To use Taskade, create a workspace and start a project to hold your data. Train an AI agent on that data. Then add an automation to run the busywork for you. For automation specifically, open the Automations section. Pick a trigger such as "When a form is submitted," add actions, and turn the flow on. This guide covers all of it, from your first project to your first published Taskade Genesis app.
TL;DR: Use Taskade in five moves: set up a workspace, build a project, train an AI agent, wire an automation, and publish a Taskade Genesis app to a real URL. Automation means a trigger plus actions that run across 100+ integrations. The whole path takes about 30 minutes. Start now →
You already run a version of this in a spreadsheet, your inbox, and your head. Taskade gives those moving parts one home that remembers, thinks, and runs on its own.
Taskade runs on three pillars of Workspace DNA, then puts a published interface on top:
- Memory: Projects & Databases store your data, history, and context
- Intelligence: Custom AI Agents think, learn, and grow from your data
- Execution: Automations trigger actions across 100+ integrations
- Interface: Taskade Genesis Apps wrap those three pillars in a published, shareable UI
Every feature builds on the one before it. Follow this path to unlock the full power of your workspace:
Each step takes 1 to 5 minutes. End to end, you get a published Taskade Genesis app in about 30 minutes. Each step activates one more DNA pillar.
How to use Taskade at a glance
Here is the whole path on one screen. Follow it top to bottom, or jump to the step you need.
| Step | What you do | Layer | Time |
|---|---|---|---|
| 1 | Create a workspace and invite your team | Foundation | ~2 min |
| 2 | Start a project to hold tasks, notes, and data | Memory | ~3 min |
| 3 | Type / to ask AI inside any project |
Intelligence | ~1 min |
| 4 | Train a custom AI agent on your files and projects | Intelligence | ~5 min |
| 5 | Pick a trigger, add actions, turn the automation on | Execution | ~3 min |
| 6 | Describe an app in plain English and publish it | Interface | ~10 min |
| 7 | Connect 100+ integrations for triggers and actions | Execution | ~3 min |
Step 1: Create Your Workspace
Your workspace is where everything lives, projects, agents, automations, and apps.
- Sign up at taskade.com
- Create a workspace or join an existing one
- Invite your team: collaboration is instant and real-time
📖 Learn more: Create a Workspace · Invite Members
Step 2: Start Your First Project
Projects are the memory layer of your workspace. They store tasks, notes, databases, and media that everything else builds on.
- Click "New Project" in your workspace
- Choose a template or start blank
- Try different views: switch between List, Board, Table, and Mind Map inline, plus Docs (Beta), Gantt Chart, Calendar, Actionsheet, and Org Chart under More Views (9 in all). Gantt Chart, Actionsheet, and Org Chart need a paid plan
📖 Learn more: Create a Project · Project Views · Start Here
Step 3: Talk to AI
Every project has built-in AI. Ask questions, generate content, or let AI help you organize.
- Open any project
- Type
/to access AI commands: generate text, summarize, expand, translate - Try the AI chat: ask questions about your project or anything else
📖 Learn more: Taskade AI Chat · Slash Commands
Step 4: Create an AI Agent
AI agents are custom-trained assistants that understand your data. They remember every conversation and get smarter with each interaction.
- Go to the Agents section in your workspace
- Create a new agent: give it a name and personality
- Train it on your data: upload files, add projects, paste URLs
- Start chatting: your agent knows your context
📖 Learn more: Custom AI Agents · Agent Knowledge & Memory · Tools for AI Agents
Step 5: Build an Automation
To use Taskade for automation, open the Automations section, pick a trigger, add one or more actions, then turn the flow on. A trigger pulls an event in ("When a form is submitted"). Actions push work out (create a task, send a message, ask AI, update a field). Taskade runs reliable automation workflows that support branching, looping, and filtering across 100+ integrations.
- Go to the Automations section
- Pick a trigger, for example "When a task is completed" or "When a form is submitted".
- Add actions: create tasks, send messages, ask AI, update fields
- Enable the flow: it runs automatically from now on
📖 Learn more: Automations: The Execution Pillar · Automation Triggers
Step 6: Build Your First App
This is where it all comes together. Describe what you want in plain English and Taskade Genesis builds a complete, living application.
- Go to taskade.com/create
- Describe your app: "Build a client portal with intake form, project tracker, and AI chatbot"
- Watch Taskade Genesis build: it creates the app, connects data, and sets up AI in minutes
- Iterate and refine: chat with Taskade Genesis to adjust the design, add features, fix issues
- Publish: share via link, custom domain, or the Community Gallery
📖 Learn more: What is Taskade Genesis? · Create Your First App · Custom Domains
Step 7: Connect Your Tools
Extend your workspace with 100+ integrations, Slack, Gmail, Google Sheets, Stripe, HubSpot, and more.
- Click Connections in the left sidebar of your workspace
- Browse available connectors by category
- Connect your accounts: one-click OAuth for most services
- Use in automations: triggers and actions for every connected tool
📖 Learn more: Slack Integration · Gmail Integration · Google Sheets Integration
What's Next?
You now have the full path. Choose a next step:
- Share agents publicly: Embed AI agents on your website
- Build agent teams: Create multi-agent collaborations
- Automate with AI: Use AI agents inside automations
- Explore the community: Browse apps and templates
- Connect MCP: Use Taskade with Claude Desktop, Cursor, and AI IDEs
Put it together: ops dashboard
After the steps click, the obvious first build is an ops dashboard. It is the one screen that shows how the business runs right now. Describe it to Taskade Genesis: "Build me an ops dashboard with a project tracker, an intake form, and a daily AI summary." You get a live app with real data behind it. You see status at a glance in a Table or Board view. Your team logs in through built-in email sign-in. An automation refreshes the summary every morning on its own.
This guide unlocks one shift. The apps that used to run your business are now apps your business builds in an afternoon. Build your first app →
Related guides
- What is Taskade Genesis?. The four-layer Workspace DNA in one page.
- Create Your First App. Turn a prompt into a working app end to end.
- Automations: The Execution Pillar. Triggers and actions across 100+ integrations.
- Custom AI Agents. Train an agent on your projects and files.
- Custom Domains. Put your published app on your own branded domain.