Automation Recipes

Real-world automation workflows that you can implement immediately. Each recipe includes the complete configuration, setup instructions, and customization options.

🎯 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, and message fields.

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, and assignee.
Connect your email and Slack integrations.
Set up Taskade projects corresponding to the project_id your 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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Last updated 2 days ago