project to Agent → Notify Team	Improved team coordination
Knowledge Management	Schedule → Add Project to Agent → Update Documentation	Automated knowledge base maintenance

Integration Examples

Automated Agent Training:

Trigger: Project Created
Action: Add Project to Agent Knowledge
Action: Send Channel Message (Agent trained on new project)
Result: Agents immediately knowledgeable about new projects

Research Project Updates:

Trigger: Project Updated
Action: Add Project to Agent Knowledge
Action: Ask Agent (Summarize new findings)
Action: Update Dashboard (With insights)
Result: Real-time research insights and summaries

Launch Preparation:

Trigger: Task Added (To launch project)
Action: Add Project to Agent Knowledge
Action: Ask Agent (Generate FAQ)
Action: Send Email (Team preparation)
Result: Comprehensive launch support and documentation

Best Practices

• Strategic Timing - Add projects when they're most relevant to agent needs

• Content Filtering - Choose specific content types to avoid information overload

• Regular Updates - Schedule periodic knowledge refreshes for evolving projects

• Agent Specialization - Create dedicated agents for different project types

• Performance Monitoring - Track agent response quality after knowledge updates

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Data Processing & Utilities

Action	Description	Parameters	Example
Scrape Webpage	Extract the contents of a web page	url, selector, format	Extract product info from competitor site

Scrape Webpage Automation Settings

The Scrape Webpage action enables automated data extraction from websites. Perfect for competitor monitoring, market research, lead generation, and price tracking without manual data collection.

When to Use Scrape Webpage

Perfect for:

• Competitor monitoring - Track pricing, products, and promotions

• Market research - Gather data from multiple sources automatically

• Lead generation - Extract contact information from directories

• Price monitoring - Track product prices across e-commerce sites

• Content aggregation - Collect news, reviews, and industry updates

Scrape Webpage Parameters

Parameter	Description	Example
URL	Target webpage URL to scrape	https://competitor.com/products
Selectors	CSS selectors for specific elements	.price, .product-title, .review
Max Results	Limit number of extracted items	10, 50, 100
Wait Time	Delay before scraping (seconds)	2, 5, 10
User Agent	Browser identification string	Desktop Chrome, Mobile Safari
Headers	Custom HTTP headers	Authorization, Accept-Language

Scrape Webpage Use Cases

Use Case	Automation Flow	Business Impact
Competitor Analysis	Schedule → Scrape Webpage → Analyze with AI → Update Dashboard	Real-time competitive intelligence
Price Monitoring	Schedule → Scrape Webpage → Compare Prices → Send Alerts	Dynamic pricing optimization
Lead Generation	Task Added → Scrape Webpage → Extract Contacts → Create Leads	Automated prospect discovery
Market Research	Schedule → Scrape Webpage → Aggregate Data → Generate Reports	Comprehensive market insights
Content Monitoring	Schedule → Scrape Webpage → Categorize Content → Update Knowledge Base	Current industry awareness

Integration Examples

Competitor Price Monitoring:

Trigger: Schedule (Daily)
Action: Scrape Webpage (Competitor Pricing Page)
Action: Extract Prices with Selectors
Action: Compare with Your Prices
Action: Send Slack Alert (If Significant Changes)
Result: Automated competitive pricing intelligence

Lead Generation from Directories:

Trigger: Task Added (Industry Research)
Action: Scrape Webpage (Industry Directory)
Action: Extract Company Details
Action: Categorize with AI (Lead Qualification)
Action: Create Tasks (Follow-up Actions)
Result: Automated lead discovery and qualification

Market News Aggregation:

Trigger: Schedule (Hourly)
Action: Scrape Webpage (Industry News Sites)
Action: Extract Article Headlines
Action: Categorize with AI (Topic Classification)
Action: Add to Knowledge Base
Result: Current industry news awareness

Output Data Structure

Scraped Content Format:

{
  "url": "https://example.com/products",
  "title": "Product Catalog",
  "content": {
    "text": "Full page text content...",
    "html": "<div>HTML structure...</div>",
    "structured_data": {
      "products": [
        {
          "name": "Product A",
          "price": "$99.99",
          "description": "Product description..."
        }
      ]
    }
  },
  "metadata": {
    "scraped_at": "2024-01-15T10:30:00Z",
    "response_time": 1.2,
    "content_length": 15432
  }
}

Advanced Scraping Techniques

CSS Selector Strategies:

• Element Selection: div.product-card - Select product containers

• Attribute Extraction: img[src] - Get image URLs

• Text Content: .description::text - Extract text only

• Multiple Elements: .price, .old-price - Select multiple elements

JavaScript-Heavy Sites:

• Wait for Elements: Delay scraping until dynamic content loads

• Scroll Handling: Simulate scrolling for infinite scroll pages

• AJAX Detection: Wait for asynchronous content to load

Best Practices

• Respect robots.txt and website terms of service

• Use appropriate delays between requests to avoid overloading servers

• Handle dynamic content with proper wait times and selectors

• Monitor scraping success rates and adjust selectors as needed

• Cache results appropriately to reduce unnecessary requests

• Implement error handling for network issues and site changes

Legal and Ethical Considerations

• Terms of Service: Review and comply with website terms

• Rate Limiting: Avoid overwhelming target servers

• Data Usage: Ensure compliance with data protection regulations

• Attribution: Properly credit sources when using scraped content

• Fair Use: Use scraped data responsibly and ethically

Action	Description	Parameters	Example
Convert File to Text	Convert a source file into text	fileUrl, fileType, extractImages	Convert PDF manual to searchable text
Transcribe YouTube Video	Turn a YouTube video into text	videoUrl, language, includeTimestamps	Create transcript of training video
Transcribe Audio to Project	Convert uploaded audio into project text	fileId, language, outputFormat	Turn voice memo into project notes

Transcribe YouTube Video Automation Settings

The Transcribe YouTube Video action converts video audio into searchable, readable text using advanced AI transcription. Perfect for content indexing, accessibility, educational resources, and content repurposing.

When to Use Transcribe YouTube Video

Perfect for:

• Content indexing - Make video content searchable and referenceable

• Educational resources - Create study guides and learning materials

• Content repurposing - Transform video content into blogs, articles, and social posts

• Accessibility - Provide text transcripts for hearing-impaired users

• Research and analysis - Extract insights from video presentations

• Knowledge management - Build searchable video content libraries

Transcribe YouTube Video Parameters

Parameter	Description	Example
URL	YouTube video URL to transcribe	https://www.youtube.com/watch?v=VIDEO_ID
Language	Audio language for accurate transcription	en (English), es (Spanish), fr (French)
Include Timestamps	Add time markers to transcript	true/false
Output Format	Transcript format (text, JSON, SRT)	text, json, srt
Speaker Identification	Identify different speakers	true/false

Transcribe YouTube Video Use Cases

Use Case	Automation Flow	Business Impact
Content Indexing	Schedule → Transcribe → Index in Search	Searchable transcripts of your videos
Educational Resources	Task Added → Transcribe → Generate Study Guide	Accelerated learning materials creation
Content Repurposing	Video Upload → Transcribe → Generate Blog Post	Multi-platform content distribution
Accessibility	Video Published → Transcribe → Add Captions	Improved content accessibility
Research Analysis	Video Found → Transcribe → Extract Insights	Faster research and analysis

Integration Examples

Educational Content Pipeline:

Trigger: Video Added to Course
Action: Transcribe YouTube Video (with timestamps)
Action: Generate Study Guide with AI
Action: Create Quiz Questions
Action: Add to Learning Management System
Result: Automated course content creation

Content Repurposing Workflow:

Trigger: YouTube Video Published
Action: Transcribe YouTube Video
Action: Ask Agent With Structured Output (Extract key points)
Action: Generate Blog Post with AI
Action: Publish to Website
Result: Multi-platform content distribution

Research and Analysis System:

Trigger: Weekly Schedule
Action: Search Web (Industry videos)
Action: Transcribe YouTube Video (Top results)
Action: Categorize with AI (Topics)
Action: Generate Research Summary
Action: Add to Knowledge Base
Result: Automated industry research

Output Data Structure

Basic Text Output:

[00:00:15] Welcome to our product demonstration video.
[00:00:22] Today we'll show you the key features...
[00:00:45] Let's start with the user interface...

JSON Output:

{
  "video_url": "https://www.youtube.com/watch?v=VIDEO_ID",
  "title": "Product Demo",
  "duration": "00:15:30",
  "language": "en",
  "transcript": [
    {
      "timestamp": "00:00:15",
      "text": "Welcome to our product demonstration video.",
      "speaker": "presenter"
    },
    {
      "timestamp": "00:00:22", 
      "text": "Today we'll show you the key features...",
      "speaker": "presenter"
    }
  ],
  "confidence_score": 0.92
}

Advanced Features

Multi-Language Support:

• Automatic Language Detection - Identifies audio language automatically

• Manual Language Selection - Specify language for better accuracy

• Multi-Language Videos - Handle videos with multiple languages

Speaker Identification:

• Speaker Diarization - Distinguish between different speakers

• Speaker Labels - Assign names or roles to speakers

• Conversation Analysis - Identify Q&A sections and discussions

Timestamp Integration:

• Precise Timestamps - Accurate time markers for each phrase

• Chapter Markers - Identify natural breaks and sections

• Interactive Transcripts - Click timestamps to jump to video sections

Best Practices

• Video Quality Matters - Clear audio produces better transcripts

• Supported Languages - Check language support for your content

• Privacy Considerations - Review content before public sharing

• Cost Management - Long videos may incur higher processing costs

• Quality Validation - Review important transcripts for accuracy

• Integration Planning - Consider downstream processing of transcript data

Rate Limiting & Performance

• Processing Time - Longer videos take more time to process

• API Limits - May have daily/hourly processing limits

• Cost Per Minute - Pricing based on video duration

• Batch Processing - Process multiple videos efficiently

• Caching - Store transcripts to avoid re-processing

Content Repurposing Workflows

Blog Post Generation:

YouTube Video → Transcribe → Extract Key Points → Generate Blog Post → SEO Optimize → Publish

Social Media Content:

YouTube Video → Transcribe → Identify Highlights → Create Short Clips → Generate Captions → Post to Social

Educational Materials:

YouTube Video → Transcribe → Generate Quiz → Create Study Guide → Add to LMS → Track Completion

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Action	Description	Parameters	Example
Generate Image with DALL·E 3	Create images from text prompts using OpenAI	prompt, size, style, quality	Generate illustrations and visual content

HTTP Request Automation Settings

HTTP (HyperText Transfer Protocol) is the foundation of web communication. The HTTP Request action allows you to connect Taskade with any web service or API, enabling seamless data exchange and integration.

HTTP Request Parameters

Parameter	Description	Example
Method	HTTP method (GET, POST, PUT, DELETE, etc.)	POST
URL	The endpoint URL to send the request to	https://api.example.com/v1/users
Headers	HTTP headers (Authorization, Content-Type, etc.)	Authorization: Bearer token123
Query Params	URL query parameters	?limit=10&sort=date
Body Type	Request body format (JSON, Form Data, Raw, XML)	JSON
Body Content	The actual data to send	{"name": "John", "email": "[email protected]"}
Response Body Type	How to process the response (JSON or None)	JSON

HTTP Request Use Cases

Use Case	Automation Flow	Example
Weather Data	Schedule → HTTP Request → Add Task	Get daily weather for project planning
Email Validation	Task Added → HTTP Request → Update Fields	Validate contact emails automatically
Content Translation	Task Added → HTTP Request → Append Text	Translate content for international teams
Stock Prices	Schedule → HTTP Request → Insert Row	Track investment portfolio data
Public Holidays	Project Created → HTTP Request → Create Event	Add holidays to project calendars
Business Lookup	Form Submitted → HTTP Request → Update Fields	Enrich contact data with company info

DALL·E 3 Image Generation Settings

The Generate Image with DALL·E 3 action creates beautiful images from text prompts using OpenAI's advanced image generation technology. Perfect for illustrations, concept art, and visual content creation.

Setup Requirements

OpenAI API Key Required:

1. Visit OpenAI Platform

2. Create a new API key with DALL·E access

3. Add the key to your Taskade automation settings

DALL·E 3 Parameters

Parameter	Description	Options	Default
Prompt	Text description of the image to generate	Any descriptive text	Required
Size	Image dimensions	1024x1024, 1024x1792, 1792x1024	1024x1024
Style	Visual style preference	vivid, natural	vivid
Quality	Image quality level	standard, hd	standard

DALL·E 3 Use Cases

Use Case	Automation Flow	Example
Visual Content Generation	Task Added → Generate Image → Add to Project	Create illustrations for blog posts
Creative Project Support	Task Created → Generate Image → Attach to Task	Add moodboards and concept images
Social Media Visuals	Schedule → Generate Image → Post to Social	Create dynamic social media content
Learning Materials	Task Added → Generate Image → Embed in Content	Make educational materials engaging
Product Prototyping	Task Created → Generate Image → Review & Iterate	Produce concept images for products

Prompt Engineering Tips:

• Be specific about style, lighting, and composition

• Include artistic references (e.g., "in the style of Picasso")

• Specify image format and intended use

• Use descriptive adjectives for better results

Taskade Genesis — Image Format Conversion

The Image Format Conversion action (available in Genesis flows) converts an image from one format to another entirely within Taskade — no external service required. Useful for normalizing images before uploading them to downstream steps.

Action	Description	Parameters	Example
Image Format Conversion	Converts an image file to a target format (e.g., PNG → JPEG, WebP, etc.)	imageUrl, targetFormat, quality	Convert an uploaded PNG to WebP before storing

Supported target formats include common raster types (JPEG, PNG, WebP, and more). Output is returned as a file reference that can be passed to subsequent actions such as Upload File to Media.

Categorize with AI Automation Settings

The Categorize with AI action automatically analyzes, classifies, and organizes information using advanced AI algorithms. Choose from dozens of preset categories or create custom classification schemes for your specific needs.

When to Use Categorize with AI

Perfect for:

• Sentiment analysis - Determine positive, neutral, or negative sentiment in feedback

• Lead qualification - Score and prioritize potential customers

• Content moderation - Filter inappropriate or sensitive content

• Support prioritization - Route tickets based on urgency and type

• Data organization - Automatically tag and sort incoming information

Preset Categories Available

Category Type	Use Cases	Output Format
Sentiment Analysis	Customer feedback, reviews, social media	Positive/Neutral/Negative + confidence score
Lead Qualification	Sales inquiries, prospect data	Hot/Warm/Cold + priority score
Content Moderation	User-generated content, comments	Safe/Questionable/Inappropriate
Support Prioritization	Help tickets, customer issues	Critical/High/Medium/Low
Language Detection	Multi-language content	Language code + confidence
Topic Classification	Articles, documents	Primary topic + subtopics

Custom Category Configuration

Example: Customer Support Ticket Classification

{
  "custom_categories": {
    "billing": ["payment", "invoice", "charge", "refund"],
    "technical": ["error", "bug", "login", "performance"],
    "account": ["password", "profile", "settings", "access"],
    "feature": ["request", "suggestion", "improvement", "new"]
  },
  "output_format": "single_best_match",
  "confidence_threshold": 0.7
}

Categorize with AI Use Cases

Use Case	Automation Flow	Business Impact
Sentiment Analysis	Form Submission → Categorize → Route Response	Faster, routed customer responses
Lead Qualification	New Contact → Categorize → Assign Sales Rep	Leads routed to the right rep
Support Routing	Ticket Created → Categorize → Assign Agent	Tickets categorized and assigned
Content Moderation	User Post → Categorize → Approve/Reject	Maintains community standards
Feedback Analysis	Survey Response → Categorize → Update Dashboard	Data-driven product improvements

Integration Examples

Customer Support Automation:

Trigger: Support Ticket Created
Action: Categorize with AI (Support Prioritization)
Branch: If "Critical" → Escalate + SMS Alert
        If "High" → Assign Senior Agent + Email
        If "Medium" → Add to Queue + Auto-Response
        If "Low" → Self-Service Resources

Lead Management System:

Trigger: Lead Form Submission
Action: Categorize with AI (Lead Qualification)
Action: Update Custom Field (Lead Score)
Branch: If Score > 8 → Immediate Sales Call
        If Score > 5 → Email Sequence
        If Score ≤ 5 → Nurture Campaign

Content Moderation Workflow:

Trigger: User Comment Posted
Action: Categorize with AI (Content Moderation)
Branch: If "Safe" → Publish Immediately
        If "Questionable" → Human Review Queue
        If "Inappropriate" → Block + Notify Moderator

Configuration Best Practices

• Start with presets before creating custom categories

• Set confidence thresholds to balance accuracy vs. coverage

• Test with sample data to validate categorization accuracy

• Monitor and refine categories based on real-world performance

• Combine with human review for critical decisions

Output Data Structure

Standard Response Format:

{
  "category": "sentiment_positive",
  "confidence": 0.89,
  "subcategories": ["satisfied", "recommend"],
  "metadata": {
    "processing_time": 0.3,
    "model_version": "v2.1",
    "input_length": 247
  }
}

Batch Processing Response:

{
  "results": [
    {
      "item_id": "feedback_123",
      "category": "technical_issue",
      "confidence": 0.92
    },
    {
      "item_id": "feedback_124",
      "category": "feature_request",
      "confidence": 0.78
    }
  ],
  "summary": {
    "total_processed": 50,
    "average_confidence": 0.84,
    "categories_found": 8
  }
}

---

Search Web Automation Settings

The Search Web action enables automations to gather real-time information from the internet. Perfect for research, content creation, market analysis, and keeping your workflows updated with the latest information.

When to Use Search Web

Perfect for:

• Research automation - Gather up-to-date information for reports and presentations

• Content creation - Find relevant data and trends for blog posts and articles

• Market analysis - Monitor competitor activity and industry trends

• Background checking - Verify information and gather additional context

• Data enrichment - Enhance existing data with web-sourced information

Search Web Use Cases

Use Case	Automation Flow	Business Impact
Resume Verification	Task Added → Search Web → Compare Results	Improved hiring quality
Content Research	Schedule → Search Web → Generate Article	Faster content creation
Market Intelligence	Schedule → Search Web → Update Dashboard	Better strategic decisions
Competitor Analysis	Task Added → Search Web → Analyze Trends	Competitive advantage
Automated Newsletters	Schedule → Search Web → Curate Content	Engaging communications

Configuration Options

Setting	Description	Example
Query	Search terms to use for web search	"latest AI trends 2024"
Max Results	Number of results to return	5, 10, 20
Safe Search	Filter inappropriate content	Enabled for business use
Date Range	Limit to recent results	Past 24 hours, past week
Language	Search in specific language	English, Spanish, etc.

Integration Examples

Research Automation Workflow:

Trigger: Task Added (Research Topic)
Action: Search Web (Query from task name)
Action: Ask Agent With Structured Output (Summarize findings)
Action: Create Project (Research Report)
Result: Automated research compilation

Content Creation Pipeline:

Trigger: Schedule (Daily)
Action: Search Web (Industry news)
Action: Categorize with AI (Topic classification)
Action: Generate with AI (News summary)
Action: Publish to Blog
Result: Automated content publishing

Competitor Monitoring:

Trigger: Schedule (Weekly)
Action: Search Web (Competitor name + news)
Action: Analyze with AI (Impact assessment)
Action: Update Custom Fields (Competitor activity)
Action: Send Slack Alert (If significant changes)
Result: Proactive competitive intelligence

Output Data Structure

Search Results Format:

{
  "query": "AI trends 2024",
  "results": [
    {
      "title": "Top AI Trends for 2024",
      "url": "https://example.com/ai-trends",
      "snippet": "Key AI developments expected in 2024...",
      "source": "TechCrunch",
      "date": "2024-01-15"
    }
  ],
  "total_results": 1250000,
  "search_time": 0.45
}

Best Practices

• Craft specific queries for better, more relevant results

• Use date filters to focus on recent information

• Combine with AI analysis to process and summarize findings

• Set reasonable limits to avoid overwhelming downstream actions

• Monitor search costs for high-volume automations

Rate Limiting & Performance

• API quotas may apply depending on search provider

• Response times vary based on query complexity

• Caching can be implemented for repeated searches

• Error handling important for network-dependent actions

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Communication Actions

Slack

Action	Description	Parameters	Example
slack.sendMessage	Sends message to channel	channel, message, attachments	Notify team of new ticket
slack.sendDM	Sends direct message	userId, message	Alert assignee of urgent task
slack.createChannel	Creates new channel	name, description, isPrivate	Create project-specific channel
slack.inviteUser	Invites user to channel	channelId, userId	Add stakeholder to discussion
slack.updateStatus	Updates user status	userId, status, emoji	Set "In meeting" status
slack.scheduleMessage	Schedules message	channel, message, scheduleTime	Send reminder tomorrow

Email

Action	Description	Parameters	Example
email.send	Sends email	to, subject, body, attachments	Send confirmation to customer
email.sendTemplate	Sends templated email	to, templateId, variables	Send welcome email with variables
email.addToList	Adds contact to mailing list	email, listId, customFields	Subscribe to newsletter
email.removeFromList	Removes from mailing list	email, listId	Unsubscribe user
email.createCampaign	Creates email campaign	listId, subject, content	Launch product announcement

Discord

Action	Description	Parameters	Example
discord.sendMessage	Sends message to channel	channelId, message, embed	Post update to community
discord.createRole	Creates new role	guildId, name, permissions	Create "Beta Tester" role
discord.assignRole	Assigns role to user	guildId, userId, roleId	Grant access to private channel
discord.createInvite	Creates invite link	channelId, maxUses, expires	Generate one-time invite

Notify by Email (Native)

Taskade includes a built-in Notify by Email action that sends transactional notifications through Taskade's own mail infrastructure. No OAuth connection or third-party email provider is required.

Action	Description	Parameters	Example
Notify by Email	Sends a notification email via Taskade (no OAuth required)	to, subject, body	Alert a stakeholder when a task is created

This action is distinct from the email.send integration rows above, which require an external mail provider connection.

Data & CRM Actions

HubSpot

Action	Description	Parameters	Example
hubspot.createContact	Creates new contact	email, firstName, lastName, properties	Add lead from form
hubspot.updateContact	Updates contact properties	contactId, properties	Update lead score
hubspot.createDeal	Creates new deal	contactId, dealName, amount, stage	Create sales opportunity
hubspot.updateDeal	Updates deal properties	dealId, properties	Move to next stage
hubspot.createTask	Creates task for contact	contactId, title, dueDate	Schedule follow-up call
hubspot.addNote	Adds note to contact	contactId, note	Log interaction details

Salesforce

Action	Description	Parameters	Example
salesforce.createLead	Creates new lead	email, firstName, lastName, company	Add qualified lead
salesforce.convertLead	Converts lead to opportunity	leadId, accountName	Convert to sales opportunity
salesforce.createCase	Creates support case	contactId, subject, description	Log support ticket
salesforce.updateCase	Updates case status	caseId, status, priority	Escalate to manager
salesforce.createActivity	Creates activity record	recordId, type, subject	Log call or meeting

Google Sheets

Action	Description	Parameters	Example
sheets.addRow	Adds new row to sheet	spreadsheetId, range, values	Log form submission
sheets.updateCell	Updates specific cell	spreadsheetId, cell, value	Update status column
sheets.findRow	Finds row by criteria	spreadsheetId, column, searchValue	Find customer record
sheets.deleteRow	Deletes row	spreadsheetId, rowIndex	Remove processed entry
sheets.createChart	Creates chart	spreadsheetId, range, chartType	Generate analytics chart

Airtable

Action	Description	Parameters	Example
airtable.createRecord	Creates new record	baseId, tableId, fields	Add customer to CRM
airtable.updateRecord	Updates record fields	baseId, tableId, recordId, fields	Update project status
airtable.linkRecords	Links records together	baseId, tableId, recordId, linkedRecordIds	Connect customer to orders
airtable.deleteRecord	Deletes record	baseId, tableId, recordId	Remove obsolete entry

Development Actions

GitHub

Action	Description	Parameters	Example
github.createIssue	Creates new issue	repo, title, body, labels	Report bug from feedback
github.updateIssue	Updates issue	repo, issueNumber, title, body, state	Close resolved issue
github.addComment	Adds comment to issue	repo, issueNumber, comment	Add investigation notes
github.createPR	Creates pull request	repo, title, body, head, base	Submit fix for review
github.mergePR	Merges pull request	repo, prNumber, mergeMethod	Auto-merge approved PR
github.createRelease	Creates release	repo, tag, name, body	Publish new version

Jira

Action	Description	Parameters	Example
jira.createIssue	Creates new issue	project, issueType, summary, description	Create bug ticket
jira.updateIssue	Updates issue fields	issueKey, fields	Update priority or assignee
jira.transitionIssue	Changes issue status	issueKey, transitionId	Move to "In Progress"
jira.addComment	Adds comment	issueKey, comment	Add troubleshooting notes
jira.assignIssue	Assigns issue to user	issueKey, assignee	Assign to developer

Web & Content Actions

WordPress

Action	Description	Parameters	Example
wordpress.createPost	Creates new post	title, content, status, categories	Publish blog article
wordpress.updatePost	Updates existing post	postId, title, content, status	Edit published content
wordpress.createPage	Creates new page	title, content, parent	Add landing page
wordpress.uploadMedia	Uploads media file	file, title, description	Add featured image
wordpress.moderateComment	Moderates comment	commentId, status	Approve or reject

Webflow

Action	Description	Parameters	Example
webflow.createItem	Creates CMS item	collectionId, fields	Add new blog post
webflow.updateItem	Updates CMS item	collectionId, itemId, fields	Edit product details
webflow.publishSite	Publishes site changes	siteId	Deploy updates live
webflow.createForm	Creates form	name, fields	Add contact form

Utility Actions

HTTP/Webhook

Action	Description	Parameters	Example
http.post	Sends POST request	url, headers, body	Call external API
http.get	Sends GET request	url, headers, params	Fetch data from service
http.put	Sends PUT request	url, headers, body	Update external record
http.delete	Sends DELETE request	url, headers	Remove external data
webhook.send	Sends webhook payload	url, payload, headers	Notify external system

Data Processing

Action	Description	Parameters	Example
data.transform	Transforms data format	input, mapping, outputFormat	Convert CSV to JSON
data.validate	Validates data schema	input, schema	Check required fields
data.merge	Merges data objects	objects, mergeStrategy	Combine multiple sources
data.filter	Filters data by criteria	input, conditions	Remove invalid entries
data.aggregate	Aggregates data	input, groupBy, functions	Calculate totals
split	Splits a text string into an array on a delimiter	text, delimiter	Split CSV line into fields
trim	Removes leading and trailing whitespace from a text string	text	Clean user-submitted input
convertCase	Converts text case (uppercase, lowercase, titleCase, camelCase)	text, targetCase	Normalize status labels to lowercase

Utilities

Pure, no-credit transform actions for reshaping data inline in a flow — no AI call required.

Action	Description	Parameters	Example
utils.generateQrCode	Renders text or a URL into a QR image saved to your workspace Media library	text (required), size (150/300/600 px), errorCorrection (L/M/Q/H)	Encode a check-in URL as a QR code
utils.convertCsvToJson	Parses a CSV string into structured rows	csv (required), hasHeader (header/noHeader), delimiter (optional, auto-detect)	Turn an upload into JSON rows
utils.convertJsonToCsv	Serializes a JSON array into CSV	json (required), includeHeader (yes/no), delimiter (optional, default ,)	Export records to a spreadsheet
utils.calculateAverage	Mean of a list of numbers	values (required)	Average response time
utils.calculateSum	Total of a list of numbers	values (required)	Sum order amounts
utils.countUniques	Counts the distinct values in a list	values (required)	Count unique customers
utils.getMinMax	Highest or lowest value in a list	values (required), mode (max/min)	Find the largest invoice
utils.concat	Joins multiple parts into one string	parts (required), separator (optional)	Build a full name from fields
utils.find	Locates a search value in a string (first match or all)	text (required), searchValue (required), mode (first/all), caseSensitivity (optional)	Find a keyword in a message
utils.slugify	Turns text into a URL-safe slug	text (required), casing (optional), separator (default -)	Slugify an article title
utils.stripHtml	Removes markup and returns plain text	html (required)	Clean HTML email body
utils.htmlToMarkdown	Converts an HTML fragment to Markdown	html (required)	Store content as Markdown
utils.markdownToHtml	Renders Markdown to sanitized HTML	markdown (required)	Publish formatted content

File Operations

Action	Description	Parameters	Example
file.upload	Uploads file to storage	file, destination, metadata	Store form attachment
file.download	Downloads file	url, destination	Save external resource
file.convert	Converts file format	file, targetFormat	PDF to images
file.compress	Compresses file	file, compressionLevel	Reduce file size

Conditional Actions

Logic & Control Flow

Action	Description	Parameters	Example
condition.if	Conditional execution	condition, then, else	If priority is high, notify manager
condition.switch	Multi-way branching	value, cases, default	Route by category
loop.forEach	Iterate over array	array, actions	Process each item
loop.while	Loop while condition true	condition, actions	Retry until success
delay.wait	Wait for specified time	duration	Wait 5 minutes before retry

Error Handling

Action	Description	Parameters	Example
error.catch	Catches and handles errors	actions, errorHandler	Retry on failure
error.retry	Retries failed actions	actions, maxRetries, delay	Retry API call 3 times
error.notify	Sends error notification	message, recipients	Alert admin of failure
error.log	Logs error details	error, context	Record for debugging

Usage Examples

Basic Action Chain

{
  "actions": [
    {
      "type": "taskade.createTask",
      "projectId": "proj_123",
      "title": "{{form.subject}}",
      "content": "{{form.description}}"
    },
    {
      "type": "slack.sendMessage",
      "channel": "#support",
      "message": "New task created: {{previous.title}}"
    }
  ]
}

Conditional Logic

{
  "actions": [
    {
      "type": "condition.if",
      "condition": "{{form.priority}} === 'high'",
      "then": [
        {
          "type": "slack.sendMessage",
          "channel": "#urgent",
          "message": "High priority: {{form.subject}}"
        }
      ],
      "else": [
        {
          "type": "taskade.createTask",
          "projectId": "backlog",
          "title": "{{form.subject}}"
        }
      ]
    }
  ]
}

Error Handling

{
  "actions": [
    {
      "type": "error.retry",
      "maxRetries": 3,
      "delay": 1000,
      "actions": [
        {
          "type": "http.post",
          "url": "https://api.example.com/webhook",
          "body": "{{trigger.data}}"
        }
      ]
    }
  ]
}

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Advanced File Handling

Recent updates have significantly enhanced automation file processing capabilities.

Multipart File Uploads

HTTP actions now support multipart file uploads, enabling seamless integration with modern APIs:

{
  "action": "Send HTTP Request",
  "method": "POST",
  "url": "https://api.example.com/upload",
  "headers": {
    "Authorization": "Bearer {{token}}"
  },
  "files": {
    "document": "{{file_from_trigger}}",
    "thumbnail": "{{generated_image}}"
  },
  "body": {
    "title": "{{document_title}}",
    "category": "{{document_type}}"
  }
}

Enhanced Webhook File Processing

Webhooks can now receive and process multipart/form-data, perfect for:

• Document Processing Workflows: Automatically process uploaded files

• Image Analysis Pipelines: Analyze images submitted through forms

• File Validation Systems: Check file types and sizes before processing

Smart Form Field Mapping

When forms trigger automations that create tasks, the system intelligently maps form field labels to task custom fields:

• Automatic Matching: "Priority Level" dropdown → Priority custom field

• Type Recognition: Date fields map to date custom fields automatically

• Dynamic Options: Dropdown values sync with custom field options

Professional Use Cases

Document Approval Workflow:

Form Upload → File Validation → Manager Notification → Approval Task Creation

Image Processing Pipeline:

Image Upload → AI Analysis → Metadata Extraction → Database Storage

Client Onboarding System:

Document Collection → Verification → CRM Update → Welcome Email

File Type Support

Automations now handle a wide range of file types:

• Documents: PDF, DOC, DOCX, TXT, RTF

• Images: JPG, PNG, GIF, WebP, SVG

• Spreadsheets: CSV, XLS, XLSX

• Archives: ZIP, RAR, 7Z

• Media: MP4, MP3, WAV, MOV

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→ Next: Advanced Automation Actions → See Also: Automation Recipes