AI is everywhere. You interact with it when you chat with your smartphone’s voice assistant, shop online, or reply to emails. But do you use it effectively? In this article, we break down 5 AI-powered features for work that will help you supercharge your personal and professional life in Taskade.
At this point, we’ve all heard about large language models (LLMs) and autonomous agents (right?). But there’s more to AI than just typing prompts and getting answers. To make the most of those tools, you need to make artificial intelligence platforms a natural extension of your daily routine.
Ready to get started? Here’s how to fit Taskade’s AI tools into your workflow. 👇
🪄 1. Generate Projects with AI
⏰ Estimated time saved per week: 2-3 hours
Every project has a start and an end. But how do you get from point A to point B? Well, you need a plan (duh). But planning can often feel like a bit of a slog and eat up more time than you’d prefer.
Taskade’s AI Project Studio takes your ideas and turns them into well-structured plans, complete with detailed lists of tasks, milestones, and timelines. This way, you can avoid getting bogged down in the nitty-gritty of organizing and focus your energy on making things happen.
Perfect, right? Here’s how to generate projects with AI Project Studio: 👇
Don’t have a Taskade account? Sign up and create one for free 👈
First, go to your workspace (learn how to create one here) and click ➕ Create new (top right).
Next, choose AI Project from the drop-down menu.
You’re now in the project generator.
Using the generator is super simple. All you need to do is to tell Taskade AI what’s on your mind or what you need help with in plain words. No technical know-how required.
For example, let’s say you want to organize a virtual team-building event. We’re going to ask the generator to suggest steps, activities, and a few other details that may come in handy.
You can use the following prompt in the AI Projec Studio prompt box to get started:
⌨️ "Generate a three-week plan for a virtual team-building program aimed at improving communication and collaboration. Include engaging online games and a feedback mechanism that will help me assess its effectiveness."
And here’s the result:
Want to personalize the output?
You can use documents and online resources as “seeds” for the generator. For example, you may upload a list of employees, including their roles and interests, to customize the activities.
🤖 2. Build Custom AI Agents
⏰ Estimated time saved per week: 3-5 hours
AI chatbots are cool. But they’re far from the “personal assistants” of the future that have been popping up in the sci-fi space since the days of Asimov and Clarke.
Taskade goes beyond traditional chatbots and lets you build and deploy Custom AI Agents, each with unique skills, knowledge, and tools tailored to your workflow.
Think of AI agents as specialized software entities programmed to handle specific tasks or functions within their environment. In this case, this means inside your Taskade workspace.
Watch this video for a quick intro: 👇
Think of AI agents as specialized software entities programmed to handle specific tasks or functions within their environment. In this case, this means inside your Taskade workspace.
You can create a variety of agents modeled after roles in traditional human teams, e.g.
Agent | Role | Example Tasks |
---|---|---|
📊 Data Analyst Agent | Analyzes data from various sources to provide insights. | – Collects and compiles data – Identifies market trends – Generates detailed reports |
🧑💼 CEO Agent | Assists in decision-making and AI team collaboration. | – Aggregates KPIs for reports – Writes executive summaries – Simulates business cases |
📅 Project Manager Agent | Coordinates projects and helps automate tasks with AI. | – Tracks project milestones – Allocates resources – Sends progress updates |
🔍 SEO Agent | Optimizes content for search engines to improve visibility. | – Aids SEO research – Optimizes content – Analyzes traffic/data |
💰 Finance Agent | Manages financial data and provides budgeting insights. | – Tracks expenses – Generates reports – Helps with budget planning |
To build custom AI agents in Taskade, go to the Agents tab and click ➕ Create agent.
You’re now in the AI Agent Generator, and it’s time to describe what you need help with.
Use this prompt to get started:
⌨️ “Create a Data Analyst Agent that collects data from different platforms, identifies trends, and generates reports."
When done, press ⌨️ Enter and wait for the generator to finish. Here’s the result:
To make the agent even more powerful, you can enable a number of Agent Tools:
In this case, we’ve given the agent access to:
- 🧮 Google Sheets, to store data entries.
- 🌐 Web scraping, to access real-time data.
- 📨 Gmail, to send reports and insights.
You can now add the agent to the Agent Sidebar on the right and start a chat.
First, provide the agent with a data source and ask it to extract key insights.
When done, you can tell the agent to send the findings to your email address.
🧠 3. Train AI for Any Task
⏰ Estimated time saved per week: 2-4 hours
Large-scale AI training requires vast amounts of computational power. The good news? You can still fine-tune and train AI agents for specific tasks without technical know-how inside Taskade.
In a nutshell, Taskade uses a technique called Retrieval Augmented Generation (RAG) that combines pre-trained language models with your proprietary data for more tailored AI responses.
Let’s go back to the Data Analyst agent we created earlier.
Now, instead of asking the agent to find the information on its own, we’ll feed it .csv spreadsheets.
The agent will then synthesize the information and generate an output.
Of course, you can apply this technique to any agent you create. Here are a few ideas:
Agent Type | Documents for Training |
---|---|
📊 Data Analyst Agent | – Sales reports – Market analysis – Historical performance data |
📅 Project Manager Agent | – Project plans – Timelines – Resource allocation documents |
🔍 SEO Agent | – SEO audits – Keyword research reports – Website analytics data |
💰 Finance Agent | – Budget reports – Financial statements – Expense records |
🧑💼 CEO Agent | – KPI reports – Executive summaries – Strategic plans |
🔄 4. Automate with AI
⏰ Estimated time saved per week: 4-6 hours
This is where things get interesting.
AI agents have a degree of autonomy and agency. But to put your workflow in full autopilot mode, you need one more secret ingredient — Taskade Automation Flows.
Taskade lets you easily automate tasks with AI using custom AI agents at the center, seamlessly connecting them to any tools and services you’re already using.
Just like this one: 👇
Our Data Analyst agent can already help with data-related tasks. By incorporating a few additional steps, we can make the process even more efficient and hands-free.
To get started, go to the Automations tab in your workspace and click ➕ Create Automation.
There are a few options here, but we’re going to start from scratch.
Every Taskade automation consists of three core elements.
First, the Trigger. This is the event that kicks off the automation. In our example, we’re going to build a form that will let us upload and process data from different sources.
Next, let’s add a few Actions. Actions form a sequence of steps executed by the automation. As you can see, they can also involve custom AI agents like our Data Analyst which analyze user input.
Our automation will automatically feed the insights generated by the agent into a new project inside the workspace. It will also send a summary of the findings to a team-wide Slack channel.
The automation is ready. All that’s left is to save the changes and use the form in the Share tab.
You can also Publish or Share automated workflow solutions to help others work more efficiently.
You can create an unlimited number of automations in many different configurations, with a variety of tools, agents, and steps that match your preferences to manage everything in one place.
🦾💪 5. Team Up with AI
⏰ Estimated time saved per week: 3-4 hours
So, what about AI collaboration features?
One of the biggest limitations of AI in workplace productivity is that most tools work within walled gardens. While you can freely interact with AI models, it’s usually a solitary experience.
Taskade’s Team AI Chats change how humans and AI interact. Instead of confining AI support to 1-on-1 exchanges, they allow you to collaborate with Taskade AI and other people at the same time.
This opens up a number of unique perks:
- 🗂️ Teams can engage in AI-driven project planning.
- 💡 AI can suggest solutions and facilitate brainstorming sessions in real time.
- 🧠 You can ask AI to retrieve team knowledge during meetings.
- 🚀 During onboarding, AI can help new members find vital information and resources.
To get started, open the chat box in a shared project and choose Taskade AI at the top.
You and other project members can now ask Taskade AI tools for tips and insights. Every project member will be able to see the contents of the conversation and contribute to the discussion.
You’re not limited to generic AI chats. You can collectively interact with your custom AI agents, which means that every participant gets instant access to tailored knowledge, tools, and expertise.
👋 Parting Words
Phew… that was quite a ride.
By now, you’ve mastered the top AI-powered features for work within Taskade and learned how to effectively integrate them into both personal and business tasks.
But this is just the beginning of your journey.
There’s a whole world of possibilities out there waiting for you to explore. Experiment with different use cases and integrate artificial intelligence in task management in new and creative ways.
Remember, the goal is to make AI a natural extension of your routines. Have fun!