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Introduction

TASKBASE User Guide

TASKBASE is an automation platform that organizes recurring work as tasks and connects it to AI and business apps. You can manage runs, review requests, and outputs from the same workspace.

Product previewSample data
TBAll spacesDemo WorkspaceDashboard
TASKBASE
Recovery needed

Today’s operations

Review recent changes and the actions that need attention.

Runs24Last 7 days
Success rate95.8%Last 7 days
Average run time42sLast 7 days
Active flows2Published
Pending approvals1Oldest 2 days
Recover failed runsReview disconnected apps and prepare the run to retry.
An error needs attentionReconnect Slack to resume the monthly close workflow.
Operational metricsKeep the team’s operating board in view.
Attention queueItems waiting on you
Approve monthly close reportPending approval · 2 days1
Reconnect SlackFailed · 3 hours1
Operations summaryLast 7 days
This week24Time saved1.2hActive2
Home — operations and attention items

What you can do

  • Create tasks from a description — Explain the work and review the automation proposed by AI
  • Connect business apps — Use available integrations such as Slack, Google Workspace, Microsoft, Notion, and freee
  • Add human review — Route approvals, rejections, and exceptions to the inbox
  • Monitor operations — Use the task list, board, calendar, run history, and outputs views

Available apps, actions, and AI features depend on your plan and workspace configuration. The options shown in the TASKBASE app are the current source of truth for your workspace.

  • AI: Use the AI builder, AI actions, and agents
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Overview