Act. Execute. Evolve. Taskade Automations are the living motion layer of Workspace DNA, transforming static workflows into intelligent, adaptive systems that act with precision and learn from every execution.
{% hint style="success" %} Living Motion Layer — Automations that don't just execute tasks, but learn from patterns, adapt to changing conditions, and continuously improve business outcomes. {% endhint %}
Living Motion is Taskade’s automation layer. It’s how your workspace can react, decide, and execute when something happens.
Canonical foundation: Workspace DNA.
- Notifications: send Slack/Teams/email alerts.
- Routing: assign work based on content, priority, or owner.
- Sync: keep CRMs, Sheets, and databases updated.
- Reporting: scheduled summaries and digests.
- Approvals: add a human-in-the-loop before publishing or sending.
Triggers start workflows. Common ones are schedules, forms, webhooks, and project events.
Actions do work. Create tasks, update fields, call webhooks, send notifications, and more.
Use branches to route different cases. Example: urgent → page someone, normal → add to queue.
Use an agent to classify, extract, or draft. Then route or act on the structured result.
- Pick one workflow you want end-to-end.
- Choose one trigger.
- Add 1–3 actions.
- Test with real data.
- Add branching and AI only if needed.
- Form submission → classify → create task → notify channel
- Webhook → normalize data → update CRM → log result
- Schedule → build weekly summary → send digest
Project Events:
- Task Added — when a new task is created
- Task Completed — when a task is marked done
- Task Assigned — when a task is assigned to someone
- Task Due — when a task reaches its due date
- New Comment — when a comment is added
- New Due Date — when a due date is set
- Custom Field Updated — when a custom field value changes
- Project Completed — when all tasks are done
- Public Agent Chat Ended — when a public agent conversation finishes
External Triggers:
- Webhook — receive data from any external service via HTTP POST
- Form — custom input forms with text, email, date, and time fields
- Schedule — run hourly, daily, weekly, or monthly
- Mailhook — trigger from incoming emails
Integration Triggers (from connected services):
Calendly, Slack, Typeform, Gmail, Google Sheets, Google Forms, Google Drive, Webflow, HubSpot, Discord, GitHub, YouTube, RSS, Google Calendar
| Category | Services |
|---|---|
| Communication | Slack, Discord, Microsoft Teams, WhatsApp Business, Telegram Bot |
| Gmail, Mailchimp | |
| Google Workspace | Sheets, Drive, Calendar, Docs, Forms |
| CRM & Sales | HubSpot, Apollo |
| E-Commerce | Shopify, Stripe |
| Social Media | X/Twitter, LinkedIn, Facebook Pages, Reddit, YouTube |
| Developer | GitHub, HTTP |
| Forms & CMS | Typeform, Webflow, WordPress |
| Scheduling | Calendly, Zoom |
| AI & Media | Web Search, Web Scraping, YouTube Transcription, Document Extraction |
| Utilities | Schedule, Delay, Loop, Branch, Filter |
- Build your first workflow: Actions & Triggers
- Step catalog: Actions & Triggers
- Pick tools to connect: Integration Overview
- Full list of connectors: Integration Options
- Troubleshoot: Living System Troubleshooting
{% hint style="info" %} This page stays overview-level. Deep trigger/action lists, templates, and advanced patterns live in the reference pages above. {% endhint %}