Automations Overview
Act. Execute. Evolve. Taskade Automations are the living motion layer of Workspace DNA, transforming static workflows into intelligent, adaptive systems that act with precision and learn from every execution.
Living Motion Layer — Automations that don't just execute tasks, but learn from patterns, adapt to changing conditions, and continuously improve business outcomes.
What is Living Motion?
Living Motion is Taskade’s automation layer. It’s how your workspace can react, decide, and execute when something happens.
Canonical foundation: Workspace DNA.
What you use it for
Notifications: send Slack/Teams/email alerts.
Routing: assign work based on content, priority, or owner.
Sync: keep CRMs, Sheets, and databases updated.
Reporting: scheduled summaries and digests.
Approvals: add a human-in-the-loop before publishing or sending.
Core building blocks
Triggers
Triggers start workflows. Common ones are schedules, forms, webhooks, and project events.
Actions
Actions do work. Create tasks, update fields, call webhooks, send notifications, and more.
Conditions and branching
Use branches to route different cases. Example: urgent → page someone, normal → add to queue.
AI steps
Use an agent to classify, extract, or draft. Then route or act on the structured result.
Getting started (fast)
Pick one workflow you want end-to-end.
Choose one trigger.
Add 1–3 actions.
Test with real data.
Add branching and AI only if needed.
Typical workflows
Form submission → classify → create task → notify channel
Webhook → normalize data → update CRM → log result
Schedule → build weekly summary → send digest
Available Triggers
Project Events:
Task Added — when a new task is created
Task Completed — when a task is marked done
Task Assigned — when a task is assigned to someone
Task Due — when a task reaches its due date
New Comment — when a comment is added
New Due Date — when a due date is set
Custom Field Updated — when a custom field value changes
Project Completed — when all tasks are done
Public Agent Chat Ended — when a public agent conversation finishes
External Triggers:
Webhook — receive data from any external service via HTTP POST
Form — custom input forms with text, email, date, and time fields
Schedule — run hourly, daily, weekly, or monthly
Mailhook — trigger from incoming emails
Integration Triggers (from connected services):
Calendly, Slack, Typeform, Gmail, Google Sheets, Google Forms, Google Drive, Webflow, HubSpot, Discord, GitHub, YouTube, RSS, Google Calendar
36 Integration Pieces
Communication
Slack, Discord, Microsoft Teams, WhatsApp Business, Telegram Bot
Gmail, Mailchimp
Google Workspace
Sheets, Drive, Calendar, Docs, Forms
CRM & Sales
HubSpot, Apollo
E-Commerce
Shopify, Stripe
Social Media
X/Twitter, LinkedIn, Facebook Pages, Reddit, YouTube
Developer
GitHub, HTTP
Forms & CMS
Typeform, Webflow, WordPress
Scheduling
Calendly, Zoom
AI & Media
Web Search, Web Scraping, YouTube Transcription, Document Extraction
Utilities
Schedule, Delay, Loop, Branch, Filter
Where to go next
Build your first workflow: Actions & Triggers
Step catalog: Actions & Triggers
Pick tools to connect: Integration Overview
Full list of connectors: Integration Options
Troubleshoot: Living System Troubleshooting
This page stays overview-level. Deep trigger/action lists, templates, and advanced patterns live in the reference pages above.
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