Automations Overview
Taskade Automations let you connect 100+ tools and services into intelligent workflows that combine human action, AI agents, and real-time execution.
Think of automations as the nervous system of your AI-powered applications. They bridge the gap between your app's knowledge (Projects), intelligence (Agents), and the outside world, creating seamless workflows that can:
React to Events: Form submissions, webhooks, schedules, project changes
Process with AI: Analyze, categorize, summarize, and make decisions
Take Action: Create tasks, send notifications, update external systems
Loop Back: Update your knowledge base with new insights
How Automations Work
Automations are composed of three key components:
1. Triggers β When Something Happens
Form Submitted: User fills out a public form
Webhook Received: External service sends data to your app
Schedule: Time-based triggers (daily, weekly, monthly)
Project Event: Task completed, member added, content changed
Agent Event: Conversation started, command executed
2. Actions β Do Something
Create Tasks: Add structured data to your Knowledge Layer
Run Agent Commands: Process information with AI
Send Notifications: Slack, email, SMS, Discord
Update External Systems: CRM, spreadsheets, databases
Call APIs: Custom webhooks and HTTP requests
3. Intelligence β AI-Powered Decision Making
Content Analysis: Sentiment, classification, extraction
Smart Routing: Assign tasks based on content and context
Data Enrichment: Enhance incoming data with research and insights
Quality Control: Review and approve AI-generated content
Architecture: The Three-Layer System
graph TB
subgraph "External World"
A[Form Submission]
B[Webhook]
C[Schedule]
D[Email]
end
subgraph "Automation Engine"
E[Triggers]
F[Actions]
G[Conditions]
end
subgraph "Taskade Core"
H[Knowledge Layer<br/>Projects & Tasks]
I[Intelligence Layer<br/>AI Agents]
J[Action Layer<br/>Integrations]
end
A --> E
B --> E
C --> E
D --> E
E --> F
F --> G
G --> H
G --> I
G --> J
H --> I
I --> J
J --> H
Integration Ecosystem
Taskade connects to 100+ external services across every category:
π£οΈ Communication & Collaboration
Slack, Microsoft Teams, Discord, WhatsApp, Telegram, Email
π οΈ Development & Project Management
GitHub, GitLab, Jira, Linear, Asana, Trello, Monday.com
π Data & Analytics
Google Sheets, Airtable, Notion, HubSpot, Salesforce, Pipedrive
π§ Marketing & Sales
Mailchimp, ConvertKit, Calendly, Stripe, PayPal, Shopify
π Web & Content
WordPress, Webflow, Typeform, Google Forms, RSS, YouTube
π§ Custom & Developer
HTTP Webhooks, REST APIs, GraphQL, Custom Forms
β View Full Integration List
Real-World Use Cases
1. Lead Generation & Qualification
Trigger: Form submission from landing page
Process: AI agent qualifies lead based on responses
Action: Create CRM deal, notify sales team, schedule follow-up
2. Customer Support Automation
Trigger: Support ticket via webhook
Process: AI categorizes urgency and routes to right team
Action: Create task, assign to specialist, update customer
3. Content Creation Pipeline
Trigger: Weekly schedule
Process: AI researches topics, generates content, reviews quality
Action: Create draft, request approval, publish when approved
4. Project Management Integration
Trigger: GitHub issue created
Process: AI analyzes priority and assigns to team member
Action: Create Taskade task, sync status, notify stakeholders
5. Data Processing & Analysis
Trigger: New row in Google Sheets
Process: AI enriches data with research and insights
Action: Update sheet, create summary report, alert team
Getting Started
Step 1: Choose Your Trigger
What event should start your automation?
Public form for lead capture
Webhook from external service
Schedule for recurring tasks
Project event for workflow automation
Step 2: Design Your Workflow
Map out the sequence of actions:
What data needs processing?
Which AI agents should be involved?
What external systems need updates?
Who should be notified?
Step 3: Configure Integrations
Connect to external services:
Authenticate with OAuth or API keys
Map data fields between systems
Set up error handling and retries
Step 4: Test & Deploy
Run through with sample data
Monitor performance and errors
Iterate based on results
Advanced Features
Conditional Logic
{
"condition": "{{form.priority}} === 'high'",
"then": [...],
"else": [...]
}
Multi-Step AI Workflows
Chain multiple agents together for complex processing
Human-in-the-Loop
Request approvals and reviews before taking action
Error Handling
Retry failed actions and notify on persistent errors
Data Transformation
Clean, format, and enrich data as it flows through your system
API Access (Coming Soon)
While automations are currently managed through the Taskade interface, we're building API endpoints for programmatic control:
# Create automation (planned)
curl -X POST https://www.taskade.com/api/v1/automations \
-H "Authorization: Bearer YOUR_TOKEN" \
-d '{
"name": "Lead Processor",
"trigger": {"type": "form_submission"},
"actions": [...]
}'
Next Steps
Want to browse all integrations? β Full Integration List
Want to submit your own automation pattern? β Request via Taskade Community
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