AI Workflow Automation - Work That Runs Itself
Choose what starts the workflow, add conditions, and connect each action. AI agents can read the context, make a decision, and pass the result to your next step.
🌟 Featured Automation
3 ITEMSFull Funnel Lead Automation
Enrich every new lead with Apollo, score it Hot, Warm, or Cold with AI, then create the HubSpot contact and route high-value leads to a rep.
AUTOMATION
OpenAI Customer Support Triage
Classify each incoming support request by type, flag frustrated customers with sentiment analysis, and route urgent issues to on-call staff.
AUTOMATION
OpenRevenue Operations Pipeline
Create the client project when a HubSpot deal closes, assign kickoff tasks by deal type, generate the Stripe invoice, and log revenue to Google Sheets.
AUTOMATION
Open
🧠 AI Agent Automation
3 ITEMSAI Agent Ticket Triage
A named support agent reads every inbound email, decides the priority and the owner, and files it as a task with its reasoning attached.
AUTOMATION
OpenAI Agent Lead Qualification
Every new CRM contact is scored by an agent that knows your ideal customer profile, and the score is written straight back onto the record.
AUTOMATION
OpenAI Agent With Memory
When a comment lands on a task, an agent that has followed the whole account replies in context instead of asking what happened before.
AUTOMATION
Open
🧩 AI Workflows Automation
3 ITEMSAI Workflow Generator
Describe the outcome you want and an agent drafts the whole workflow — trigger, steps, and owners — as a project you can edit.
AUTOMATION
OpenAI Workflow Builder
A form submission becomes a built workflow: the agent reads the request and opens the project from the right template with the steps already filled in.
AUTOMATION
OpenAI Workflow Designer
Each Typeform submission is turned into a designed workflow — the steps, the order, and the owner — instead of a raw response row.
AUTOMATION
Open
🔀 Logic Automations
3 ITEMSConditional Order Routing
Every order takes the path its value deserves — the big ones get an agent-written brief and a channel ping, the rest are filed as a task and left alone.
AUTOMATION
OpenSupport Ticket Priority Branch
Inbound support mail is split three ways at the door — an outage wakes an agent and the channel, a billing question gets an owner, and everything else is filed.
AUTOMATION
OpenRoute Feedback By Sentiment
Form feedback is categorized, then sent down one of three paths — unhappy gets an agent and an owner, mixed gets a task, delighted gets shared with the team.
AUTOMATION
Open
⚡ Trigger Automations
3 ITEMSAgent Tool Order Lookup
An agent mid-conversation runs this flow itself to pull a customer’s real order history, read it, and post a plain answer back onto the task.
AUTOMATION
OpenAgent Tool Expense Filing
An agent handed a receipt runs this flow, reads the document, and files it — routing anything above your approval limit to a person instead of booking it silently.
AUTOMATION
OpenAgent Tool Meeting Booking
An agent that has been asked for a time runs this flow, checks who is actually free, books the slot, and sends the confirmation.
AUTOMATION
Open
⚙️ Agentic Process Automation
3 ITEMSRoute Service Requests Through Intake
Every intake form is read, checked against your acceptance rules, and either given an owner or sent back for detail.
AUTOMATION
OpenRoute Invoice Approvals and Exceptions
Each invoice attachment is read, matched against its purchase order, and only the mismatches reach a human approver.
AUTOMATION
OpenScreen Purchase Requests Before Approval
A purchase request is checked against budget, policy, and preferred suppliers before it reaches an approver.
AUTOMATION
Open
Browse Automation Templates by Category
9 CATEGORIESFeatured
Featured Taskade automations that move work between your apps and your projects. Each flow pairs a trigger with actions, so a new email, form response...
AI Agent Automation
Automations that hand the work to a named AI agent instead of a one-off prompt. Each agent keeps its own knowledge and memory between runs, so the ten...
AI Workflows
Build AI workflows that carry context between runs. A named agent sits inside the pipeline with your projects as its knowledge and its own memory of e...
Logic Automations
Automations that branch, loop, filter and wait. Route each case down its own path, repeat a step per item, stop a run cleanly when nothing needs doing...
Trigger Automations
The three ways a Taskade flow starts without a connector behind it: a form is submitted, a webhook arrives, or an AI agent decides to run the flow its...
Agentic Process Automation
Run a whole business process with a named AI agent inside it. The agent reads each request, applies your policy, drafts the outcome, and routes the ex...
Action Automations
The step library behind every Taskade automation. Research the web, reshape the data, hand the judgement to a named agent, then write the result back ...
AI Models in Workflows
Choose the model your automation runs on: Taskade’s own AI steps with no key at all, or a named provider when the job depends on that specific model. ...
Agentic Automation
Run workflows that handle their own exceptions. A named AI agent reads each trigger, applies your rules, acts on the clear cases, and routes the rest ...
Workflow Automation FAQ
Build once, automate forever.
What is AI workflow automation?
AI workflow automation connects triggers, actions, and decisions into systems that run without manual intervention. Unlike traditional automation that follows rigid rules, AI automation understands context and adapts.
In Taskade Genesis, automations are the Execution layer of your Workspace DNA:
- Triggers — Events that start workflows (form submissions, schedules, webhooks)
- Actions — Tasks that get executed (send emails, update databases, call APIs)
- AI decisions — Agents analyze and route based on context
The result is automation that handles exceptions, learns from patterns, and improves over time.
Can automations replace the SaaS tools I'm paying for?
Yes. Many teams use Taskade automations to replace separate workflow tools.
Common replacements:
- Zapier/Make — AI-powered connections between apps
- Email marketing tools — Automated sequences and follow-ups
- Form builders — Submissions that trigger workflows
- Scheduling tools — Calendar-based automations
- Reporting tools — Automated data pulls and summaries
One automation can do what three separate SaaS tools used to handle. And because it's connected to your AI agents, it makes intelligent decisions, not just data transfers.
How is this different from Zapier or Make?
Zapier and Make move data between apps. Taskade automations do that plus intelligent processing powered by AI agents.
The difference:
| Zapier/Make | Taskade Automations |
|---|---|
| Data transfer | Data + intelligence |
| If-then rules | Contextual decisions |
| Separate from your work | Inside your workspace |
| Per-task pricing | Included on paid plans |
| Generic connections | Workspace-aware actions |
When a form is submitted in Zapier, it routes based on rules you defined. In Taskade, an AI agent can read the submission, understand intent, and take the right action — even for scenarios you didn't anticipate.
What apps can I connect?
Taskade integrates with 100+ apps and services through native connections and webhooks.
Popular integrations:
- Communication — Slack, Gmail, Microsoft Teams, Discord
- Calendar — Google Calendar, Calendly
- Storage — Google Drive, Dropbox, OneDrive
- Development — GitHub, GitLab, webhooks
- Marketing — HubSpot, Mailchimp
- Payments — Stripe
For anything not natively supported, webhooks and HTTP requests let you connect any API.
What can I automate?
Anything that follows a pattern or responds to events. Teams commonly automate:
- Lead processing — Form submission → AI qualification → CRM update → Follow-up email
- Content workflows — New blog idea → Research agent → Draft → Review → Publish
- Customer support — Ticket received → AI categorization → Route to agent → Resolution tracking
- Team operations — Monday 9am → Pull project statuses → Generate report → Send to Slack
- Data sync — External API change → Update project → Notify team
The key difference is AI involvement. Automations don't just move data — they process, analyze, and decide.
How do I create an automation?
You can build automations three ways:
1. Generate from a prompt: Describe what you want automated in plain English. Taskade can create the workflow. You can also start from the AI App Builder.
2. Use a template: Browse pre-built automation templates and customize them for your needs.
3. Build from scratch: Use the visual builder to connect triggers, conditions, and actions step by step.
All three methods create the same kind of workflow. Choose the method that matches how you work.
Can I send automation email to people outside my workspace?
Yes. Use the Gmail or Microsoft Outlook connector and its send-email action. The message sends from your own address. Recipients see you as the sender. Your domain owns the delivery reputation.
The built-in Send Email step is for internal notices. It reaches your verified address and verified members of that workspace. It does not deliver to anyone else. An outside address returns a clear error on the run.
How do automations connect to the Memory layer?
Automations complete the Genesis cycle by feeding results back into your Memory (projects). This is what makes Taskade a living system.
The cycle:
- Memory (Projects) stores your data
- Intelligence (Agents) reads and analyzes it
- Execution (Automations) takes action
- Results flow back into Memory
Example: A support ticket arrives → Agent analyzes sentiment → Automation routes to correct team → Resolution logged to project database → Agent learns from outcome.
This feedback loop means your workspace gets smarter with every interaction. That's Workspace DNA in action.