Action & Trigger Reference
Actions are the tasks that automations can perform. Each action connects to a specific service or system to create, update, or retrieve data. Actions can be chained together to create complex workflows.
Overview
Actions are the "then" part of automation workflows - the tasks that get performed when trigger conditions are met. Taskade provides a comprehensive set of actions that can create projects, manage tasks, interact with AI, integrate with external services, and perform complex data operations.
Actions can be chained together to create complex multi-step workflows, with conditional logic and data transformation capabilities that enable truly intelligent automation.
Complete Action Reference
Taskade Core Actions
Create Project
Sets up a new project in your workspace/folder
Project initialization, template-based workflows
name, folderId, template, defaultView
Add Task
Adds a new task to an existing project
Task creation workflows, issue tracking
projectId, title, content, assignee, dueDate
Mark Task as Completed
Automatically marks a task as done
Status updates, completion workflows
taskId, completedBy, completionNote
Create Project From Template
Uses a pre-defined or custom template
Standardized project setup
templateId, name, folderId
Move Task
Moves a task to a different space
Workflow progression, categorization
taskId, targetProjectId, position
Assign Task
Assigns a task to someone
Work distribution, team management
taskId, userId, notifyAssignee
Ask AI
Uses AI to answer questions
Information retrieval, analysis
query, context, model
Generate with AI
Uses AI to generate content or responses
Content creation, drafting
prompt, style, length
Respond with AI
Automatically provides AI-generated responses
Automated communication
input, tone, format
Ask Agent
Uses a custom AI agent to respond to a query
Specialized AI interactions
agentId, query, parameters
Run Agent Command
Uses a custom AI agent command
Agent-driven automation
agentId, command, input
Add Knowledge to Agent
Transcribes knowledge and adds it as knowledge to an agent
Agent training, content integration
agentId, content, source
Add Project to Agent Knowledge
Automatically trains your AI agents with project content
Agent enhancement, knowledge management
agentId, projectId, scope
Ask Agent With Structured Output
Structures the output of agent replies
Standardized AI responses
agentId, query, outputFormat
Data Processing & Integration Actions
Scrape Webpage
Extract the contents of a web page
Content aggregation, research
url, selectors, format
Convert File to Text
Convert a source file into text
Document processing, content extraction
fileId, outputFormat, encoding
Transcribe YouTube Video
Turn a YouTube video into text
Content creation, accessibility
videoUrl, language, format
Upload File to Media
Upload file through a URL to save in your workspace or folder's media tab
Media management, content storage
url, fileName, folderId
Send HTTP Request
Makes an API request to an endpoint
External integrations, data synchronization
method, url, headers, body
Search Web
Searches the web for information to add to a project or for the AI to analyze
Research automation, content enrichment
query, sources, maxResults
Workflow Control Actions
Loop
Iterates data tasks
Batch processing, data transformation
dataSource, iterationLogic, maxIterations
Filter Data
Performs actions only when the data meets a certain condition
Conditional processing, data validation
condition, dataSource, filterCriteria
Branch
Creates different paths within your workflow, depending on certain conditions
Decision trees, conditional logic
condition, truePath, falsePath
Transform Array to String
Converts the output of Find Task(s) and Find Row(s) actions into text
Data formatting, reporting
arrayInput, template, separator
Advanced Actions
Update Custom Fields
Updates custom fields within projects
Data management, status tracking
taskId, fieldId, value, projectId
Find Task(s)
Searches for tasks within projects
Task retrieval, reporting
projectId, searchCriteria, maxResults
Delay
Adds a time delay to automation workflows
Timing control, scheduling
duration, unit
Core Taskade Actions
Project & Task Management
Create Project
Sets up a new project in your workspace/folder
name, folderId, template, defaultView
Create "Customer Feedback" project from template
Create Project From Template
Uses a pre-defined or custom template
templateId, name, folderId
Create project from "Support Workflow" template
Add Task
Adds a new task to an existing project
projectId, title, content, assignee, dueDate
Add task "Review feedback #123"
Mark Task as Completed
Automatically marks a task as done
taskId, completedBy, completionNote
Mark task complete with resolution note
Move Task
Moves a task to a different project/space
taskId, targetProjectId, position
Move to "Processed" project
Assign Task
Assigns a task to someone
taskId, userId, notifyAssignee
Assign to support specialist with notification
Update Custom Fields
Updates custom fields within projects
taskId, fieldId, value, projectId
Set priority to "High", status to "In Progress"
Find Task(s)
Searches for tasks within projects
projectId, searchCriteria, maxResults
Find all tasks assigned to user
Find Task(s) Automation Settings
When to Use Find Tasks
Perfect for:
Bulk processing - Handle multiple tasks at once
Conditional workflows - Process tasks meeting specific criteria
Reporting - Generate summaries of task collections
Data synchronization - Keep external systems updated
Quality control - Identify tasks needing attention
Search Criteria Options
Task Created At
Before, After, Empty, Not Empty
Date
2024-01-01
Task Completed At
Before, After, Empty, Not Empty
Date
2024-01-15
Task Content
Contains, Not Contains, Matches, Not Matches, Starts With, Ends With, Empty, Not Empty
Text
"urgent"
Task Status
Equals, Not Equals
Status
"completed"
Assignee
Equals, Not Equals, Empty, Not Empty
User
"john.doe"
Due Date
Before, After, Empty, Not Empty
Date
today()
Custom Fields
Various conditions based on field type
Depends on field
"high"
Output Data Structure
Task Object Properties:
{
"id": "task_123",
"name": "Complete project proposal",
"content": "Detailed task description",
"assignee": "[email protected]",
"due_date": "2024-01-15T10:00:00Z",
"status": "in_progress",
"created_at": "2024-01-10T09:00:00Z",
"completed_at": null,
"custom_fields": {
"priority": "high",
"category": "sales"
}
}Find Tasks Use Cases
Overdue Task Alerts
Schedule → Find Tasks (overdue) → Send Email
40% reduction in missed deadlines
Weekly Progress Reports
Schedule → Find Tasks (completed this week) → Generate Report
Better project visibility
Workload Balancing
Schedule → Find Tasks (by assignee) → Reassign Tasks
Optimized team productivity
Quality Assurance
Schedule → Find Tasks (missing details) → Flag for Review
Improved task quality
Performance Analytics
Schedule → Find Tasks (by criteria) → Update Dashboard
Data-driven insights
Advanced Filtering Examples
Find High-Priority Overdue Tasks:
Project: "Active Projects"
Filters:
- Priority Custom Field = "high"
- Due Date < today()
- Status ≠ "completed"Find Tasks Assigned to Specific Team:
Project: "Team Tasks"
Filters:
- Assignee contains "@company.com"
- Created At > last_week()
- Status = "in_progress"Find Tasks with Missing Information:
Project: "All Projects"
Filters:
- Due Date is empty
- Assignee is empty
- Custom Field "Priority" is emptyIntegration with Other Actions
Find Tasks + Loop Processing:
Find Tasks → Loop → Process Each Task → Update StatusFind Tasks + Conditional Actions:
Find Tasks → Branch (if count > 10) → Send AlertFind Tasks + Data Export:
Find Tasks → Transform Array → Export to CSVBest Practices
Limit result sets to prevent performance issues (max 1000 tasks)
Use specific filters to narrow down results efficiently
Combine with sorting for predictable processing order
Handle empty results gracefully in your workflows
Test with small datasets before scaling to large projects
| Transform Array to String | Converts task arrays into readable text | array, separator, format | Convert task list to comma-separated string |
Custom Fields Automation Settings
Available Parameters:
PROJECT ID: ID of the target project
TASK ID: ID of the task you want to update
FIELDS: Add fields that should be updated with their new values
Example Usage:
{
"action": "Update Custom Fields",
"projectId": "proj_123",
"taskId": "task_456",
"fields": {
"priority": "High",
"status": "In Progress",
"dueDate": "2024-01-15"
}
}Related Triggers:
Custom Field Updated (Automation Trigger)
Task Added
Task Completed
Agent Commands
Ask AI
Uses AI to answer questions
question, context, model
"What's the priority of this ticket?"
Generate with AI
Uses AI to generate content or responses
prompt, contentType, length
Generate email response to customer
Respond with AI
Automatically provides AI-generated responses
input, responseType, tone
Auto-respond to common inquiries
Ask Agent
Uses a custom AI agent to respond to a query
agentId, question, context
Query specialized support agent
Run Agent Command
Uses a custom AI agent command
agentId, commandId, input
Run "analyze_sentiment" command
Ask Agent With Structured Output
Structures the output of agent replies
agentId, query, outputSchema
Get JSON response with specific fields
Add Project to Agent Knowledge
Automatically trains AI agents with project content
agentId, projectId
Keep agents updated with latest project information
Ask Agent With Structured Output Settings
When to Use Structured Output
Perfect for:
Extracting specific data points from unstructured text
Converting AI responses into usable variables
Filling spreadsheet columns automatically
Creating conditional logic based on AI analysis
Standardizing data formats across automations
Output Schema Types
String
Text data
Extract product names, titles, descriptions
Number
Numeric values
Calculate costs, scores, percentages
Boolean
True/false values
Check conditions, validate data
Date
Date values
Extract deadlines, schedule dates
Single Select
Choose from predefined options
Status: "pending", "approved", "rejected"
Structured Output Use Cases
Cost Analysis
Task Added → Ask Agent → Update Fields
Calculate budget variance automatically
Lead Qualification
Form Submitted → Ask Agent → Route Lead
Score and qualify incoming leads
Content Scoring
Task Added → Ask Agent → Update Status
Rate content quality and assign reviewers
Performance Metrics
Schedule → Ask Agent → Update Dashboard
Calculate completion rates and KPIs
Approval Routing
Task Created → Ask Agent → Conditional Action
Route tasks based on AI evaluation
Example Schema Configuration
{
"output_schema": {
"priority_score": {
"type": "number",
"description": "Rate priority from 1-10"
},
"category": {
"type": "single_select",
"options": ["urgent", "normal", "low"],
"description": "Task priority category"
},
"needs_review": {
"type": "boolean",
"description": "Whether task requires additional review"
}
}
}Pro Tips:
Use descriptive field names that match your workflow
Include clear descriptions for better AI understanding
Test schemas with sample data before deploying
Combine with conditional actions for powerful automation flows
| Prompt AI | Give the model detailed instructions | prompt, systemMessage, temperature | Custom AI processing with specific instructions | | Add Knowledge to Agent | Transcribes knowledge and adds it to an agent | agentId, content, source | Train agent with new documentation | | Add Project to Agent Knowledge | Automatically trains AI agents with project content | agentId, projectId, includeCompleted | Add project data to agent's knowledge base |
Add Project to Agent Knowledge Automation Settings
When to Use Add Project to Agent Knowledge
Perfect for:
Training agents on new work - Keep agents current with project information
Enabling context-aware responses - Allow agents to reference specific project details
Supporting onboarding - Feed previous projects to help new team members
Powering research assistants - Make agents smarter with research project content
Preparing for launches - Train agents on feature launch or campaign plans
Add Project to Agent Knowledge Parameters
Agent ID
ID of the AI agent to train
agent_123456
Project ID
ID of the project to add to knowledge
proj_789012
Include Completed Tasks
Whether to include completed tasks (true/false)
true
Content Types
Types of content to include
tasks, comments, attachments
Add Project to Agent Knowledge Use Cases
New Project Onboarding
Project Created → Add Project to Agent → Welcome Message
Instant agent training for new initiatives
Research Assistant
Project Updated → Add Project to Agent → Enable Queries
Context-aware research support
Customer Support
Project Completed → Add Project to Agent → Update Knowledge Base
Enhanced support with project insights
Team Collaboration
Task Added → Add Project to Agent → Notify Team
Improved team coordination
Knowledge Management
Schedule → Add Project to Agent → Update Documentation
Automated knowledge base maintenance
Integration Examples
Automated Agent Training:
Trigger: Project Created
Action: Add Project to Agent Knowledge
Action: Send Channel Message (Agent trained on new project)
Result: Agents immediately knowledgeable about new projectsResearch Project Updates:
Trigger: Project Updated
Action: Add Project to Agent Knowledge
Action: Ask Agent (Summarize new findings)
Action: Update Dashboard (With insights)
Result: Real-time research insights and summariesLaunch Preparation:
Trigger: Task Added (To launch project)
Action: Add Project to Agent Knowledge
Action: Ask Agent (Generate FAQ)
Action: Send Email (Team preparation)
Result: Comprehensive launch support and documentationBest Practices
Strategic Timing - Add projects when they're most relevant to agent needs
Content Filtering - Choose specific content types to avoid information overload
Regular Updates - Schedule periodic knowledge refreshes for evolving projects
Agent Specialization - Create dedicated agents for different project types
Performance Monitoring - Track agent response quality after knowledge updates
Data Processing & Utilities
Scrape Webpage
Extract the contents of a web page
url, selector, format
Extract product info from competitor site
Scrape Webpage Automation Settings
When to Use Scrape Webpage
Perfect for:
Competitor monitoring - Track pricing, products, and promotions
Market research - Gather data from multiple sources automatically
Lead generation - Extract contact information from directories
Price monitoring - Track product prices across e-commerce sites
Content aggregation - Collect news, reviews, and industry updates
Scrape Webpage Parameters
URL
Target webpage URL to scrape
https://competitor.com/products
Selectors
CSS selectors for specific elements
.price, .product-title, .review
Max Results
Limit number of extracted items
10, 50, 100
Wait Time
Delay before scraping (seconds)
2, 5, 10
User Agent
Browser identification string
Desktop Chrome, Mobile Safari
Headers
Custom HTTP headers
Authorization, Accept-Language
Scrape Webpage Use Cases
Competitor Analysis
Schedule → Scrape Webpage → Analyze with AI → Update Dashboard
Real-time competitive intelligence
Price Monitoring
Schedule → Scrape Webpage → Compare Prices → Send Alerts
Dynamic pricing optimization
Lead Generation
Task Added → Scrape Webpage → Extract Contacts → Create Leads
Automated prospect discovery
Market Research
Schedule → Scrape Webpage → Aggregate Data → Generate Reports
Comprehensive market insights
Content Monitoring
Schedule → Scrape Webpage → Categorize Content → Update Knowledge Base
Current industry awareness
Integration Examples
Competitor Price Monitoring:
Trigger: Schedule (Daily)
Action: Scrape Webpage (Competitor Pricing Page)
Action: Extract Prices with Selectors
Action: Compare with Your Prices
Action: Send Slack Alert (If Significant Changes)
Result: Automated competitive pricing intelligenceLead Generation from Directories:
Trigger: Task Added (Industry Research)
Action: Scrape Webpage (Industry Directory)
Action: Extract Company Details
Action: Categorize with AI (Lead Qualification)
Action: Create Tasks (Follow-up Actions)
Result: Automated lead discovery and qualificationMarket News Aggregation:
Trigger: Schedule (Hourly)
Action: Scrape Webpage (Industry News Sites)
Action: Extract Article Headlines
Action: Categorize with AI (Topic Classification)
Action: Add to Knowledge Base
Result: Current industry news awarenessOutput Data Structure
Scraped Content Format:
{
"url": "https://example.com/products",
"title": "Product Catalog",
"content": {
"text": "Full page text content...",
"html": "<div>HTML structure...</div>",
"structured_data": {
"products": [
{
"name": "Product A",
"price": "$99.99",
"description": "Product description..."
}
]
}
},
"metadata": {
"scraped_at": "2024-01-15T10:30:00Z",
"response_time": 1.2,
"content_length": 15432
}
}Advanced Scraping Techniques
CSS Selector Strategies:
Element Selection:
div.product-card- Select product containersAttribute Extraction:
img[src]- Get image URLsText Content:
.description::text- Extract text onlyMultiple Elements:
.price, .old-price- Select multiple elements
JavaScript-Heavy Sites:
Wait for Elements: Delay scraping until dynamic content loads
Scroll Handling: Simulate scrolling for infinite scroll pages
AJAX Detection: Wait for asynchronous content to load
Best Practices
Respect robots.txt and website terms of service
Use appropriate delays between requests to avoid overloading servers
Handle dynamic content with proper wait times and selectors
Monitor scraping success rates and adjust selectors as needed
Cache results appropriately to reduce unnecessary requests
Implement error handling for network issues and site changes
Legal and Ethical Considerations
Terms of Service: Review and comply with website terms
Rate Limiting: Avoid overwhelming target servers
Data Usage: Ensure compliance with data protection regulations
Attribution: Properly credit sources when using scraped content
Fair Use: Use scraped data responsibly and ethically | Convert File to Text | Convert a source file into text |
fileUrl,fileType,extractImages| Convert PDF manual to searchable text | | Transcribe YouTube Video | Turn a YouTube video into text |videoUrl,language,includeTimestamps| Create transcript of training video |
Transcribe YouTube Video Automation Settings
When to Use Transcribe YouTube Video
Perfect for:
Content indexing - Make video content searchable and referenceable
Educational resources - Create study guides and learning materials
Content repurposing - Transform video content into blogs, articles, and social posts
Accessibility - Provide text transcripts for hearing-impaired users
Research and analysis - Extract insights from video presentations
Knowledge management - Build searchable video content libraries
Transcribe YouTube Video Parameters
URL
YouTube video URL to transcribe
https://www.youtube.com/watch?v=VIDEO_ID
Language
Audio language for accurate transcription
en (English), es (Spanish), fr (French)
Include Timestamps
Add time markers to transcript
true/false
Output Format
Transcript format (text, JSON, SRT)
text, json, srt
Speaker Identification
Identify different speakers
true/false
Transcribe YouTube Video Use Cases
Content Indexing
Schedule → Transcribe → Index in Search
300% faster content discovery
Educational Resources
Task Added → Transcribe → Generate Study Guide
Accelerated learning materials creation
Content Repurposing
Video Upload → Transcribe → Generate Blog Post
Multi-platform content distribution
Accessibility
Video Published → Transcribe → Add Captions
Improved content accessibility
Research Analysis
Video Found → Transcribe → Extract Insights
Faster research and analysis
Integration Examples
Educational Content Pipeline:
Trigger: Video Added to Course
Action: Transcribe YouTube Video (with timestamps)
Action: Generate Study Guide with AI
Action: Create Quiz Questions
Action: Add to Learning Management System
Result: Automated course content creationContent Repurposing Workflow:
Trigger: YouTube Video Published
Action: Transcribe YouTube Video
Action: Ask Agent With Structured Output (Extract key points)
Action: Generate Blog Post with AI
Action: Publish to Website
Result: Multi-platform content distributionResearch and Analysis System:
Trigger: Weekly Schedule
Action: Search Web (Industry videos)
Action: Transcribe YouTube Video (Top results)
Action: Categorize with AI (Topics)
Action: Generate Research Summary
Action: Add to Knowledge Base
Result: Automated industry researchOutput Data Structure
Basic Text Output:
[00:00:15] Welcome to our product demonstration video.
[00:00:22] Today we'll show you the key features...
[00:00:45] Let's start with the user interface...JSON Output:
{
"video_url": "https://www.youtube.com/watch?v=VIDEO_ID",
"title": "Product Demo",
"duration": "00:15:30",
"language": "en",
"transcript": [
{
"timestamp": "00:00:15",
"text": "Welcome to our product demonstration video.",
"speaker": "presenter"
},
{
"timestamp": "00:00:22",
"text": "Today we'll show you the key features...",
"speaker": "presenter"
}
],
"confidence_score": 0.92
}Advanced Features
Multi-Language Support:
Automatic Language Detection - Identifies audio language automatically
Manual Language Selection - Specify language for better accuracy
Multi-Language Videos - Handle videos with multiple languages
Speaker Identification:
Speaker Diarization - Distinguish between different speakers
Speaker Labels - Assign names or roles to speakers
Conversation Analysis - Identify Q&A sections and discussions
Timestamp Integration:
Precise Timestamps - Accurate time markers for each phrase
Chapter Markers - Identify natural breaks and sections
Interactive Transcripts - Click timestamps to jump to video sections
Best Practices
Video Quality Matters - Clear audio produces better transcripts
Supported Languages - Check language support for your content
Privacy Considerations - Review content before public sharing
Cost Management - Long videos may incur higher processing costs
Quality Validation - Review important transcripts for accuracy
Integration Planning - Consider downstream processing of transcript data
Rate Limiting & Performance
Processing Time - Longer videos take more time to process
API Limits - May have daily/hourly processing limits
Cost Per Minute - Pricing based on video duration
Batch Processing - Process multiple videos efficiently
Caching - Store transcripts to avoid re-processing
Content Repurposing Workflows
Blog Post Generation:
YouTube Video → Transcribe → Extract Key Points → Generate Blog Post → SEO Optimize → PublishSocial Media Content:
YouTube Video → Transcribe → Identify Highlights → Create Short Clips → Generate Captions → Post to SocialEducational Materials:
YouTube Video → Transcribe → Generate Quiz → Create Study Guide → Add to LMS → Track Completion| Convert File to Text | Convert a source file into text | fileUrl, fileType, extractImages | Convert PDF manual to searchable text | | Generate Image with DALL·E 3 | Create images from text prompts using OpenAI | prompt, size, style, quality | Generate illustrations and visual content | | Upload File to Media | Upload file through URL to workspace media | fileUrl, fileName, folderId | Save document to project media library | | Send HTTP Request | Makes an API request to an endpoint with multipart file support | method, url, headers, body, files | Call external API with file attachments |
HTTP Request Automation Settings
HTTP Request Parameters
Method
HTTP method (GET, POST, PUT, DELETE, etc.)
POST
URL
The endpoint URL to send the request to
https://api.example.com/v1/users
Headers
HTTP headers (Authorization, Content-Type, etc.)
Authorization: Bearer token123
Query Params
URL query parameters
?limit=10&sort=date
Body Type
Request body format (JSON, Form Data, Raw, XML)
JSON
Response Body Type
How to process the response (JSON or None)
JSON
HTTP Request Use Cases
Weather Data
Schedule → HTTP Request → Add Task
Get daily weather for project planning
Email Validation
Task Added → HTTP Request → Update Fields
Validate contact emails automatically
Content Translation
Task Added → HTTP Request → Append Text
Translate content for international teams
Stock Prices
Schedule → HTTP Request → Insert Row
Track investment portfolio data
Public Holidays
Project Created → HTTP Request → Create Event
Add holidays to project calendars
Business Lookup
Form Submitted → HTTP Request → Update Fields
Enrich contact data with company info
DALL·E 3 Image Generation Settings
Setup Requirements
OpenAI API Key Required:
Visit OpenAI Platform
Create a new API key with DALL·E access
Add the key to your Taskade automation settings
DALL·E 3 Parameters
Prompt
Text description of the image to generate
Any descriptive text
Required
Size
Image dimensions
1024x1024, 1024x1792, 1792x1024
1024x1024
Style
Visual style preference
vivid, natural
vivid
Quality
Image quality level
standard, hd
standard
DALL·E 3 Use Cases
Visual Content Generation
Task Added → Generate Image → Add to Project
Create illustrations for blog posts
Creative Project Support
Task Created → Generate Image → Attach to Task
Add moodboards and concept images
Social Media Visuals
Schedule → Generate Image → Post to Social
Create dynamic social media content
Learning Materials
Task Added → Generate Image → Embed in Content
Make educational materials engaging
Product Prototyping
Task Created → Generate Image → Review & Iterate
Produce concept images for products
Prompt Engineering Tips:
Be specific about style, lighting, and composition
Include artistic references (e.g., "in the style of Picasso")
Specify image format and intended use
Use descriptive adjectives for better results
Categorize with AI Automation Settings
When to Use Categorize with AI
Perfect for:
Sentiment analysis - Determine positive, neutral, or negative sentiment in feedback
Lead qualification - Score and prioritize potential customers
Content moderation - Filter inappropriate or sensitive content
Support prioritization - Route tickets based on urgency and type
Data organization - Automatically tag and sort incoming information
Preset Categories Available
Sentiment Analysis
Customer feedback, reviews, social media
Positive/Neutral/Negative + confidence score
Lead Qualification
Sales inquiries, prospect data
Hot/Warm/Cold + priority score
Content Moderation
User-generated content, comments
Safe/Questionable/Inappropriate
Support Prioritization
Help tickets, customer issues
Critical/High/Medium/Low
Language Detection
Multi-language content
Language code + confidence
Topic Classification
Articles, documents
Primary topic + subtopics
Custom Category Configuration
Example: Customer Support Ticket Classification
{
"custom_categories": {
"billing": ["payment", "invoice", "charge", "refund"],
"technical": ["error", "bug", "login", "performance"],
"account": ["password", "profile", "settings", "access"],
"feature": ["request", "suggestion", "improvement", "new"]
},
"output_format": "single_best_match",
"confidence_threshold": 0.7
}Categorize with AI Use Cases
Sentiment Analysis
Form Submission → Categorize → Route Response
60% faster customer response time
Lead Qualification
New Contact → Categorize → Assign Sales Rep
40% improvement in conversion rates
Support Routing
Ticket Created → Categorize → Assign Agent
50% reduction in ticket resolution time
Content Moderation
User Post → Categorize → Approve/Reject
Maintains community standards
Feedback Analysis
Survey Response → Categorize → Update Dashboard
Data-driven product improvements
Integration Examples
Customer Support Automation:
Trigger: Support Ticket Created
Action: Categorize with AI (Support Prioritization)
Branch: If "Critical" → Escalate + SMS Alert
If "High" → Assign Senior Agent + Email
If "Medium" → Add to Queue + Auto-Response
If "Low" → Self-Service ResourcesLead Management System:
Trigger: Lead Form Submission
Action: Categorize with AI (Lead Qualification)
Action: Update Custom Field (Lead Score)
Branch: If Score > 8 → Immediate Sales Call
If Score > 5 → Email Sequence
If Score ≤ 5 → Nurture CampaignContent Moderation Workflow:
Trigger: User Comment Posted
Action: Categorize with AI (Content Moderation)
Branch: If "Safe" → Publish Immediately
If "Questionable" → Human Review Queue
If "Inappropriate" → Block + Notify ModeratorConfiguration Best Practices
Start with presets before creating custom categories
Set confidence thresholds to balance accuracy vs. coverage
Test with sample data to validate categorization accuracy
Monitor and refine categories based on real-world performance
Combine with human review for critical decisions
Output Data Structure
Standard Response Format:
{
"category": "sentiment_positive",
"confidence": 0.89,
"subcategories": ["satisfied", "recommend"],
"metadata": {
"processing_time": 0.3,
"model_version": "v2.1",
"input_length": 247
}
}Batch Processing Response:
{
"results": [
{
"item_id": "feedback_123",
"category": "technical_issue",
"confidence": 0.92
},
{
"item_id": "feedback_124",
"category": "feature_request",
"confidence": 0.78
}
],
"summary": {
"total_processed": 50,
"average_confidence": 0.84,
"categories_found": 8
}
}| Search Web | Searches the web for information | query, maxResults, safeSearch | Research topic for content creation |
Search Web Automation Settings
When to Use Search Web
Perfect for:
Research automation - Gather up-to-date information for reports and presentations
Content creation - Find relevant data and trends for blog posts and articles
Market analysis - Monitor competitor activity and industry trends
Background checking - Verify information and gather additional context
Data enrichment - Enhance existing data with web-sourced information
Search Web Use Cases
Resume Verification
Task Added → Search Web → Compare Results
Improved hiring quality
Content Research
Schedule → Search Web → Generate Article
Faster content creation
Market Intelligence
Schedule → Search Web → Update Dashboard
Better strategic decisions
Competitor Analysis
Task Added → Search Web → Analyze Trends
Competitive advantage
Automated Newsletters
Schedule → Search Web → Curate Content
Engaging communications
Configuration Options
Query
Search terms to use for web search
"latest AI trends 2024"
Max Results
Number of results to return
5, 10, 20
Safe Search
Filter inappropriate content
Enabled for business use
Date Range
Limit to recent results
Past 24 hours, past week
Language
Search in specific language
English, Spanish, etc.
Integration Examples
Research Automation Workflow:
Trigger: Task Added (Research Topic)
Action: Search Web (Query from task name)
Action: Ask Agent With Structured Output (Summarize findings)
Action: Create Project (Research Report)
Result: Automated research compilationContent Creation Pipeline:
Trigger: Schedule (Daily)
Action: Search Web (Industry news)
Action: Categorize with AI (Topic classification)
Action: Generate with AI (News summary)
Action: Publish to Blog
Result: Automated content publishingCompetitor Monitoring:
Trigger: Schedule (Weekly)
Action: Search Web (Competitor name + news)
Action: Analyze with AI (Impact assessment)
Action: Update Custom Fields (Competitor activity)
Action: Send Slack Alert (If significant changes)
Result: Proactive competitive intelligenceOutput Data Structure
Search Results Format:
{
"query": "AI trends 2024",
"results": [
{
"title": "Top AI Trends for 2024",
"url": "https://example.com/ai-trends",
"snippet": "Key AI developments expected in 2024...",
"source": "TechCrunch",
"date": "2024-01-15"
}
],
"total_results": 1250000,
"search_time": 0.45
}Best Practices
Craft specific queries for better, more relevant results
Use date filters to focus on recent information
Combine with AI analysis to process and summarize findings
Set reasonable limits to avoid overwhelming downstream actions
Monitor search costs for high-volume automations
Rate Limiting & Performance
API quotas may apply depending on search provider
Response times vary based on query complexity
Caching can be implemented for repeated searches
Error handling important for network-dependent actions
| Filter Data | Performs actions only when data meets conditions | data, condition, operator | Process only high-priority tickets | | Loop | Iterates through data for batch processing | array, actions, maxIterations | Process multiple form submissions | | Branch | Creates different workflow paths based on conditions | condition, trueActions, falseActions | Route tickets based on urgency level |
Communication Actions
Slack
slack.sendMessage
Sends message to channel
channel, message, attachments
Notify team of new ticket
slack.sendDM
Sends direct message
userId, message
Alert assignee of urgent task
slack.createChannel
Creates new channel
name, description, isPrivate
Create project-specific channel
slack.inviteUser
Invites user to channel
channelId, userId
Add stakeholder to discussion
slack.updateStatus
Updates user status
userId, status, emoji
Set "In meeting" status
slack.scheduleMessage
Schedules message
channel, message, scheduleTime
Send reminder tomorrow
Email
email.send
Sends email
to, subject, body, attachments
Send confirmation to customer
email.sendTemplate
Sends templated email
to, templateId, variables
Send welcome email with variables
email.addToList
Adds contact to mailing list
email, listId, customFields
Subscribe to newsletter
email.removeFromList
Removes from mailing list
email, listId
Unsubscribe user
email.createCampaign
Creates email campaign
listId, subject, content
Launch product announcement
Discord
discord.sendMessage
Sends message to channel
channelId, message, embed
Post update to community
discord.createRole
Creates new role
guildId, name, permissions
Create "Beta Tester" role
discord.assignRole
Assigns role to user
guildId, userId, roleId
Grant access to private channel
discord.createInvite
Creates invite link
channelId, maxUses, expires
Generate one-time invite
Data & CRM Actions
HubSpot
hubspot.createContact
Creates new contact
email, firstName, lastName, properties
Add lead from form
hubspot.updateContact
Updates contact properties
contactId, properties
Update lead score
hubspot.createDeal
Creates new deal
contactId, dealName, amount, stage
Create sales opportunity
hubspot.updateDeal
Updates deal properties
dealId, properties
Move to next stage
hubspot.createTask
Creates task for contact
contactId, title, dueDate
Schedule follow-up call
hubspot.addNote
Adds note to contact
contactId, note
Log interaction details
Salesforce
salesforce.createLead
Creates new lead
email, firstName, lastName, company
Add qualified lead
salesforce.convertLead
Converts lead to opportunity
leadId, accountName
Convert to sales opportunity
salesforce.createCase
Creates support case
contactId, subject, description
Log support ticket
salesforce.updateCase
Updates case status
caseId, status, priority
Escalate to manager
salesforce.createActivity
Creates activity record
recordId, type, subject
Log call or meeting
Google Sheets
sheets.addRow
Adds new row to sheet
spreadsheetId, range, values
Log form submission
sheets.updateCell
Updates specific cell
spreadsheetId, cell, value
Update status column
sheets.findRow
Finds row by criteria
spreadsheetId, column, searchValue
Find customer record
sheets.deleteRow
Deletes row
spreadsheetId, rowIndex
Remove processed entry
sheets.createChart
Creates chart
spreadsheetId, range, chartType
Generate analytics chart
Airtable
airtable.createRecord
Creates new record
baseId, tableId, fields
Add customer to CRM
airtable.updateRecord
Updates record fields
baseId, tableId, recordId, fields
Update project status
airtable.linkRecords
Links records together
baseId, tableId, recordId, linkedRecordIds
Connect customer to orders
airtable.deleteRecord
Deletes record
baseId, tableId, recordId
Remove obsolete entry
Development Actions
GitHub
github.createIssue
Creates new issue
repo, title, body, labels
Report bug from feedback
github.updateIssue
Updates issue
repo, issueNumber, title, body, state
Close resolved issue
github.addComment
Adds comment to issue
repo, issueNumber, comment
Add investigation notes
github.createPR
Creates pull request
repo, title, body, head, base
Submit fix for review
github.mergePR
Merges pull request
repo, prNumber, mergeMethod
Auto-merge approved PR
github.createRelease
Creates release
repo, tag, name, body
Publish new version
Jira
jira.createIssue
Creates new issue
project, issueType, summary, description
Create bug ticket
jira.updateIssue
Updates issue fields
issueKey, fields
Update priority or assignee
jira.transitionIssue
Changes issue status
issueKey, transitionId
Move to "In Progress"
jira.addComment
Adds comment
issueKey, comment
Add troubleshooting notes
jira.assignIssue
Assigns issue to user
issueKey, assignee
Assign to developer
Web & Content Actions
WordPress
wordpress.createPost
Creates new post
title, content, status, categories
Publish blog article
wordpress.updatePost
Updates existing post
postId, title, content, status
Edit published content
wordpress.createPage
Creates new page
title, content, parent
Add landing page
wordpress.uploadMedia
Uploads media file
file, title, description
Add featured image
wordpress.moderateComment
Moderates comment
commentId, status
Approve or reject
Webflow
webflow.createItem
Creates CMS item
collectionId, fields
Add new blog post
webflow.updateItem
Updates CMS item
collectionId, itemId, fields
Edit product details
webflow.publishSite
Publishes site changes
siteId
Deploy updates live
webflow.createForm
Creates form
name, fields
Add contact form
Utility Actions
HTTP/Webhook
http.post
Sends POST request
url, headers, body
Call external API
http.get
Sends GET request
url, headers, params
Fetch data from service
http.put
Sends PUT request
url, headers, body
Update external record
http.delete
Sends DELETE request
url, headers
Remove external data
webhook.send
Sends webhook payload
url, payload, headers
Notify external system
Data Processing
data.transform
Transforms data format
input, mapping, outputFormat
Convert CSV to JSON
data.validate
Validates data schema
input, schema
Check required fields
data.merge
Merges data objects
objects, mergeStrategy
Combine multiple sources
data.filter
Filters data by criteria
input, conditions
Remove invalid entries
data.aggregate
Aggregates data
input, groupBy, functions
Calculate totals
File Operations
file.upload
Uploads file to storage
file, destination, metadata
Store form attachment
file.download
Downloads file
url, destination
Save external resource
file.convert
Converts file format
file, targetFormat
PDF to images
file.compress
Compresses file
file, compressionLevel
Reduce file size
Conditional Actions
Logic & Control Flow
condition.if
Conditional execution
condition, then, else
If priority is high, notify manager
condition.switch
Multi-way branching
value, cases, default
Route by category
loop.forEach
Iterate over array
array, actions
Process each item
loop.while
Loop while condition true
condition, actions
Retry until success
delay.wait
Wait for specified time
duration
Wait 5 minutes before retry
Error Handling
error.catch
Catches and handles errors
actions, errorHandler
Retry on failure
error.retry
Retries failed actions
actions, maxRetries, delay
Retry API call 3 times
error.notify
Sends error notification
message, recipients
Alert admin of failure
error.log
Logs error details
error, context
Record for debugging
Usage Examples
Basic Action Chain
{
"actions": [
{
"type": "taskade.createTask",
"projectId": "proj_123",
"title": "{{form.subject}}",
"content": "{{form.description}}"
},
{
"type": "slack.sendMessage",
"channel": "#support",
"message": "New task created: {{previous.title}}"
}
]
}Conditional Logic
{
"actions": [
{
"type": "condition.if",
"condition": "{{form.priority}} === 'high'",
"then": [
{
"type": "slack.sendMessage",
"channel": "#urgent",
"message": "High priority: {{form.subject}}"
}
],
"else": [
{
"type": "taskade.createTask",
"projectId": "backlog",
"title": "{{form.subject}}"
}
]
}
]
}Error Handling
{
"actions": [
{
"type": "error.retry",
"maxRetries": 3,
"delay": 1000,
"actions": [
{
"type": "http.post",
"url": "https://api.example.com/webhook",
"body": "{{trigger.data}}"
}
]
}
]
}📁 Advanced File Handling
Recent updates have significantly enhanced automation file processing capabilities.
Multipart File Uploads
HTTP actions now support multipart file uploads, enabling seamless integration with modern APIs:
{
"action": "Send HTTP Request",
"method": "POST",
"url": "https://api.example.com/upload",
"headers": {
"Authorization": "Bearer {{token}}"
},
"files": {
"document": "{{file_from_trigger}}",
"thumbnail": "{{generated_image}}"
},
"body": {
"title": "{{document_title}}",
"category": "{{document_type}}"
}
}Enhanced Webhook File Processing
Webhooks can now receive and process multipart/form-data, perfect for:
Document Processing Workflows: Automatically process uploaded files
Image Analysis Pipelines: Analyze images submitted through forms
File Validation Systems: Check file types and sizes before processing
Smart Form Field Mapping
When forms trigger automations that create tasks, the system intelligently maps form field labels to task custom fields:
Automatic Matching: "Priority Level" dropdown → Priority custom field
Type Recognition: Date fields map to date custom fields automatically
Dynamic Options: Dropdown values sync with custom field options
Professional Use Cases
Document Approval Workflow:
Form Upload → File Validation → Manager Notification → Approval Task CreationImage Processing Pipeline:
Image Upload → AI Analysis → Metadata Extraction → Database StorageClient Onboarding System:
Document Collection → Verification → CRM Update → Welcome EmailFile Type Support
Automations now handle a wide range of file types:
Documents: PDF, DOC, DOCX, TXT, RTF
Images: JPG, PNG, GIF, WebP, SVG
Spreadsheets: CSV, XLS, XLSX
Archives: ZIP, RAR, 7Z
Media: MP4, MP3, WAV, MOV
→ Next: Browse Triggers Reference → See Also: Automation Recipes
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