diff --git a/SUMMARY.md b/SUMMARY.md index 079335b..88e163a 100644 --- a/SUMMARY.md +++ b/SUMMARY.md @@ -1,12 +1,12 @@ # Table of contents -* [👋 Your Second Brain, Alive](README.md) +* [Your Second Brain, Alive](README.md) -## ⚡ Quick Start +## Quick Start * [Quick Start Guide](getting-started/README.md) -## 🌟 Updates & Timeline +## Updates & Timeline * [March 2026](updates-and-timeline/march-2026/README.md) * [March 13, 2026](updates-and-timeline/march-2026/march-13-2026.md) @@ -34,43 +34,68 @@ * [2020](changelog/2020/README.md) * [2017-2019](changelog/2017-2019/README.md) -## 📚 Genesis: Living System Builder +## Taskade Genesis -* [Living Systems That Transform Business](genesis-living-system-builder/genesis/README.md) - * [Workspace DNA](genesis-living-system-builder/genesis/workspace-dna.md) - * [Your First Living System in 5 Minutes](genesis-living-system-builder/genesis/getting-started.md) - * [Living System Examples & Templates](genesis-living-system-builder/genesis/examples-and-templates.md) - * [MCP Connectors](genesis-living-system-builder/genesis/mcp-connectors.md) -* [Space Apps: Living Systems](genesis-living-system-builder/space-apps-guide/README.md) - * [Intelligent Prompt Library](genesis-living-system-builder/space-apps-guide/genesis-prompt-library.md) +* [Taskade Genesis Overview](genesis-living-system-builder/genesis/README.md) + * [Getting Started](genesis-living-system-builder/genesis/getting-started.md) + * [Examples & Templates](genesis-living-system-builder/genesis/examples-and-templates.md) + * [How Taskade Genesis Works](genesis-living-system-builder/genesis/how-genesis-works.md) + * [Prompt Guide](genesis-living-system-builder/genesis/prompt-guide.md) + * [Adding Context](genesis-living-system-builder/genesis/adding-context.md) + * [Version History](genesis-living-system-builder/genesis/version-history.md) + * [App Analytics](genesis-living-system-builder/genesis/app-analytics.md) +* [Space Apps Guide](genesis-living-system-builder/space-apps-guide/README.md) + * [Prompt Library](genesis-living-system-builder/space-apps-guide/genesis-prompt-library.md) * [Advanced Features](genesis-living-system-builder/space-apps-guide/advanced-features.md) * [Custom Domains & Branding](genesis-living-system-builder/space-apps-guide/custom-domains.md) -* [Sharing: Living Systems](genesis-living-system-builder/community-and-sharing/README.md) - * [Living System Best Practices](genesis-living-system-builder/community-and-sharing/best-practices.md) - * [Living Systems FAQ](genesis-living-system-builder/community-and-sharing/faq.md) - * [Living System Troubleshooting](genesis-living-system-builder/community-and-sharing/troubleshooting.md) -* [AI Agents: Living Intelligence](genesis-living-system-builder/ai-features/README.md) - * [EVE: Your Living AI Companion](genesis-living-system-builder/ai-features/README.md#eve-your-living-ai-companion) + +## AI Features + +* [AI Features Overview](genesis-living-system-builder/ai-features/README.md) * [AI Agents Getting Started](genesis-living-system-builder/ai-features/ai-agents-getting-started.md) - * [AI Agent Tools](genesis-living-system-builder/ai-features/agent-tools.md) * [Agent Knowledge & Memory](genesis-living-system-builder/ai-features/agent-knowledge.md) - * [AI Agent Teams](genesis-living-system-builder/ai-features/agent-teams.md) -* [Automations: Living Motion](genesis-living-system-builder/automation/README.md) - * [AI Forms: Intelligent Data Collection](genesis-living-system-builder/automation/ai-forms.md) + * [Tools for AI Agents](genesis-living-system-builder/ai-features/agent-tools.md) + * [Multi-Agent Collaboration](genesis-living-system-builder/ai-features/multi-agents.md) + * [Image Generation](genesis-living-system-builder/ai-features/image-generation.md) + * [Media AI Chat](genesis-living-system-builder/ai-features/media-ai-chat.md) + * [Autopilot](genesis-living-system-builder/ai-features/autopilot.md) + +## Automations + +* [Automations Overview](genesis-living-system-builder/automation/README.md) + * [AI Forms](genesis-living-system-builder/automation/ai-forms.md) * [Action & Trigger Reference](genesis-living-system-builder/automation/actions.md) + * [Workflow Generator](genesis-living-system-builder/automation/workflow-generator.md) * [Integration Overview](genesis-living-system-builder/automation/comprehensive-integration-guide.md) * [Integration Options](genesis-living-system-builder/automation/integrations.md) * [Automation Recipes](genesis-living-system-builder/automation/recipes.md) * [Advanced Actions](genesis-living-system-builder/automation/advanced-actions.md) * [Comprehensive Integrations](genesis-living-system-builder/automation/comprehensive-integrations.md) -* [Workspaces: Living DNA Control](genesis-living-system-builder/workspaces/README.md) - * [Collaboration: Team Intelligence](genesis-living-system-builder/workspaces/collaboration.md) - * [Advanced Search & Discovery](genesis-living-system-builder/workspaces/advanced-search-navigation.md) - * [Knowledge Organization](genesis-living-system-builder/workspaces/knowledge-management.md) - * [Project Views Mastery](genesis-living-system-builder/workspaces/project-views.md) - * [Mobile Living Experience](genesis-living-system-builder/workspaces/mobile-optimization.md) -## 💻 Developers +## Workspaces + +* [Workspaces Overview](genesis-living-system-builder/workspaces/README.md) + * [Projects & Databases](genesis-living-system-builder/workspaces/projects-databases.md) + * [Teams](genesis-living-system-builder/workspaces/teams.md) + * [Collaboration](genesis-living-system-builder/workspaces/collaboration.md) + * [Editing & Formatting](genesis-living-system-builder/workspaces/editing-formatting.md) + * [Markdown Support](genesis-living-system-builder/workspaces/markdown.md) + * [Import](genesis-living-system-builder/workspaces/import.md) + * [Embed](genesis-living-system-builder/workspaces/embed.md) + * [Project Views](genesis-living-system-builder/workspaces/project-views.md) + * [Advanced Search & Navigation](genesis-living-system-builder/workspaces/advanced-search-navigation.md) + * [Knowledge Management](genesis-living-system-builder/workspaces/knowledge-management.md) + * [Mobile](genesis-living-system-builder/workspaces/mobile-optimization.md) + +## Community & Sharing + +* [Community & Sharing](genesis-living-system-builder/community-and-sharing/README.md) + * [Publish & Clone](genesis-living-system-builder/community-and-sharing/publish-and-clone.md) + * [Best Practices](genesis-living-system-builder/community-and-sharing/best-practices.md) + * [FAQ](genesis-living-system-builder/community-and-sharing/faq.md) + * [Troubleshooting](genesis-living-system-builder/community-and-sharing/troubleshooting.md) + +## APIs & Developer * [Build on Taskade](apis-living-system-development/developer-home.md) * [MCP Server Setup](apis-living-system-development/mcp-setup.md) @@ -80,9 +105,7 @@ * [REST API Reference](apis-living-system-development/developers/README.md) * [Authentication](apis-living-system-development/developers/authentication.md) * [Personal Tokens](apis-living-system-development/developers/personal-tokens.md) - * [Living Intelligence API Overview](apis-living-system-development/developers/api.md) -* [SDK Quickstart](apis-living-system-development/sdk-quickstart.md) -* [MCP Server Setup](apis-living-system-development/mcp-setup.md) + * [API Overview](apis-living-system-development/developers/api.md) * [Comprehensive API Guide](apis-living-system-development/comprehensive-api-guide/README.md) * [Workspaces](apis-living-system-development/comprehensive-api-guide/workspaces/README.md) * [Get Workspaces](apis-living-system-development/comprehensive-api-guide/workspaces/get-workspaces.md) @@ -148,24 +171,24 @@ * [Me](apis-living-system-development/comprehensive-api-guide/me/README.md) * [Projects](apis-living-system-development/comprehensive-api-guide/me/projects.md) -## 📖 Help & Support +## Help & Support * [Help Center](help-center/README.md) * [Import & Export](help-center/import-and-export.md) * [Mobile App](help-center/mobile-app.md) * [Account Management](account-management/README.md) * [Troubleshooting Guide](help-and-support/comprehensive-troubleshooting-guide.md) -* [Taskade Tutorial: Living DNA Platform](help-and-support/index/README.md) - * [Chapter 1: Workspaces - The Foundation](help-and-support/index/01_workspaces.md) - * [Chapter 2: Projects - Your Data Containers](help-and-support/index/02_projects.md) - * [Chapter 3: AI Agents - Your Digital Team](help-and-support/index/03_ai_agents.md) - * [Chapter 4: Automation - Workflows on Autopilot](help-and-support/index/04_automation.md) - * [Chapter 5: Genesis - Building Apps with AI](help-and-support/index/05_genesis.md) - * [Chapter 6: Integrations - Connecting Your Tools](help-and-support/index/06_integrations.md) - * [Chapter 7: API - Developer Interfaces](help-and-support/index/07_api.md) - * [Chapter 8: Mobile & Desktop - Cross-Platform Productivity](help-and-support/index/08_mobile_desktop.md) - -## 🤝 Contributing +* [Taskade Tutorial](help-and-support/index/README.md) + * [Chapter 1: Workspaces](help-and-support/index/01_workspaces.md) + * [Chapter 2: Projects](help-and-support/index/02_projects.md) + * [Chapter 3: AI Agents](help-and-support/index/03_ai_agents.md) + * [Chapter 4: Automation](help-and-support/index/04_automation.md) + * [Chapter 5: Taskade Genesis](help-and-support/index/05_genesis.md) + * [Chapter 6: Integrations](help-and-support/index/06_integrations.md) + * [Chapter 7: API](help-and-support/index/07_api.md) + * [Chapter 8: Mobile & Desktop](help-and-support/index/08_mobile_desktop.md) + +## Contributing * [Vision](contributing/vision/README.md) * [Build Without Permission Manifesto](https://www.taskade.com/blog/build-without-permission) diff --git a/features/ai-features/genesis-examples.md b/features/ai-features/genesis-examples.md index 5f55582..0aaaf44 100644 --- a/features/ai-features/genesis-examples.md +++ b/features/ai-features/genesis-examples.md @@ -1,387 +1,10 @@ -<<<<<<< HEAD -# Genesis Examples: Real Business Applications - -See what's possible with Taskade Genesis! These real-world examples show how businesses use Genesis to solve common challenges - each with the exact prompts they used. - -## 🍽️ Restaurant & Food Service - -### Customer Feedback System -**The Challenge:** "We never know if customers are unhappy until they leave bad reviews online." - -**Genesis Prompt:** -``` -"Create a customer dining experience feedback system where guests can: -- Rate food quality, service speed, cleanliness, and overall satisfaction (1-5 stars each) -- Select their meal from a dropdown menu of our dishes -- Leave written comments and suggestions -- Upload photos of their food or dining area - -When any rating is 3 stars or below, immediately send a Slack alert to our manager with the customer's feedback and table number so we can address issues in real-time. Store all responses in a dashboard showing daily/weekly trends and average ratings by category." -``` - -**Results:** -- ⬆️ 40% increase in customer satisfaction scores -- 🚨 Real-time problem resolution (manager alerted within seconds) -- 📊 Data-driven menu improvements based on feedback trends -- ⭐ Online review scores improved from 3.2 to 4.7 stars - -### Table Reservation System -**The Challenge:** "Phone reservations are chaotic and we double-book tables constantly." - -**Genesis Prompt:** -``` -"Build a restaurant reservation system that: -- Shows available time slots for parties of 1-8 people -- Collects customer name, phone, email, special requests (allergies, celebrations) -- Prevents double-booking by checking table availability in real-time -- Sends confirmation texts immediately and reminder texts 2 hours before -- Allows customers to modify or cancel up to 1 hour before their reservation -- Generates daily reservation reports for host staff with seating charts" -``` - -**Results:** -- ❌ Zero double-bookings since implementation -- 📱 80% reduction in phone calls for reservations -- 📈 15% increase in table turnover rate -- 😊 Customers love the convenience of self-service booking - -## 💼 Professional Services - -### Client Onboarding System -**The Challenge:** "New clients get lost in our onboarding process and projects start poorly." - -**Genesis Prompt:** -``` -"Create a client onboarding tracker that guides new clients through 6 phases: -1. Welcome & contract signing -2. Project kickoff meeting scheduling -3. Requirements gathering questionnaire -4. Team introductions and communication setup -5. Project timeline and milestone approval -6. First deliverable review and feedback - -Each phase should have specific tasks with due dates, automated email reminders, and progress tracking. Send weekly status updates to both client and our project manager. Alert our team lead when clients haven't completed required steps within 3 days of their due date." -``` - -**Results:** -- 📅 95% of projects now start on time vs. 60% before -- 😊 Client satisfaction scores increased by 35% -- ⏱️ Average onboarding time reduced from 3 weeks to 10 days -- 📋 Project managers save 5 hours per week on follow-ups - -### Lead Qualification System -**The Challenge:** "Our sales team wastes time on unqualified leads while missing hot prospects." - -**Genesis Prompt:** -``` -"Build a lead qualification system that: -- Collects company name, industry, employee count, current challenges, budget range, timeline, and decision-maker status -- Uses AI to automatically score each lead as Hot (ready to buy), Warm (interested but needs nurturing), or Cold (not a good fit) -- Creates personalized follow-up tasks for sales reps based on lead score and responses -- Sends different email sequences: immediate call for Hot leads, nurture sequence for Warm leads, educational content for Cold leads -- Tracks lead progression and conversion rates by source" -``` - -**Results:** -- 🎯 Sales team focus increased - 80% of time now spent on Hot/Warm leads -- 📈 Conversion rate improved from 12% to 28% -- ⚡ Response time to qualified leads reduced from 4 hours to 15 minutes -- 📊 Clear ROI tracking by marketing channel - -## 🏥 Healthcare & Wellness - -### Patient Intake System -**The Challenge:** "Paper forms are messy and patients often forget important medical information." - -**Genesis Prompt:** -``` -"Create a patient intake system that: -- Collects personal info, insurance details, medical history, current medications, allergies, and reason for visit -- Includes conditional questions (if patient selects 'injury', ask about injury date and cause) -- Validates insurance coverage in real-time -- Sends intake forms 24 hours before appointments with reminder emails -- Flags urgent conditions for immediate nurse review -- Integrates with our scheduling system to confirm appointment details" -``` - -**Results:** -- 📋 100% digital intake eliminates paper forms -- ⏰ Check-in time reduced from 15 minutes to 3 minutes -- 🔍 Critical health info captured more reliably -- 🚨 Urgent cases identified before patient arrival - -### Fitness Class Booking -**The Challenge:** "Members book classes then don't show up, leaving empty spots that other members wanted." - -**Genesis Prompt:** -``` -"Build a fitness class booking system that: -- Shows class schedules with instructor names, difficulty levels, and equipment needed -- Handles payments and packages (single class, 10-class pack, unlimited monthly) -- Manages waitlists for popular classes with automatic notifications when spots open -- Sends reminder texts 2 hours before class with parking info and what to bring -- Charges no-show fees for last-minute cancellations (less than 2 hours notice) -- Generates instructor reports showing attendance patterns and class popularity" -``` - -**Results:** -- 📈 Class attendance improved from 70% to 95% -- 💰 No-show fees reduced missed classes by 85% -- 📱 Members love the convenience of mobile booking -- 📊 Data helps optimize class schedules and instructor assignments - -## 🏢 Corporate & Enterprise - -### Employee Feedback Portal -**The Challenge:** "We need honest employee feedback but people are afraid to speak up." - -**Genesis Prompt:** -``` -"Create an anonymous employee feedback system where staff can: -- Report workplace issues, suggest improvements, recognize great colleagues, or share concerns -- Select categories: Management, Work Environment, Benefits, Culture, Processes, or Other -- Choose submission type: Anonymous, Confidential (only HR sees name), or Public -- Rate urgency from 1-5 and indicate if they want follow-up -- Upload documents or photos if relevant - -Route urgent issues (4-5 rating) directly to HR within 1 hour. Send weekly summaries to department heads with themes and trends. Generate monthly culture reports for executive team with actionable insights." -``` - -**Results:** -- 📈 Employee engagement scores up 45% -- 🚨 Critical HR issues surfaced and resolved quickly -- 💡 Employee suggestions saved company $50K in first quarter -- 📊 Leadership gets data-driven culture insights monthly - -### IT Help Desk -**The Challenge:** "IT tickets get lost, priorities are unclear, and response times are inconsistent." - -**Genesis Prompt:** -``` -"Build an IT support system that: -- Categorizes issues: Hardware, Software, Network, Security, Access, or Other -- Auto-assigns priority based on keywords (server down = Critical, password reset = Low) -- Routes tickets to specialists: Network team for connectivity, Security team for access issues -- Tracks response time goals: Critical (15 min), High (2 hours), Medium (24 hours), Low (48 hours) -- Sends status updates to users and escalates to managers when SLA times are exceeded -- Generates weekly IT performance reports with resolution times and satisfaction scores" -``` - -**Results:** -- ⚡ Average resolution time decreased from 3 days to 8 hours -- 📊 99% of SLA targets now met vs. 65% before -- 😊 Employee satisfaction with IT support up 60% -- 📈 Ticket volume down 30% due to better categorization and self-service - -## 🛍️ Retail & E-commerce - -### Inventory Management System -**The Challenge:** "We run out of popular items and overstock slow movers, hurting cash flow." - -**Genesis Prompt:** -``` -"Create an inventory management system that: -- Tracks stock levels, sales velocity, and reorder points for each product -- Automatically calculates when to reorder based on sales trends and lead times -- Sends low-stock alerts to purchasing team with suggested order quantities -- Tracks supplier performance: delivery times, quality issues, pricing changes -- Generates weekly inventory reports showing bestsellers, slow movers, and profit margins -- Flags products that haven't sold in 90 days for clearance consideration" -``` - -**Results:** -- 📉 Out-of-stock incidents reduced by 90% -- 💰 Inventory carrying costs decreased by 25% -- ⚡ Automated reordering saves 10 hours per week -- 📊 Data-driven buying decisions improve profit margins - -### Customer Service Portal -**The Challenge:** "Customer service is overwhelmed with repetitive questions about orders and returns." - -**Genesis Prompt:** -``` -"Build a customer service system that: -- Allows customers to check order status, initiate returns, update shipping addresses -- Has an AI assistant that answers common questions about policies, shipping, and products -- Routes complex issues to human agents with customer history and previous interactions -- Tracks customer satisfaction with post-resolution surveys -- Escalates dissatisfied customers (3 stars or below) to managers for personal follow-up -- Generates daily service reports showing ticket volume, resolution times, and satisfaction trends" -``` - -**Results:** -- 📞 Call volume reduced by 70% as customers self-serve -- 😊 Customer satisfaction increased from 78% to 94% -- ⏰ Agent response time improved with better context and routing -- 💰 Service costs decreased by 40% while quality improved - -## 🏗️ Real Estate & Property - -### Property Inquiry System -**The Challenge:** "Leads get lost between agents and we miss follow-up opportunities." - -**Genesis Prompt:** -``` -"Create a property inquiry system that: -- Captures buyer preferences: budget, location, property type, must-haves, deal-breakers -- Uses AI to match inquiries with available listings and suggest 3-5 best options -- Automatically assigns leads to agents based on location expertise and current workload -- Schedules showing appointments with calendar integration and confirmation emails -- Tracks lead progression from inquiry to closing with milestone updates -- Sends automated follow-up sequences: next-day thank you, weekly check-ins, market updates" -``` - -**Results:** -- 📈 Lead conversion rate improved from 8% to 22% -- ⚡ Response time to new inquiries under 5 minutes -- 📅 Showing appointments increased by 40% -- 🤝 Agents can focus on relationship building vs. administrative tasks - -### Maintenance Request Portal -**The Challenge:** "Tenants call constantly about repairs and we lose track of what's been requested." - -**Genesis Prompt:** -``` -"Build a maintenance request system where tenants can: -- Submit repair requests with photos, priority level, and preferred appointment times -- Track request status from submitted to scheduled to completed -- Rate satisfaction with repair quality and technician professionalism -- Access emergency contact info for after-hours urgent issues -- View their request history and any property-wide notices - -Route emergency requests (plumbing, electrical, heating) to on-call technicians immediately. Schedule routine requests during business hours. Send completion confirmations to property managers and follow-up satisfaction surveys to tenants." -``` - -**Results:** -- 📱 95% of requests now submitted online vs. phone calls -- 🚨 Emergency response time cut from 2 hours to 20 minutes -- 📊 Property managers have complete visibility into all maintenance activities -- 😊 Tenant satisfaction with maintenance up 50% - -## 📚 Education & Training - -### Student Registration System -**The Challenge:** "Course registration is chaotic with manual enrollment and payment processing." - -**Genesis Prompt:** -``` -"Create a course registration system that: -- Shows available courses with descriptions, schedules, instructor bios, and prerequisites -- Handles online payments with automatic receipt generation -- Manages waitlists and automatically enrolls students when spots open -- Sends confirmation emails with course materials and preparation instructions -- Tracks student progress and sends reminder emails for upcoming deadlines -- Generates instructor reports showing enrollment numbers and student engagement metrics" -``` - -**Results:** -- 📈 Course enrollment increased 35% with easier registration process -- ⏰ Administrative time reduced from 20 hours to 2 hours per course launch -- 💰 Payment processing errors eliminated with automated system -- 📊 Better course planning with enrollment data and trends - -## 💡 Startup & Innovation - -### Product Feature Request Tracker -**The Challenge:** "Customer feature requests come through multiple channels and get lost." - -**Genesis Prompt:** -``` -"Build a feature request system that: -- Collects feature descriptions, use cases, customer impact, and business value -- Allows customers to vote on existing requests to show demand -- Categorizes requests by product area and development complexity -- Uses AI to identify duplicate requests and group similar ideas -- Tracks request status from submitted to roadmap to development to release -- Sends updates to customers when their requested features are shipped" -``` - -**Results:** -- 📊 Product roadmap now driven by actual customer demand -- 🗳️ Customer voting helps prioritize high-impact features -- 📧 Automated updates keep customers engaged throughout development -- 💡 Development team has clear understanding of customer needs - -## 🎯 Marketing & Agencies - -### Campaign Performance Dashboard -**The Challenge:** "We manage 20+ client campaigns but reporting takes forever and clients want real-time updates." - -**Genesis Prompt:** -``` -"Create a marketing campaign dashboard that: -- Tracks performance metrics across channels: social media, email, paid ads, content marketing -- Collects data on reach, engagement, clicks, conversions, and ROI for each campaign -- Generates automated weekly reports for clients with key insights and recommendations -- Alerts account managers when campaigns underperform benchmarks by 20% or more -- Shows budget utilization and remaining spend for each client and campaign -- Includes client-facing portals where they can view their campaign performance 24/7" -``` - -**Results:** -- ⏰ Report generation time reduced from 8 hours to 15 minutes per client -- 📊 Clients love having real-time access to their campaign data -- 🚨 Early warning system prevents campaign failures -- 📈 Account retention improved as clients see clear value and transparency - -## 🔧 Technical Implementation Tips - -### Making Your Genesis Apps More Effective - -**1. Be Specific About Data Fields** -Instead of "collect customer info," specify exactly what you need: -``` -"Collect: full name, email, phone, company, job title, industry, company size (1-10, 11-50, 51-200, 200+), current challenges, budget range, decision timeline" -``` - -**2. Define Clear Workflows** -Map out the exact steps and triggers: -``` -"When form is submitted → AI categorizes lead → Creates task for sales rep → Sends welcome email to lead → If no follow-up in 24 hours, alert sales manager" -``` - -**3. Include Business Rules** -Specify the logic your business uses: -``` -"Mark as high priority if: budget > $50K AND timeline < 60 days AND decision-maker = Yes" -``` - -**4. Plan for Edge Cases** -Think about what could go wrong: -``` -"If customer uploads file larger than 10MB, compress automatically. If AI can't categorize request, route to general support queue. If form is submitted outside business hours, send immediate auto-response with expected response time." -``` - -## 📈 Measuring Success - -Track these metrics to see your Genesis app's impact: - -**Efficiency Metrics:** -- Time saved per week on manual processes -- Reduction in response times -- Decrease in errors or lost information - -**Business Metrics:** -- Customer satisfaction scores -- Lead conversion rates -- Revenue impact from better processes - -**Usage Metrics:** -- Form submission rates -- User engagement with your app -- Adoption rate across your team +# Taskade Genesis Examples Gallery ---- - -**🚀 Ready to build your own?** Pick an example similar to your business challenge, modify the prompt for your specific needs, and watch Genesis create your custom solution in minutes! - -**Need help customizing these examples?** Visit our [Genesis Quick Start Guide](genesis-getting-started.md) for step-by-step instructions. -======= -# Genesis Examples Gallery +Discover what's possible with Taskade Genesis through real-world examples and use cases. These examples showcase both Project-Based Apps and Space Apps across different industries and functions. -Discover what's possible with Genesis through real-world examples and use cases. These examples showcase both Project-Based Apps and Space Apps across different industries and functions. +**For the full examples library, see [Taskade Genesis Examples & Templates](../../genesis-living-system-builder/genesis/examples-and-templates.md)** -## 🏢 Business & Operations +## Business & Operations ### Customer Feedback Portal (Space App) **Prompt**: *"Create a customer feedback portal where users can rate our service from 1-5 stars, leave detailed comments, select issue categories, and upload screenshots. Show a thank you message after submission."* @@ -405,7 +28,7 @@ Discover what's possible with Genesis through real-world examples and use cases. **Generated Features:** - Lead capture form with company details - AI agent that scores leads automatically -- Automated assignment based on territory/expertise +- Automated assignment based on territory/expertise - Email sequences and follow-up automations - CRM integration capabilities - Sales rep notifications @@ -427,7 +50,7 @@ Discover what's possible with Genesis through real-world examples and use cases. **Perfect For:** Agencies, consulting firms, development teams -## 📊 Data & Analytics +## Data & Analytics ### Sales Performance Dashboard (Space App) **Prompt**: *"Create a sales dashboard showing monthly revenue, pipeline stages, top performing reps, conversion rates, and revenue forecasts with interactive charts."* @@ -439,7 +62,6 @@ Discover what's possible with Genesis through real-world examples and use cases. - Conversion funnel analysis - Monthly/quarterly trend analysis - Responsive design for mobile access -- Real-time data sync from sales projects **Perfect For:** Sales managers, executives, revenue teams @@ -454,71 +76,10 @@ Discover what's possible with Genesis through real-world examples and use cases. - AI-powered sentiment analysis - Automated report generation - Recommendation engine based on patterns -- Export capabilities for further analysis **Perfect For:** HR teams, market research, customer success ---- - -### Website Analytics Tracker (Space App) -**Prompt**: *"Make a website analytics dashboard that tracks visitor counts, page views, conversion rates, and traffic sources with daily, weekly, and monthly views."* - -**Generated Features:** -- Real-time visitor counter -- Page performance metrics -- Conversion tracking and optimization suggestions -- Traffic source breakdown (organic, paid, social, direct) -- Time-based filtering (day, week, month) -- Clean charts and visualizations - -**Perfect For:** Marketing teams, website owners, digital agencies - -## 🎨 Creative & Content - -### Content Calendar Management (Project App) -**Prompt**: *"Create a content calendar system where team members can propose ideas, AI helps with research and writing, editors review content, and publishing is automated across platforms."* - -**Generated Features:** -- Content idea submission and approval workflow -- AI writing assistant for research and drafts -- Editorial review process with feedback loops -- Multi-platform publishing automation -- Performance tracking and analytics -- Team collaboration features - -**Perfect For:** Content teams, marketing agencies, publishers - ---- - -### Portfolio Showcase (Space App) -**Prompt**: *"Build a professional portfolio site that displays project examples, client testimonials, service descriptions, and a contact form with automatic inquiry routing."* - -**Generated Features:** -- Grid-based project gallery with filtering -- Testimonial carousel with client photos -- Service descriptions with pricing information -- Contact form with intelligent routing -- Mobile-optimized design -- SEO-friendly structure - -**Perfect For:** Freelancers, designers, agencies, consultants - ---- - -### Event Management Portal (Space App) -**Prompt**: *"Make an event registration site that shows event details, handles ticket sales, collects attendee information, sends confirmations, and displays event schedules."* - -**Generated Features:** -- Event information display with rich media -- Ticket purchasing system with multiple tiers -- Registration form with custom fields -- Automated confirmation emails -- Schedule display with session details -- Attendee check-in capabilities - -**Perfect For:** Conference organizers, meetup groups, corporate events - -## 🛠️ Operations & Internal Tools +## Operations & Internal Tools ### Team Directory (Space App) **Prompt**: *"Create a searchable team directory showing employee photos, roles, departments, contact information, skills, and current project assignments with org chart visualization."* @@ -528,28 +89,12 @@ Discover what's possible with Genesis through real-world examples and use cases. - Advanced search and filtering (by department, skills, location) - Organizational chart visualization - Contact information with click-to-call/email -- Current project assignments and availability - Skills and expertise tracking **Perfect For:** HR teams, large organizations, remote teams --- -### Inventory Management System (Project App) -**Prompt**: *"Build an inventory tracking system that monitors stock levels, sends low-stock alerts, manages purchase orders, tracks suppliers, and generates reorder recommendations."* - -**Generated Features:** -- Real-time inventory tracking -- Automated low-stock alerts and notifications -- Purchase order management workflow -- Supplier contact and performance tracking -- AI-powered reorder recommendations -- Cost analysis and optimization - -**Perfect For:** Retail businesses, warehouses, e-commerce operations - ---- - ### Help Desk Ticketing (Space App) **Prompt**: *"Make a customer support portal where users can submit tickets, track status, search a knowledge base, and chat with support agents, with automatic ticket routing."* @@ -559,95 +104,9 @@ Discover what's possible with Genesis through real-world examples and use cases. - Searchable knowledge base integration - Live chat functionality - Automatic routing based on issue type -- Agent dashboard for ticket management **Perfect For:** SaaS companies, service providers, IT departments -## 🚀 Advanced Examples - -### Multi-Language Learning Platform (Space App) -**Prompt**: *"Create a language learning dashboard that tracks student progress across multiple languages, shows lesson completions, vocabulary growth, and provides personalized recommendations."* - -**Generated Features:** -- Progress tracking across multiple languages -- Lesson completion visualization -- Vocabulary growth charts -- Personalized learning recommendations -- Achievement badges and milestones -- Multi-language interface support - ---- - -### Real Estate Listing Portal (Space App) -**Prompt**: *"Build a property listing site that displays available properties, allows filtering by price/location/features, shows virtual tours, and handles inquiry scheduling."* - -**Generated Features:** -- Property grid with high-quality images -- Advanced filtering (price, location, bedrooms, features) -- Virtual tour integration -- Mortgage calculator tool -- Inquiry form with automatic agent routing -- Favorites and comparison features - ---- - -### API Documentation Hub (Space App) -**Prompt**: *"Make a developer documentation site that displays API endpoints, shows code examples in multiple languages, includes interactive testing, and tracks usage analytics."* - -**Generated Features:** -- Organized endpoint documentation -- Multi-language code examples -- Interactive API testing interface -- Usage analytics and insights -- Search functionality -- Developer authentication - -## Tips for Each Example Type - -### Business Applications -- Focus on professional, clean designs -- Include proper data validation and error handling -- Consider user permissions and access control -- Plan for scalability and multiple user types - -### Data & Analytics -- Prioritize data visualization and chart clarity -- Include filtering and drill-down capabilities -- Ensure real-time or near-real-time updates -- Plan for different user roles (viewer, analyst, admin) - -### Creative & Content -- Emphasize visual appeal and user experience -- Include rich media support (images, videos) -- Consider SEO and social sharing features -- Plan for content management and updates - -### Operations & Tools -- Focus on efficiency and workflow optimization -- Include automation where possible -- Plan for integration with existing systems -- Consider mobile access for field workers - -## Customization Ideas - -### Visual Enhancements -- *"Make it look more modern with a dark theme"* -- *"Add our company colors and logo"* -- *"Use a card-based layout with rounded corners"* -- *"Include hero images and better typography"* - -### Functionality Additions -- *"Add export to Excel functionality"* -- *"Include email notifications for new submissions"* -- *"Add user authentication and profiles"* -- *"Include drag-and-drop file uploads"* - -### Integration Requests -- *"Connect to our Slack workspace for notifications"* -- *"Integrate with Google Calendar for scheduling"* -- *"Send data to our existing CRM system"* -- *"Include payment processing with Stripe"* - ## Getting Started with These Examples 1. **Choose a Template**: Pick an example that matches your needs @@ -658,7 +117,6 @@ Discover what's possible with Genesis through real-world examples and use cases. --- -**💡 Remember**: These examples are starting points. Genesis excels at taking a basic concept and expanding it based on your specific needs. Don't be afraid to combine ideas or request unique features! +**Browse the full library**: See [Taskade Genesis Examples & Templates](../../genesis-living-system-builder/genesis/examples-and-templates.md) for 50+ real business applications with detailed prompts and results. -*Ready to create your own version? Pick an example that resonates with your needs and start building with Genesis.* ->>>>>>> origin/main +*Ready to create your own version? Pick an example that resonates with your needs and start building with Taskade Genesis.* diff --git a/features/ai-features/genesis-getting-started.md b/features/ai-features/genesis-getting-started.md index e87938a..bdea279 100644 --- a/features/ai-features/genesis-getting-started.md +++ b/features/ai-features/genesis-getting-started.md @@ -1,360 +1,28 @@ -<<<<<<< HEAD -# Getting Started with Taskade Genesis +# Getting Started with Taskade Genesis (Quick Start) -Build complete AI-powered applications from a single prompt - no coding required! Genesis transforms your business ideas into working apps with databases, smart AI agents, and automated workflows. +**Taskade Genesis** is Taskade's no-code app builder that creates complete applications from simple natural language descriptions. This is a quick start guide to get you building immediately. -## What is Genesis? +**For comprehensive documentation, see [Taskade Genesis Overview](../../genesis-living-system-builder/genesis/README.md)** -{% hint style="success" %} -Genesis is an AI app builder that creates complete business applications from a single prompt. You describe what you need, and Genesis builds a working app in minutes. Not a mockup or prototype, but fully functional software. -{% endhint %} +## What Can Taskade Genesis Create? -**Unlike other app builders, Genesis gives you:** -- ✅ **Complete Business Applications** - Not just prototypes, but fully functional software -- ✅ **No Coding Required** - Describe your needs in plain English -- ✅ **AI-Powered Intelligence** - Smart agents that understand your business -- ✅ **Automated Workflows** - Actions that happen automatically based on triggers -- ✅ **Professional Web Interfaces** - Shareable apps your users can access instantly +Taskade Genesis can build two types of applications: -### What You Can Build - -By the end of this guide, you'll have built and published a fully functional app. It can be a client portal, tracker, or dashboard. The only limitation is your imagination. Genesis handles the technical complexity, you focus on business value. - -### Why This Approach Works - -**Traditional development 🥱** | **With Taskade Genesis ❤️** ----|--- -❌ Write technical specifications, wireframes, and database schemas | ✅ Describe your business needs like talking to a trusted colleague -❌ Hire developers, configure servers, and manage development environments | ✅ Your idea becomes a working app in just a few minutes. It's that simple! -❌ Debug API endpoints, handle authentication, coordinate teams | ✅ Changes happen through simple conversations with Taskade AI -❌ Implement SSL certificates, security audits, and vulnerability management | ✅ Security and compliance are handled automatically within Taskade -❌ Maintain servers, apply patches, monitor performance, handle scaling | ✅ Focus on your business while we handle technical details -❌ Months of development cycles, testing phases, and deployment | ✅ Start getting real user feedback today and iterate quickly - -## 4 Steps to a Live App - -Getting your app off the ground is really simple. Follow these four steps to transform any challenge into working solution that works out of the box. - -### Step 1: Start with Your Idea - -The best apps solve real problems in your business. Before you even open Genesis, think about what's slowing you down or what could work better. - -Ask yourself: -- What business problem am I trying to solve? -- Who will use this app (customers, employees, partners)? -- What information do they need to input? -- What actions should happen automatically? -- How will this improve my business processes? - -Do you already have your answers? Great! Let's move to the next step. - -### Step 2: Let Genesis Build It - -When you first open Genesis, you'll see a text area where you can describe what you want to create. Simply describe it as you would to a colleague. The more specific you are, the better the result. - -### Step 3: Test and Iterate - -Once Genesis builds your initial app, you'll see it come to life with all the professional features you need. But this is just the beginning. Now you can refine it. - -Switch to the **Preview** tab to interact with your live application. - -**Test the core functionality:** -- Fill out forms as if you're a real user -- Check automated notifications and workflows -- Verify data is being stored correctly -- Try different user scenarios - -Now make it uniquely yours. Making changes is simple. Just describe what you want to adjust. Genesis understands business language and implements changes immediately. - -### Step 4: Share It! - -Your app is ready for the real world! You've built something that solves a real business problem, and now it's time to put it in front of actual users. - -Getting it live is simple: -1. Click **"Publish"** to make your app public -2. Copy the shareable link -3. Set access permissions if needed -4. Share with your intended users - -Your app is instantly available and ready for users! - -**Share your success story and get featured:** -- Post about your app in Taskade community forums -- Share screenshots and results -- Tag @taskade on social media -- Help others learn from your experience - -## Enhanced Prompts for Better Results - -Not sure how to describe what you want? Use these techniques to create better prompts: - -### Use Prompt Enhancement - -The Enhance Prompt feature takes your rough idea and turns it into a detailed, specific request that Genesis can act on. Start with a basic description, and let Genesis help you refine it. - -### Your First Prompt - -Begin with something simple but specific. Focus on one clear business need rather than trying to build everything at once. - -### Follow-Up Prompts - -Once your app is working, use follow-up prompts to add features: -- "Add email notifications when new submissions arrive" -- "Include a dashboard showing response trends" -- "Add user authentication for secure access" -- "Create automated follow-up sequences" - -## What is Genesis? (Technical Overview) - -Genesis is Taskade's **App Builder** that creates complete business applications just by describing what you need. Think of it as having a team of expert developers, designers, and business analysts who can build exactly what you want in minutes - no technical skills required! - -**What Genesis Creates:** -- 📊 **Smart Databases** - Structured projects that store your app's data -- 🤖 **AI Assistants** - Intelligent agents that understand your business -- ⚡ **Automated Workflows** - Actions that happen automatically -- 🌐 **Public Web Apps** - Shareable interfaces your users can access - -## Your First Genesis App in 5 Minutes - -### Step 1: Access Genesis (30 seconds) - -1. Go to [taskade.com](https://taskade.com) and sign in -2. Look for the **"Create with AI"** prompt box at the top -3. You're ready to build! - -### Step 2: Describe Your App (2 minutes) - -Be specific about what you want to build. Here's the magic formula: - -**What + Who + When + Action** - -✅ **Good Example:** -``` -"Create a customer feedback system where restaurant guests can: -- Rate food quality, service speed, and atmosphere (1-5 stars) -- Leave optional written comments -- Upload photos of their meal -- Get a thank you message after submitting - -When someone rates us 3 stars or lower, immediately send a Slack alert to our manager so we can follow up personally. Store all feedback in a dashboard where we can see trends and respond to individual reviews." -``` - -❌ **Too Vague:** -``` -"I need a feedback form" -``` - -### Step 3: Let Genesis Build (1 minute) - -1. **Paste your description** into the prompt box -2. **Press Enter** and watch Genesis work -3. **See the magic happen** - Genesis creates all components automatically - -You'll see Genesis building: -- **Project Structure** (your app's database) -- **AI Agent** (your app's intelligence) -- **Automations** (your app's workflows) -- **Public Interface** (your app's web page) - -### Step 4: Test Your App (1 minute) - -1. **Click "Preview"** to see your live app -2. **Fill out the form** as if you're a real customer -3. **Check your notifications** (Slack, email, etc.) -4. **View your dashboard** to see the data - -### Step 5: Share Your App (30 seconds) - -Your app is instantly live with its own URL: -- **Copy the link** and share with customers -- **Embed on your website** using the provided code -- **Set permissions** for who can access your app - -## Genesis Prompt Library - -Get instant results with these proven prompts: - -### 📋 Customer Management - -#### Customer Feedback Portal -``` -"Create a customer satisfaction survey where clients rate our service (1-10), select what they liked most from dropdown options, leave comments, and upload photos. Send me an email alert for any rating below 7. Display results in a dashboard showing average ratings and recent feedback." -``` - -#### Lead Qualification System -``` -"Build a lead capture form that collects company name, contact info, budget range, and project timeline. Have an AI agent automatically score each lead (hot/warm/cold) based on budget and timeline, then create follow-up tasks assigned to our sales team with suggested next steps." -``` - -#### Client Onboarding Tracker -``` -"Create a client onboarding system that tracks progress through 5 phases: contract signing, project kickoff, design approval, development, and launch. Each phase has specific tasks and due dates. Send weekly progress emails to clients and daily updates to our project manager." -``` - -### 🏢 Business Operations - -#### Event Registration System -``` -"Build an event registration form for our monthly webinar that collects name, email, company, job title, and dietary restrictions. Automatically send confirmation emails with calendar invites, reminder emails 24 hours before, and follow-up surveys after the event." -``` - -#### Inventory Management -``` -"Create an inventory tracker for our retail store that monitors stock levels, tracks sales, and automatically orders more supplies when we're running low. Include barcode scanning, low-stock alerts via SMS, and weekly inventory reports emailed to management." -``` - -#### Employee Feedback System -``` -"Build an anonymous employee feedback portal where staff can report issues, suggest improvements, and rate company culture. Categorize feedback by department, send urgent issues to HR immediately, and generate monthly culture reports for leadership." -``` - -### 📈 Marketing & Sales - -#### Content Calendar Manager -``` -"Create a content planning system that tracks blog posts, social media content, and email campaigns. Include status tracking (idea, writing, review, published), assignment to team members, publication dates, and performance metrics. Send daily task reminders." -``` - -#### Campaign Performance Tracker -``` -"Build a marketing dashboard that tracks campaign performance across channels (social media, email, ads). Include metrics like reach, engagement, conversions, and ROI. Generate weekly performance reports and alert me when campaigns underperform by 20%." -``` - -#### Influencer Partnership Manager -``` -"Create a system to manage influencer partnerships that tracks contact info, follower counts, engagement rates, campaign history, and payment status. Include automated outreach templates and performance scorecards for each influencer." -``` - -### 🛠️ Project Management - -#### Bug Tracking System -``` -"Build a bug reporting system where users can describe issues, select severity (low/medium/high/critical), attach screenshots, and track resolution status. Automatically assign critical bugs to senior developers and send daily summary reports to the development team." -``` - -#### Task Assignment Hub -``` -"Create a task management system that distributes work evenly across team members, tracks deadlines, monitors workload, and sends reminders for overdue items. Include time tracking, progress reports, and automatic workload balancing suggestions." -``` - -#### Client Project Dashboard -``` -"Build a client-facing dashboard where customers can see project progress, upcoming milestones, recent updates, and team messages. Include file sharing, approval workflows, and automated progress emails sent weekly to stakeholders." -``` - -### 🎯 Industry-Specific Solutions - -#### Restaurant Operations -``` -"Create a restaurant management system that handles reservations, tracks table availability, manages waitlists, and collects customer preferences. Send confirmation texts, reminder calls, and follow-up satisfaction surveys. Generate daily seating reports." -``` - -#### Fitness Studio Booking -``` -"Build a class booking system for our yoga studio that shows available sessions, handles payments, manages waitlists, and sends confirmation emails. Include instructor profiles, class descriptions, and automated reminder texts 2 hours before class." -``` - -#### Real Estate Lead Tracker -``` -"Create a property inquiry system that captures buyer preferences, budget, location needs, and contact info. Have an AI agent match inquiries with available properties, schedule showings automatically, and track follow-up communications until sale completion." -``` - -## Advanced Genesis Features - -### Multi-Step Workflows -Create complex business processes that span multiple stages: -``` -"Build a hiring pipeline that moves candidates through application → phone screen → technical interview → final interview → decision. Each stage has specific tasks, automated emails, and decision gates. Generate weekly hiring reports." -``` - -### Conditional Logic -Build apps that adapt based on user responses: -``` -"Create a support ticket system where urgent issues get immediate phone calls, medium issues get same-day email responses, and low-priority items get added to our weekly review queue. Route technical issues to developers and billing issues to accounting." -``` - -### Integration Workflows -Connect your app with external tools: -``` -"Build a sales pipeline that creates Slack notifications for new leads, adds contacts to our email newsletter, schedules follow-up calls in Google Calendar, and updates our CRM with lead scores and conversation notes." -``` - -## Troubleshooting Your Genesis Apps - -### App Not Working as Expected? - -**Check Your Prompt Clarity:** -- ✅ Specific roles and responsibilities -- ✅ Clear data fields and types -- ✅ Explicit workflow steps -- ✅ Defined triggers and conditions - -**Common Issues & Fixes:** - -| Problem | Solution | -|---------|----------| -| **AI agent not understanding questions** | Add more context and examples to your prompt | -| **Automations not triggering** | Check your trigger conditions are specific enough | -| **Forms missing fields** | Describe exactly what data you need to collect | -| **Notifications not working** | Verify your Slack/email integrations are connected | - -### Making Changes to Your App - -**Simple Changes:** -Just ask Genesis what you want to modify: -- "Add a phone number field to the form" -- "Change the email subject line to be more friendly" -- "Make the AI agent respond more professionally" - -**Major Changes:** -For significant modifications, describe the full workflow again: -- "Restructure this as a 3-step approval process instead of automatic" -- "Add a customer portal where they can track request status" - -## Next Steps - -Once your first app is working: - -1. **📊 Monitor Usage** - Check your app analytics to see how people are using it -2. **🔄 Iterate Based on Feedback** - Ask users what could be better and update accordingly -3. **📈 Scale Your Success** - Create similar apps for other business processes -4. **🤝 Share with Team** - Show colleagues how to build their own Genesis apps - -### Ready for More? - -- **[Genesis Examples Library](genesis-examples.md)** - Browse 50+ real business applications -- **[AI Agents Guide](ai-agents-getting-started.md)** - Build custom AI assistants -- **[Automation Workflows](automation-getting-started.md)** - Connect Genesis apps to external tools - ---- - -**💡 Pro Tip:** The best Genesis apps solve real problems you face daily. Start with your biggest time drain and automate it first! -======= -# Getting Started with Genesis (Quick Start) - -**Genesis** is Taskade's revolutionary no-code app generator that creates complete applications from simple natural language descriptions. This is a quick start guide to get you building immediately. - -**📚 For comprehensive documentation, see [Genesis Overview](../../genesis/README.md)** - -## What Can Genesis Create? - -Genesis can build two types of applications: - -### 🏗️ **Project-Based Apps** (Traditional Genesis) +### Project-Based Apps (Traditional Genesis) - Structured workspaces with projects, agents, and automations - Internal team workflows and collaboration spaces - AI-powered business processes and data management -### ⚡ **Space Apps** (New!) +### Space Apps - Complete React web applications with live URLs - Customer-facing websites and portals - Professional dashboards and data visualization tools -## Quick Start: Your First Genesis App +## Quick Start: Your First App -### Step 1: Access Genesis +### Step 1: Access Taskade Genesis 1. Sign into your Taskade account -2. Navigate to the Genesis creation interface +2. Navigate to the Taskade Genesis creation interface 3. Choose between Project App or Space App creation ### Step 2: Describe Your Vision @@ -371,107 +39,29 @@ Write a clear description of what you want to build: - Describe the key features you need - Include any data you want to display -### Step 3: Choose Your AI Model -Genesis offers two powerful AI models: - -- **GPT-5**: Best for complex logic, data processing, and technical apps -- **Claude-4 Sonnet**: Excellent for creative designs and user-friendly interfaces - -*Don't worry if you're not sure - Genesis will make smart recommendations!* - -### Step 4: Review and Launch +### Step 3: Review and Launch - Watch your app being generated in real-time - Review the created structure and features - Launch your app and get a shareable URL (for Space Apps) -## Understanding the Two Creation Modes - -### Project-Based Apps: For Internal Workflows - -**Best For:** -- Team collaboration and project management -- Internal business processes -- AI-powered workflows and automations -- Data collection and organization - -**What You Get:** -- Structured Taskade projects as databases -- AI agents for processing and intelligence -- Automations for workflows and notifications -- Team collaboration features - -**Example:** *"Create a lead management system for our sales team"* - -### Space Apps: For Public Web Applications - -**Best For:** -- Customer-facing applications -- Public websites and portals -- Interactive dashboards and reports -- Data collection from external users - -**What You Get:** -- Complete React web application -- Live URL hosted on professional infrastructure -- Mobile-responsive design -- Real-time data integration with your workspace - -**Example:** *"Build a customer support portal where users can submit tickets"* - ## Common Use Cases -### 🏢 **Business Applications** +### Business Applications - **Customer Feedback Systems**: Collect ratings, comments, and suggestions - **Lead Generation Forms**: Capture prospect information with qualification - **Project Status Portals**: Share progress with clients and stakeholders - **Team Directories**: Display employee information and org charts -### 📊 **Data & Analytics** +### Data & Analytics - **KPI Dashboards**: Visualize business metrics and performance - **Report Generators**: Create automated reports from your data - **Survey Tools**: Collect and analyze feedback from customers -- **Time Trackers**: Monitor productivity and resource allocation -### 🎨 **Creative & Marketing** +### Creative & Marketing - **Portfolio Sites**: Showcase work and achievements - **Landing Pages**: Marketing campaigns and lead capture -- **Content Hubs**: Blog-style content management - **Event Pages**: Registration and information for events -## Tips for Success - -### Writing Effective Prompts - -**✅ Do This:** -- *"Create a customer onboarding checklist that sends email reminders and tracks completion status"* -- *"Build a bug reporting form with priority levels, screenshots, and automatic assignment to developers"* -- *"Make a sales dashboard showing monthly revenue, pipeline stages, and top performers"* - -**❌ Avoid This:** -- *"Make something for customers"* (too vague) -- *"Create a website"* (not specific enough) -- *"Build a complex system"* (unclear requirements) - -### Starting Simple -- Begin with core functionality -- Test with a few users first -- Use Genesis's conversational improvement feature -- Iterate based on feedback - -### Making the Most of AI Models - -**Choose GPT-5 when you need:** -- Complex data processing and calculations -- Advanced logic and business rules -- Technical integrations and APIs -- Detailed analytics and reporting - -**Choose Claude-4 when you want:** -- Beautiful, user-friendly designs -- Creative and engaging interfaces -- Content-heavy applications -- Superior user experience focus - ## Troubleshooting Common Issues ### "My app doesn't look right" @@ -491,32 +81,19 @@ Genesis offers two powerful AI models: ## Next Steps -Once you've created your first Genesis app: +Once you've created your first Taskade Genesis app: 1. **Share and Test**: Get feedback from your target users -2. **Iterate and Improve**: Use conversational updates to refine functionality +2. **Iterate and Improve**: Use conversational updates to refine functionality 3. **Explore Advanced Features**: Add automations, AI agents, and integrations 4. **Scale Up**: Create additional apps for different use cases -## Getting Help - -### Learning Resources -- **[Comprehensive Genesis Documentation](../../genesis/README.md)** - Complete guide with advanced features -- **[Genesis Examples Gallery](../../genesis/examples-and-templates.md)** - Ready-to-use templates and examples -- **[Best Practices](../../genesis/best-practices.md)** - Tips for writing effective prompts -- **[Troubleshooting Guide](../../genesis/troubleshooting.md)** - Solutions to common issues - -### Support Options -- **Community Forum**: Share ideas and get inspiration from other users -- **Help Documentation**: Comprehensive guides and tutorials -- **Live Support**: Real-time assistance with app creation -- **Video Tutorials**: Step-by-step walkthroughs of common use cases +## Learning Resources +- **[Comprehensive Taskade Genesis Documentation](../../genesis-living-system-builder/genesis/README.md)** - Complete guide with advanced features +- **[Taskade Genesis Examples Gallery](../../genesis-living-system-builder/genesis/examples-and-templates.md)** - Ready-to-use templates and examples +- **[Best Practices](../../genesis-living-system-builder/community-and-sharing/best-practices.md)** - Tips for writing effective prompts +- **[Troubleshooting Guide](../../genesis-living-system-builder/community-and-sharing/troubleshooting.md)** - Solutions to common issues --- -**🚀 Ready to create your first app?** Start with a simple idea and let Genesis bring it to life. - -**📖 For detailed guidance:** Check out the [Complete Genesis Guide](../../genesis/README.md) with advanced features, best practices, and comprehensive examples. - -*Genesis democratizes app development, making it accessible to everyone regardless of technical background.* ->>>>>>> origin/main +*Taskade Genesis democratizes app development, making it accessible to everyone regardless of technical background.* diff --git a/genesis-living-system-builder/ai-features/agent-knowledge.md b/genesis-living-system-builder/ai-features/agent-knowledge.md index 964be95..1ee03df 100644 --- a/genesis-living-system-builder/ai-features/agent-knowledge.md +++ b/genesis-living-system-builder/ai-features/agent-knowledge.md @@ -1,111 +1,211 @@ +# Agent Knowledge & Memory + --- -description: >- - Train your AI agents with documents, websites, videos, and live project data - so they can answer questions and take action using your business context. + +## Table of Contents + +- [Overview](#overview) +- [Explore the Knowledge Tab](#explore-the-knowledge-tab) +- [Train Your Agent](#train-your-agent) +- [Supported Knowledge Sources](#supported-knowledge-sources) +- [Training Methods](#training-methods) + - [Upload Documents](#upload-documents) + - [Use Web Resources](#use-web-resources) + - [Create Sources Manually](#create-sources-manually) + - [Dynamic Knowledge (Projects)](#dynamic-knowledge-projects) +- [Bulk Training](#bulk-training) +- [Look Up References](#look-up-references) +- [Knowledge Backlinks](#knowledge-backlinks) +- [What Projects Expose to Agents](#what-projects-expose-to-agents) +- [Knowledge Best Practices](#knowledge-best-practices) +- [What's Next](#whats-next) + --- -# Agent Knowledge & Memory +## Overview -Knowledge is what makes your agent **yours**. Without it, an agent is a general-purpose assistant. With it, the agent understands your products, processes, customers, and data — and gives answers grounded in your reality. +Agent knowledge is the information your custom AI agents use to provide **contextual, accurate responses**. It combines pre-trained AI capabilities with **your own data** — documents, URLs, projects, and media — to create agents that truly understand your business. -{% hint style="info" %} -**The smarter you train, the smarter it gets.** An agent with well-organized, up-to-date knowledge will outperform one with more tools but no context. -{% endhint %} +> **Workspace DNA connection:** Knowledge is what transforms a generic AI into a specialist. The more knowledge you add, the richer your [Workspace DNA](../genesis/how-genesis-works.md) becomes, and the smarter all your Genesis apps get. -## How to Train an Agent +--- -1. Open the **Agents** tab and select your agent. -2. Click **Edit Agent** in the top-right corner. -3. Switch to the **Knowledge** tab in the sidebar. -4. Toggle **Enable Knowledge** on. -5. Add your sources (see options below). -6. Click **Update** to save. +## Explore the Knowledge Tab -Your agent immediately starts learning from the uploaded content. You can add, remove, or replace sources at any time. +| Step | Action | +|---|---| +| 1 | Go to the **Agents** tab | +| 2 | Click the three dots (⋯) next to your agent | +| 3 | Select **Edit agent** | +| 4 | Open the **Knowledge** tab | + + + +The Knowledge tab shows all sources your agent has been trained on, with options to add, remove, and manage sources. + +--- -## Supported Knowledge Sources +## Train Your Agent -| Source Type | Supported Formats | +### Supported Knowledge Sources + +| Source Type | Formats / Types | How It's Used | +|---|---|---| +| **Documents** | PDF, CSV, TXT, DOCX, MD, PPTX, XLSX, EPUB | Full text extraction and indexing | +| **Web URLs** | Any web page, blog post, documentation page | Content scraped and indexed | +| **YouTube videos** | Video URLs | Transcript extracted and indexed | +| **Social content** | Tweets, Reddit posts, news articles | Content extracted and indexed | +| **Cloud files** | Google Drive, Dropbox, Box, OneDrive | File content pulled and indexed | +| **Taskade projects** | Any project in your workspace | Live, dynamic knowledge (updates automatically) | +| **Manual sources** | Markdown or plain text created in the Knowledge tab | Direct knowledge injection | + +--- + +## Training Methods + +### Upload Documents + +| Step | Action | |---|---| -| **Files** | `.pdf`, `.csv`, `.txt`, `.docx`, `.md`, `.pptx`, `.xlsx`, `.epub` | -| **Web** | YouTube transcripts, blog posts, tweets, Reddit threads, news articles | -| **Cloud Storage** | Google Drive, Dropbox, Box, OneDrive | -| **Live Data** | Taskade Projects (auto-updates), Web Links | +| 1 | Open the Knowledge tab | +| 2 | Drag & drop files directly, or click **Add Media** | +| 3 | Select files from your device | +| 4 | Files are processed and indexed automatically | -### How to add each source +**Supported document formats:** -| Source | Steps | +| Format | Best For | |---|---| -| **Upload Files** | Knowledge tab > **Upload** > drag and drop or browse files | -| **Add from Media** | Knowledge tab > **Add from Media** > select files already in your workspace | -| **Add a Web Link** | Knowledge tab > **Add Link** > paste URL > the agent fetches and indexes the content | -| **Add YouTube** | Knowledge tab > **Add YouTube** > paste video URL > the agent reads the transcript | -| **Connect a Project** | Knowledge tab > **Add Project** > select a Taskade project from your workspace | +| **PDF** | Brand guidelines, reports, manuals, legal docs | +| **CSV / XLSX** | Customer data, product catalogs, pricing tables | +| **DOCX** | Procedures, policies, templates | +| **TXT / MD** | Plain text knowledge, FAQ answers, notes | +| **PPTX** | Presentations, training materials | +| **EPUB** | Books, long-form content | + +### Use Web Resources -## Dynamic Knowledge (Live Project Data) +| Step | Action | +|---|---| +| 1 | Click **Add Media** in the Knowledge tab | +| 2 | Paste a URL (web page, YouTube video, cloud file link) | +| 3 | Content is scraped/transcribed and indexed | -When you add a **Taskade Project** as a knowledge source, it becomes **dynamic knowledge** — a living data connection that updates automatically whenever the project changes. +| Resource Type | What Gets Indexed | +|---|---| +| **Web pages** | Full page text content | +| **YouTube videos** | Full video transcript | +| **Google Drive files** | Document text content | +| **Dropbox / Box / OneDrive files** | Document text content | +| **Blog posts** | Article text and metadata | +| **Tweets** | Tweet text and thread | +| **Reddit posts** | Post and top comments | +| **News articles** | Full article text | + +### Create Sources Manually + +| Step | Action | +|---|---| +| 1 | Open the Knowledge tab | +| 2 | Click **"Create Source"** | +| 3 | Write or paste Markdown/plain text directly | +| 4 | Save — the source is immediately available to your agent | -{% hint style="success" %} -**This is the secret to agents that stay current.** Instead of re-uploading documents every time something changes, point your agent at the project and let it learn continuously. -{% endhint %} +> **Tip:** Use manual sources for FAQ answers, custom instructions, edge case handling, or information not available in any file. -### What the agent can read from projects +### Dynamic Knowledge (Projects) -| Included | Not included | +Connect Taskade projects as **living knowledge sources** that update automatically: + +| Step | Action | |---|---| -| Text content and blocks | Uploaded file attachments | -| Due dates and deadlines | Comments on tasks | -| Assignee information | Embedded links within tasks | -| Task structure and hierarchy | Timers and time tracking data | -| | Reactions | -| | Custom field values | +| 1 | Open the Knowledge tab | +| 2 | Click **Add Media** → **Add from Workspace** | +| 3 | Select one or more projects | +| 4 | Projects become live knowledge — agent always has the latest data | -{% hint style="warning" %} -If your agent needs information from uploaded files or comments, copy the relevant content into the project's text blocks or upload those files directly to the agent's knowledge. -{% endhint %} +> **Dynamic = real-time.** When you update a project, the agent's knowledge updates automatically. No re-upload needed. -## Look Up References +--- -When your agent answers a question, it can show you **which knowledge sources it referenced**. This gives you transparency into where the answer came from. +## Bulk Training -In an agent chat, look for the **source references** section below the response. Each reference links back to the original document, web page, or project so you can verify the information. +Upload multiple sources simultaneously: -## Knowledge Backlinks +| Method | How | +|---|---| +| **Multi-file upload** | Select multiple files in the file picker | +| **Multi-project connect** | Select multiple projects from your workspace | +| **Multi-URL paste** | Add multiple links at once | +| **Drag & drop batch** | Drag a folder or multiple files into the Knowledge tab | + +--- + +## Look Up References + +When your agent responds, it shows which sources it referenced: -Taskade also tracks the reverse direction: which agents use a given project as knowledge. +| Feature | Detail | +|---|---| +| **Source citations** | Chat displays which knowledge sources were used | +| **Preview capability** | Click a citation to preview the source content | +| **Transparency** | Users can verify agent responses against source material | -Open any project and check the **Backlinks** section to see a list of agents that reference it. This helps you understand the impact of editing or deleting a project — you will know exactly which agents depend on it. + -{% hint style="info" %} -**Before deleting a project**, check its backlinks. Removing a project that agents rely on will reduce their ability to answer questions accurately. -{% endhint %} +--- -## Best Practices +## Knowledge Backlinks -### Start with your best content +Projects used as agent knowledge show **backlinks** indicating which agents reference them: + +| Feature | Detail | +|---|---| +| **Backlink indicator** | Projects display a badge showing connected agents | +| **Bi-directional awareness** | See which agents use a project, and which projects an agent uses | +| **Impact visibility** | Know which agents are affected when you edit a project | -Upload your most accurate, well-written documents first. The quality of your knowledge directly determines the quality of your agent's answers. +> **Tip:** Backlinks help you maintain knowledge integrity. Before editing a project, check its backlinks to understand which agents depend on it. -### Keep sources current +--- -Set a regular cadence to review and refresh knowledge sources. Outdated information leads to outdated answers. +## What Projects Expose to Agents -### Use projects for fast-changing data +When a project is connected as knowledge, agents can access: -For information that changes frequently (task lists, team rosters, pricing, inventory), use dynamic project knowledge instead of static file uploads. +| Accessible | Not Accessible | +|---|---| +| Text content (tasks, notes, descriptions) | Uploaded file attachments within the project | +| Block structure (headings, lists, checklists) | Comments on tasks | +| Due dates | Embedded links within task descriptions | +| Assignee information | Reactions (emojis) | +| Timer data | Chat messages in the project | +| Custom field values | | +| Labels and tags | | -### Organize before you upload +--- -Structure your documents with clear headings and sections. Agents retrieve information more accurately from well-organized content. +## Knowledge Best Practices -### Test after training +| Practice | Why | Example | +|---|---|---| +| **Start with your most-used docs** | Highest ROI knowledge sources | FAQ doc, product guide, pricing sheet | +| **Use projects for dynamic data** | Always up-to-date, no re-uploading | Customer list project, inventory project | +| **Create manual sources for gaps** | Fill knowledge holes quickly | Edge case handling, tone guidelines | +| **Organize by topic** | Helps agent find relevant info faster | Separate "Product" and "Pricing" sources | +| **Update regularly** | Stale knowledge = wrong answers | Quarterly review of all knowledge sources | +| **Test with real questions** | Verify agent uses knowledge correctly | Ask questions you know the answers to | +| **Use backlinks to audit** | Understand cross-dependencies | Check before editing shared projects | +| **Upload diverse formats** | Different formats capture different knowledge | PDFs for detail, CSVs for data, URLs for current info | -After adding new knowledge, ask your agent several questions to verify it can find and use the new information correctly. Try both direct questions ("What is our return policy?") and indirect ones ("A customer wants to send back a product — what do I tell them?"). +--- -## Next Steps +## What's Next -* [AI Agent Tools](agent-tools.md) — give your agent the ability to take action -* [AI Agent Teams](agent-teams.md) — combine agents into collaborative teams -* [AI Agents Getting Started](ai-agents-getting-started.md) — create your first agent -* [Knowledge Organization](../workspaces/knowledge-management.md) — structure your workspace for better AI understanding +| Guide | What You'll Learn | +|---|---| +| [Tools for AI Agents](./agent-tools.md) | Add action capabilities to your agents | +| [Custom AI Agents](./ai-agents-getting-started.md) | Build and configure agents from scratch | +| [Multi-Agents](./multi-agents.md) | Create teams of agents with shared knowledge | +| [Projects & Databases](../workspaces/projects-databases.md) | Structure data for optimal agent training | +| [Adding Genesis Context](../genesis/adding-context.md) | Upload context for Genesis app creation | diff --git a/genesis-living-system-builder/ai-features/agent-tools.md b/genesis-living-system-builder/ai-features/agent-tools.md index 9aaf6ce..426fbf1 100644 --- a/genesis-living-system-builder/ai-features/agent-tools.md +++ b/genesis-living-system-builder/ai-features/agent-tools.md @@ -1,201 +1,210 @@ ---- -description: >- - Complete reference for AI Agent Tools — connect your agents to 50+ services - so they can take real action on your behalf. ---- - -# AI Agent Tools - -Your AI agents can do more than talk. With **Tools**, they can create tasks, send emails, post to Slack, update spreadsheets, and interact with dozens of external services — all from a single conversation. +# Tools for AI Agents -{% hint style="info" %} -**Tools turn conversations into actions.** Without tools, an agent can only draft text. With tools, it can execute work across your entire stack. -{% endhint %} +--- -## How to Add Tools to an Agent +## Table of Contents + +- [Overview](#overview) +- [Add Tools to Agents](#add-tools-to-agents) +- [Use Agent Tools](#use-agent-tools) +- [Taskade Native Tools](#taskade-native-tools) + - [Agent Actions (Full Reference)](#agent-actions-full-reference) + - [Taskade AI (Cross-Agent)](#taskade-ai-cross-agent) + - [Media Tools](#media-tools) +- [App Tools (Third-Party Integrations)](#app-tools-third-party-integrations) +- [Build Custom Agent Tools](#build-custom-agent-tools) +- [Human in the Loop](#human-in-the-loop) +- [Enable / Disable Tools](#enable--disable-tools) +- [What's Next](#whats-next) -1. Open the **Agents** tab and select your agent. -2. Click **Edit Agent** in the top-right corner. -3. Switch to the **Tools** tab in the sidebar. -4. Click **Add Tool**, choose the tool you need, and configure it. -5. Click **Update** to save. +--- -Each tool has an **Enable / Disable toggle** so you can turn capabilities on or off without removing them. +## Overview -## Three Ways to Use Agent Tools +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. -| Method | How to access | Best for | -|---|---|---| -| **Project Chat** | Open a project > click the chat icon > select your agent | Taking action inside a specific project context | -| **Agent Sidebar** | Click the agent panel on the right side of your workspace | Quick actions while you work on something else | -| **Agent Chat** | Go to Agents tab > select agent > New Chat | Dedicated conversations with full tool access | +> **Workspace DNA connection:** Tools are how agents execute the [Automation pillar](../automation/README.md). An agent with tools can send Slack messages, create HubSpot deals, update Google Sheets, and more — all within the conversation. -## Complete Tool Reference - -Below is every tool category available to your agents. Each category contains one or more integrations, and each integration exposes specific actions your agent can perform. +--- -### Taskade +## Add Tools to Agents -| Tool | Example Actions | +| Step | Action | |---|---| -| Project & Task Management | Create task, update task, complete task, assign task, move task, set due dates, create project | +| 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 | -### Communication + -| Tool | Example Actions | -|---|---| -| Slack | Send message, create channel, add reaction, list channels | -| Discord | Send message, create channel | -| Microsoft Teams | Send message, create channel | -| WhatsApp | Send message | -| Telegram | Send message | +--- -### Email +## Use Agent Tools -| Tool | Example Actions | -|---|---| -| Gmail | Send email, create draft, find emails, reply to thread | -| Mailchimp | Create campaign, add subscriber, send email | +Agents can use tools through three interfaces: -### Google Workspace +| 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 | -| Tool | Example Actions | -|---|---| -| Google Sheets | Insert row, update cell, read data, create spreadsheet | -| Google Drive | Create file, search files, upload document | -| Google Calendar | Add event, check availability, update event | -| Google Docs | Create document, append text | -| Google Forms | Create form, add question | +> **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. -### CRM +--- -| Tool | Example Actions | -|---|---| -| HubSpot | Create contact, update deal, find company, send email, log activity | -| Apollo | Find contact, enrich lead, send email sequence | +## Taskade Native Tools -### E-Commerce +### Agent Actions (Full Reference) -| Tool | Example Actions | -|---|---| -| Shopify | Get product, update inventory, manage orders, look up customer | -| Stripe | Create payment link, look up charge, manage subscriptions | +These are built-in Taskade actions every agent can perform in your workspace: -### Social Media +| 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" | + +### Taskade AI (Cross-Agent) + +| 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 | Example Actions | -|---|---| -| LinkedIn | Post content, send message | -| X / Twitter | Post tweet, send direct message | -| Reddit | Create post, add comment | -| Facebook | Publish post, manage page content | +### Media Tools -### Developer +| 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" | -| Tool | Example Actions | -|---|---| -| GitHub | Create issue, open pull request, add comment, list repos | -| HTTP Request | Make GET/POST/PUT/DELETE requests to any API endpoint | +--- -### Content & Publishing +## App Tools (Third-Party Integrations) + +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 | +| **Email** | **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 | +| | **LinkedIn** | Create company updates, publish articles | Agent publishes company news | +| | **Facebook** | Create page posts, manage content | Agent manages page posts | +| | **Instagram** | Create posts, manage content | Agent publishes visual content | +| | **Reddit** | 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](../automation/README.md) for the full integration list. -| Tool | Example Actions | -|---|---| -| WordPress | Create post, update page, publish content | -| Webflow | Create CMS item, update collection, publish site | -| RSS | Fetch and parse feed content | +--- ## Build Custom Agent Tools -You can turn any **automation flow** into a reusable agent tool. This lets your agent trigger multi-step workflows mid-conversation. +Turn any automation flow into a reusable agent tool: -### How it works - -1. Go to the **Automations** tab and create a new automation. -2. Choose **Agent Tool** as the trigger type. -3. Build your automation flow (add actions, conditions, delays). -4. Save the automation. -5. Open your agent > **Tools** tab > your custom tool now appears in the list. -6. Enable it and click **Update**. - -When you chat with the agent, it can invoke that entire automation flow as a single tool call. - -{% hint style="success" %} -**Power-user pattern:** Build a "Send proposal" automation that generates a PDF, attaches it to an email, and logs the activity in your CRM — then expose it as a single agent tool. One prompt does it all. -{% endhint %} - -## Human in the Loop - -Some tools perform external actions (sending emails, posting messages, making payments). For those, you can enable **Human in the Loop** approval. - -When enabled: - -1. The agent proposes an action and pauses. -2. You see the action details and can **Approve** or **Reject**. -3. The agent only executes the action after your approval. - -{% hint style="warning" %} -**Recommended for high-stakes actions** like sending emails to customers, making payments, or posting to social media. Start with approval enabled and turn it off once you trust the agent's judgment. -{% endhint %} - -## Tips for Better Tool Usage - -* **Mention the tool name in your prompt.** Instead of "send a message to the team," say "send a Slack message to #marketing with this update." Explicit tool names help the agent pick the right integration. -* **Enable only the tools your agent needs.** Fewer tools means less ambiguity and faster responses. -* **Combine tools with knowledge.** An agent with your product docs as knowledge AND Gmail as a tool can draft accurate customer replies and send them — all in one step. -* **Test with Human in the Loop first.** Verify the agent picks the right tool and formats actions correctly before giving it full autonomy. - -## Embed Agents in Websites - -Public agents can be embedded on any website, letting visitors interact with your agent without leaving the page. - -**Two embed methods:** +| 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 | -| Method | How it works | Best for | -|--------|-------------|----------| -| **JavaScript Widget** (recommended) | Add the Taskade embed script and widget tag to your site. Appears as a floating chat bubble in the corner. | Customer support, lead capture, onboarding | -| **iFrame Embed** | Embed the full agent chat interface in an ` +``` + +--- + +## Embed Settings + +| Setting | Options | Description | +|---|---|---| +| **Cover image style** | Banner, Background, None | Controls how the project cover displays | +| **Dimensions** | Custom width/height | Set iframe size (default: 80% width/height) | +| **Theme** | Light, Dark, Auto | Match your website's color scheme | +| **Editing access** | View only, Edit allowed | Control whether embedded viewers can edit | +| **Footer visibility** | Show, Hide | Toggle the Taskade footer bar | + +--- + +## Supported Embed Sources (In Taskade) + +You can embed external content inside Taskade projects using the Embed add-on: + +| Platform | URL Pattern | Description | +|---|---|---| +| **Google Docs** | `docs.google.com/document/...` | Embed Google Documents | +| **Google Sheets** | `docs.google.com/spreadsheets/...` | Embed Google Spreadsheets | +| **Canva** | `design.canva.com/...` | Embed Canva designs | +| **Figma** | `figma.com/...` | Embed Figma designs and prototypes | +| **Loom** | `loom.com/share/...` | Embed Loom videos | +| **Vimeo** | `vimeo.com/...` | Embed Vimeo videos | +| **Wistia** | `wistia.com/...` | Embed Wistia videos | +| **YouTube** | `youtube.com/...` or `youtu.be/...` | Embed YouTube videos | +| **SoundCloud** | `soundcloud.com/...` | Embed SoundCloud audio tracks | +| **Spotify** | `open.spotify.com/embed/track/...` | Embed Spotify tracks | +| **Instagram** | `instagram.com/p/...` | Embed Instagram posts | +| **Typeform** | `typeform.com/...` | Embed Typeform forms | +| **Whimsical** | `whimsical.com/...` | Embed Whimsical boards | +| **InVision** | InVision embed URLs | Embed InVision prototypes | +| **PDF files** | Any `.pdf` URL | Embed PDF documents with viewer | +| **Markdown files** | Any `.md` URL | Embed Markdown with preview | +| **Any URL** | Any web URL | Embed as iframe with Open Graph metadata | + +### How to Embed Content in a Project + +| Method | Steps | +|---|---| +| **Add-on menu** | Click **+** next to a task → Select **Embed** → Paste URL | +| **Keyboard** | Press **Cmd + /** then **E** → Paste URL | +| **Slash command** | Type `/embed` → Paste URL | +| **Drag & drop** | Drag a file or link into the project editor | + +--- + +## Embed Genesis Apps + +Genesis apps can be embedded on any website: + +| Method | How | Plan | +|---|---|---| +| **iframe embed** | Copy the embed code from the Publish settings | All plans | +| **Direct link** | Share the published app URL | All plans | +| **Custom domain** | Point your domain to the app (CNAME) | Business+ | + +--- + +## What's Next + +| Guide | What You'll Learn | +|---|---| +| [Editing & Formatting](./editing-formatting.md) | Format and style your project content | +| [Markdown Support](./markdown.md) | Use Markdown in embedded projects | +| [Taskade for Teams](./teams.md) | Share embedded projects with teams | diff --git a/genesis-living-system-builder/workspaces/import.md b/genesis-living-system-builder/workspaces/import.md new file mode 100644 index 0000000..fa9e782 --- /dev/null +++ b/genesis-living-system-builder/workspaces/import.md @@ -0,0 +1,223 @@ +# Import + +--- + +## Table of Contents + +- [Import Markdown](#import-markdown) + - [Overview](#overview) + - [Import Markdown Files](#import-markdown-files) + - [Paste Text & Markdown](#paste-text--markdown) + - [Create Markdown Sources](#create-markdown-sources) + - [How AI Processing Works](#how-ai-processing-works) + - [Where Markdown Is Used in Taskade](#where-markdown-is-used-in-taskade) +- [Import PDF](#import-pdf) + - [Overview](#overview-1) + - [Convert PDF Into Projects](#convert-pdf-into-projects) + - [Add PDF as Agent Knowledge](#add-pdf-as-agent-knowledge) + - [Use PDF as Project Context](#use-pdf-as-project-context) + - [PDF in Automations](#pdf-in-automations) +- [What's Next](#whats-next) + +--- + +## Import Markdown + +### Overview + +You can quickly create new Taskade projects from Markdown (.md) files. The importer preserves your formatting — headings, lists, bold/italic text, links, and images — while AI cleans up spacing and line breaks without changing meaning. + +--- + +### Import Markdown Files + +#### Step-by-Step Tutorial + +| Step | Action | +|---|---| +| 1 | Navigate to your workspace or folder | +| 2 | Click the **+ Create new** button | +| 3 | Select **Import** from the dropdown | +| 4 | **Option A:** Drag and drop `.md` files into the import box | +| 5 | **Option B:** Click **Paste Text & Markdown** to paste content directly | +| 6 | Click **Import** to finish | + +#### Supported Import Formats + +| Format | Extension | Notes | +|---|---|---| +| Markdown | `.md` | Full Markdown syntax preserved | +| Plain text | `.txt` | Converted to task structure | +| PDF | `.pdf` | See [Import PDF](#import-pdf) | +| Word | `.docx` | Structure preserved | +| PowerPoint | `.pptx` | Slides converted to sections | +| Excel | `.xlsx`, `.xls` | Tables preserved | +| CSV | `.csv` | Data converted to table view | +| EPUB | `.epub` | Chapters converted to sections | + +--- + +### Paste Text & Markdown + +When you paste `.txt` or `.md` content directly, Taskade AI automatically cleans it up: + +#### What AI Does + +| Action | Example | +|---|---| +| Adds spacing and line breaks | Proper paragraph separation | +| Preserves bullet points | `- item` stays as a bullet | +| Preserves numbered lists | `1. item` stays numbered | +| Preserves headings | `## Title` becomes H2 | +| Preserves bold/italic | `**bold**` stays bold | +| Preserves links and images | URLs and image references kept | + +#### What AI Does NOT Do + +| Action | Guarantee | +|---|---| +| Summarize content | Original content unchanged | +| Translate text | Language preserved | +| Add/remove meaning | No content modification | +| Add intro/outro | No extra text added | +| Comment on text | No AI commentary | + +--- + +### Create Markdown Sources + +Create `.md` files directly in Taskade and use them as project sources: + +| Step | Action | +|---|---| +| 1 | Go to your workspace or folder | +| 2 | Click **+ Create new** → **AI Project** | +| 3 | Click **+ Add source** → **Paste text** | +| 4 | Paste Markdown-formatted text | +| 5 | The `.md` file is created and added to the **Media Tab** | + +> Created Markdown documents can be used as agent knowledge, project context, or Genesis app context. + +--- + +### How AI Processing Works + +| Input | Output | +|---|---| +| `## Task List` | **[H2]** Task List | +| `- Buy milk` | Bullet: Buy milk | +| `1. Launch by Friday` | Numbered: Launch by Friday | +| `**Important**` | **Bold**: Important | +| `_Note_` | _Italic_: Note | +| `[Link](url)` | Clickable link | + +--- + +### Where Markdown Is Used in Taskade + +| Location | How Markdown Is Used | +|---|---| +| **Project editor** | Format tasks, checklists, and paragraphs inline | +| **Import/Export** | Convert `.md` files to projects and vice versa | +| **AI Project Studio** | Add `.md` files as context for AI-generated projects | +| **AI Agents** | Fine-tune agents using Markdown knowledge sources | +| **Chat & Comments** | Format messages with Markdown syntax | +| **Quick Add widget** | Add formatted notes and tasks | +| **Genesis Context** | Upload `.md` files as app-building context | + +--- + +## Import PDF + +### Overview + +Taskade supports PDF import in three powerful ways: convert PDFs to structured projects, use them as AI agent knowledge, or add them as context for AI-generated projects. PDFs can also be processed in automation flows using the `pdf.convertToText` action. + +> **Genesis connection:** Upload PDFs as Genesis context to create apps that match your existing documents, forms, and processes. + +--- + +### Convert PDF Into Projects + +Turn any PDF into a structured Taskade project: + +| Step | Action | +|---|---| +| 1 | Click **+ Create new** in your workspace (top-right corner) | +| 2 | Choose **Import** from the dropdown | +| 3 | Select an import mode: | + +| Mode | What It Does | +|---|---| +| **Convert to Taskade** | Converts the PDF into a structured project with headings, tasks, and sections | +| **Summarize with AI** | Creates a concise summary of the PDF in a new project | + +| Step | Action | +|---|---| +| 4 | Drag files into the box or click to upload | +| 5 | Wait for the importer to process | +| 6 | Click **+ Create Project** to create the new project | + +--- + +### Add PDF as Agent Knowledge + +Train your AI agents on PDF content: + +| Step | Action | +|---|---| +| 1 | Go to your workspace → **Agents** tab | +| 2 | Click the three dots (⋯) next to your agent → **Edit agent** | +| 3 | Open the **Knowledge** tab | +| 4 | Enable agent knowledge (toggle on) | +| 5 | **Option A:** Drag PDF files into the box, or click to upload | +| 6 | **Option B:** Click **Add Media** to select files from your workspace | + +> **Result:** Your agent can now answer questions using information from the uploaded PDFs. References are cited in agent responses. + +--- + +### Use PDF as Project Context + +Use PDFs as seed data for AI-generated projects: + +| Step | Action | +|---|---| +| 1 | Click **+ Create new** → **AI Project** | +| 2 | Describe the project you want to generate | +| 3 | Click **Upload Files** and upload your `.pdf` files | +| 4 | Click Enter to generate the project | + +> **What happens:** AI reads the PDF content and uses it as context to generate a more relevant, customized project. + +--- + +### PDF in Automations + +PDFs can be processed automatically within automation flows: + +| Action | What It Does | Use Case | +|---|---|---| +| **pdf.convertToText** | Converts PDF content to plain text | Extract text for AI analysis, data processing | +| **Upload File to Media** | Saves PDF to workspace Media | Archive incoming attachments | +| **Agent Knowledge Add** | Adds PDF content to agent knowledge | Auto-train agents on new documents | + +#### Example Automation Flow + +| Step | Action | +|---|---| +| Trigger | New Email with PDF attachment (Gmail) | +| Action 1 | Loop through attachments | +| Action 2 | Convert PDF to text (`pdf.convertToText`) | +| Action 3 | AI summarizes the text (`ai.generate`) | +| Action 4 | Create task with summary in project | +| Action 5 | Notify team on Slack | + +--- + +## What's Next + +| Guide | What You'll Learn | +|---|---| +| [Markdown Support](./markdown.md) | Full syntax reference and usage guide | +| [Editing & Formatting](./editing-formatting.md) | Format tasks and projects | diff --git a/genesis-living-system-builder/workspaces/markdown.md b/genesis-living-system-builder/workspaces/markdown.md new file mode 100644 index 0000000..1eed9ca --- /dev/null +++ b/genesis-living-system-builder/workspaces/markdown.md @@ -0,0 +1,189 @@ +# Markdown Support + +--- + +## Table of Contents + +- [Overview](#overview) +- [Where Markdown Works in Taskade](#where-markdown-works-in-taskade) +- [Supported Syntax Reference](#supported-syntax-reference) +- [Markdown in the Project Editor](#markdown-in-the-project-editor) +- [Markdown in Chat & Comments](#markdown-in-chat--comments) +- [Markdown in Agent Chat](#markdown-in-agent-chat) +- [Markdown in AI Project Studio](#markdown-in-ai-project-studio) +- [Markdown in Browser Widgets & Quick Add](#markdown-in-browser-widgets--quick-add) +- [Import & Export Markdown](#import--export-markdown) +- [Add Markdown to Agent Knowledge](#add-markdown-to-agent-knowledge) +- [What's Next](#whats-next) + +--- + +## Overview + +Markdown is a lightweight markup language that uses characters like `*`, `#`, and `-` to format text. Taskade supports Markdown across **7 different surfaces** — from the project editor to AI agent chats, import/export, and browser widgets. + +--- + +## Where Markdown Works in Taskade + +| Surface | What Markdown Does | +|---|---| +| **Project editor** | Format tasks, checklists, headings, and paragraphs inline | +| **Import/Export** | Convert `.md` docs to projects and projects to `.md` files | +| **AI Project Studio** | Add `.md` files as context for AI-generated projects | +| **AI Agents** | Fine-tune agents using Markdown knowledge; structure prompts in agent chat | +| **Chat & Comments** | Format team messages and task comments | +| **Quick Add widget** | Add formatted notes and tasks from the desktop/browser widget | +| **Genesis Context** | Upload `.md` files as app-building context | + +--- + +## Supported Syntax Reference + +### Inline Formatting + +| Feature | Syntax | Rendered Output | +|---|---|---| +| **Bold** | `**bold text**` | **bold text** | +| **Italic** | `_italic text_` | _italic text_ | +| **Underline** | `__underlined__` | underlined | +| **Strikethrough** | `~~strikethrough~~` | ~~strikethrough~~ | +| **Inline code** | `` `code` `` | `code` | +| **Block quote** | `> quoted text` | > quoted text | +| **Code block** | ` ```code block``` ` | Formatted code block | + +### Block Formatting (Project Editor) + +Type these at the beginning of a line followed by a space: + +| Syntax | Result | Description | +|---|---|---| +| `#` | H1 heading | Large section title | +| `##` | H2 heading | Sub-section title | +| `-` | Bullet list | Unordered list item | +| `1.` `2.` `3.` | Numbered list | Ordered list items | +| `[]` | Checklist | Checkbox task item | + +### Links + +| Feature | Syntax | Description | +|---|---|---| +| **Workspace link** | `"workspace link"` | Links to a workspace | +| **Project link** | `"project link"` | Links to a project | +| **Web link** | `[text](url)` | Standard hyperlink | + +--- + +## Markdown in the Project Editor + +Type Markdown syntax directly while editing tasks: + +| Action | How | +|---|---| +| Create heading | Type `# ` or `## ` at the start of a line | +| Create bullet list | Type `- ` at the start of a line | +| Create numbered list | Type `1. ` at the start of a line | +| Create checklist | Type `[] ` at the start of a line | +| Bold text | Wrap text in `**double asterisks**` | +| Italic text | Wrap text in `_underscores_` | +| Code block | Wrap text in `` ``` `` | + +--- + +## Markdown in Chat & Comments + +### Chat + +| Step | Action | +|---|---| +| 1 | Open the project chat box | +| 2 | Wrap your message in Markdown syntax | +| 3 | Taskade renders the formatted text | + +### Comments + +| Step | Action | +|---|---| +| 1 | Select a task → Click **+** → Select **Comments** (or press C) | +| 2 | Type your comment with Markdown syntax | +| 3 | Click send — Markdown is rendered | + +--- + +## Markdown in Agent Chat + +Use Markdown to structure prompts and get better AI responses: + +| Technique | Example | Use Case | +|---|---|---| +| **Emphasis** | `Fields marked with **bold** are mandatory.` | Highlight important instructions | +| **Code blocks** | `` ```python\ndef calculate(): ... ``` `` | Ask AI to analyze or debug code | +| **Lists** | `1. Download installer\n2. Accept license\n3. Choose directory` | Define step-by-step instructions | +| **Block quotes** | `> "Success is not final..."` | Emphasize key quotes or reminders | + +--- + +## Markdown in AI Project Studio + +Use `.md` files as context for AI-generated projects: + +| Step | Action | +|---|---| +| 1 | Click **+ Create new** → **AI Project** | +| 2 | Describe the project you want | +| 3 | Click the upload dropdown → **Upload Files** | +| 4 | Upload your `.md` files as context | +| 5 | Generate the project — AI uses your Markdown as input | + +--- + +## Markdown in Browser Widgets & Quick Add + +| Method | Steps | +|---|---| +| **Browser extension** | Right-click Taskade Extension → Add content with Markdown → Choose project | +| **Quick Add widget** | Open Quick Add → Write Markdown → Choose target project | + +--- + +## Import & Export Markdown + +### Import + +| Method | Steps | +|---|---| +| **File upload** | **+ Create new** → **Import** → Drag `.md` files or click upload | +| **Paste** | **+ Create new** → **Import** → **Paste Text & Markdown** → Paste content | +| **Direct** | Visit `taskade.com/create` to start instantly | + +### Export + +| Step | Action | +|---|---| +| 1 | Click the three dots (⋯) at the top-right of your project | +| 2 | Select **Export** → Choose **Markdown** | +| 3 | Download the `.md` file | + +--- + +## Add Markdown to Agent Knowledge + +Create Markdown knowledge sources directly in your agent: + +| Step | Action | +|---|---| +| 1 | Go to **Agents** tab → Click three dots → **Edit agent** | +| 2 | Open the **Knowledge** tab | +| 3 | Click **Add Markdown/Text** | +| 4 | Paste Markdown or plain text into the pop-up | +| 5 | Click **Add to Knowledge** | +| 6 | Click **Update** in the Knowledge tab to save | + +--- + +## What's Next + +| Guide | What You'll Learn | +|---|---| +| [Import](./import.md) | Full import walkthrough | +| [Editing & Formatting](./editing-formatting.md) | All formatting options | diff --git a/genesis-living-system-builder/workspaces/projects-databases.md b/genesis-living-system-builder/workspaces/projects-databases.md new file mode 100644 index 0000000..96f82d1 --- /dev/null +++ b/genesis-living-system-builder/workspaces/projects-databases.md @@ -0,0 +1,237 @@ +# Projects & Databases: The Memory Pillar + +--- + +## Table of Contents + +- [Overview](#overview) +- [What Are Database Projects?](#what-are-database-projects) +- [Genesis-Generated Databases](#genesis-generated-databases) +- [8 Project Views](#8-project-views) +- [Manual Database Creation](#manual-database-creation) +- [Importing Data](#importing-data) +- [Automated App Workflows](#automated-app-workflows) +- [AI Agents in App Databases](#ai-agents-in-app-databases) +- [How Memory Powers Your Entire Workspace](#how-memory-powers-your-entire-workspace) +- [Best Practices](#best-practices) +- [What's Next](#whats-next) + +--- + +## Overview + +Projects & Databases are the **Memory pillar** of your Workspace DNA — one of three pillars (Memory/Projects, Intelligence/Agents, Execution/Automations) forming the [Tree of Life architecture](../genesis/how-genesis-works.md#the-tree-of-life-architecture). They store, structure, and persist the information that powers every Genesis app, AI agent, and automation flow. + +> **DNA Impact:** Each project adds **+2 points** to your [Intelligence Score](../genesis/how-genesis-works.md#workspace-intelligence-score) (up to 10 projects = 20 points max from the Memory pillar). + +--- + +## What Are Database Projects? + +Database projects are structured data containers that serve as your app's persistent memory. Unlike regular documents, they have: + +| Feature | Description | +|---|---| +| **Custom fields** | Define field types: text, number, date, select, multi-select, checkbox, URL | +| **Relationships** | Link records across databases (e.g., customers ↔ orders) | +| **Views** | List, board, table, calendar, and more | +| **Filters & sorts** | Find and organize data dynamically | +| **Permissions** | Control who can view and edit data | +| **API access** | Programmatic access for integrations (Business+) | +| **Real-time sync** | Changes reflect instantly across all connected apps and agents | +| **Revision tracking** | Every change tracked via operational transform (OT) | + +--- + +## Genesis-Generated Databases + +When Genesis builds an app, it **automatically creates the database structures** your app needs: + +| App Type | Databases Created | Fields Generated | +|---|---|---| +| **Customer Feedback** | Feedback entries, Contacts | Rating (number), Comment (text), Category (select), Status (select), Photo (media), Contact info (text), Timestamp (date) | +| **Booking System** | Appointments, Clients, Services | Date/time (date), Client (relation), Service (select), Status (select), Price (number), Notes (text) | +| **CRM** | Leads, Deals, Contacts | Name (text), Email (text), Stage (select), Value (number), Source (select), Last contact (date), Score (number) | +| **Inventory** | Products, Suppliers, Orders | SKU (text), Name (text), Quantity (number), Reorder level (number), Supplier (relation), Price (number) | +| **Help Desk** | Tickets, Agents, Categories | Title (text), Description (text), Priority (select), Status (select), Assignee (relation), SLA (date) | +| **Course Platform** | Courses, Students, Enrollments | Title (text), Content (text), Progress (number), Grade (number), Status (select), Certificate (checkbox) | + +> **Fully automatic:** You don't need to define these structures. Genesis infers them from your prompt and creates optimized schemas. + +--- + +## 8 Project Views + +Every project database supports 8 different views — switch between them without changing your data: + +| View | Description | Best For | +|---|---|---| +| **Table** | Structured spreadsheet-like format with filtering, sorting, grouping, and aggregations | Data management, CRM, inventory | +| **List** | Vertical list/to-do format with checkboxes and hierarchy | Task management, checklists, notes | +| **Board** | Kanban columns for workflow stages (drag-and-drop) | Pipeline management, sprints, status tracking | +| **Calendar** | Events on calendar grid for deadline tracking | Scheduling, appointments, content calendars | +| **Gantt** | Timeline with task duration, dependencies, and progress tracking | Project planning, timelines, milestones | +| **Mindmap** | Connected nodes radiating from center for visualization | Brainstorming, concept mapping, planning | +| **Orgchart** | Hierarchical organizational structure | Team structure, process hierarchy | +| **Action Sheet** | Compact action-oriented format | Quick task management | + +> **Tip:** In Genesis apps, you can specify which view to use: "Display the customer database as a kanban board with columns for Lead, Qualified, Proposal, Won." + +--- + +## Manual Database Creation + +You can also create databases manually: + +### Step-by-Step Tutorial + +| Step | Action | +|---|---| +| 1 | Create a new project in your workspace | +| 2 | Switch to **Table** view for structured data | +| 3 | Click "+" on column headers to add custom fields | +| 4 | Define field types and options (see table below) | +| 5 | Add records manually, via import, or via automations | +| 6 | Switch between views (Board, Calendar, Gantt, etc.) as needed | +| 7 | Set permissions (who can view, edit) | + +### Available Field Types + +| Field Type | Use Case | Example | Formatting Options | +|---|---|---|---| +| **Text (String)** | Names, descriptions, notes | Customer name, product description | Plain text | +| **Number** | Quantities, prices, scores | Stock level, deal value, rating | Decimal, currency ($, EUR), percent (%) | +| **DateTime** | Deadlines, timestamps, schedules | Due date, appointment time | Date only, date + time | +| **Select** | Single-choice categories | Status, priority, category | Color-coded options | +| **Multi-select** | Multiple tags/categories | Skills, interests, tags | Color-coded options | +| **Checkbox** | Boolean yes/no states | Completed, approved, active | Toggle | +| **URL** | Web links | Website, profile link | Clickable link | +| **Person** | Team member assignment | Assignee, reviewer, owner | Workspace member picker | + +### Task Addons (Beyond Custom Fields) + +| Addon | What It Does | Where It Appears | +|---|---|---| +| **Due dates** | Start and end dates with optional times | All views | +| **Assignees** | Assign tasks to team members | All views | +| **Labels/Tags** | Color-coded tags for categorization | All views | +| **Timers** | Track time spent on tasks | List, Table views | +| **Custom fields** | Any field type from the table above | Table view (configurable per view) | +| **Comments** | Thread discussions on any task | Task detail view | + +### Task Content Types + +| Format | Style | Use For | +|---|---|---| +| **h1** | Heading 1 | Section titles | +| **h2** | Heading 2 | Sub-sections | +| **text** | Paragraph | Descriptions, notes | +| **checkbox** | Checkable task | To-do items | +| **circle-check** | Circle checkbox | Alternative task style | +| **bullet** | Bullet list | Unordered lists | +| **number** | Numbered list | Ordered steps | +| **alpha** | Alphabetical list | Lettered items | + +--- + +## Importing Data + +Bring existing data into your projects: + +| Method | Format | Best For | +|---|---|---| +| **File upload** | CSV, XLSX | Bulk data import from spreadsheets | +| **Copy-paste** | Structured text | Quick data entry | +| **API import** | JSON via API (Business+) | Programmatic data migration | +| **Automation** | From connected tools | Ongoing data sync from Google Sheets, CRM, etc. | +| **Genesis prompt** | Natural language | "Import the customer data from the uploaded spreadsheet" | + +--- + +## Automated App Workflows + +Genesis databases work as live data stores within automation flows: + +### Booking System Example + +| Trigger | Action | Database Impact | +|---|---|---| +| New booking form submitted | Create appointment record | Appointments database: new row added | +| Payment confirmed | Update status to "Confirmed" | Appointments database: status field updated | +| 24 hours before appointment | Send reminder notification | Read from Appointments database | +| Appointment completed | Request feedback | Create entry in Feedback database | + +### CRM Example + +| Trigger | Action | Database Impact | +|---|---|---| +| Lead form submitted | Create lead record with score | Leads database: new row with AI-scored qualification | +| Lead unresponsive 48 hours | Send follow-up email | Read from Leads database, update Last Contact date | +| Lead qualified | Move to deals pipeline | Create record in Deals database, link to Lead | +| Deal closed | Update status, notify team | Deals database: status to "Won", Slack notification | + +### Inventory Example + +| Trigger | Action | Database Impact | +|---|---|---| +| Stock below threshold | AI agent calculates optimal reorder | Products database: read stock level | +| Reorder approved | Email supplier, create PO | Orders database: new purchase order record | +| Shipment received | Update stock levels | Products database: quantity updated | +| Sales data captured | Analyze patterns | Products database: sales history enriched | + +--- + +## AI Agents in App Databases + +AI agents interact with your databases as living knowledge: + +| Integration | How It Works | Example | +|---|---|---| +| **Knowledge source** | Connect project as agent knowledge | Support agent trained on ticket history database | +| **Data entry** | Agent creates records via tools | Agent logs customer interactions to CRM database | +| **Data retrieval** | Agent queries databases for answers | Agent looks up order status from Orders database | +| **Analysis** | Agent identifies patterns in data | Agent analyzes feedback trends from Feedback database | +| **Updates** | Agent modifies records based on logic | Agent escalates tickets by updating priority field | + +> **Dynamic knowledge:** When agents are connected to project databases, they always have the latest data — no re-training needed. See [Agent Knowledge & Memory](../ai-features/agent-knowledge.md#dynamic-knowledge-projects). + +--- + +## How Memory Powers Your Entire Workspace + +| Memory Source | What It Feeds | Result | +|---|---|---| +| **Project databases** | Genesis app UI, forms, dashboards | Apps display and interact with real data | +| **Project databases** | AI agent knowledge | Agents answer questions with current data | +| **Project databases** | Automation triggers | Workflows fire based on data changes | +| **Automation results** | Project databases (writes back) | New data from automations enriches memory | +| **Agent conversations** | Project databases (logs) | Interaction data becomes new memory | +| **User interactions** | Project databases (captures) | App usage generates valuable business data | + +> **The feedback loop:** Every interaction with your Genesis app writes data back to projects, which agents read, which improves automations, which captures more data. This is the [self-reinforcing feedback loop](../genesis/how-genesis-works.md#the-self-reinforcing-feedback-loop) in action. + +--- + +## Best Practices + +| Practice | Why | How | +|---|---|---| +| **Keep data focused** | Prevents bloated, confusing databases | One database per entity type (Customers, Orders, Products) | +| **Plan for growth** | Databases scale with your business | Define fields that accommodate future data | +| **Control access** | Protects sensitive information | Set permissions per project (who can view, edit) | +| **Use relationships** | Connects data meaningfully | Link Customers ↔ Orders ↔ Products via relation fields | +| **Name fields clearly** | Makes agent queries more accurate | "Customer Email" not "Field 3" | +| **Clean data regularly** | Prevents stale knowledge | Archive old records, update outdated entries | +| **Connect to agents** | Maximizes DNA value | Every important database should be agent knowledge | +| **Use automations to write** | Keeps data current automatically | Form submissions → auto-create records | + +--- + +## What's Next + +| Guide | What You'll Learn | +|---|---| +| [Automations: The Execution Pillar](../automation/README.md) | Build workflows that read/write to your databases | +| [Agent Knowledge & Memory](../ai-features/agent-knowledge.md) | Connect databases as agent knowledge | +| [Adding Genesis Context](../genesis/adding-context.md) | Import data files to kickstart your databases | +| [How Genesis Works](../genesis/how-genesis-works.md) | Understand how Memory fits in the Tree of Life | diff --git a/genesis-living-system-builder/workspaces/teams.md b/genesis-living-system-builder/workspaces/teams.md new file mode 100644 index 0000000..7313489 --- /dev/null +++ b/genesis-living-system-builder/workspaces/teams.md @@ -0,0 +1,172 @@ +# Taskade for Teams + +--- + +## Table of Contents + +- [Overview](#overview) +- [Key Terminology](#key-terminology) +- [Workspace Organization Methods](#workspace-organization-methods) + - [Method 1: Workspace per Department](#method-1-workspace-per-department) + - [Method 2: One Workspace, Folders per Department](#method-2-one-workspace-folders-per-department) + - [Method 3: One Workspace, Folders per Function](#method-3-one-workspace-folders-per-function) +- [Permission System](#permission-system) +- [Step-by-Step Setup](#step-by-step-setup) +- [AI-Powered Team Features](#ai-powered-team-features) +- [What's Next](#whats-next) + +--- + +## Overview + +Taskade is designed for teams of any size. This guide covers the different ways to organize your workspace — from small teams to large enterprises — and how AI-powered features amplify team productivity. + +> **Genesis hint:** Teams that use Genesis apps can give every department custom internal tools, dashboards, and client portals — all connected to the same Workspace DNA. + +--- + +## Key Terminology + +| Term | Definition | Analogy | +|---|---|---| +| **Workspace** | Top-level container for folders, projects, and templates | Like a company or organization | +| **Folder** | Container for projects nested within a workspace | Like a department or team | +| **Project** | Digital canvas for tasks, notes, and collaboration | Like a document or whiteboard | +| **Space** | Collaborative workspace with sub-spaces (max 2 levels: Root → Sub-space) | Like a team room | + +--- + +## Workspace Organization Methods + +### Method 1: Workspace per Department + +Create a separate workspace for each department with function-specific folders. + +| Setup | Detail | +|---|---| +| **Structure** | One workspace per department | +| **Folders** | Function-specific folders within each workspace | +| **Invitations** | Team members in their respective workspaces | +| **Cross-department** | Invite members from other departments to specific projects | + +**Example:** + +| Marketing Workspace | HR Workspace | Accounting Workspace | Engineering Workspace | +|---|---|---|---| +| Home (Default) | Home (Default) | Home (Default) | Home (Default) | +| Meetings | Performance Reviews | Accounts Payable | Sprint Planning | +| Campaigns | Hiring Pipeline | Budget Tracking | Code Reviews | +| Social Media | Training | Invoicing | QA & Testing | +| Analytics | Policies | Reporting | Infrastructure | + +**Ideal for:** +- Medium to large organizations +- Specialized, independent teams +- Functional/divisional structures +- Teams with minimal cross-department overlap + +### Method 2: One Workspace, Folders per Department + +A single workspace with department-level folders. + +| Setup | Detail | +|---|---| +| **Structure** | One workspace for entire team | +| **Folders** | One folder per department | +| **Invitations** | Each member added to their department folder | +| **Cross-department** | Easy collaboration — everyone is in the same workspace | + +**Ideal for:** +- Small to medium teams (under 50 people) +- Teams with frequent cross-department collaboration +- Startups and growing companies + +### Method 3: One Workspace, Folders per Function + +A single workspace with function-specific folders (not department-based). + +| Setup | Detail | +|---|---| +| **Structure** | One workspace for entire team | +| **Folders** | One folder per function (Meetings, Operations, Planning, etc.) | +| **Permissions** | Function-level access control | +| **Cross-functional** | All departments contribute to shared function folders | + +**Ideal for:** +- Cross-functional teams +- Matrix organizations +- Project-based structures + +--- + +## Permission System + +Taskade uses a **5-role, 7-tier RBAC** permission system: + +| Role | Capabilities | +|---|---| +| **Owner** | Full control — manage workspace, billing, members, all content | +| **Admin** | Manage members, projects, folders, agents, automations | +| **Collaborator** | Create and edit projects, use agents, run automations | +| **Participant** | Edit assigned tasks, comment, chat | +| **Viewer** | Read-only access to shared content | + +> Permission inheritance flows: Organization → Workspace → Folder → Project. Members inherit permissions from higher levels unless overridden. + +--- + +## Step-by-Step Setup + +### Create a Workspace + +| Step | Action | +|---|---| +| 1 | In your dashboard, click the **+** icon on the left sidebar | +| 2 | Enter the workspace name | +| 3 | _(Optional)_ Choose a workspace logo | +| 4 | _(Optional)_ Invite team members | + +### Create Folders + +| Step | Action | +|---|---| +| 1 | Open your workspace | +| 2 | Click **New folder** under Home | +| 3 | Enter the folder name | +| 4 | _(Optional)_ Choose a folder logo | +| 5 | _(Optional)_ Share the folder with specific team members | + +### Create Projects + +| Step | Action | +|---|---| +| 1 | Open a folder | +| 2 | Click **+ Create new** (top-right corner) | +| 3 | Type the project title | +| 4 | _(Optional)_ Share the project to collaborate | + +--- + +## AI-Powered Team Features + +| Feature | How It Helps Teams | Learn More | +|---|---|---| +| **Taskade Autopilot** | Generate entire team workspaces from a single prompt | [Taskade Autopilot](../ai-features/autopilot.md) | +| **AI Agents** | Create specialist agents for each department | [Custom AI Agents](https://help.taskade.com/en/collections/14476419-taskade-genesis) | +| **Multi-Agent Teams** | Teams of agents that collaborate (Business+) | [Multi-Agents](https://help.taskade.com/en/collections/14476419-taskade-genesis) | +| **Automation Workflows** | Automate cross-department processes | [Automation Triggers](../automation/README.md) | +| **Genesis Apps** | Build internal tools and dashboards for teams | [Taskade Genesis](https://help.taskade.com/en/collections/14476419-taskade-genesis) | +| **Shared Agent Chats** | AI + human conversations together | [Custom AI Agents](https://help.taskade.com/en/collections/14476419-taskade-genesis) | +| **Version History** | Track all changes across team projects | [Version History](./version-history.md) | +| **Real-time Collaboration** | Multiple users editing simultaneously (OT-based) | Built-in | + +--- + +## What's Next + +| Guide | What You'll Learn | +|---|---| +| [Taskade Autopilot](../ai-features/autopilot.md) | Auto-generate team workspaces | +| [Editing & Formatting](./editing-formatting.md) | Format and style team projects | +| [Embed Taskade](./embed.md) | Share projects on your website | +| [Version History](./version-history.md) | Track team changes | diff --git a/genesis.md b/genesis.md index e1ad537..4312663 100644 --- a/genesis.md +++ b/genesis.md @@ -1,16 +1,20 @@ ---- -description: Build apps, websites, and tools using natural language with Taskade Genesis. ---- +# Taskade Genesis -# Genesis +**Taskade Genesis** is Taskade's no-code app builder that transforms natural language descriptions into complete, functional business applications. Describe what you need, and Taskade Genesis builds working apps with databases, AI agents, and automated workflows. -{% hint style="info" %} -This page has moved. See the full Genesis documentation at [Living Systems That Transform Business](genesis-living-system-builder/genesis/README.md). -{% endhint %} +## Documentation -**Quick links:** +- **[Getting Started](genesis-living-system-builder/genesis/README.md)** - Overview of how Taskade Genesis works +- **[Your First App](genesis-living-system-builder/genesis/getting-started.md)** - Step-by-step guide to building your first app +- **[Examples & Templates](genesis-living-system-builder/genesis/examples-and-templates.md)** - Browse real business applications +- **[How Taskade Genesis Works](genesis-living-system-builder/genesis/how-genesis-works.md)** - Architecture and system design +- **[Prompt Guide](genesis-living-system-builder/genesis/prompt-guide.md)** - Write effective prompts for better results +- **[Adding Context](genesis-living-system-builder/genesis/adding-context.md)** - Enrich your apps with reference files and brand assets +- **[Version History](genesis-living-system-builder/genesis/version-history.md)** - Track and restore app versions +- **[App Analytics](genesis-living-system-builder/genesis/app-analytics.md)** - Monitor usage and performance -* [Your First App in 5 Minutes](genesis-living-system-builder/genesis/getting-started.md) -* [Examples & Templates](genesis-living-system-builder/genesis/examples-and-templates.md) -* [Workspace DNA](genesis-living-system-builder/genesis/workspace-dna.md) -* [Browse Community Apps](https://www.taskade.com/community) +## Related + +- **[Space Apps Guide](genesis-living-system-builder/space-apps-guide/README.md)** - Build complete web applications +- **[AI Agents](genesis-living-system-builder/ai-features/README.md)** - Create intelligent AI assistants +- **[Automations](genesis-living-system-builder/automation/README.md)** - Set up automated workflows diff --git a/help-center/ai-features/genesis-examples.md b/help-center/ai-features/genesis-examples.md index 5f55582..0aaaf44 100644 --- a/help-center/ai-features/genesis-examples.md +++ b/help-center/ai-features/genesis-examples.md @@ -1,387 +1,10 @@ -<<<<<<< HEAD -# Genesis Examples: Real Business Applications - -See what's possible with Taskade Genesis! These real-world examples show how businesses use Genesis to solve common challenges - each with the exact prompts they used. - -## 🍽️ Restaurant & Food Service - -### Customer Feedback System -**The Challenge:** "We never know if customers are unhappy until they leave bad reviews online." - -**Genesis Prompt:** -``` -"Create a customer dining experience feedback system where guests can: -- Rate food quality, service speed, cleanliness, and overall satisfaction (1-5 stars each) -- Select their meal from a dropdown menu of our dishes -- Leave written comments and suggestions -- Upload photos of their food or dining area - -When any rating is 3 stars or below, immediately send a Slack alert to our manager with the customer's feedback and table number so we can address issues in real-time. Store all responses in a dashboard showing daily/weekly trends and average ratings by category." -``` - -**Results:** -- ⬆️ 40% increase in customer satisfaction scores -- 🚨 Real-time problem resolution (manager alerted within seconds) -- 📊 Data-driven menu improvements based on feedback trends -- ⭐ Online review scores improved from 3.2 to 4.7 stars - -### Table Reservation System -**The Challenge:** "Phone reservations are chaotic and we double-book tables constantly." - -**Genesis Prompt:** -``` -"Build a restaurant reservation system that: -- Shows available time slots for parties of 1-8 people -- Collects customer name, phone, email, special requests (allergies, celebrations) -- Prevents double-booking by checking table availability in real-time -- Sends confirmation texts immediately and reminder texts 2 hours before -- Allows customers to modify or cancel up to 1 hour before their reservation -- Generates daily reservation reports for host staff with seating charts" -``` - -**Results:** -- ❌ Zero double-bookings since implementation -- 📱 80% reduction in phone calls for reservations -- 📈 15% increase in table turnover rate -- 😊 Customers love the convenience of self-service booking - -## 💼 Professional Services - -### Client Onboarding System -**The Challenge:** "New clients get lost in our onboarding process and projects start poorly." - -**Genesis Prompt:** -``` -"Create a client onboarding tracker that guides new clients through 6 phases: -1. Welcome & contract signing -2. Project kickoff meeting scheduling -3. Requirements gathering questionnaire -4. Team introductions and communication setup -5. Project timeline and milestone approval -6. First deliverable review and feedback - -Each phase should have specific tasks with due dates, automated email reminders, and progress tracking. Send weekly status updates to both client and our project manager. Alert our team lead when clients haven't completed required steps within 3 days of their due date." -``` - -**Results:** -- 📅 95% of projects now start on time vs. 60% before -- 😊 Client satisfaction scores increased by 35% -- ⏱️ Average onboarding time reduced from 3 weeks to 10 days -- 📋 Project managers save 5 hours per week on follow-ups - -### Lead Qualification System -**The Challenge:** "Our sales team wastes time on unqualified leads while missing hot prospects." - -**Genesis Prompt:** -``` -"Build a lead qualification system that: -- Collects company name, industry, employee count, current challenges, budget range, timeline, and decision-maker status -- Uses AI to automatically score each lead as Hot (ready to buy), Warm (interested but needs nurturing), or Cold (not a good fit) -- Creates personalized follow-up tasks for sales reps based on lead score and responses -- Sends different email sequences: immediate call for Hot leads, nurture sequence for Warm leads, educational content for Cold leads -- Tracks lead progression and conversion rates by source" -``` - -**Results:** -- 🎯 Sales team focus increased - 80% of time now spent on Hot/Warm leads -- 📈 Conversion rate improved from 12% to 28% -- ⚡ Response time to qualified leads reduced from 4 hours to 15 minutes -- 📊 Clear ROI tracking by marketing channel - -## 🏥 Healthcare & Wellness - -### Patient Intake System -**The Challenge:** "Paper forms are messy and patients often forget important medical information." - -**Genesis Prompt:** -``` -"Create a patient intake system that: -- Collects personal info, insurance details, medical history, current medications, allergies, and reason for visit -- Includes conditional questions (if patient selects 'injury', ask about injury date and cause) -- Validates insurance coverage in real-time -- Sends intake forms 24 hours before appointments with reminder emails -- Flags urgent conditions for immediate nurse review -- Integrates with our scheduling system to confirm appointment details" -``` - -**Results:** -- 📋 100% digital intake eliminates paper forms -- ⏰ Check-in time reduced from 15 minutes to 3 minutes -- 🔍 Critical health info captured more reliably -- 🚨 Urgent cases identified before patient arrival - -### Fitness Class Booking -**The Challenge:** "Members book classes then don't show up, leaving empty spots that other members wanted." - -**Genesis Prompt:** -``` -"Build a fitness class booking system that: -- Shows class schedules with instructor names, difficulty levels, and equipment needed -- Handles payments and packages (single class, 10-class pack, unlimited monthly) -- Manages waitlists for popular classes with automatic notifications when spots open -- Sends reminder texts 2 hours before class with parking info and what to bring -- Charges no-show fees for last-minute cancellations (less than 2 hours notice) -- Generates instructor reports showing attendance patterns and class popularity" -``` - -**Results:** -- 📈 Class attendance improved from 70% to 95% -- 💰 No-show fees reduced missed classes by 85% -- 📱 Members love the convenience of mobile booking -- 📊 Data helps optimize class schedules and instructor assignments - -## 🏢 Corporate & Enterprise - -### Employee Feedback Portal -**The Challenge:** "We need honest employee feedback but people are afraid to speak up." - -**Genesis Prompt:** -``` -"Create an anonymous employee feedback system where staff can: -- Report workplace issues, suggest improvements, recognize great colleagues, or share concerns -- Select categories: Management, Work Environment, Benefits, Culture, Processes, or Other -- Choose submission type: Anonymous, Confidential (only HR sees name), or Public -- Rate urgency from 1-5 and indicate if they want follow-up -- Upload documents or photos if relevant - -Route urgent issues (4-5 rating) directly to HR within 1 hour. Send weekly summaries to department heads with themes and trends. Generate monthly culture reports for executive team with actionable insights." -``` - -**Results:** -- 📈 Employee engagement scores up 45% -- 🚨 Critical HR issues surfaced and resolved quickly -- 💡 Employee suggestions saved company $50K in first quarter -- 📊 Leadership gets data-driven culture insights monthly - -### IT Help Desk -**The Challenge:** "IT tickets get lost, priorities are unclear, and response times are inconsistent." - -**Genesis Prompt:** -``` -"Build an IT support system that: -- Categorizes issues: Hardware, Software, Network, Security, Access, or Other -- Auto-assigns priority based on keywords (server down = Critical, password reset = Low) -- Routes tickets to specialists: Network team for connectivity, Security team for access issues -- Tracks response time goals: Critical (15 min), High (2 hours), Medium (24 hours), Low (48 hours) -- Sends status updates to users and escalates to managers when SLA times are exceeded -- Generates weekly IT performance reports with resolution times and satisfaction scores" -``` - -**Results:** -- ⚡ Average resolution time decreased from 3 days to 8 hours -- 📊 99% of SLA targets now met vs. 65% before -- 😊 Employee satisfaction with IT support up 60% -- 📈 Ticket volume down 30% due to better categorization and self-service - -## 🛍️ Retail & E-commerce - -### Inventory Management System -**The Challenge:** "We run out of popular items and overstock slow movers, hurting cash flow." - -**Genesis Prompt:** -``` -"Create an inventory management system that: -- Tracks stock levels, sales velocity, and reorder points for each product -- Automatically calculates when to reorder based on sales trends and lead times -- Sends low-stock alerts to purchasing team with suggested order quantities -- Tracks supplier performance: delivery times, quality issues, pricing changes -- Generates weekly inventory reports showing bestsellers, slow movers, and profit margins -- Flags products that haven't sold in 90 days for clearance consideration" -``` - -**Results:** -- 📉 Out-of-stock incidents reduced by 90% -- 💰 Inventory carrying costs decreased by 25% -- ⚡ Automated reordering saves 10 hours per week -- 📊 Data-driven buying decisions improve profit margins - -### Customer Service Portal -**The Challenge:** "Customer service is overwhelmed with repetitive questions about orders and returns." - -**Genesis Prompt:** -``` -"Build a customer service system that: -- Allows customers to check order status, initiate returns, update shipping addresses -- Has an AI assistant that answers common questions about policies, shipping, and products -- Routes complex issues to human agents with customer history and previous interactions -- Tracks customer satisfaction with post-resolution surveys -- Escalates dissatisfied customers (3 stars or below) to managers for personal follow-up -- Generates daily service reports showing ticket volume, resolution times, and satisfaction trends" -``` - -**Results:** -- 📞 Call volume reduced by 70% as customers self-serve -- 😊 Customer satisfaction increased from 78% to 94% -- ⏰ Agent response time improved with better context and routing -- 💰 Service costs decreased by 40% while quality improved - -## 🏗️ Real Estate & Property - -### Property Inquiry System -**The Challenge:** "Leads get lost between agents and we miss follow-up opportunities." - -**Genesis Prompt:** -``` -"Create a property inquiry system that: -- Captures buyer preferences: budget, location, property type, must-haves, deal-breakers -- Uses AI to match inquiries with available listings and suggest 3-5 best options -- Automatically assigns leads to agents based on location expertise and current workload -- Schedules showing appointments with calendar integration and confirmation emails -- Tracks lead progression from inquiry to closing with milestone updates -- Sends automated follow-up sequences: next-day thank you, weekly check-ins, market updates" -``` - -**Results:** -- 📈 Lead conversion rate improved from 8% to 22% -- ⚡ Response time to new inquiries under 5 minutes -- 📅 Showing appointments increased by 40% -- 🤝 Agents can focus on relationship building vs. administrative tasks - -### Maintenance Request Portal -**The Challenge:** "Tenants call constantly about repairs and we lose track of what's been requested." - -**Genesis Prompt:** -``` -"Build a maintenance request system where tenants can: -- Submit repair requests with photos, priority level, and preferred appointment times -- Track request status from submitted to scheduled to completed -- Rate satisfaction with repair quality and technician professionalism -- Access emergency contact info for after-hours urgent issues -- View their request history and any property-wide notices - -Route emergency requests (plumbing, electrical, heating) to on-call technicians immediately. Schedule routine requests during business hours. Send completion confirmations to property managers and follow-up satisfaction surveys to tenants." -``` - -**Results:** -- 📱 95% of requests now submitted online vs. phone calls -- 🚨 Emergency response time cut from 2 hours to 20 minutes -- 📊 Property managers have complete visibility into all maintenance activities -- 😊 Tenant satisfaction with maintenance up 50% - -## 📚 Education & Training - -### Student Registration System -**The Challenge:** "Course registration is chaotic with manual enrollment and payment processing." - -**Genesis Prompt:** -``` -"Create a course registration system that: -- Shows available courses with descriptions, schedules, instructor bios, and prerequisites -- Handles online payments with automatic receipt generation -- Manages waitlists and automatically enrolls students when spots open -- Sends confirmation emails with course materials and preparation instructions -- Tracks student progress and sends reminder emails for upcoming deadlines -- Generates instructor reports showing enrollment numbers and student engagement metrics" -``` - -**Results:** -- 📈 Course enrollment increased 35% with easier registration process -- ⏰ Administrative time reduced from 20 hours to 2 hours per course launch -- 💰 Payment processing errors eliminated with automated system -- 📊 Better course planning with enrollment data and trends - -## 💡 Startup & Innovation - -### Product Feature Request Tracker -**The Challenge:** "Customer feature requests come through multiple channels and get lost." - -**Genesis Prompt:** -``` -"Build a feature request system that: -- Collects feature descriptions, use cases, customer impact, and business value -- Allows customers to vote on existing requests to show demand -- Categorizes requests by product area and development complexity -- Uses AI to identify duplicate requests and group similar ideas -- Tracks request status from submitted to roadmap to development to release -- Sends updates to customers when their requested features are shipped" -``` - -**Results:** -- 📊 Product roadmap now driven by actual customer demand -- 🗳️ Customer voting helps prioritize high-impact features -- 📧 Automated updates keep customers engaged throughout development -- 💡 Development team has clear understanding of customer needs - -## 🎯 Marketing & Agencies - -### Campaign Performance Dashboard -**The Challenge:** "We manage 20+ client campaigns but reporting takes forever and clients want real-time updates." - -**Genesis Prompt:** -``` -"Create a marketing campaign dashboard that: -- Tracks performance metrics across channels: social media, email, paid ads, content marketing -- Collects data on reach, engagement, clicks, conversions, and ROI for each campaign -- Generates automated weekly reports for clients with key insights and recommendations -- Alerts account managers when campaigns underperform benchmarks by 20% or more -- Shows budget utilization and remaining spend for each client and campaign -- Includes client-facing portals where they can view their campaign performance 24/7" -``` - -**Results:** -- ⏰ Report generation time reduced from 8 hours to 15 minutes per client -- 📊 Clients love having real-time access to their campaign data -- 🚨 Early warning system prevents campaign failures -- 📈 Account retention improved as clients see clear value and transparency - -## 🔧 Technical Implementation Tips - -### Making Your Genesis Apps More Effective - -**1. Be Specific About Data Fields** -Instead of "collect customer info," specify exactly what you need: -``` -"Collect: full name, email, phone, company, job title, industry, company size (1-10, 11-50, 51-200, 200+), current challenges, budget range, decision timeline" -``` - -**2. Define Clear Workflows** -Map out the exact steps and triggers: -``` -"When form is submitted → AI categorizes lead → Creates task for sales rep → Sends welcome email to lead → If no follow-up in 24 hours, alert sales manager" -``` - -**3. Include Business Rules** -Specify the logic your business uses: -``` -"Mark as high priority if: budget > $50K AND timeline < 60 days AND decision-maker = Yes" -``` - -**4. Plan for Edge Cases** -Think about what could go wrong: -``` -"If customer uploads file larger than 10MB, compress automatically. If AI can't categorize request, route to general support queue. If form is submitted outside business hours, send immediate auto-response with expected response time." -``` - -## 📈 Measuring Success - -Track these metrics to see your Genesis app's impact: - -**Efficiency Metrics:** -- Time saved per week on manual processes -- Reduction in response times -- Decrease in errors or lost information - -**Business Metrics:** -- Customer satisfaction scores -- Lead conversion rates -- Revenue impact from better processes - -**Usage Metrics:** -- Form submission rates -- User engagement with your app -- Adoption rate across your team +# Taskade Genesis Examples Gallery ---- - -**🚀 Ready to build your own?** Pick an example similar to your business challenge, modify the prompt for your specific needs, and watch Genesis create your custom solution in minutes! - -**Need help customizing these examples?** Visit our [Genesis Quick Start Guide](genesis-getting-started.md) for step-by-step instructions. -======= -# Genesis Examples Gallery +Discover what's possible with Taskade Genesis through real-world examples and use cases. These examples showcase both Project-Based Apps and Space Apps across different industries and functions. -Discover what's possible with Genesis through real-world examples and use cases. These examples showcase both Project-Based Apps and Space Apps across different industries and functions. +**For the full examples library, see [Taskade Genesis Examples & Templates](../../genesis-living-system-builder/genesis/examples-and-templates.md)** -## 🏢 Business & Operations +## Business & Operations ### Customer Feedback Portal (Space App) **Prompt**: *"Create a customer feedback portal where users can rate our service from 1-5 stars, leave detailed comments, select issue categories, and upload screenshots. Show a thank you message after submission."* @@ -405,7 +28,7 @@ Discover what's possible with Genesis through real-world examples and use cases. **Generated Features:** - Lead capture form with company details - AI agent that scores leads automatically -- Automated assignment based on territory/expertise +- Automated assignment based on territory/expertise - Email sequences and follow-up automations - CRM integration capabilities - Sales rep notifications @@ -427,7 +50,7 @@ Discover what's possible with Genesis through real-world examples and use cases. **Perfect For:** Agencies, consulting firms, development teams -## 📊 Data & Analytics +## Data & Analytics ### Sales Performance Dashboard (Space App) **Prompt**: *"Create a sales dashboard showing monthly revenue, pipeline stages, top performing reps, conversion rates, and revenue forecasts with interactive charts."* @@ -439,7 +62,6 @@ Discover what's possible with Genesis through real-world examples and use cases. - Conversion funnel analysis - Monthly/quarterly trend analysis - Responsive design for mobile access -- Real-time data sync from sales projects **Perfect For:** Sales managers, executives, revenue teams @@ -454,71 +76,10 @@ Discover what's possible with Genesis through real-world examples and use cases. - AI-powered sentiment analysis - Automated report generation - Recommendation engine based on patterns -- Export capabilities for further analysis **Perfect For:** HR teams, market research, customer success ---- - -### Website Analytics Tracker (Space App) -**Prompt**: *"Make a website analytics dashboard that tracks visitor counts, page views, conversion rates, and traffic sources with daily, weekly, and monthly views."* - -**Generated Features:** -- Real-time visitor counter -- Page performance metrics -- Conversion tracking and optimization suggestions -- Traffic source breakdown (organic, paid, social, direct) -- Time-based filtering (day, week, month) -- Clean charts and visualizations - -**Perfect For:** Marketing teams, website owners, digital agencies - -## 🎨 Creative & Content - -### Content Calendar Management (Project App) -**Prompt**: *"Create a content calendar system where team members can propose ideas, AI helps with research and writing, editors review content, and publishing is automated across platforms."* - -**Generated Features:** -- Content idea submission and approval workflow -- AI writing assistant for research and drafts -- Editorial review process with feedback loops -- Multi-platform publishing automation -- Performance tracking and analytics -- Team collaboration features - -**Perfect For:** Content teams, marketing agencies, publishers - ---- - -### Portfolio Showcase (Space App) -**Prompt**: *"Build a professional portfolio site that displays project examples, client testimonials, service descriptions, and a contact form with automatic inquiry routing."* - -**Generated Features:** -- Grid-based project gallery with filtering -- Testimonial carousel with client photos -- Service descriptions with pricing information -- Contact form with intelligent routing -- Mobile-optimized design -- SEO-friendly structure - -**Perfect For:** Freelancers, designers, agencies, consultants - ---- - -### Event Management Portal (Space App) -**Prompt**: *"Make an event registration site that shows event details, handles ticket sales, collects attendee information, sends confirmations, and displays event schedules."* - -**Generated Features:** -- Event information display with rich media -- Ticket purchasing system with multiple tiers -- Registration form with custom fields -- Automated confirmation emails -- Schedule display with session details -- Attendee check-in capabilities - -**Perfect For:** Conference organizers, meetup groups, corporate events - -## 🛠️ Operations & Internal Tools +## Operations & Internal Tools ### Team Directory (Space App) **Prompt**: *"Create a searchable team directory showing employee photos, roles, departments, contact information, skills, and current project assignments with org chart visualization."* @@ -528,28 +89,12 @@ Discover what's possible with Genesis through real-world examples and use cases. - Advanced search and filtering (by department, skills, location) - Organizational chart visualization - Contact information with click-to-call/email -- Current project assignments and availability - Skills and expertise tracking **Perfect For:** HR teams, large organizations, remote teams --- -### Inventory Management System (Project App) -**Prompt**: *"Build an inventory tracking system that monitors stock levels, sends low-stock alerts, manages purchase orders, tracks suppliers, and generates reorder recommendations."* - -**Generated Features:** -- Real-time inventory tracking -- Automated low-stock alerts and notifications -- Purchase order management workflow -- Supplier contact and performance tracking -- AI-powered reorder recommendations -- Cost analysis and optimization - -**Perfect For:** Retail businesses, warehouses, e-commerce operations - ---- - ### Help Desk Ticketing (Space App) **Prompt**: *"Make a customer support portal where users can submit tickets, track status, search a knowledge base, and chat with support agents, with automatic ticket routing."* @@ -559,95 +104,9 @@ Discover what's possible with Genesis through real-world examples and use cases. - Searchable knowledge base integration - Live chat functionality - Automatic routing based on issue type -- Agent dashboard for ticket management **Perfect For:** SaaS companies, service providers, IT departments -## 🚀 Advanced Examples - -### Multi-Language Learning Platform (Space App) -**Prompt**: *"Create a language learning dashboard that tracks student progress across multiple languages, shows lesson completions, vocabulary growth, and provides personalized recommendations."* - -**Generated Features:** -- Progress tracking across multiple languages -- Lesson completion visualization -- Vocabulary growth charts -- Personalized learning recommendations -- Achievement badges and milestones -- Multi-language interface support - ---- - -### Real Estate Listing Portal (Space App) -**Prompt**: *"Build a property listing site that displays available properties, allows filtering by price/location/features, shows virtual tours, and handles inquiry scheduling."* - -**Generated Features:** -- Property grid with high-quality images -- Advanced filtering (price, location, bedrooms, features) -- Virtual tour integration -- Mortgage calculator tool -- Inquiry form with automatic agent routing -- Favorites and comparison features - ---- - -### API Documentation Hub (Space App) -**Prompt**: *"Make a developer documentation site that displays API endpoints, shows code examples in multiple languages, includes interactive testing, and tracks usage analytics."* - -**Generated Features:** -- Organized endpoint documentation -- Multi-language code examples -- Interactive API testing interface -- Usage analytics and insights -- Search functionality -- Developer authentication - -## Tips for Each Example Type - -### Business Applications -- Focus on professional, clean designs -- Include proper data validation and error handling -- Consider user permissions and access control -- Plan for scalability and multiple user types - -### Data & Analytics -- Prioritize data visualization and chart clarity -- Include filtering and drill-down capabilities -- Ensure real-time or near-real-time updates -- Plan for different user roles (viewer, analyst, admin) - -### Creative & Content -- Emphasize visual appeal and user experience -- Include rich media support (images, videos) -- Consider SEO and social sharing features -- Plan for content management and updates - -### Operations & Tools -- Focus on efficiency and workflow optimization -- Include automation where possible -- Plan for integration with existing systems -- Consider mobile access for field workers - -## Customization Ideas - -### Visual Enhancements -- *"Make it look more modern with a dark theme"* -- *"Add our company colors and logo"* -- *"Use a card-based layout with rounded corners"* -- *"Include hero images and better typography"* - -### Functionality Additions -- *"Add export to Excel functionality"* -- *"Include email notifications for new submissions"* -- *"Add user authentication and profiles"* -- *"Include drag-and-drop file uploads"* - -### Integration Requests -- *"Connect to our Slack workspace for notifications"* -- *"Integrate with Google Calendar for scheduling"* -- *"Send data to our existing CRM system"* -- *"Include payment processing with Stripe"* - ## Getting Started with These Examples 1. **Choose a Template**: Pick an example that matches your needs @@ -658,7 +117,6 @@ Discover what's possible with Genesis through real-world examples and use cases. --- -**💡 Remember**: These examples are starting points. Genesis excels at taking a basic concept and expanding it based on your specific needs. Don't be afraid to combine ideas or request unique features! +**Browse the full library**: See [Taskade Genesis Examples & Templates](../../genesis-living-system-builder/genesis/examples-and-templates.md) for 50+ real business applications with detailed prompts and results. -*Ready to create your own version? Pick an example that resonates with your needs and start building with Genesis.* ->>>>>>> origin/main +*Ready to create your own version? Pick an example that resonates with your needs and start building with Taskade Genesis.* diff --git a/help-center/ai-features/genesis-getting-started.md b/help-center/ai-features/genesis-getting-started.md index 932b0e9..bdea279 100644 --- a/help-center/ai-features/genesis-getting-started.md +++ b/help-center/ai-features/genesis-getting-started.md @@ -1,259 +1,28 @@ -<<<<<<< HEAD -# Getting Started with Taskade Genesis +# Getting Started with Taskade Genesis (Quick Start) -Build complete AI-powered applications from a single prompt - no coding required! Genesis transforms your business ideas into working apps with databases, smart AI agents, and automated workflows. +**Taskade Genesis** is Taskade's no-code app builder that creates complete applications from simple natural language descriptions. This is a quick start guide to get you building immediately. -## What is Genesis? +**For comprehensive documentation, see [Taskade Genesis Overview](../../genesis-living-system-builder/genesis/README.md)** -Genesis is Taskade's **App Builder** that creates complete business applications just by describing what you need. Think of it as having a team of expert developers, designers, and business analysts who can build exactly what you want in minutes - no technical skills required! +## What Can Taskade Genesis Create? -**What Genesis Creates:** -- 📊 **Smart Databases** - Structured projects that store your app's data -- 🤖 **AI Assistants** - Intelligent agents that understand your business -- ⚡ **Automated Workflows** - Actions that happen automatically -- 🌐 **Public Web Apps** - Shareable interfaces your users can access +Taskade Genesis can build two types of applications: -## Your First Genesis App in 5 Minutes - -### Step 1: Access Genesis (30 seconds) - -1. Go to [taskade.com](https://taskade.com) and sign in -2. Look for the **"Create with AI"** prompt box at the top -3. You're ready to build! - -### Step 2: Describe Your App (2 minutes) - -Be specific about what you want to build. Here's the magic formula: - -**What + Who + When + Action** - -✅ **Good Example:** -``` -"Create a customer feedback system where restaurant guests can: -- Rate food quality, service speed, and atmosphere (1-5 stars) -- Leave optional written comments -- Upload photos of their meal -- Get a thank you message after submitting - -When someone rates us 3 stars or lower, immediately send a Slack alert to our manager so we can follow up personally. Store all feedback in a dashboard where we can see trends and respond to individual reviews." -``` - -❌ **Too Vague:** -``` -"I need a feedback form" -``` - -### Step 3: Let Genesis Build (1 minute) - -1. **Paste your description** into the prompt box -2. **Press Enter** and watch Genesis work -3. **See the magic happen** - Genesis creates all components automatically - -You'll see Genesis building: -- **Project Structure** (your app's database) -- **AI Agent** (your app's intelligence) -- **Automations** (your app's workflows) -- **Public Interface** (your app's web page) - -### Step 4: Test Your App (1 minute) - -1. **Click "Preview"** to see your live app -2. **Fill out the form** as if you're a real customer -3. **Check your notifications** (Slack, email, etc.) -4. **View your dashboard** to see the data - -### Step 5: Share Your App (30 seconds) - -Your app is instantly live with its own URL: -- **Copy the link** and share with customers -- **Embed on your website** using the provided code -- **Set permissions** for who can access your app - -## Genesis Prompt Library - -Get instant results with these proven prompts: - -### 📋 Customer Management - -#### Customer Feedback Portal -``` -"Create a customer satisfaction survey where clients rate our service (1-10), select what they liked most from dropdown options, leave comments, and upload photos. Send me an email alert for any rating below 7. Display results in a dashboard showing average ratings and recent feedback." -``` - -#### Lead Qualification System -``` -"Build a lead capture form that collects company name, contact info, budget range, and project timeline. Have an AI agent automatically score each lead (hot/warm/cold) based on budget and timeline, then create follow-up tasks assigned to our sales team with suggested next steps." -``` - -#### Client Onboarding Tracker -``` -"Create a client onboarding system that tracks progress through 5 phases: contract signing, project kickoff, design approval, development, and launch. Each phase has specific tasks and due dates. Send weekly progress emails to clients and daily updates to our project manager." -``` - -### 🏢 Business Operations - -#### Event Registration System -``` -"Build an event registration form for our monthly webinar that collects name, email, company, job title, and dietary restrictions. Automatically send confirmation emails with calendar invites, reminder emails 24 hours before, and follow-up surveys after the event." -``` - -#### Inventory Management -``` -"Create an inventory tracker for our retail store that monitors stock levels, tracks sales, and automatically orders more supplies when we're running low. Include barcode scanning, low-stock alerts via SMS, and weekly inventory reports emailed to management." -``` - -#### Employee Feedback System -``` -"Build an anonymous employee feedback portal where staff can report issues, suggest improvements, and rate company culture. Categorize feedback by department, send urgent issues to HR immediately, and generate monthly culture reports for leadership." -``` - -### 📈 Marketing & Sales - -#### Content Calendar Manager -``` -"Create a content planning system that tracks blog posts, social media content, and email campaigns. Include status tracking (idea, writing, review, published), assignment to team members, publication dates, and performance metrics. Send daily task reminders." -``` - -#### Campaign Performance Tracker -``` -"Build a marketing dashboard that tracks campaign performance across channels (social media, email, ads). Include metrics like reach, engagement, conversions, and ROI. Generate weekly performance reports and alert me when campaigns underperform by 20%." -``` - -#### Influencer Partnership Manager -``` -"Create a system to manage influencer partnerships that tracks contact info, follower counts, engagement rates, campaign history, and payment status. Include automated outreach templates and performance scorecards for each influencer." -``` - -### 🛠️ Project Management - -#### Bug Tracking System -``` -"Build a bug reporting system where users can describe issues, select severity (low/medium/high/critical), attach screenshots, and track resolution status. Automatically assign critical bugs to senior developers and send daily summary reports to the development team." -``` - -#### Task Assignment Hub -``` -"Create a task management system that distributes work evenly across team members, tracks deadlines, monitors workload, and sends reminders for overdue items. Include time tracking, progress reports, and automatic workload balancing suggestions." -``` - -#### Client Project Dashboard -``` -"Build a client-facing dashboard where customers can see project progress, upcoming milestones, recent updates, and team messages. Include file sharing, approval workflows, and automated progress emails sent weekly to stakeholders." -``` - -### 🎯 Industry-Specific Solutions - -#### Restaurant Operations -``` -"Create a restaurant management system that handles reservations, tracks table availability, manages waitlists, and collects customer preferences. Send confirmation texts, reminder calls, and follow-up satisfaction surveys. Generate daily seating reports." -``` - -#### Fitness Studio Booking -``` -"Build a class booking system for our yoga studio that shows available sessions, handles payments, manages waitlists, and sends confirmation emails. Include instructor profiles, class descriptions, and automated reminder texts 2 hours before class." -``` - -#### Real Estate Lead Tracker -``` -"Create a property inquiry system that captures buyer preferences, budget, location needs, and contact info. Have an AI agent match inquiries with available properties, schedule showings automatically, and track follow-up communications until sale completion." -``` - -## Advanced Genesis Features - -### Multi-Step Workflows -Create complex business processes that span multiple stages: -``` -"Build a hiring pipeline that moves candidates through application → phone screen → technical interview → final interview → decision. Each stage has specific tasks, automated emails, and decision gates. Generate weekly hiring reports." -``` - -### Conditional Logic -Build apps that adapt based on user responses: -``` -"Create a support ticket system where urgent issues get immediate phone calls, medium issues get same-day email responses, and low-priority items get added to our weekly review queue. Route technical issues to developers and billing issues to accounting." -``` - -### Integration Workflows -Connect your app with external tools: -``` -"Build a sales pipeline that creates Slack notifications for new leads, adds contacts to our email newsletter, schedules follow-up calls in Google Calendar, and updates our CRM with lead scores and conversation notes." -``` - -## Troubleshooting Your Genesis Apps - -### App Not Working as Expected? - -**Check Your Prompt Clarity:** -- ✅ Specific roles and responsibilities -- ✅ Clear data fields and types -- ✅ Explicit workflow steps -- ✅ Defined triggers and conditions - -**Common Issues & Fixes:** - -| Problem | Solution | -|---------|----------| -| **AI agent not understanding questions** | Add more context and examples to your prompt | -| **Automations not triggering** | Check your trigger conditions are specific enough | -| **Forms missing fields** | Describe exactly what data you need to collect | -| **Notifications not working** | Verify your Slack/email integrations are connected | - -### Making Changes to Your App - -**Simple Changes:** -Just ask Genesis what you want to modify: -- "Add a phone number field to the form" -- "Change the email subject line to be more friendly" -- "Make the AI agent respond more professionally" - -**Major Changes:** -For significant modifications, describe the full workflow again: -- "Restructure this as a 3-step approval process instead of automatic" -- "Add a customer portal where they can track request status" - -## Next Steps - -Once your first app is working: - -1. **📊 Monitor Usage** - Check your app analytics to see how people are using it -2. **🔄 Iterate Based on Feedback** - Ask users what could be better and update accordingly -3. **📈 Scale Your Success** - Create similar apps for other business processes -4. **🤝 Share with Team** - Show colleagues how to build their own Genesis apps - -### Ready for More? - -- **[Genesis Examples Library](genesis-examples.md)** - Browse 50+ real business applications -- **[AI Agents Guide](ai-agents-getting-started.md)** - Build custom AI assistants -- **[Automation Workflows](automation-getting-started.md)** - Connect Genesis apps to external tools - ---- - -**💡 Pro Tip:** The best Genesis apps solve real problems you face daily. Start with your biggest time drain and automate it first! -======= -# Getting Started with Genesis (Quick Start) - -**Genesis** is Taskade's revolutionary no-code app generator that creates complete applications from simple natural language descriptions. This is a quick start guide to get you building immediately. - -**📚 For comprehensive documentation, see [Genesis Overview](../../genesis/README.md)** - -## What Can Genesis Create? - -Genesis can build two types of applications: - -### 🏗️ **Project-Based Apps** (Traditional Genesis) +### Project-Based Apps (Traditional Genesis) - Structured workspaces with projects, agents, and automations - Internal team workflows and collaboration spaces - AI-powered business processes and data management -### ⚡ **Space Apps** (New!) +### Space Apps - Complete React web applications with live URLs - Customer-facing websites and portals - Professional dashboards and data visualization tools -## Quick Start: Your First Genesis App +## Quick Start: Your First App -### Step 1: Access Genesis +### Step 1: Access Taskade Genesis 1. Sign into your Taskade account -2. Navigate to the Genesis creation interface +2. Navigate to the Taskade Genesis creation interface 3. Choose between Project App or Space App creation ### Step 2: Describe Your Vision @@ -270,107 +39,29 @@ Write a clear description of what you want to build: - Describe the key features you need - Include any data you want to display -### Step 3: Choose Your AI Model -Genesis offers two powerful AI models: - -- **GPT-5**: Best for complex logic, data processing, and technical apps -- **Claude-4 Sonnet**: Excellent for creative designs and user-friendly interfaces - -*Don't worry if you're not sure - Genesis will make smart recommendations!* - -### Step 4: Review and Launch +### Step 3: Review and Launch - Watch your app being generated in real-time - Review the created structure and features - Launch your app and get a shareable URL (for Space Apps) -## Understanding the Two Creation Modes - -### Project-Based Apps: For Internal Workflows - -**Best For:** -- Team collaboration and project management -- Internal business processes -- AI-powered workflows and automations -- Data collection and organization - -**What You Get:** -- Structured Taskade projects as databases -- AI agents for processing and intelligence -- Automations for workflows and notifications -- Team collaboration features - -**Example:** *"Create a lead management system for our sales team"* - -### Space Apps: For Public Web Applications - -**Best For:** -- Customer-facing applications -- Public websites and portals -- Interactive dashboards and reports -- Data collection from external users - -**What You Get:** -- Complete React web application -- Live URL hosted on professional infrastructure -- Mobile-responsive design -- Real-time data integration with your workspace - -**Example:** *"Build a customer support portal where users can submit tickets"* - ## Common Use Cases -### 🏢 **Business Applications** +### Business Applications - **Customer Feedback Systems**: Collect ratings, comments, and suggestions - **Lead Generation Forms**: Capture prospect information with qualification - **Project Status Portals**: Share progress with clients and stakeholders - **Team Directories**: Display employee information and org charts -### 📊 **Data & Analytics** +### Data & Analytics - **KPI Dashboards**: Visualize business metrics and performance - **Report Generators**: Create automated reports from your data - **Survey Tools**: Collect and analyze feedback from customers -- **Time Trackers**: Monitor productivity and resource allocation -### 🎨 **Creative & Marketing** +### Creative & Marketing - **Portfolio Sites**: Showcase work and achievements - **Landing Pages**: Marketing campaigns and lead capture -- **Content Hubs**: Blog-style content management - **Event Pages**: Registration and information for events -## Tips for Success - -### Writing Effective Prompts - -**✅ Do This:** -- *"Create a customer onboarding checklist that sends email reminders and tracks completion status"* -- *"Build a bug reporting form with priority levels, screenshots, and automatic assignment to developers"* -- *"Make a sales dashboard showing monthly revenue, pipeline stages, and top performers"* - -**❌ Avoid This:** -- *"Make something for customers"* (too vague) -- *"Create a website"* (not specific enough) -- *"Build a complex system"* (unclear requirements) - -### Starting Simple -- Begin with core functionality -- Test with a few users first -- Use Genesis's conversational improvement feature -- Iterate based on feedback - -### Making the Most of AI Models - -**Choose GPT-5 when you need:** -- Complex data processing and calculations -- Advanced logic and business rules -- Technical integrations and APIs -- Detailed analytics and reporting - -**Choose Claude-4 when you want:** -- Beautiful, user-friendly designs -- Creative and engaging interfaces -- Content-heavy applications -- Superior user experience focus - ## Troubleshooting Common Issues ### "My app doesn't look right" @@ -390,32 +81,19 @@ Genesis offers two powerful AI models: ## Next Steps -Once you've created your first Genesis app: +Once you've created your first Taskade Genesis app: 1. **Share and Test**: Get feedback from your target users -2. **Iterate and Improve**: Use conversational updates to refine functionality +2. **Iterate and Improve**: Use conversational updates to refine functionality 3. **Explore Advanced Features**: Add automations, AI agents, and integrations 4. **Scale Up**: Create additional apps for different use cases -## Getting Help - -### Learning Resources -- **[Comprehensive Genesis Documentation](../../genesis/README.md)** - Complete guide with advanced features -- **[Genesis Examples Gallery](../../genesis/examples-and-templates.md)** - Ready-to-use templates and examples -- **[Best Practices](../../genesis/best-practices.md)** - Tips for writing effective prompts -- **[Troubleshooting Guide](../../genesis/troubleshooting.md)** - Solutions to common issues - -### Support Options -- **Community Forum**: Share ideas and get inspiration from other users -- **Help Documentation**: Comprehensive guides and tutorials -- **Live Support**: Real-time assistance with app creation -- **Video Tutorials**: Step-by-step walkthroughs of common use cases +## Learning Resources +- **[Comprehensive Taskade Genesis Documentation](../../genesis-living-system-builder/genesis/README.md)** - Complete guide with advanced features +- **[Taskade Genesis Examples Gallery](../../genesis-living-system-builder/genesis/examples-and-templates.md)** - Ready-to-use templates and examples +- **[Best Practices](../../genesis-living-system-builder/community-and-sharing/best-practices.md)** - Tips for writing effective prompts +- **[Troubleshooting Guide](../../genesis-living-system-builder/community-and-sharing/troubleshooting.md)** - Solutions to common issues --- -**🚀 Ready to create your first app?** Start with a simple idea and let Genesis bring it to life. - -**📖 For detailed guidance:** Check out the [Complete Genesis Guide](../../genesis/README.md) with advanced features, best practices, and comprehensive examples. - -*Genesis democratizes app development, making it accessible to everyone regardless of technical background.* ->>>>>>> origin/main +*Taskade Genesis democratizes app development, making it accessible to everyone regardless of technical background.* diff --git a/llms.txt b/llms.txt new file mode 100644 index 0000000..fed0750 --- /dev/null +++ b/llms.txt @@ -0,0 +1,61 @@ +# Taskade + +> Taskade is a real-time collaborative productivity platform with AI-powered agents, automated workflows, and a no-code app builder called Taskade Genesis. + +Taskade lets teams collaborate on projects, create AI agents, automate workflows, and build complete business applications from natural language descriptions. + +## Core Features + +- **Taskade Genesis**: No-code app builder that creates complete business applications from natural language prompts. Generates databases, AI agents, automations, and public web interfaces. +- **Space Apps**: Complete React web applications with live URLs, custom domains, and mobile-responsive design. Built through Taskade Genesis. +- **AI Agents**: Customizable AI assistants with configurable knowledge bases, tools, and multi-agent collaboration capabilities. +- **Automations**: 100+ service integrations (Slack, Gmail, HubSpot, Stripe, etc.) with trigger-action workflows, AI forms, and workflow generator. +- **Projects & Workspaces**: Real-time collaborative workspaces with multiple views (list, board, table, mind map, org chart), markdown support, and knowledge management. + +## Documentation + +- [Taskade Genesis Overview](genesis-living-system-builder/genesis/README.md) +- [Getting Started with Taskade Genesis](genesis-living-system-builder/genesis/getting-started.md) +- [How Taskade Genesis Works](genesis-living-system-builder/genesis/how-genesis-works.md) +- [Taskade Genesis Prompt Guide](genesis-living-system-builder/genesis/prompt-guide.md) +- [Taskade Genesis Examples & Templates](genesis-living-system-builder/genesis/examples-and-templates.md) +- [Adding Context to Taskade Genesis](genesis-living-system-builder/genesis/adding-context.md) +- [App Analytics](genesis-living-system-builder/genesis/app-analytics.md) +- [Version History](genesis-living-system-builder/genesis/version-history.md) +- [Space Apps Guide](genesis-living-system-builder/space-apps-guide/README.md) +- [AI Agents Getting Started](genesis-living-system-builder/ai-features/ai-agents-getting-started.md) +- [Agent Knowledge & Memory](genesis-living-system-builder/ai-features/agent-knowledge.md) +- [Tools for AI Agents](genesis-living-system-builder/ai-features/agent-tools.md) +- [Multi-Agent Collaboration](genesis-living-system-builder/ai-features/multi-agents.md) +- [Image Generation](genesis-living-system-builder/ai-features/image-generation.md) +- [Media AI Chat](genesis-living-system-builder/ai-features/media-ai-chat.md) +- [Autopilot](genesis-living-system-builder/ai-features/autopilot.md) +- [Automations Overview](genesis-living-system-builder/automation/README.md) +- [Workflow Generator](genesis-living-system-builder/automation/workflow-generator.md) +- [Action & Trigger Reference](genesis-living-system-builder/automation/actions.md) +- [Integration Guide](genesis-living-system-builder/automation/comprehensive-integration-guide.md) +- [AI Forms](genesis-living-system-builder/automation/ai-forms.md) +- [Workspaces Overview](genesis-living-system-builder/workspaces/README.md) +- [Projects & Databases](genesis-living-system-builder/workspaces/projects-databases.md) +- [Teams](genesis-living-system-builder/workspaces/teams.md) +- [Editing & Formatting](genesis-living-system-builder/workspaces/editing-formatting.md) +- [Markdown Support](genesis-living-system-builder/workspaces/markdown.md) +- [Import](genesis-living-system-builder/workspaces/import.md) +- [Embed](genesis-living-system-builder/workspaces/embed.md) +- [Publish & Clone](genesis-living-system-builder/community-and-sharing/publish-and-clone.md) +- [Best Practices](genesis-living-system-builder/community-and-sharing/best-practices.md) +- [Troubleshooting](genesis-living-system-builder/community-and-sharing/troubleshooting.md) +- [FAQ](genesis-living-system-builder/community-and-sharing/faq.md) + +## API + +- [Developer Overview](apis-living-system-development/developers/README.md) +- [Authentication](apis-living-system-development/developers/authentication.md) +- [API Overview](apis-living-system-development/developers/api.md) +- [Comprehensive API Guide](apis-living-system-development/comprehensive-api-guide/README.md) + +## Links + +- [Taskade Website](https://taskade.com) +- [Taskade Blog](https://www.taskade.com/blog) +- [Taskade API](https://www.taskade.com/api/v1)