# Workflow Generator *** ## Table of Contents * [Overview](#overview) * [What You Can Build](#what-you-can-build) * [How to Get Started](#how-to-get-started) * [Generator Modes](#generator-modes) * [Smart Edits & Chat Commands](#smart-edits--chat-commands) * [Key Features](#key-features) * [Workflow Building Blocks](#workflow-building-blocks) * [Example Prompts](#example-prompts) * [What's Next](#whats-next) *** ## Overview The Workflow Generator builds complex automation flows from **natural language**. Describe what you want in plain English, and the AI creates complete workflows with triggers, conditions, branches, loops, and integrations across 100+ services — no drag-and-drop, no manual configuration. > **Genesis connection:** Genesis apps automatically generate workflow automations as part of the Execution pillar. The Workflow Generator lets you create additional automations or modify existing ones. Each automation adds **+5 points** to your [Intelligence Score](https://help.taskade.com/en/collections/14476419-taskade-genesis). *** ## What You Can Build | Category | Example Prompt | What's Created | | ------------------------ | ------------------------------------------------------------------------------------- | ------------------------------------------------------------------- | | **Multi-step workflows** | "When a form is submitted, create a task, notify the team, and send follow-up emails" | Form trigger → Task creation → Slack notification → Gmail follow-up | | **Content pipelines** | "Monitor X for new content, summarize it, and create a new project for each item" | RSS trigger → AI summary → Project creation loop | | **Scheduled reports** | "Every Monday, generate a progress report and share with stakeholders" | Weekly schedule → AI report generation → Email distribution | | **Agent-powered flows** | "Create an AI Agent that processes customer feedback and assigns follow-up" | Agent trigger → Sentiment analysis → Task assignment | | **Social distribution** | "Build an automation that posts our blog content to social media" | RSS/webhook trigger → AI rewrite → Multi-platform posting | *** ## How to Get Started ### Step-by-Step Tutorial | Step | Action | | ---- | -------------------------------------------------------------------------------------- | | 1 | Navigate to **Automations** tab → **Create Flow** (or visit `taskade.com/create/flow`) | | 2 | Describe your desired workflow in the chat | | 3 | Watch the Workflow Generator build, refine, and optimize it | | 4 | Review the generated flow | | 5 | Click **Create Automation** to save it | | 6 | Customize triggers, actions, and conditions as needed | | 7 | Toggle the automation **On** | *** ## Generator Modes | Mode | Description | Best For | | ------------------- | -------------------------------------------------------- | ------------------------------ | | **Auto** (default) | AI selects the optimal mode for your task | Most use cases — let AI decide | | **Agent Tool Mode** | Generates intelligent workflows as an AI agent tool | Agent-powered decision-making | | **Workflow Mode** | Sets up standard project automations and flows | Task management, notifications | | **Form Mode** | Generates smart forms that trigger actions on submission | Lead capture, surveys, intake | *** ## Smart Edits & Chat Commands After generating a workflow, modify it with natural language: | Edit Type | Example Prompt | What Happens | | ------------------- | ----------------------------------------------------- | --------------------------- | | **Add step** | "Add a Slack notification to this workflow" | New Slack action added | | **Add logic** | "Add branching logic based on the form response" | Conditional branch inserted | | **Change trigger** | "Change the trigger to run daily instead of weekly" | Schedule trigger updated | | **Add loop** | "Loop through all tasks and send a reminder for each" | Loop action added | | **Modify action** | "Change the email to send to managers instead" | Action recipient updated | | **Add integration** | "Also post a summary to our Slack channel" | New integration step added | | **Optimize** | "Make this workflow more efficient" | AI suggests improvements | *** ## Key Features | Feature | What It Means | | ------------------------- | ------------------------------------------------------- | | **Instant Creation** | Build complex flows in minutes, not hours | | **Natural Language** | Describe any complexity — AI handles the implementation | | **Intelligent Editing** | Modify existing workflows with plain-English requests | | **Smart Recommendations** | AI-driven optimization tips and improvements | | **Built-in Integrations** | Connect with 100+ apps — AI guides setup | | **Branching** | Conditional paths based on data values | | **Looping** | Iterate over lists of items | | **Variables** | Dynamic data passing between steps (Liquid expressions) | | **AI Steps** | Agent-powered reasoning within workflows | *** ## Workflow Building Blocks | Block | Description | Example | | ------------ | --------------------------- | --------------------------------------------------- | | **Trigger** | What starts the flow | Form submitted, schedule, webhook, new email | | **Action** | What happens | Send email, create task, post to Slack | | **Branch** | Conditional logic (if/else) | If rating < 3, alert manager; else, log to database | | **Loop** | Iterate over a list | For each attachment, upload to Media | | **Delay** | Pause execution | Wait 24 hours, then send follow-up | | **AI Step** | Agent-powered processing | Agent categorizes ticket, generates response | | **Variable** | Dynamic data | `{{trigger.email}}`, `{{step1.output}}` | *** ## Example Prompts | Prompt | Flow Generated | | ---------------------------------------------------------------------------------------------------------------------------- | --------------------------------------------------------------------------------- | | "When a customer submits feedback with a rating below 3, alert the support manager on Slack and create a high-priority task" | Form Trigger → Branch (rating < 3) → Slack Message → Create Task (priority: high) | | "Every day at 9 AM, summarize all overdue tasks and email them to team leads" | Daily Schedule → Find overdue tasks → AI summarize → Send Email | | "When a new lead fills the contact form, add them to HubSpot, send a welcome email, and notify sales on Slack" | Form Trigger → Create HubSpot Contact → Send Gmail → Slack Message | | "Monitor our blog RSS feed, summarize new posts with AI, and share on Twitter and LinkedIn" | RSS Trigger → AI Summary → Create Post (Twitter) → Create Update (LinkedIn) | | "When a task is completed, update the Google Sheet tracker and notify the project channel" | Task Completed → Insert Row (Google Sheets) → Send Slack Message | *** ## What's Next | Guide | What You'll Learn | | ------------------------------------------------------------------------------------ | ----------------------------------------- | | [Automation Triggers](https://docs.taskade.com/docs/automations/automation) | All available triggers for your workflows | | [Taskade Autopilot](https://docs.taskade.com/docs/ai-features/ai-features/autopilot) | Generate entire workspace ecosystems |