3/11/25, 6:12 AM Getting Started with Automation | Taskade Help Center

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All Collections AI Automation Overview Getting Started with Automation

Getting Started with Automation

Put your projects on autopilot with the automation feature in Taskade.
Updated this week

Table of contents

Overview
Automations allow you to put routine tasks and projects on autopilot within fully
customizable automation flows. You can use automations in Taskade to:

🔄 Streamline repetitive tasks by setting up triggers and actions.

🛠️ Design custom workflows tailored to your team's needs.

🔌 Integrate with services like Google Sheets, Slack, and WordPress.

🤖 Build advanced workflows with custom AI Agents.

And much more!

If This, Then That

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Taskade Automation the simple but powerful "If this happens, then do that" logic.
Think of it like setting up dominoes; when the first one falls (an event you choose), it
makes the next one fall (an action you've set up).

Here are a few examples:

If you add a new task, then Taskade can automatically tell your team about it.

If a customer gives feedback, then Taskade can set up a task to look into it.

If you hit your sales target, then Taskade can create and send a report right away.

It's that simple.

Triggers
Triggers kickstart automations by monitoring for specific conditions. Once the
conditions are met, they prompt a chain of automated actions.

💡 Note: Visit this article to learn more about Triggers.

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Actions
Triggers launch the automation sequence — they're the "then" in "if this, then that."
Actions automatically occur once the triggers' conditions are met.

💡 Note: Visit this article to learn more about Actions.

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Create an Automation
There are several ways to set up automation flows in Taskade:

Generate with AI

The Automation Generator allows you to instantly outline basic automation steps you
can later customize and tailor to your unique workflow.

💡 Note: Read AI Automation Generator to learn more.

Go to the Automations tab in your workspace/folder.

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Click ➕ Add automation ➡ Generate With AI.

Describe what you want the automation to achieve.

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Choose one of the four generator modes (check the next section for details):

Auto (Default): Selects the optimal mode for your task and goal

Agent Tool Mode: Generates intelligent workflows as an agent tool

Workflow Mode: Sets up standard project automations and flows

Form Mode: Generates smart forms that trigger actions on submission

Press Enter and wait for the result.

When the automation is ready, click Create Automation to create it.

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Customize and enable the automation.

Start From Scratch

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Go to the Automations tab in your workspace or folder.

Click ➕ Add automation

(optional) Use one of the available templates (scroll down to learn more).

Click ➕ Add Trigger and choose a trigger from the drop-down list.

Specify the conditions for the trigger on the right.

Click Save changes in the top-right corner.

💡 Note: You can build your automations faster with the Duplicate feature. Click
the three dots ··· next to a trigger or action and click Duplicate to copy it.

Click ➕ Add Step and choose an action from the drop-down list.

Specify the conditions for the action on the right.

Click Save changes in the top-right corner.

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Add more steps or toggle the automation on in the top-right corner.

And that's it!

💡 Note: Displays automation output as one block. To break it down, press ⌨️

Shift + Enter in the Content box (e.g. in the Add Task action).

Use Automation Templates

Taskade features a variety of automation templates that will enhance your productivity
and streamline your workflows. Each template is fully customizable, so you can tailor
them to fit your specific needs.

To use an automation template:

Go to the Automations tab in your workspace or folder.

Choose a category from the menu on the left.

Click any of the template tiles to use them.

Customize your automation.

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Build Advanced Automations

You can create even more complex automations by combining advanced triggers &
actions with custom AI Agents for smart, dynamic workflows.

Automate with AI Agents

On top of the available connectors, you can use your Custom AI Agents in your
automation flows to handle tasks, make decisions, and streamline your workflows

Agent automations include the following actions:

*️⃣ Ask Agent: Query your AI Agent for information or advice based on its
knowledge. Ideal for getting quick answers without human intervention.

⏩ Run Agent Command: Execute a specific command or task using your AI

Agent. Perfect for automating repetitive tasks and improving efficiency.

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💡 Note: Visit Agents Automation to learn more.

Schedule Automations
The Automation Scheduler automates tasks based on specific time intervals.

Go to the Automations tab in your workspace or folder.

Click ➕ Add automation.

(optional) Use one of the available templates (see the next section).

Click ➕ Add Trigger and choose a frequency for the automation:

Every Hour

Every Day

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Every Week

Every Month

Add steps as usual and toggle the automation on in the top-right corner.

Share & Copy Automations

You can share your automations with others in a few simple steps:

Go to the Automations tab in your workspace or folder.

Select the automation flow you want to share.

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Click Share at the top of the automation flow.

Enable the toggle to create a shareable link.

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(method 1): Copy the direct link and share it with others.

(method 2): Copy the embed code and embed it on your website.

Others can now add the automation to their workspaces using the Clone button.

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Check Automation Status

The Runs tab at the top of the automation dashboard allows you to monitor and
manage the performance of your automations. It offers a clear overview of all the
automated processes you have set up, complete with progress, status, and other key
details.

Frequently Asked Questions

What is a task ID?

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A task ID serves as a unique identifier for a specific task, similar to how a project ID
identifies a project. It streamlines the process of referencing tasks in automations that
allow for input and output operations based on task IDs.

To locate a task ID:

1. Click the three dots ··· next to a task.

2. Choose Copy Link from the list.

3. Paste the link anywhere inside the project.

4. The text following "node-" is the unique identifier of the task.

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Can I use Taskade AI in automation flows?

Yes, you can choose from several different Actions that activate Taskade AI and
custom AI commands in automation flows. They include:

⚡️ Action 🔀 Purpose

Ask AI Uses AI to answer questions.

Generate with AI Uses AI to generate content or responses.

Respond with AI Automatically provides AI-generated responses.

Ask Agent Uses a custom AI agent to respond to a query.

Run Agent Command Uses a custom AI agent command.

💡 Note: Visit Custom AI Agents and Taskade AI Assistant to learn more.

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😊 Helpful Links
Download our apps: [Link]/downloads
Leave feedback: [Link]/feedback
Changelog: [Link]/blog/updates
Watch tutorials: [Link]/taskade
Contact us: [Link]/contact

🤖 Taskade AI Essentials
1. Generate projects with AI
2. Deploy custom AI Agents
3. Train AI Agents for any task
4. Automate your workflows
5. Create expert AI teams

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