Import

Import Markdown, PDF, Word, Excel, CSV, and more into Taskade projects, or add files as AI agent knowledge, project context, and Taskade Genesis app context.

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Table of Contents

• Import Markdown

  • Overview

  • Import Markdown Files

  • Paste Text & Markdown

  • Create Markdown Sources

  • How AI Processing Works

  • Where Markdown Is Used in Taskade

• Import PDF

  • Overview

  • Convert PDF Into Projects

  • Add PDF as Agent Knowledge

  • Use PDF as Project Context

  • PDF in Automations

• What's Next

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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.

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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
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

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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

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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 Taskade Genesis app context.

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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

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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

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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.

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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

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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.

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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.

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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

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What's Next

Guide	What You'll Learn
Markdown Support	Full syntax reference and usage guide
Editing & Formatting	Format tasks and projects
REST API Guide	Import and create projects programmatically via the API