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 – 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 – 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 – 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:

🗣️ Communication & Collaboration

Slack, Microsoft Teams, Discord, WhatsApp, Telegram, Email

🛠️ Development & Project Management

GitHub, GitLab, Jira, Linear, Asana, Trello, Monday.com

📊 Data & Analytics

Google Sheets, Airtable, Notion, HubSpot, Salesforce, Pipedrive

📧 Marketing & Sales

Mailchimp, ConvertKit, Calendly, Stripe, PayPal, Shopify

🌐 Web & Content

WordPress, Webflow, Typeform, Google Forms, RSS, YouTube

🔧 Custom & Developer

HTTP Webhooks, REST APIs, GraphQL, Custom Forms

→ 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? → Full Integration List

Want to submit your own automation pattern? → Request via Taskade Community

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Last updated 2 days ago