Taskade

Use Case 1: Automated Client Onboarding & Project Portal

Problem: Marketing agencies and freelancers often struggle with fragmented communication, sending manual updates via email, and losing track of project deliverables across multiple clients.
Solution: Taskade allows users to instantly generate a dedicated "Client Portal" using a single prompt. This portal serves as a centralized hub where clients can track progress, access shared files, and communicate with an AI agent trained on the specific project’s scope.
Example: An agency owner prompts Taskade to "Build a branding project portal for Client X." The tool creates a dashboard with a built-in database for brand assets, a project timeline, and a custom AI chatbot that can answer the client's questions about deadlines or brand guidelines using uploaded PDF contracts.

Use Case 2: AI-Powered "Second Brain" for Research and Content Creation

Problem: Content creators and researchers often have vast amounts of raw data (notes, PDFs, web clips) but struggle to synthesize that information into actionable outlines or scripts.
Solution: Using the "Memory" and "AI Agents" features, users can upload their research library to Taskade. The AI agent acts as a specialized assistant that has context over all stored knowledge, allowing the user to generate content that is grounded in their specific data rather than generic AI knowledge.
Example: A YouTuber uploads several research papers and transcriptions to a project folder. They then ask the built-in AI Agent: "Based on my uploaded notes, draft a 10-minute video script focusing on the economic trends of 2024 and suggest relevant images to generate."

Use Case 3: Autonomous Lead Management and Sales Workflow

Problem: Sales teams often lose leads because they fail to respond quickly or forget to update their CRM (Google Sheets/Stripe) after a discovery call.
Solution: Taskade’s "Automations as Motion" connects various tools (Gmail, Google Sheets, Stripe) to trigger actions automatically. By building a custom AI app, the system can monitor incoming emails, categorize leads, and update a dashboard without manual data entry.
Example: A business sets up an automation where a new inquiry in Gmail triggers a Taskade AI Agent to summarize the lead’s needs. The agent then creates a new row in a Google Sheets tracker and adds a follow-up task to the team’s shared calendar, notifying them via a built-in dashboard.

Use Case 4: Real-Time KPI & Project Analytics Dashboard

Problem: Project managers and developers often find it difficult to visualize team productivity and project health across multiple complex workstreams.
Solution: Taskade can transform project data into visual "Dashboards" and "KPI trackers" instantly. These dashboards integrate with existing workflows to provide real-time reports on task completion, bottlenecks, and team performance.
Example: A software development lead uses a prompt to "Create a sprint velocity dashboard." Taskade generates a view that pulls data from current project tasks, showing a visual breakdown of "bugs vs. features" and uses an AI Agent to provide a weekly summary report on which developers have the highest workload.