Automation Recipes
Real-world automation workflows that you can implement immediately. Each recipe includes the complete configuration, setup instructions, and customization options.
📝 Content Creation & Marketing
Recipe 1: Daily Blog Article Generator
Automatically generate and publish blog articles from titles using AI agents and WordPress integration. Perfect for content marketers and bloggers who need consistent publishing.
Use Case: Turn article titles into full blog posts automatically, then publish them to WordPress on a daily schedule.
Workflow: Daily Schedule → Find Unprocessed Titles → Generate Articles → Publish to WordPress → Update Status
Setup Requirements:
AI Blog Writing Agent (created via Agent Generator)
WordPress integration configured
Taskade project with custom fields for tracking post status
Article titles stored as tasks in the project
{
"name": "Daily Blog Article Generator",
"trigger": {
"type": "schedule.daily",
"time": "09:00",
"timezone": "America/New_York"
},
"actions": [
{
"type": "findTasks",
"projectId": "blog_content_tracker",
"filters": {
"customField": {
"post_status": {
"not_equals": "posted"
}
}
},
"returnType": "array",
"limit": 5
},
{
"type": "loop.forEach",
"array": "{{steps.0.tasks}}",
"actions": [
{
"type": "agent.runCommand",
"agentId": "blog_writer_agent",
"command": "write_full_article",
"input": {
"title": "{{loop.item.name}}",
"word_count": "1500",
"tone": "professional",
"include_images": true
}
},
{
"type": "createProject",
"name": "{{loop.item.name}}",
"content": "{{steps.1.output}}",
"tags": ["blog", "auto-generated"]
},
{
"type": "wordpress.createPost",
"title": "{{loop.item.name}}",
"content": "{{steps.1.output}}",
"status": "publish",
"categories": ["blog"],
"tags": ["automated", "ai-generated"]
},
{
"type": "updateCustomField",
"taskId": "{{loop.item.id}}",
"fieldName": "post_status",
"value": "posted"
},
{
"type": "updateCustomField",
"taskId": "{{loop.item.id}}",
"fieldName": "wordpress_url",
"value": "{{steps.3.postUrl}}"
}
]
}
]
}Setup Instructions:
Customization Options:
Scheduling: Change frequency from daily to weekly or custom intervals
Content Types: Modify for social media posts, newsletters, or other content formats
Quality Control: Add human review steps before publishing
Multi-platform: Extend to publish to Medium, LinkedIn, or other platforms
SEO Optimization: Include keyword research and meta description generation
### Recipe 2: Automated Social Media Posting
{% hint style="success" %}
Schedule and automate social media posts using due dates and custom fields. Perfect for social media managers and digital marketers who need consistent posting schedules.
{% endhint %}
**Use Case**: Automatically post content to social media platforms (like X/Twitter) when tasks reach their due date, maintaining consistent online presence.
**Workflow**: Task Due → Post to Social Media → Update Status → Track Performance
**Setup Requirements**:
- Taskade project with social media content
- Custom fields for tracking post status
- Social media integration (Twitter/X, LinkedIn, Facebook)
- Due dates set on tasks for scheduling
**Example Project Structure:**📱 Social Media Content Calendar ├── 📝 Post Content (task description) ├── 📅 Due Date (posting schedule) ├── 🔖 Status (Draft → Scheduled → Posted) ├── 📊 Platform (Twitter, LinkedIn, Facebook) └── 🎯 Target Audience
```json
{
"name": "Social Media Auto-Poster",
"trigger": {
"type": "task.due",
"projectId": "social_media_calendar",
"filters": {
"customField": {
"status": {
"equals": "scheduled"
}
}
}
},
"actions": [
{
"type": "conditional",
"condition": "@trigger.task.customFields.platform == 'twitter'",
"actions": [
{
"type": "twitter.createPost",
"content": "@trigger.task.content",
"account": "main_account"
}
]
},
{
"type": "conditional",
"condition": "@trigger.task.customFields.platform == 'linkedin'",
"actions": [
{
"type": "linkedin.createPost",
"content": "@trigger.task.content",
"account": "company_page"
}
]
},
{
"type": "updateCustomField",
"taskId": "@trigger.task.id",
"fieldName": "status",
"value": "posted"
},
{
"type": "updateCustomField",
"taskId": "@trigger.task.id",
"fieldName": "posted_at",
"value": "@current.timestamp"
}
]
}Setup Instructions:
{% stepper %} {% step %}
Create Content Calendar Project
Set up a Taskade project using Table view to organize your social media content {% endstep %}
{% step %}
Add Custom Fields
Create fields for Status (dropdown: draft, scheduled, posted), Platform, and Posted_At (date) {% endstep %}
{% step %}
Set Up Automation Trigger
Create a "Task Due" trigger that fires when content is scheduled to post {% endstep %}
{% step %}
Configure Social Media Actions
Add conditional actions for each platform (Twitter, LinkedIn, Facebook) based on custom field values {% endstep %}
{% step %}
Add Status Updates
Include actions to update the task status and posting timestamp after successful publication {% endstep %} {% endstepper %}
Platform-Specific Configuration:
Platform
Integration Required
Content Limits
Best Practices
Twitter/X
Twitter API connection
280 characters
Use hashtags, engage with trends
LinkedIn Business API
3000 characters
Professional tone, industry insights
Facebook Graph API
63206 characters
Visual content, community engagement
Meta Business API
2200 characters
High-quality images, Stories integration
Advanced Features:
{% hint style="info" %} Multi-Platform Posting: Set up conditional logic to post the same content across multiple platforms simultaneously. {% endhint %}
Content Personalization:
Use variables to customize posts for different audiences
Include platform-specific hashtags and formatting
Adapt tone and style based on target platform
Analytics Integration:
Track engagement metrics automatically
Update performance data in Taskade
Generate posting reports and insights
Bulk Scheduling:
Import content calendars from spreadsheets
Schedule multiple posts at once
Use recurring tasks for consistent posting
Customization Options:
Content Variations: Create platform-specific versions of posts
Timing Optimization: Use analytics to determine best posting times
A/B Testing: Test different content approaches
Approval Workflows: Add review steps before posting
Performance Tracking: Monitor engagement and adjust strategies
🎯 Lead Generation & Sales
Recipe 1: Lead Capture & Qualification
Use Case: Automatically capture leads from your website form, qualify them with AI, and route to the appropriate sales team.
Workflow: Form Submission → AI Qualification → CRM Creation → Team Notification
{
"name": "Lead Capture & Qualification",
"trigger": {
"type": "form.submitted",
"form_name": "Contact Form"
},
"actions": [
{
"type": "agent.runCommand",
"agentId": "lead_qualifier",
"command": "qualify_lead",
"input": {
"name": "{{form.name}}",
"email": "{{form.email}}",
"company": "{{form.company}}",
"message": "{{form.message}}"
}
},
{
"type": "hubspot.createContact",
"email": "{{form.email}}",
"firstName": "{{form.name}}",
"company": "{{form.company}}",
"properties": {
"lead_score": "{{previous.score}}",
"qualification_notes": "{{previous.notes}}"
}
},
{
"type": "condition.if",
"condition": "{{steps.0.score}} >= 80",
"then": [
{
"type": "slack.sendMessage",
"channel": "#sales-hot-leads",
"message": "🔥 Hot lead: {{form.name}} from {{form.company}} (Score: {{steps.0.score}})"
},
{
"type": "hubspot.createTask",
"contactId": "{{steps.1.id}}",
"title": "Follow up with hot lead",
"dueDate": "{{now + 1 hour}}"
}
],
"else": [
{
"type": "email.sendTemplate",
"to": "{{form.email}}",
"templateId": "nurture_sequence_start",
"variables": {
"name": "{{form.name}}",
"company": "{{form.company}}"
}
}
]
}
]
}Setup Instructions:
Create a lead qualification agent with prompts for scoring leads based on company size, industry, and message content.
Connect your HubSpot and Slack integrations in Taskade.
Create an email template in your email service with the ID
nurture_sequence_start.Create a public Taskade form titled "Contact Form" with
name,email,company, andmessagefields.
Recipe 2: Deal Stage Automation
Use Case: Automatically update deal stages based on customer actions and notify relevant team members.
{
"name": "Deal Stage Automation",
"trigger": {
"type": "hubspot.dealUpdated",
"filters": {
"stage": "proposal_sent"
}
},
"actions": [
{
"type": "schedule.delay",
"delay": "3 days"
},
{
"type": "condition.if",
"condition": "{{deal.stage}} === 'proposal_sent'",
"then": [
{
"type": "email.send",
"to": "{{deal.contact.email}}",
"subject": "Following up on your proposal",
"template": "proposal_followup"
},
{
"type": "slack.sendMessage",
"channel": "#sales",
"message": "📧 Follow-up sent to {{deal.contact.name}} for deal: {{deal.name}}"
}
]
}
]
}Setup Instructions:
Connect your HubSpot, Email, and Slack integrations.
Ensure your HubSpot deal pipeline has a stage named "proposal_sent".
Create an email template named
proposal_followup.
🎧 Customer Support
Recipe 3: Intelligent Ticket Routing
Use Case: Automatically categorize support tickets and route them to the right team with appropriate priority.
{
"name": "Intelligent Ticket Routing",
"trigger": {
"type": "email.received",
"filters": {
"to": "[email protected]"
}
},
"actions": [
{
"type": "agent.runCommand",
"agentId": "support_classifier",
"command": "categorize_ticket",
"input": {
"subject": "{{email.subject}}",
"body": "{{email.body}}",
"from": "{{email.from}}"
}
},
{
"type": "taskade.createTask",
"projectId": "{{previous.project_id}}",
"title": "{{email.subject}}",
"content": "**From**: {{email.from}}\n**Category**: {{previous.category}}\n**Priority**: {{previous.priority}}\n\n{{email.body}}",
"priority": "{{previous.priority}}",
"assignee": "{{previous.assignee}}"
},
{
"type": "condition.switch",
"value": "{{steps.0.priority}}",
"cases": {
"urgent": [
{
"type": "slack.sendMessage",
"channel": "#support-urgent",
"message": "🚨 Urgent ticket: {{email.subject}} from {{email.from}}"
}
],
"high": [
{
"type": "slack.sendMessage",
"channel": "#support",
"message": "⚠️ High priority ticket: {{email.subject}} assigned to {{steps.0.assignee}}"
}
]
}
}
]
}Setup Instructions:
Create a "Support Classifier" agent trained to analyze ticket content and output a structured JSON with
project_id,category,priority, andassignee.Connect your email and Slack integrations.
Set up Taskade projects corresponding to the
project_idyour agent will return.
📝 Content & Marketing
Recipe 4: Content Creation Pipeline
Use Case: Generate blog content ideas, create drafts, and manage the approval process.
{
"name": "Content Creation Pipeline",
"trigger": {
"type": "schedule.weekly",
"day": "monday",
"time": "09:00"
},
"actions": [
{
"type": "agent.runCommand",
"agentId": "content_researcher",
"command": "research_trending_topics",
"input": {
"industry": "technology",
"audience": "developers",
"count": 5
}
},
{
"type": "loop.forEach",
"array": "{{previous.topics}}",
"actions": [
{
"type": "taskade.createTask",
"projectId": "content_calendar",
"title": "Write: {{item.title}}",
"content": "**Keywords**: {{item.keywords}}\n**Outline**: {{item.outline}}",
"assignee": "content_team"
}
]
}
]
}🔧 Development & Project Management
Recipe 5: GitHub Issue to Project Task
Use Case: Automatically create project tasks from GitHub issues and sync status updates.
{
"name": "GitHub Issue to Project Task",
"trigger": {
"type": "github.issueOpened",
"repository": "company/product"
},
"actions": [
{
"type": "agent.runCommand",
"agentId": "issue_analyzer",
"command": "analyze_issue",
"input": {
"title": "{{issue.title}}",
"body": "{{issue.body}}",
"labels": "{{issue.labels}}"
}
},
{
"type": "taskade.createTask",
"projectId": "{{previous.project_id}}",
"title": "{{issue.title}}",
"content": "**GitHub Issue**: {{issue.html_url}}\n**Priority**: {{previous.priority}}\n\n{{issue.body}}",
"assignee": "{{previous.assignee}}"
}
]
}📊 Data Processing & Analytics
Recipe 6: Weekly Analytics Report
Use Case: Generate and distribute weekly analytics reports to stakeholders.
{
"name": "Weekly Analytics Report",
"trigger": {
"type": "schedule.weekly",
"day": "friday",
"time": "17:00"
},
"actions": [
{
"type": "agent.runCommand",
"agentId": "analytics_agent",
"command": "generate_weekly_report",
"input": {
"start_date": "{{now - 7 days}}",
"end_date": "{{now}}",
"metrics": ["traffic", "conversions", "revenue"]
}
},
{
"type": "email.send",
"to": ["[email protected]"],
"subject": "Weekly Analytics Report",
"body": "{{previous.formatted_report}}"
}
]
}🏢 HR & Operations
Recipe 7: Employee Onboarding Automation
Use Case: Automate the employee onboarding process with task creation and notifications.
{
"name": "Employee Onboarding Automation",
"trigger": {
"type": "form.submitted",
"form_name": "New Employee Form"
},
"actions": [
{
"type": "taskade.createProject",
"name": "{{form.employee_name}} - Onboarding",
"template": "employee_onboarding_template"
},
{
"type": "email.sendTemplate",
"to": "{{form.employee_email}}",
"templateId": "welcome_email",
"variables": {
"name": "{{form.employee_name}}",
"start_date": "{{form.start_date}}"
}
}
]
}🎯 E-commerce & Sales
Recipe 8: Abandoned Cart Recovery
Use Case: Automatically follow up with customers who abandon their shopping carts.
{
"name": "Abandoned Cart Recovery",
"trigger": {
"type": "shopify.cartAbandoned",
"filters": {
"cart_value": "> 50"
}
},
"actions": [
{
"type": "schedule.delay",
"delay": "1 hour"
},
{
"type": "email.sendTemplate",
"to": "{{cart.customer.email}}",
"templateId": "abandoned_cart_recovery",
"variables": {
"customer_name": "{{cart.customer.name}}",
"cart_url": "{{cart.recovery_url}}"
}
}
]
}🔧 Custom Recipe Builder
Template Structure
{
"name": "Your Recipe Name",
"description": "What this automation does",
"trigger": {
"type": "trigger_type",
"filters": {},
"config": {}
},
"actions": [
{
"type": "action_type",
"parameters": {}
}
]
}Best Practices
Start Simple: Begin with basic trigger-action pairs
Add Conditions: Use conditional logic for complex workflows
Handle Errors: Always include error handling and retries
Test Thoroughly: Test with sample data before deployment
Monitor Performance: Track automation success rates and timing
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