Quick Start Guide

Start with Genesis. Your workspace becomes the foundation for unlimited apps.

Every Taskade workspace begins with your Home Subspace — a living foundation where you'll build your first Genesis app in minutes. Skip the usual setup complexity and jump straight to creating something that works for your business.

🚀 Create Your Home Subspace (1 minute)

1. Sign up for free →

2. Name your workspace - This becomes your Home Subspace, the foundation for all your apps

3. Verify your email - Check your inbox and click the confirmation link

4. Complete your profile - Add your name, role, and profile picture

What you just created: Your Home Subspace is now ready! It contains the living DNA (agents, automations, knowledge) that will power every Genesis app you build.

🧬 Build Your First Genesis App (5 minutes)

This is where the magic happens. Instead of managing tasks manually, let's build an app that solves a real business problem.

Step 1: Choose Your App Idea

Pick something you actually need (examples):

• 📝 Customer Feedback App - Collect reviews with automatic manager alerts

• 📅 Booking System - Let customers schedule appointments online

• 📊 Inventory Tracker - Monitor stock levels with reorder alerts

• 🎯 Lead Manager - Capture and qualify sales leads automatically

Step 2: Open the Generator Interface

1. Your workspace IS the Genesis interface - no separate tab needed

2. Look for the prominent input field at the top of your workspace

3. You'll see your existing projects/folders as app tiles below the input field

Step 3: Describe Your App

Use this template - be specific:

I run a [BUSINESS TYPE] and need [USERS] to [ACTION]. 
They should be able to [SPECIFIC FEATURES].
When [TRIGGER EVENT], automatically [AUTOMATED ACTION].

Example:

I run a restaurant and need customers to submit feedback about their dining experience. They should be able to rate food quality, service speed, and overall satisfaction on a 1-5 scale, plus leave optional comments and upload photos. When someone gives us 3 stars or lower, automatically send a Slack message to our manager channel so we can follow up personally.

Step 4: Watch Genesis Build Your App

1. Type or paste your prompt in the input field at the top of your workspace

2. Press Enter or click Generate - Genesis analyzes your request

3. Your new app appears as a tile below the generator in 30-60 seconds

4. Genesis creates: database structure, user interface, automations, and AI functionality

Step 5: Test Your Live App

1. Click on your new app tile to enter the app workspace

2. Click the "Preview" tab in the top-right panel to see your live application

3. Test as a real user - submit data, navigate the interface, check mobile view

4. Verify automations work - check your connected services (Slack, email, etc.)

5. Use the persistent AI Agent in the left panel to make adjustments

🎉 Congratulations! You just created a complete business application in minutes.

📊 Understanding Your Foundation (2 minutes)

Your Genesis app works because your Home Subspace provides the foundation:

🤖 AI Agents - Your App's Intelligence

• Smart assistants trained on your business knowledge

• Understand context and provide personalized responses

• Learn from interactions and get smarter over time

⚡ Automations - Your App's Nervous System

• Connect to 100+ services like Slack, Gmail, HubSpot

• Trigger actions based on app events and user behavior

• Handle complex workflows without manual intervention

📊 Smart Data - Your App's Memory

• Flexible databases that adapt to your app's needs

• Custom fields and relationships between data

• Real-time synchronization across all your apps

🔗 Connected Intelligence

Every app you build shares this foundation, creating a connected ecosystem where:

• Customer feedback informs inventory decisions

• Sales data triggers marketing automation

• Project updates notify the right team members

🤖 Enhance Your Apps with Custom Agents (3 minutes)

Your Genesis app already has built-in AI, but you can create specialized agents for advanced functionality:

Work with the Persistent AI Agent

1. The AI Agent lives in the left panel - it stays there as you navigate

2. It understands your current context - shown by a context pill in the chat input

3. Ask it to enhance your apps:

   "Add file upload capability to my customer feedback app"
   "Connect my booking system to send confirmation emails"
   "Make the dashboard mobile-friendly with larger buttons"

4. Train it with business knowledge by uploading documents or describing your processes

How the AI Agent Powers Your Apps

• Context-aware assistance - knows which app or workspace you're currently in

• App modification - can directly edit and improve your Genesis apps

• Cross-app intelligence - learns from interactions across all your applications

• Automation connection - can link apps to your existing automations and integrations

• Real-time help - persistent across all screens for instant assistance

👥 Share Your Apps with Your Team (2 minutes)

Share Apps with Your Team

1. Click the three-dot menu next to your workspace name for settings

2. Invite team members with appropriate permissions

3. Share individual apps - each app gets its own URL that you can share anywhere

4. Control access levels for different users and team members

App Sharing Options

• Team Access - Team members can access apps through your shared workspace

• Public Links - Every app gets a unique URL you can share with anyone

• Access Control - Set permissions: view-only, edit access, or admin rights

• External Users - Share apps with clients or customers without giving workspace access

• No Downloads Required - Apps work in any web browser on desktop, tablet, or mobile

⚡ Connect Your Apps to Everything (3 minutes)

Your Genesis apps already include smart automations, but you can add custom workflows:

Add Advanced Automations

1. Access automations through the right panel or mini-panel toggle

2. Use the AI Agent to describe complex workflows:

   "When a customer submits feedback in my restaurant app with a rating below 3, create a HubSpot task for the manager, send a Slack alert, and schedule a follow-up email for next week"

3. The AI Agent can view and edit your automations directly

4. Connect your services - automations integrate with 100+ external tools

5. Test with your Genesis app - submit real data to verify workflows

How Automations Power Your Apps

• Cross-App Workflows - Actions in one app can trigger responses in another

• Business Intelligence - Connect apps to analytics and reporting tools

• External Integrations - Link apps to 100+ services you already use

• Smart Routing - Automatically categorize and route app submissions

🎯 Navigate Your Workspace (2 minutes)

Understanding the New Interface

Your workspace is divided into smart panels that adapt to what you're doing:

1. Left Panel - Persistent AI Agent that stays with you everywhere

2. Right Panel - Your Projects, Agents, Automations, and App previews

3. Top Controls - Toggle panels, access Dashboard, switch to Preview mode

4. Breadcrumb Navigation - Click any part to jump between workspace levels

Key Interface Elements

• Generator Input - Always at the top for creating new apps

• App Tiles - Your Teams/Folders/Projects displayed as organized cards

• Mini Panel Toggle - Collapse/expand to see Projects, Agents, and Automations

• Preview Tab - Available for every app to see the live application

• Context Indicator - Shows the AI Agent what it's currently aware of

🚀 Build More Apps

Now that you've built your first Genesis app, explore what else you can create:

🧬 More Genesis Apps (10 minutes each)

Build additional applications for different business needs:

• Genesis Templates → - Ready-to-use app prompts

• Advanced Features → - Complex workflows and integrations

• Best Practices → - Tips for better apps

📱 Different App Types

• Customer-Facing Apps - Booking systems, feedback forms, support portals

• Internal Tools - Inventory trackers, team dashboards, onboarding systems

• Data Applications - Analytics dashboards, survey collectors, reporting tools

• Workflow Apps - Approval processes, content management, project trackers

🔗 Connected App Ecosystem

As you build more apps, they begin to work together:

• Share data between customer feedback and inventory apps

• Connect sales apps to marketing automation

• Link project tracking to team communication

🆘 Need Help?

Learning Resources

• Video Tutorials → - Step-by-step guides

• Help Center → - Comprehensive documentation

• Template Gallery → - Ready-to-use project templates

Get Support

• Community Forum → - Connect with other users

• Live Chat Support → - Get help from our team

• Feature Requests → - Suggest new features

Stay Updated

• Changelog → - Latest features and improvements

• Blog → - Tips, tutorials, and company news

• Twitter → - Follow us for quick updates

✅ Genesis Quick Start Checklist

Use this checklist to make sure you've mastered the Genesis interface:

• 🏠 Created your workspace and verified email

• 🧬 Used the generator input field at the top to describe your first app

• 📱 Found your new app tile below the generator after creation

• 🔄 Clicked the Preview tab to test your live application

• 🤖 Interacted with the persistent AI Agent in the left panel

• 👥 Shared your app URL with team members or external users

• ⚡ Asked the AI Agent to add automations or connect services

• 🎛️ Navigated the interface - left panel (AI), right panel (apps), breadcrumbs

• 📚 Understood the concept - Teams/Folders/Projects are now "Apps"

• 🎉 Celebrated your first complete business application!

---

🎉 Congratulations! You've just experienced the future of business applications.

Your Genesis Journey Continues:

• Build More Apps - Use Genesis Templates → for instant solutions

• Join the Community - Share your apps in our Community Forum →

• Explore Advanced Features - Learn Genesis Best Practices → for complex apps

💡 Pro Tips for Better Apps

Writing Effective Prompts

Follow the help center's proven formula for great results:

1. Set Clear Objectives

"My restaurant staff needs to track inventory daily and get alerts when we're running low on key ingredients."

2. Describe the Complete User Journey

"Customers browse our service catalog → request quotes → upload requirements → review proposals → approve work → rate their experience afterward."

3. Connect Your Existing Tools

"Import customer data from Google Sheets and send automated email notifications via Gmail. Connect to Slack for team alerts."

4. Define Access and Permissions

"Staff can view all projects and add updates. Clients only see their own projects and can't edit. Managers access everything plus analytics."

When Things Need Adjustment

Use the persistent AI Agent to refine your apps:

• Add Features: "Add file upload after the description and make the submit button bigger"

• Fix Branding: "Use our company colors: navy blue headers and bright green accent buttons"

• Improve Flow: "Make this a single-page app instead of multiple screens"

• Connect Services: "Send notifications to our team Slack channel when orders are submitted"

Testing Your Apps

• Preview as real users - navigate the complete workflow

• Test on mobile devices - ensure buttons and forms work well

• Submit real data - verify automations trigger correctly

• Share with colleagues - get feedback before going live

Every business problem can become a working application. What will you build next?