- Overview
- Add Tools to Agents
- Use Agent Tools
- Taskade Native Tools
- App Tools (Third-Party Integrations)
- Build Custom Agent Tools
- Human in the Loop
- Enable / Disable Tools
- What's Next
Agent Tools are integrated add-ons that augment your AI agents' capabilities — allowing them to interact with Taskade projects, third-party platforms, and custom workflows. Tools transform agents from text-only assistants into autonomous actors that can take real actions on your behalf.
Workspace DNA connection: Tools are how agents execute the Automation pillar. An agent with tools can send Slack messages, create HubSpot deals, update Google Sheets, and more — all within the conversation.
| Step | Action |
|---|---|
| 1 | Go to the Agents tab |
| 2 | Click the three dots (⋯) next to your agent → Edit agent |
| 3 | Open the Tools tab |
| 4 | Click Add tools |
| 5 | Select from Taskade tools and/or third-party integrations |
| 6 | Save |
Agents can use tools through three interfaces:
| Method | How | Best For |
|---|---|---|
| Project Chat | Chat with an agent in a project context — agent uses tools automatically | Project-specific actions |
| Agent Sidebar | Access agent in the sidebar — tools available in conversation | Quick actions while working |
| Agent Chat | Dedicated agent chat session — full tool access | Complex multi-step tasks |
Agents decide when to use tools. You don't need to explicitly request a tool — describe what you want, and the agent determines which tool to use.
These are built-in Taskade actions every agent can perform in your workspace:
| Category | Actions | Example Prompts |
|---|---|---|
| Bulk AI Prompts | Run AI commands across multiple items | "Summarize all tasks in this project", "Translate all items to Spanish" |
| Project & Task Editing | Create, update, delete projects and tasks | "Create a new task called 'Review proposal'", "Rename this project to Q2 Plan" |
| Content Updates | Modify task descriptions, notes, content | "Add detailed instructions to the 'Setup server' task" |
| Task Completion | Mark tasks complete or reopen them | "Mark all tasks under 'Phase 1' as complete" |
| Due Date Management | Set, update, remove due dates | "Set the deadline for 'Launch campaign' to next Friday" |
| Assignments | Assign or unassign team members | "Assign @Sarah to all tasks in the Marketing section" |
| Labels & Tags | Add, remove, manage labels | "Add the 'urgent' label to all overdue tasks" |
| Task Movement | Reorder, move tasks between sections | "Move all completed tasks to the 'Done' section" |
| Smart Editing | Restructure, reorganize, reformat content | "Convert this brainstorm list into an organized project plan" |
| Notes & Comments | Add notes, comments, annotations | "Add a note to this task explaining the delay" |
| Insights & Reporting | Analyze project data, generate reports | "Give me a status summary of all projects due this week" |
| Governance & Safety | Permission checks, access validation | "Who has access to this project?" |
| Custom Fields | Create, update, manage custom fields | "Add a 'Priority' custom field with options: High, Medium, Low" |
| Search & Intelligence | Search across workspace, find patterns | "Find all tasks assigned to @John that are overdue" |
| Content Generation | Generate text, documents, summaries | "Write a project brief for the new product launch" |
| Compare & Review | Diff content, review changes | "Compare this week's metrics to last week's" |
| Capability | What It Does | Example |
|---|---|---|
| Ask other agents | Query another agent from within a conversation | "Ask the Sales Agent about our latest lead metrics" |
| Run agent commands | Execute another agent's custom commands | "Run the Report Agent's /weekly-summary command" |
| Tool | What It Does | Example |
|---|---|---|
| Search Web | Search the internet for current information | "Search for the latest pricing trends in SaaS" |
| Scrape Webpage | Extract content from any web page | "Scrape the competitor's pricing page and summarize" |
| Transcribe YouTube | Get full transcript from any YouTube video | "Transcribe this product demo video and create action items" |
Connect your agents to external platforms for real-world actions:
| Category | Platform | Capabilities | Example Use |
|---|---|---|---|
| Communication | Slack | Send channel messages, send DMs, create channels, find users | Agent posts daily standup to #team |
| Discord | Send messages to channels and users | Agent posts community updates | |
| Microsoft Teams | Create channels, send channel/chat messages | Agent notifies team of events | |
| WhatsApp Business | Send messages to contacts | Agent handles customer comms | |
| Telegram | Send messages, manage groups | Agent broadcasts announcements | |
| Twilio | Send SMS messages | Agent sends appointment reminders | |
| Zoom | Schedule meetings | Agent books video calls | |
| Gmail | Send emails, find emails, create drafts | Agent sends follow-up emails | |
| Outlook | Send emails, manage calendar | Agent handles enterprise email | |
| CRM & Sales | HubSpot | Create contacts, create deals, update records | Agent creates CRM records |
| Salesforce | Manage contacts, opportunities, cases | Agent updates enterprise CRM | |
| Apollo | Enrich contacts, find leads | Agent enriches lead data | |
| Productivity | Google Sheets | Insert rows, find rows, update cells | Agent logs data to sheets |
| Google Docs | Create documents, append text, find documents | Agent generates documents | |
| Google Calendar | Create events, create quick events | Agent schedules meetings | |
| Google Drive | Create folders/files, search, duplicate, manage permissions | Agent organizes files | |
| Google Forms | Process form responses | Agent handles form data | |
| Calendly | Manage scheduling | Agent books appointments | |
| Typeform | Process form submissions | Agent handles surveys | |
| Social Media | Twitter/X | Create posts, manage content | Agent posts social updates |
| Create company updates, publish articles | Agent publishes company news | ||
| Create page posts, manage content | Agent manages page posts | ||
| Create posts, manage content | Agent publishes visual content | ||
| Create posts, monitor threads | Agent engages communities | ||
| TikTok | Manage content | Agent publishes video content | |
| YouTube | Transcribe videos, manage content | Agent processes video content | |
| Content | WordPress | Create blog posts, manage content | Agent publishes content |
| Webflow | Manage CMS content | Agent updates web content | |
| RSS | Monitor feeds | Agent tracks content sources | |
| Development | GitHub | Manage issues, PRs, repositories | Agent tracks development |
| HTTP/Webhooks | Custom API requests with analyzer | Agent connects to any API | |
| Bitbucket | Manage issues, repositories | Agent tracks code changes | |
| Business | Stripe | Process payments, manage subscriptions | Agent handles billing |
| Mailchimp | Add contacts, manage campaigns | Agent manages email marketing |
104 automation actions and 40+ external service integrations are available. Agents can use any automation flow as a custom tool. See Automations for the full integration list.
Turn any automation flow into a reusable agent tool:
| Step | Action |
|---|---|
| 1 | Open your agent's Tools tab |
| 2 | Click New tool |
| 3 | Design the automation flow (trigger → actions) |
| 4 | Save as a custom tool |
| 5 | The agent can now execute this flow on command |
Example custom tools:
| Custom Tool | Automation Flow | Trigger |
|---|---|---|
| "Generate weekly report" | Gather project data → Summarize → Email to team → Post to Slack | Agent decides or /weekly-report command |
| "Onboard new client" | Create project → Add template tasks → Send welcome email → Notify team | Agent processes new client request |
| "Escalate issue" | Create urgent ticket → Notify manager via Slack → Schedule follow-up | Agent detects high-severity issue |
Deep dive: Automations: The Execution Pillar for full automation flow building.
For sensitive external actions, enable approval before execution:
| Feature | Detail |
|---|---|
| What it is | An approve/reject gate before agents interact with external platforms |
| When to use | Sending emails, posting to social media, creating CRM records, any external action |
| How it works | Agent proposes the action → You review → Approve or Reject → Agent proceeds or stops |
| Step | Action |
|---|---|
| 1 | Enable "Human in the Loop" in the Tools tab |
| 2 | Select which tools require approval |
| 3 | When the agent wants to use an approved tool, you'll see a confirmation prompt |
| 4 | Click Approve to proceed or Reject to stop |
Tip: Use Human in the Loop during the first few weeks of agent deployment. Once you trust the agent's judgment, disable it for routine actions.
| Action | How |
|---|---|
| Enable a tool | Toggle ON in the Tools tab |
| Disable a tool | Toggle OFF in the Tools tab |
| Remove a tool | Click the remove button next to the tool |
Disabled tools remain configured but are not available to the agent. Re-enable anytime without reconfiguration.
| Guide | What You'll Learn |
|---|---|
| Multi-Agents | Build teams of agents with complementary tools |
| Agent Knowledge & Memory | Train agents on your data |
| Automations | Build the automation flows agents can trigger |
| Custom AI Agents | Complete agent setup guide |