# Import *** ## Table of Contents * [Import Markdown](#import-markdown) * [Overview](#overview) * [Import Markdown Files](#import-markdown-files) * [Paste Text & Markdown](#paste-text--markdown) * [Create Markdown Sources](#create-markdown-sources) * [How AI Processing Works](#how-ai-processing-works) * [Where Markdown Is Used in Taskade](#where-markdown-is-used-in-taskade) * [Import PDF](#import-pdf) * [Overview](#overview-1) * [Convert PDF Into Projects](#convert-pdf-into-projects) * [Add PDF as Agent Knowledge](#add-pdf-as-agent-knowledge) * [Use PDF as Project Context](#use-pdf-as-project-context) * [PDF in Automations](#pdf-in-automations) * [What's Next](#whats-next) *** ## Import Markdown ### Overview You can quickly create new Taskade projects from Markdown (.md) files. The importer preserves your formatting — headings, lists, bold/italic text, links, and images — while AI cleans up spacing and line breaks without changing meaning. *** ### Import Markdown Files #### Step-by-Step Tutorial | Step | Action | | ---- | ----------------------------------------------------------------------- | | 1 | Navigate to your workspace or folder | | 2 | Click the **+ Create new** button | | 3 | Select **Import** from the dropdown | | 4 | **Option A:** Drag and drop `.md` files into the import box | | 5 | **Option B:** Click **Paste Text & Markdown** to paste content directly | | 6 | Click **Import** to finish | #### Supported Import Formats | Format | Extension | Notes | | ---------- | --------------- | ------------------------------ | | Markdown | `.md` | Full Markdown syntax preserved | | Plain text | `.txt` | Converted to task structure | | PDF | `.pdf` | See [Import PDF](#import-pdf) | | Word | `.docx` | Structure preserved | | PowerPoint | `.pptx` | Slides converted to sections | | Excel | `.xlsx`, `.xls` | Tables preserved | | CSV | `.csv` | Data converted to table view | | EPUB | `.epub` | Chapters converted to sections | *** ### Paste Text & Markdown When you paste `.txt` or `.md` content directly, Taskade AI automatically cleans it up: #### What AI Does | Action | Example | | ---------------------------- | ------------------------------ | | Adds spacing and line breaks | Proper paragraph separation | | Preserves bullet points | `- item` stays as a bullet | | Preserves numbered lists | `1. item` stays numbered | | Preserves headings | `## Title` becomes H2 | | Preserves bold/italic | `**bold**` stays bold | | Preserves links and images | URLs and image references kept | #### What AI Does NOT Do | Action | Guarantee | | ------------------ | -------------------------- | | Summarize content | Original content unchanged | | Translate text | Language preserved | | Add/remove meaning | No content modification | | Add intro/outro | No extra text added | | Comment on text | No AI commentary | *** ### Create Markdown Sources Create `.md` files directly in Taskade and use them as project sources: | Step | Action | | ---- | -------------------------------------------------------- | | 1 | Go to your workspace or folder | | 2 | Click **+ Create new** → **AI Project** | | 3 | Click **+ Add source** → **Paste text** | | 4 | Paste Markdown-formatted text | | 5 | The `.md` file is created and added to the **Media Tab** | > Created Markdown documents can be used as agent knowledge, project context, or Genesis app context. *** ### How AI Processing Works | Input | Output | | --------------------- | -------------------------- | | `## Task List` | **\[H2]** Task List | | `- Buy milk` | Bullet: Buy milk | | `1. Launch by Friday` | Numbered: Launch by Friday | | `**Important**` | **Bold**: Important | | `_Note_` | *Italic*: Note | | `[Link](url)` | Clickable link | *** ### Where Markdown Is Used in Taskade | Location | How Markdown Is Used | | --------------------- | ---------------------------------------------------- | | **Project editor** | Format tasks, checklists, and paragraphs inline | | **Import/Export** | Convert `.md` files to projects and vice versa | | **AI Project Studio** | Add `.md` files as context for AI-generated projects | | **AI Agents** | Fine-tune agents using Markdown knowledge sources | | **Chat & Comments** | Format messages with Markdown syntax | | **Quick Add widget** | Add formatted notes and tasks | | **Genesis Context** | Upload `.md` files as app-building context | *** ## Import PDF ### Overview Taskade supports PDF import in three powerful ways: convert PDFs to structured projects, use them as AI agent knowledge, or add them as context for AI-generated projects. PDFs can also be processed in automation flows using the `pdf.convertToText` action. > **Genesis connection:** Upload PDFs as Genesis context to create apps that match your existing documents, forms, and processes. *** ### Convert PDF Into Projects Turn any PDF into a structured Taskade project: | Step | Action | | ---- | ----------------------------------------------------------- | | 1 | Click **+ Create new** in your workspace (top-right corner) | | 2 | Choose **Import** from the dropdown | | 3 | Select an import mode: | | Mode | What It Does | | ---------------------- | ----------------------------------------------------------------------------- | | **Convert to Taskade** | Converts the PDF into a structured project with headings, tasks, and sections | | **Summarize with AI** | Creates a concise summary of the PDF in a new project | | Step | Action | | ---- | ---------------------------------------------------- | | 4 | Drag files into the box or click to upload | | 5 | Wait for the importer to process | | 6 | Click **+ Create Project** to create the new project | *** ### Add PDF as Agent Knowledge Train your AI agents on PDF content: | Step | Action | | ---- | --------------------------------------------------------------------- | | 1 | Go to your workspace → **Agents** tab | | 2 | Click the three dots (⋯) next to your agent → **Edit agent** | | 3 | Open the **Knowledge** tab | | 4 | Enable agent knowledge (toggle on) | | 5 | **Option A:** Drag PDF files into the box, or click to upload | | 6 | **Option B:** Click **Add Media** to select files from your workspace | > **Result:** Your agent can now answer questions using information from the uploaded PDFs. References are cited in agent responses. *** ### Use PDF as Project Context Use PDFs as seed data for AI-generated projects: | Step | Action | | ---- | --------------------------------------------------- | | 1 | Click **+ Create new** → **AI Project** | | 2 | Describe the project you want to generate | | 3 | Click **Upload Files** and upload your `.pdf` files | | 4 | Click Enter to generate the project | > **What happens:** AI reads the PDF content and uses it as context to generate a more relevant, customized project. *** ### PDF in Automations PDFs can be processed automatically within automation flows: | Action | What It Does | Use Case | | ------------------------ | ----------------------------------- | --------------------------------------------- | | **pdf.convertToText** | Converts PDF content to plain text | Extract text for AI analysis, data processing | | **Upload File to Media** | Saves PDF to workspace Media | Archive incoming attachments | | **Agent Knowledge Add** | Adds PDF content to agent knowledge | Auto-train agents on new documents | #### Example Automation Flow | Step | Action | | -------- | ----------------------------------------- | | Trigger | New Email with PDF attachment (Gmail) | | Action 1 | Loop through attachments | | Action 2 | Convert PDF to text (`pdf.convertToText`) | | Action 3 | AI summarizes the text (`ai.generate`) | | Action 4 | Create task with summary in project | | Action 5 | Notify team on Slack | *** ## What's Next | Guide | What You'll Learn | | ---------------------------------------------------------------------------------------------- | ------------------------------------- | | [Markdown Support](https://docs.taskade.com/docs/workspaces/workspaces/markdown) | Full syntax reference and usage guide | | [Editing & Formatting](https://docs.taskade.com/docs/workspaces/workspaces/editing-formatting) | Format tasks and projects |