# Autopilot

***

## Table of Contents

* [Overview](#overview)
* [What Autopilot Creates](#what-autopilot-creates)
* [When to Use Autopilot](#when-to-use-autopilot)
* [Autopilot vs. Genesis](#autopilot-vs-genesis)
* [Tutorial: Use Autopilot](#tutorial-use-autopilot)
* [Expand Your Workspace](#expand-your-workspace)
  * [Generate New Automations](#generate-new-automations)
  * [Generate New AI Agents](#generate-new-ai-agents)
  * [Generate New Projects](#generate-new-projects)
* [What's Next](#whats-next)

***

## Overview

Taskade Autopilot is a **workspace generation system** that transforms a single prompt into an entire interconnected ecosystem of projects, agents, and automations. Unlike traditional project management that requires manual setup, Autopilot constructs complete operational workspaces instantly.

> **Genesis connection:** Autopilot creates workspace ecosystems (projects + agents + automations). Genesis goes further — building full **deployable web applications** with UI, databases, and hosting. Together, they're the fastest way to build your complete Workspace DNA.

***

## What Autopilot Creates

From a single prompt, Autopilot generates:

| Component       | What's Created                                                 | Example                                           |
| --------------- | -------------------------------------------------------------- | ------------------------------------------------- |
| **Projects**    | Multiple connected projects with task structures and timelines | Sprint board, backlog, docs, meeting notes        |
| **AI Agents**   | Specialized agents trained for workspace roles                 | Project Manager agent, QA agent, Copywriter agent |
| **Agent Teams** | Groups of agents that collaborate                              | Marketing team, Engineering team                  |
| **Automations** | Workflow flows connecting projects, agents, and tools          | Daily standup → Slack, task completion → report   |

***

## When to Use Autopilot

| Scenario                       | Why Autopilot Helps                                                                   |
| ------------------------------ | ------------------------------------------------------------------------------------- |
| **New team setup**             | Need complete operational structure with projects, agents, and workflows from day one |
| **Scattered workflows**        | Current tools are disconnected — need a unified, interconnected workspace             |
| **Urgent projects**            | Need a full workspace running immediately for a new initiative                        |
| **Manual process replacement** | Want to replace repetitive processes with AI-driven automation                        |
| **Department onboarding**      | Need a structured workspace for a new department or function                          |

***

## Autopilot vs. Genesis

| Feature                       | Autopilot                                                | Genesis                                |
| ----------------------------- | -------------------------------------------------------- | -------------------------------------- |
| **What it creates**           | Workspace ecosystem (projects + agents + automations)    | Full deployable web application        |
| **Output**                    | Interconnected Taskade workspace                         | Live app with UI, databases, hosting   |
| **Use case**                  | Internal team operations                                 | Customer-facing apps, tools, portals   |
| **Deployment**                | Instant workspace                                        | Published URL + optional custom domain |
| **Intelligence Score impact** | Creates all 3 pillars (+projects, +agents, +automations) | Creates all 3 pillars + deployable app |
| **Best for**                  | "Set up my team's workspace"                             | "Build me an app for my customers"     |

> **Use both:** Autopilot to create your operational workspace, Genesis to build customer-facing apps powered by that workspace.

***

## Tutorial: Use Autopilot

### Step-by-Step

| Step | Action                                                                                                   |
| ---- | -------------------------------------------------------------------------------------------------------- |
| 1    | Click the **+** button in the left sidebar → **Create with AI** (or visit `taskade.com/create` directly) |
| 2    | Type a description of the workspace you need in the prompt bar                                           |
| 3    | Click the arrow button or press **Enter**                                                                |
| 4    | Wait for Autopilot to generate: AI Agents, Teams, Projects, Automation Flows                             |
| 5    | Click **Deploy to Taskade** to add the workspace to your account                                         |

### Example Prompts

| Prompt                                | What Autopilot Creates                                                                                     |
| ------------------------------------- | ---------------------------------------------------------------------------------------------------------- |
| "Set up a marketing team workspace"   | Content calendar, campaign tracker, social scheduler, Copywriter agent, SEO agent, daily digest automation |
| "Create a dev sprint workspace"       | Sprint board, backlog, bug tracker, QA agent, standup automation, GitHub integration                       |
| "Build an HR onboarding system"       | Onboarding checklist, policy docs, new hire tracker, HR Assistant agent, welcome email automation          |
| "Set up a sales outreach workspace"   | Lead pipeline, outreach tracker, meeting notes, Sales agent, CRM automation                                |
| "Create a content calendar workspace" | Content calendar, editorial board, publishing tracker, Content Writer agent, social posting automation     |

### Suggested Templates

Autopilot offers built-in templates for common use cases:

| Template         | Description                                              |
| ---------------- | -------------------------------------------------------- |
| Sales Outreach   | Lead management, outreach sequences, CRM automation      |
| Marketing        | Content calendar, campaign tracking, social distribution |
| Dev Sprints      | Sprint planning, backlog management, CI/CD integration   |
| HR Onboarding    | New hire flows, policy management, training tracking     |
| Content Calendar | Editorial planning, publishing workflows, multi-channel  |

***

## Expand Your Workspace

After Autopilot generates your initial workspace, expand it with these tools:

### Generate New Automations

| Step | Action                                           |
| ---- | ------------------------------------------------ |
| 1    | Go to the **Automations** tab in your workspace  |
| 2    | Click **Add automation** → **Generate With AI**  |
| 3    | Describe what you want the automation to achieve |
| 4    | Choose a generator mode:                         |

| Mode                | Description                                                |
| ------------------- | ---------------------------------------------------------- |
| **Auto** (default)  | AI selects the optimal mode for your task                  |
| **Agent Tool Mode** | Generates an automation as an AI agent tool                |
| **Workflow Mode**   | Standard project automation flow                           |
| **Form Mode**       | Generates a smart form that triggers actions on submission |

| Step | Action                                |
| ---- | ------------------------------------- |
| 5    | Press Enter and wait for the result   |
| 6    | Click **Create Automation** to add it |
| 7    | Customize and enable the automation   |

### Generate New AI Agents

| Step | Action                                                         |
| ---- | -------------------------------------------------------------- |
| 1    | Go to the **Agents** tab                                       |
| 2    | Click **Create agent** → **Generate**                          |
| 3    | **Option A:** Describe the agent you want                      |
| 4    | **Option B:** Choose from prompt examples                      |
| 5    | Press Enter and wait for generation                            |
| 6    | *(Optional)* Customize: Name, Instructions, Commands, Language |
| 7    | Click **Create & Launch Agent**                                |

### Generate New Projects

| Step | Action                                  |
| ---- | --------------------------------------- |
| 1    | Click **+ Create new** → **AI Project** |
| 2    | Describe the project you want           |
| 3    | *(Optional)* Configure output settings: |

| Setting          | Options                                                            |
| ---------------- | ------------------------------------------------------------------ |
| **View**         | Default project view (List, Board, Table, etc.)                    |
| **Language**     | Output language                                                    |
| **Upload Files** | Seed documents (.pdf, .docx, .txt, .md, .pptx, .xlsx, .csv, .epub) |
| **Add Links**    | Link to online resources                                           |
| **Agent Mode**   | Generate a default agent for the project                           |

| Step | Action                                                               |
| ---- | -------------------------------------------------------------------- |
| 4    | Press Enter to generate                                              |
| 5    | Choose: **Create project**, **Continue writing**, or **Make longer** |

***

## What's Next

| Guide                                                                                         | What You'll Learn                         |
| --------------------------------------------------------------------------------------------- | ----------------------------------------- |
| [How Genesis Works](https://help.taskade.com/en/collections/14476419-taskade-genesis)         | Build deployable apps from your workspace |
| [Workflow Generator](https://docs.taskade.com/docs/automations/automation/workflow-generator) | Build automations with natural language   |
| [Taskade for Teams](https://docs.taskade.com/docs/workspaces/workspaces/teams)                | Organize teams within your workspace      |