Action (Automations)
The Action Layer is the nervous system of your application. It connects your app's knowledge and intelligence to the outside world, allowing it to execute workflows, interact with users, and integrate with other services. This layer is powered by Taskade Automations.
Automations are powerful, event-driven workflows that you can build with no code. They allow you to:
Trigger Workflows: Start an automation from a form submission, a webhook, a schedule, or an event within a Taskade project.
Execute Logic: Run AI Agent commands, create and modify tasks, and add data to your Knowledge Layer.
Integrate with Anything: Send notifications to Slack, add rows to Google Sheets, create issues in GitHub, or call any external API with webhooks.
This combination of triggers and actions allows you to build everything from simple data intake forms to complex, multi-step agentic workflows that power your application's backend.
Common Automation Patterns
1. Form-to-Project Workflows
Capture data from public forms and automatically organize it in your projects:
{
"trigger": {
"type": "form_submission",
"form_title": "Customer Feedback"
},
"actions": [
{
"type": "create_task",
"project_id": "feedback_project",
"task_title": "{{form.subject}}",
"task_content": "{{form.message}}",
"custom_fields": {
"customer_email": "{{form.email}}",
"priority": "{{form.priority}}",
"category": "{{form.category}}"
}
},
{
"type": "run_agent_command",
"agent_id": "feedback_analyzer",
"command": "analyze_sentiment",
"input": "{{form.message}}"
}
]
}2. AI-Powered Content Processing
Use AI agents to analyze and categorize incoming content:
{
"trigger": {
"type": "webhook",
"source": "support_tickets"
},
"actions": [
{
"type": "run_agent_command",
"agent_id": "support_agent",
"command": "categorize_ticket",
"input": "{{webhook.ticket_content}}"
},
{
"type": "create_task",
"project_id": "support_queue",
"task_title": "{{webhook.ticket_title}}",
"assignee": "{{previous.recommended_assignee}}",
"priority": "{{previous.urgency_level}}"
},
{
"type": "slack_notification",
"channel": "#support",
"message": "New {{previous.urgency_level}} ticket: {{webhook.ticket_title}}"
}
]
}3. Scheduled Reporting
Generate regular reports and summaries:
{
"trigger": {
"type": "schedule",
"frequency": "weekly",
"day": "monday",
"time": "09:00"
},
"actions": [
{
"type": "run_agent_command",
"agent_id": "analytics_agent",
"command": "generate_weekly_report",
"input": "project_id: {{project.id}}"
},
{
"type": "email_notification",
"recipients": ["[email protected]"],
"subject": "Weekly Project Report",
"body": "{{previous.report_content}}"
}
]
}Integration Ecosystem
Taskade Automations connect with 100+ external services, including:
Communication & Collaboration
Slack: Send messages, create channels, update status
Microsoft Teams: Post messages, create meetings, manage channels
Discord: Send messages, manage roles, create invites
Email: Send notifications, create campaigns, manage lists
Development & Project Management
GitHub: Create issues, manage pull requests, trigger workflows
GitLab: Manage merge requests, create issues, update pipelines
Jira: Create tickets, update status, manage sprints
Linear: Create issues, update priorities, manage projects
Data & Analytics
Google Sheets: Add rows, update cells, create charts
Airtable: Create records, update fields, manage bases
Notion: Create pages, update databases, manage content
HubSpot: Manage contacts, create deals, update properties
Marketing & Sales
Mailchimp: Manage campaigns, update lists, send emails
ConvertKit: Manage subscribers, create sequences, send broadcasts
Calendly: Schedule meetings, manage availability, send reminders
Stripe: Process payments, manage subscriptions, handle webhooks
Advanced Automation Features
Conditional Logic
{
"actions": [
{
"type": "conditional",
"condition": "{{form.priority}} === 'high'",
"then": [
{
"type": "slack_notification",
"channel": "#urgent",
"message": "High priority issue: {{form.subject}}"
}
],
"else": [
{
"type": "create_task",
"project_id": "backlog",
"task_title": "{{form.subject}}"
}
]
}
]
}Multi-Step Agent Workflows
{
"actions": [
{
"type": "run_agent_command",
"agent_id": "research_agent",
"command": "gather_information",
"input": "{{trigger.topic}}"
},
{
"type": "run_agent_command",
"agent_id": "writing_agent",
"command": "create_content",
"input": "{{previous.research_results}}"
},
{
"type": "run_agent_command",
"agent_id": "review_agent",
"command": "quality_check",
"input": "{{previous.content}}"
}
]
}Human-in-the-Loop Approval
{
"actions": [
{
"type": "run_agent_command",
"agent_id": "content_agent",
"command": "generate_post",
"input": "{{form.topic}}"
},
{
"type": "request_approval",
"approver": "content_manager",
"message": "Please review this generated content",
"content": "{{previous.generated_content}}"
},
{
"type": "conditional",
"condition": "{{previous.approved}} === true",
"then": [
{
"type": "publish_content",
"platform": "blog",
"content": "{{steps.0.generated_content}}"
}
]
}
]
}Building Your First Automation
Define Your Trigger: What event should start your automation?
Map Your Actions: What steps should happen in sequence?
Configure Integrations: Connect to external services as needed
Test Your Workflow: Run through the automation with sample data
Deploy and Monitor: Activate your automation and track its performance
API Access (Coming Soon)
While automations are currently managed through the Taskade interface, we're building API endpoints to programmatically create and manage automations:
# Create an automation (planned)
curl -X POST https://www.taskade.com/api/v1/automations \
-H "Authorization: Bearer YOUR_TOKEN" \
-d '{
"name": "Customer Feedback Processor",
"trigger": {...},
"actions": [...]
}'Comprehensive Automation Documentation
For detailed automation documentation, including integrations, actions, triggers, and recipes, see our dedicated automation section:
Learn More
Note: Automation management is currently available through the Taskade web interface. Full API support for creating and managing automations programmatically is coming soon.
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