From 17241af7f75be0760417ebe8ce3923a8ab5dc263 Mon Sep 17 00:00:00 2001 From: johnxie Date: Thu, 29 Jan 2026 17:19:08 -0800 Subject: [PATCH] docs: Sync help center articles into docs repo, fix merge conflicts, and restructure navigation - Add 20 new documentation pages from help center exports (Genesis, AI Features, Automations, Workspaces, Community) - Fix merge conflicts in 4 files (features/ and help-center/ genesis pages) - Update genesis.md stub with proper overview and links - Restructure SUMMARY.md with flat navigation (max 2 levels), "Taskade Genesis" branding - Add llms.txt for LLM discoverability - Fix all internal links (./XX-numbered-file.md -> proper relative paths) - Remove help center boilerplate (Collection breadcrumbs, Helpful Links footers) New files: how-genesis-works, prompt-guide, adding-context, version-history, app-analytics, agent-knowledge, agent-tools, multi-agents, image-generation, media-ai-chat, autopilot, workflow-generator, publish-and-clone, projects-databases, teams, editing-formatting, markdown, import, embed Co-Authored-By: Claude Opus 4.5 --- SUMMARY.md | 106 ++-- features/ai-features/genesis-examples.md | 560 +----------------- .../ai-features/genesis-getting-started.md | 467 +-------------- .../ai-features/agent-knowledge.md | 211 +++++++ .../ai-features/agent-tools.md | 210 +++++++ .../ai-features/autopilot.md | 171 ++++++ .../ai-features/image-generation.md | 135 +++++ .../ai-features/media-ai-chat.md | 148 +++++ .../ai-features/multi-agents.md | 185 ++++++ .../automation/workflow-generator.md | 129 ++++ .../publish-and-clone.md | 209 +++++++ .../genesis/adding-context.md | 152 +++++ .../genesis/app-analytics.md | 141 +++++ .../genesis/how-genesis-works.md | 348 +++++++++++ .../genesis/prompt-guide.md | 250 ++++++++ .../genesis/version-history.md | 127 ++++ .../workspaces/editing-formatting.md | 176 ++++++ .../workspaces/embed.md | 116 ++++ .../workspaces/import.md | 223 +++++++ .../workspaces/markdown.md | 189 ++++++ .../workspaces/projects-databases.md | 237 ++++++++ .../workspaces/teams.md | 172 ++++++ genesis.md | 20 +- help-center/ai-features/genesis-examples.md | 560 +----------------- .../ai-features/genesis-getting-started.md | 366 +----------- llms.txt | 61 ++ 26 files changed, 3738 insertions(+), 1931 deletions(-) create mode 100644 genesis-living-system-builder/ai-features/agent-knowledge.md create mode 100644 genesis-living-system-builder/ai-features/agent-tools.md create mode 100644 genesis-living-system-builder/ai-features/autopilot.md create mode 100644 genesis-living-system-builder/ai-features/image-generation.md create mode 100644 genesis-living-system-builder/ai-features/media-ai-chat.md create mode 100644 genesis-living-system-builder/ai-features/multi-agents.md create mode 100644 genesis-living-system-builder/automation/workflow-generator.md create mode 100644 genesis-living-system-builder/community-and-sharing/publish-and-clone.md create mode 100644 genesis-living-system-builder/genesis/adding-context.md create mode 100644 genesis-living-system-builder/genesis/app-analytics.md create mode 100644 genesis-living-system-builder/genesis/how-genesis-works.md create mode 100644 genesis-living-system-builder/genesis/prompt-guide.md create mode 100644 genesis-living-system-builder/genesis/version-history.md create mode 100644 genesis-living-system-builder/workspaces/editing-formatting.md create mode 100644 genesis-living-system-builder/workspaces/embed.md create mode 100644 genesis-living-system-builder/workspaces/import.md create mode 100644 genesis-living-system-builder/workspaces/markdown.md create mode 100644 genesis-living-system-builder/workspaces/projects-databases.md create mode 100644 genesis-living-system-builder/workspaces/teams.md create mode 100644 llms.txt diff --git a/SUMMARY.md b/SUMMARY.md index 5e39cc3..f655983 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 * [Changelog (2017 - 2025)](changelog/README.md) * [2025](changelog/2025/README.md) @@ -17,45 +17,73 @@ * [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) - * [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) -* [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 Tools & Capabilities](https://help.taskade.com/en/articles/9314171-tools-for-ai-agents) - * [Agent Knowledge & Memory](https://help.taskade.com/en/articles/9495190-agent-knowledge-memory) -* [Automations: Living Motion](genesis-living-system-builder/automation/README.md) - * [AI Forms: Intelligent Data Collection](genesis-living-system-builder/automation/ai-forms.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 + +* [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) -## 💻 APIs: Living System Development +## 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 * [Developer Overview](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) + * [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) @@ -121,22 +149,22 @@ * [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) * [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 new file mode 100644 index 0000000..1ee03df --- /dev/null +++ b/genesis-living-system-builder/ai-features/agent-knowledge.md @@ -0,0 +1,211 @@ +# Agent Knowledge & Memory + +--- + +## 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) + +--- + +## Overview + +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. + +> **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. + +--- + +## Explore the Knowledge Tab + +| 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. + +--- + +## Train Your Agent + +### 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 | +|---|---| +| 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 | + +**Supported document formats:** + +| Format | Best For | +|---|---| +| **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 + +| 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 | + +| 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 | + +> **Tip:** Use manual sources for FAQ answers, custom instructions, edge case handling, or information not available in any file. + +### Dynamic Knowledge (Projects) + +Connect Taskade projects as **living knowledge sources** that update automatically: + +| Step | Action | +|---|---| +| 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 | + +> **Dynamic = real-time.** When you update a project, the agent's knowledge updates automatically. No re-upload needed. + +--- + +## Bulk Training + +Upload multiple sources simultaneously: + +| 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: + +| 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 | + + + +--- + +## Knowledge Backlinks + +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 | + +> **Tip:** Backlinks help you maintain knowledge integrity. Before editing a project, check its backlinks to understand which agents depend on it. + +--- + +## What Projects Expose to Agents + +When a project is connected as knowledge, agents can access: + +| 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 | | + +--- + +## Knowledge Best Practices + +| 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 | + +--- + +## What's Next + +| 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 new file mode 100644 index 0000000..426fbf1 --- /dev/null +++ b/genesis-living-system-builder/ai-features/agent-tools.md @@ -0,0 +1,210 @@ +# Tools for AI Agents + +--- + +## 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) + +--- + +## Overview + +Agent Tools are integrated add-ons that **augment your AI agents' capabilities** — allowing them to interact with Taskade projects, third-party platforms, and custom workflows. Tools transform agents from text-only assistants into autonomous actors that can take real actions on your behalf. + +> **Workspace DNA connection:** Tools are how agents execute the [Automation pillar](../automation/README.md). An agent with tools can send Slack messages, create HubSpot deals, update Google Sheets, and more — all within the conversation. + +--- + +## Add Tools to Agents + +| Step | Action | +|---|---| +| 1 | Go to the **Agents** tab | +| 2 | Click the three dots (⋯) next to your agent → **Edit agent** | +| 3 | Open the **Tools** tab | +| 4 | Click **Add tools** | +| 5 | Select from Taskade tools and/or third-party integrations | +| 6 | Save | + + + +--- + +## Use Agent Tools + +Agents can use tools through three interfaces: + +| Method | How | Best For | +|---|---|---| +| **Project Chat** | Chat with an agent in a project context — agent uses tools automatically | Project-specific actions | +| **Agent Sidebar** | Access agent in the sidebar — tools available in conversation | Quick actions while working | +| **Agent Chat** | Dedicated agent chat session — full tool access | Complex multi-step tasks | + +> **Agents decide when to use tools.** You don't need to explicitly request a tool — describe what you want, and the agent determines which tool to use. + +--- + +## Taskade Native Tools + +### Agent Actions (Full Reference) + +These are built-in Taskade actions every agent can perform in your workspace: + +| Category | Actions | Example Prompts | +|---|---|---| +| **Bulk AI Prompts** | Run AI commands across multiple items | "Summarize all tasks in this project", "Translate all items to Spanish" | +| **Project & Task Editing** | Create, update, delete projects and tasks | "Create a new task called 'Review proposal'", "Rename this project to Q2 Plan" | +| **Content Updates** | Modify task descriptions, notes, content | "Add detailed instructions to the 'Setup server' task" | +| **Task Completion** | Mark tasks complete or reopen them | "Mark all tasks under 'Phase 1' as complete" | +| **Due Date Management** | Set, update, remove due dates | "Set the deadline for 'Launch campaign' to next Friday" | +| **Assignments** | Assign or unassign team members | "Assign @Sarah to all tasks in the Marketing section" | +| **Labels & Tags** | Add, remove, manage labels | "Add the 'urgent' label to all overdue tasks" | +| **Task Movement** | Reorder, move tasks between sections | "Move all completed tasks to the 'Done' section" | +| **Smart Editing** | Restructure, reorganize, reformat content | "Convert this brainstorm list into an organized project plan" | +| **Notes & Comments** | Add notes, comments, annotations | "Add a note to this task explaining the delay" | +| **Insights & Reporting** | Analyze project data, generate reports | "Give me a status summary of all projects due this week" | +| **Governance & Safety** | Permission checks, access validation | "Who has access to this project?" | +| **Custom Fields** | Create, update, manage custom fields | "Add a 'Priority' custom field with options: High, Medium, Low" | +| **Search & Intelligence** | Search across workspace, find patterns | "Find all tasks assigned to @John that are overdue" | +| **Content Generation** | Generate text, documents, summaries | "Write a project brief for the new product launch" | +| **Compare & Review** | Diff content, review changes | "Compare this week's metrics to last week's" | + +### 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" | + +### Media Tools + +| 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" | + +--- + +## 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. + +--- + +## Build Custom Agent Tools + +Turn any automation flow into a reusable agent tool: + +| Step | Action | +|---|---| +| 1 | Open your agent's **Tools** tab | +| 2 | Click **New tool** | +| 3 | Design the automation flow (trigger → actions) | +| 4 | Save as a custom tool | +| 5 | The agent can now execute this flow on command | + +**Example custom tools:** + +| Custom Tool | Automation Flow | Trigger | +|---|---|---| +| "Generate weekly report" | Gather project data → Summarize → Email to team → Post to Slack | Agent decides or `/weekly-report` command | +| "Onboard new client" | Create project → Add template tasks → Send welcome email → Notify team | Agent processes new client request | +| "Escalate issue" | Create urgent ticket → Notify manager via Slack → Schedule follow-up | Agent detects high-severity issue | + +> **Deep dive:** [Automations: The Execution Pillar](../automation/README.md) for full automation flow building. + +--- + +## Human in the Loop + +For sensitive external actions, enable approval before execution: + +| Feature | Detail | +|---|---| +| **What it is** | An approve/reject gate before agents interact with external platforms | +| **When to use** | Sending emails, posting to social media, creating CRM records, any external action | +| **How it works** | Agent proposes the action → You review → Approve or Reject → Agent proceeds or stops | + +| Step | Action | +|---|---| +| 1 | Enable "Human in the Loop" in the Tools tab | +| 2 | Select which tools require approval | +| 3 | When the agent wants to use an approved tool, you'll see a confirmation prompt | +| 4 | Click **Approve** to proceed or **Reject** to stop | + +> **Tip:** Use Human in the Loop during the first few weeks of agent deployment. Once you trust the agent's judgment, disable it for routine actions. + +--- + +## Enable / Disable Tools + +| Action | How | +|---|---| +| Enable a tool | Toggle ON in the Tools tab | +| Disable a tool | Toggle OFF in the Tools tab | +| Remove a tool | Click the remove button next to the tool | + +> **Disabled tools** remain configured but are not available to the agent. Re-enable anytime without reconfiguration. + +--- + +## What's Next + +| Guide | What You'll Learn | +|---|---| +| [Multi-Agents](./multi-agents.md) | Build teams of agents with complementary tools | +| [Agent Knowledge & Memory](./agent-knowledge.md) | Train agents on your data | +| [Automations](../automation/README.md) | Build the automation flows agents can trigger | +| [Custom AI Agents](./ai-agents-getting-started.md) | Complete agent setup guide | diff --git a/genesis-living-system-builder/ai-features/autopilot.md b/genesis-living-system-builder/ai-features/autopilot.md new file mode 100644 index 0000000..fb37729 --- /dev/null +++ b/genesis-living-system-builder/ai-features/autopilot.md @@ -0,0 +1,171 @@ +# Taskade Autopilot + +--- + +## Table of Contents + +- [Overview](#overview) +- [What Autopilot Creates](#what-autopilot-creates) +- [When to Use Autopilot](#when-to-use-autopilot) +- [Autopilot vs. Genesis](#autopilot-vs-genesis) +- [Tutorial: Use Autopilot](#tutorial-use-autopilot) +- [Expand Your Workspace](#expand-your-workspace) + - [Generate New Automations](#generate-new-automations) + - [Generate New AI Agents](#generate-new-ai-agents) + - [Generate New Projects](#generate-new-projects) +- [What's Next](#whats-next) + +--- + +## Overview + +Taskade Autopilot is a **workspace generation system** that transforms a single prompt into an entire interconnected ecosystem of projects, agents, and automations. Unlike traditional project management that requires manual setup, Autopilot constructs complete operational workspaces instantly. + +> **Genesis connection:** Autopilot creates workspace ecosystems (projects + agents + automations). Genesis goes further — building full **deployable web applications** with UI, databases, and hosting. Together, they're the fastest way to build your complete Workspace DNA. + +--- + +## What Autopilot Creates + +From a single prompt, Autopilot generates: + +| Component | What's Created | Example | +|---|---|---| +| **Projects** | Multiple connected projects with task structures and timelines | Sprint board, backlog, docs, meeting notes | +| **AI Agents** | Specialized agents trained for workspace roles | Project Manager agent, QA agent, Copywriter agent | +| **Agent Teams** | Groups of agents that collaborate | Marketing team, Engineering team | +| **Automations** | Workflow flows connecting projects, agents, and tools | Daily standup → Slack, task completion → report | + +--- + +## When to Use Autopilot + +| Scenario | Why Autopilot Helps | +|---|---| +| **New team setup** | Need complete operational structure with projects, agents, and workflows from day one | +| **Scattered workflows** | Current tools are disconnected — need a unified, interconnected workspace | +| **Urgent projects** | Need a full workspace running immediately for a new initiative | +| **Manual process replacement** | Want to replace repetitive processes with AI-driven automation | +| **Department onboarding** | Need a structured workspace for a new department or function | + +--- + +## Autopilot vs. Genesis + +| Feature | Autopilot | Genesis | +|---|---|---| +| **What it creates** | Workspace ecosystem (projects + agents + automations) | Full deployable web application | +| **Output** | Interconnected Taskade workspace | Live app with UI, databases, hosting | +| **Use case** | Internal team operations | Customer-facing apps, tools, portals | +| **Deployment** | Instant workspace | Published URL + optional custom domain | +| **Intelligence Score impact** | Creates all 3 pillars (+projects, +agents, +automations) | Creates all 3 pillars + deployable app | +| **Best for** | "Set up my team's workspace" | "Build me an app for my customers" | + +> **Use both:** Autopilot to create your operational workspace, Genesis to build customer-facing apps powered by that workspace. + +--- + +## Tutorial: Use Autopilot + +### Step-by-Step + +| Step | Action | +|---|---| +| 1 | Click the **+** button in the left sidebar → **Create with AI** (or visit `taskade.com/create` directly) | +| 2 | Type a description of the workspace you need in the prompt bar | +| 3 | Click the arrow button or press **Enter** | +| 4 | Wait for Autopilot to generate: AI Agents, Teams, Projects, Automation Flows | +| 5 | Click **Deploy to Taskade** to add the workspace to your account | + +### Example Prompts + +| Prompt | What Autopilot Creates | +|---|---| +| "Set up a marketing team workspace" | Content calendar, campaign tracker, social scheduler, Copywriter agent, SEO agent, daily digest automation | +| "Create a dev sprint workspace" | Sprint board, backlog, bug tracker, QA agent, standup automation, GitHub integration | +| "Build an HR onboarding system" | Onboarding checklist, policy docs, new hire tracker, HR Assistant agent, welcome email automation | +| "Set up a sales outreach workspace" | Lead pipeline, outreach tracker, meeting notes, Sales agent, CRM automation | +| "Create a content calendar workspace" | Content calendar, editorial board, publishing tracker, Content Writer agent, social posting automation | + +### Suggested Templates + +Autopilot offers built-in templates for common use cases: + +| Template | Description | +|---|---| +| Sales Outreach | Lead management, outreach sequences, CRM automation | +| Marketing | Content calendar, campaign tracking, social distribution | +| Dev Sprints | Sprint planning, backlog management, CI/CD integration | +| HR Onboarding | New hire flows, policy management, training tracking | +| Content Calendar | Editorial planning, publishing workflows, multi-channel | + +--- + +## Expand Your Workspace + +After Autopilot generates your initial workspace, expand it with these tools: + +### Generate New Automations + +| Step | Action | +|---|---| +| 1 | Go to the **Automations** tab in your workspace | +| 2 | Click **Add automation** → **Generate With AI** | +| 3 | Describe what you want the automation to achieve | +| 4 | Choose a generator mode: | + +| Mode | Description | +|---|---| +| **Auto** (default) | AI selects the optimal mode for your task | +| **Agent Tool Mode** | Generates an automation as an AI agent tool | +| **Workflow Mode** | Standard project automation flow | +| **Form Mode** | Generates a smart form that triggers actions on submission | + +| Step | Action | +|---|---| +| 5 | Press Enter and wait for the result | +| 6 | Click **Create Automation** to add it | +| 7 | Customize and enable the automation | + +### Generate New AI Agents + +| Step | Action | +|---|---| +| 1 | Go to the **Agents** tab | +| 2 | Click **Create agent** → **Generate** | +| 3 | **Option A:** Describe the agent you want | +| 4 | **Option B:** Choose from prompt examples | +| 5 | Press Enter and wait for generation | +| 6 | _(Optional)_ Customize: Name, Instructions, Commands, Language | +| 7 | Click **Create & Launch Agent** | + +### Generate New Projects + +| Step | Action | +|---|---| +| 1 | Click **+ Create new** → **AI Project** | +| 2 | Describe the project you want | +| 3 | _(Optional)_ Configure output settings: | + +| Setting | Options | +|---|---| +| **View** | Default project view (List, Board, Table, etc.) | +| **Language** | Output language | +| **Upload Files** | Seed documents (.pdf, .docx, .txt, .md, .pptx, .xlsx, .csv, .epub) | +| **Add Links** | Link to online resources | +| **Agent Mode** | Generate a default agent for the project | + +| Step | Action | +|---|---| +| 4 | Press Enter to generate | +| 5 | Choose: **Create project**, **Continue writing**, or **Make longer** | + +--- + +## What's Next + +| Guide | What You'll Learn | +|---|---| +| [How Genesis Works](https://help.taskade.com/en/collections/14476419-taskade-genesis) | Build deployable apps from your workspace | +| [Workflow Generator](../automation/workflow-generator.md) | Build automations with natural language | +| [Taskade for Teams](../workspaces/teams.md) | Organize teams within your workspace | diff --git a/genesis-living-system-builder/ai-features/image-generation.md b/genesis-living-system-builder/ai-features/image-generation.md new file mode 100644 index 0000000..7caf30a --- /dev/null +++ b/genesis-living-system-builder/ai-features/image-generation.md @@ -0,0 +1,135 @@ +# Image Generation + +--- + +## Table of Contents + +- [Overview](#overview) +- [Generate Images in Chat](#generate-images-in-chat) +- [What to Use Images For](#what-to-use-images-for) +- [Prompt Templates by Category](#prompt-templates-by-category) + - [Profile Photos](#profile-photos) + - [Product & Listing Images](#product--listing-images) + - [Backgrounds & Textures](#backgrounds--textures) + - [Icons & UI Elements](#icons--ui-elements) + - [Marketing & Branding](#marketing--branding) +- [Image Generation Best Practices](#image-generation-best-practices) +- [What's Next](#whats-next) + +--- + +## Overview + +You can generate images for your Taskade Genesis apps **natively** — no extra tools needed. Images are created directly in chat and automatically saved to your Media library for reuse across your entire workspace. + +| Feature | Detail | +|---|---| +| **Chat-native creation** | Describe what you need, generate instantly in EVE chat | +| **Auto-save to Media** | Every generated image is stored in your workspace Media tab | +| **Built for Genesis apps** | Use images in websites, tools, dashboards, and more | +| **Multiple aspect ratios** | 1:1 (square), 16:9 (landscape), 9:16 (portrait) | +| **Batch generation** | Generate sets of consistent images in a single prompt | +| **Reusable everywhere** | Use in any Genesis app, project, or agent knowledge base | + +> **Powered by EVE:** Image generation is part of EVE, Taskade's unified AI. See [How Genesis Works](../genesis/how-genesis-works.md#eve-the-unified-intelligence) to understand how EVE connects everything. + +--- + +## Generate Images in Chat + +| Step | Action | +|---|---| +| 1 | Open your Genesis app in Taskade | +| 2 | Open EVE / Taskade Assistant Agent chat | +| 3 | Describe the image you want (use templates below) | +| 4 | Send the message and wait for generation | +| 5 | Use immediately in your app, or access anytime from the **Media** tab | + +> **Note:** Images generated in chat automatically appear in Media and count toward your AI credit usage. See [Taskade AI Credits](https://help.taskade.com/en/articles/taskade-ai-credits). + + + +--- + +## What to Use Images For + +| Use Case | Examples | Impact | +|---|---|---| +| **App branding** | Cover images, headers, section banners, icons | Professional first impression | +| **Records & databases** | Product photos, client logos, listing visuals | Rich, visual data presentation | +| **Dashboards** | Tiles, category images, visual summaries | Easier information scanning | +| **Documentation** | How-to visuals, onboarding screens, SOP illustrations | Better user comprehension | +| **Marketing** | Social media cards, promotional banners, hero images | Engagement and conversion | +| **Placeholder content** | Demo data visuals, sample profiles, example products | Polished prototypes | +| **Agent avatars** | Custom profile images for AI agents | Personalized AI interactions | + +--- + +## Prompt Templates by Category + +Copy these prompts directly — swap in your specific details. + +### Profile Photos + +| Use Case | Prompt | Best For | +|---|---|---| +| **Persona avatar** | "Generate a 1:1 (square) professional headshot of a friendly customer support manager. Studio lighting, centered framing, shoulders-up, natural skin tones. Solid light-gray background. No text, no logos, no transparent areas." | Agent avatars, demo profiles | +| **Avatar set** | "Generate a set of six 1:1 (square) profile photos (diverse people) for a Genesis app team directory. Keep identical framing, lighting, and style across all images. Solid background colors (light gray, soft blue, soft green). No text, no transparent background." | Team directories, user demos | +| **Member profile** | "Generate a 1:1 (square) profile photo of a professional account manager. Neutral expression, clean wardrobe, centered, studio lighting. Solid pale-blue background. No text, no logos, no transparency." | Customer/member profiles | + +### Product & Listing Images + +| Use Case | Prompt | Best For | +|---|---|---| +| **Product photo** | "Generate a 1:1 (square) studio product photo of a reusable stainless-steel water bottle. Centered, soft shadow, clean lighting. Solid white background. No text, no logos, no transparency." | E-commerce product records | +| **Hero/listing image** | "Generate a 16:9 (landscape) hero listing image for a yoga class booking Genesis app: a minimal, calming scene with a yoga mat and plants. Solid warm-beige background, soft lighting. No text, no logos, no transparent areas." | Listing cards, hero sections | +| **Catalog set** | "Generate a set of eight 1:1 (square) consistent listing images of simple office items (notebooks, pen, laptop, coffee mug). Same camera angle and lighting. Solid light background. No text, no logos, no transparency." | Product catalogs, inventory | + +### Backgrounds & Textures + +| Use Case | Prompt | Best For | +|---|---|---| +| **Page background** | "Generate a 16:9 (landscape) subtle app page background with a solid deep-indigo base and extremely light paper-grain texture. No text, no icons, no transparent areas." | Full-page app backgrounds | +| **Dashboard bg** | "Generate a 16:9 (landscape) dashboard background with a solid charcoal base and faint low-contrast dot pattern. No text, no transparency." | Dashboard sections | +| **Theme pack** | "Generate four backgrounds: two 16:9 (landscape) and two 1:1 (square). Use a consistent minimal style with solid-color bases (navy/indigo/teal) and subtle textures. No text, no logos, no transparent background." | Multi-page apps | + +### Icons & UI Elements + +| Use Case | Prompt | Best For | +|---|---|---| +| **Category icons** | "Generate a set of six 1:1 (square) flat-style category icons: settings gear, user profile, calendar, chart, message bubble, and folder. Consistent line weight, single accent color on white. No text." | Navigation, category cards | +| **Feature illustration** | "Generate a 1:1 (square) isometric illustration of a team collaborating around a digital dashboard. Flat colors, modern style. No text, no transparency." | Feature sections, onboarding | +| **Empty state** | "Generate a 1:1 (square) friendly illustration of an empty inbox with a smiling envelope. Soft pastel colors, minimal style. No text." | Empty/zero-state screens | + +### Marketing & Branding + +| Use Case | Prompt | Best For | +|---|---|---| +| **Social card** | "Generate a 16:9 (landscape) social media share image for a project management app. Clean, professional, with abstract geometric shapes in blue and white. No text, no logos." | Open graph / social sharing | +| **Banner** | "Generate a 16:9 (landscape) promotional banner with a modern gradient (blue to purple) and abstract wave patterns. Clean, premium feel. No text, no transparency." | App headers, promotional pages | +| **Favicon concept** | "Generate a 1:1 (square) minimal app icon concept: a simple geometric shape in deep blue on white background. Bold, recognizable at small sizes. No text." | Favicon, app icon reference | + +--- + +## Image Generation Best Practices + +| Practice | Why | Example | +|---|---|---| +| **Specify aspect ratio** | Prevents cropping issues | "1:1 (square)" or "16:9 (landscape)" | +| **State "No text"** | AI-generated text often has errors | Always include "No text, no logos" | +| **Request "No transparency"** | Ensures usable backgrounds | "Solid [color] background" | +| **Use "consistent" for sets** | Keeps visual coherence across images | "Keep identical framing, lighting, and style" | +| **Describe lighting** | Controls mood and professionalism | "Studio lighting" or "Soft, natural lighting" | +| **Reference your brand** | Maintains consistency with your app | "Use our brand colors: navy #1a365d" | +| **Be specific about subject** | Reduces generation attempts | "Stainless-steel water bottle" not "a product" | + +--- + +## What's Next + +| Guide | What You'll Learn | +|---|---| +| [Adding Genesis Context](../genesis/adding-context.md) | Upload brand assets and design references | +| [Guide to App Styles](../space-apps-guide/app-styles.md) | Visual style families to pair with your images | +| [Publish and Clone Your Apps](../community-and-sharing/publish-and-clone.md) | Deploy your app with custom images | +| [Media AI Chat](./media-ai-chat.md) | Chat with media files and images using AI | diff --git a/genesis-living-system-builder/ai-features/media-ai-chat.md b/genesis-living-system-builder/ai-features/media-ai-chat.md new file mode 100644 index 0000000..5a294dd --- /dev/null +++ b/genesis-living-system-builder/ai-features/media-ai-chat.md @@ -0,0 +1,148 @@ +# Media AI Chat + +--- + +## Table of Contents + +- [Overview](#overview) +- [Chat Methods](#chat-methods) + - [Method 1: Chat with Projects](#method-1-chat-with-projects) + - [Method 2: Chat with Projects & Team](#method-2-chat-with-projects--team) + - [Method 3: Chat with Attachments](#method-3-chat-with-attachments) + - [Method 4: Chat in Media Manager](#method-4-chat-in-media-manager) +- [Supported Media Types](#supported-media-types) +- [Use Cases](#use-cases) +- [Media & Workspace DNA](#media--workspace-dna) +- [What's Next](#whats-next) + +--- + +## Overview + +Media AI Chat lets you **have conversations with your files, projects, and media** using Taskade's AI. Upload documents, images, videos, or connect projects — then ask questions, extract insights, and generate content directly from your media. + +> **Genesis connection:** Every file you upload to a Genesis app or discuss in Media AI Chat is stored in your workspace's Media library, enriching your [Workspace DNA](../genesis/how-genesis-works.md) and making all future apps and agents smarter. + +--- + +## Chat Methods + +### Method 1: Chat with Projects + +Query your Taskade projects using natural language: + +| Step | Action | +|---|---| +| 1 | Open a project in Taskade | +| 2 | Click the **AI Chat** or **EVE** panel | +| 3 | Ask questions about the project content | +| 4 | AI responds using the project's data as context | + +**Example queries:** + +| Query | What AI Returns | +|---|---| +| "Summarize this project" | A concise summary of all tasks, notes, and status | +| "What tasks are overdue?" | List of past-due items with details | +| "Who is assigned the most tasks?" | Team workload breakdown | +| "Generate a status report" | Formatted report based on project data | + +### Method 2: Chat with Projects & Team + +Collaborate with AI and team members in the same conversation: + +| Step | Action | +|---|---| +| 1 | Open a project's chat panel | +| 2 | Invite team members to the conversation | +| 3 | Ask AI questions — responses are visible to all participants | +| 4 | Team members can follow up, add context, or redirect the AI | + +> **Tip:** Use this for collaborative analysis sessions — the AI provides data, your team discusses and decides. + +### Method 3: Chat with Attachments + +Upload files directly into a chat for instant AI analysis: + +| Step | Action | +|---|---| +| 1 | Open any AI chat (EVE, Agent, or Project chat) | +| 2 | Drag & drop files or click the attachment button | +| 3 | Ask questions about the uploaded file | +| 4 | AI analyzes the file content and responds | + +**Example interactions:** + +| File Type | Query | AI Response | +|---|---|---| +| **PDF report** | "What are the key findings?" | Summary of main points and conclusions | +| **CSV data** | "What trends do you see?" | Pattern analysis and insights | +| **Image** | "Describe what you see" | Visual analysis and description | +| **Spreadsheet** | "Which products have the highest margin?" | Data analysis with specific answers | + +### Method 4: Chat in Media Manager + +Access all workspace media in one place: + +| Step | Action | +|---|---| +| 1 | Open the **Media** tab in your workspace | +| 2 | Browse all uploaded files, generated images, and media assets | +| 3 | Click any media item to open it | +| 4 | Use AI chat to ask questions about the selected media | + +--- + +## Supported Media Types + +| Media Type | Formats | AI Capabilities | +|---|---|---| +| **Documents** | PDF, DOCX, TXT, MD, PPTX, XLSX, CSV, EPUB | Full text analysis, summarization, Q&A, extraction | +| **Images** | PNG, JPG, GIF, SVG, WebP | Visual description, content extraction, OCR | +| **Video** | YouTube URLs (via transcript) | Transcript analysis, key points extraction, Q&A | +| **Web Content** | URLs, blog posts, articles | Content analysis, summarization, comparison | +| **Spreadsheets** | XLSX, CSV, Google Sheets | Data analysis, trend identification, reporting | +| **Presentations** | PPTX | Slide content analysis, outline extraction | +| **Social** | Tweets, Reddit posts, news articles | Sentiment analysis, summary, response drafting | + +--- + +## Use Cases + +| Use Case | How | Example | +|---|---|---| +| **Document analysis** | Upload a report, ask questions | "What are the Q3 revenue figures from this financial report?" | +| **Data exploration** | Upload a CSV, ask for patterns | "Which customer segment has the highest churn rate in this data?" | +| **Content extraction** | Upload a PDF, extract structured data | "Extract all contact information from this business card scan" | +| **Image understanding** | Upload a screenshot, get description | "What UI elements are shown in this mockup?" | +| **Meeting prep** | Chat with project notes before a meeting | "Summarize the open items and blockers from last sprint's project" | +| **Competitive analysis** | Add competitor URLs, compare | "Compare the features listed on these two competitor pages" | +| **Knowledge building** | Upload training materials, quiz yourself | "Create 5 quiz questions from this training document" | +| **Report generation** | Chat with data, generate formatted output | "Create a monthly report from this spreadsheet data" | + +--- + +## Media & Workspace DNA + +Every media interaction enriches your workspace: + +| Media Action | DNA Impact | +|---|---| +| Upload files to Genesis app | Added to Media library → available for future apps and agent knowledge | +| Generate images in chat | Saved to Media → reusable across all apps | +| Upload agent knowledge | Indexed for agent responses → better AI across workspace | +| Analyze documents | Insights inform future app builds | +| Chat with project data | Helps EVE understand your workspace patterns | + +> **Cross-link:** Files uploaded in Media AI Chat can be used as [Genesis Context](../genesis/adding-context.md), [Agent Knowledge](./agent-knowledge.md), and as data sources for [Automations](../automation/README.md). + +--- + +## What's Next + +| Guide | What You'll Learn | +|---|---| +| [Adding Genesis Context](../genesis/adding-context.md) | Use media files as context for app building | +| [Agent Knowledge & Memory](./agent-knowledge.md) | Train agents on your media files | +| [Image Generation](./image-generation.md) | Generate new images to add to your media library | +| [Taskade AI Credits](https://help.taskade.com/en/articles/taskade-ai-credits) | Understand credit usage for media AI interactions | diff --git a/genesis-living-system-builder/ai-features/multi-agents.md b/genesis-living-system-builder/ai-features/multi-agents.md new file mode 100644 index 0000000..6be3bd2 --- /dev/null +++ b/genesis-living-system-builder/ai-features/multi-agents.md @@ -0,0 +1,185 @@ +# Multi-Agents + +--- + +## Table of Contents + +- [Overview](#overview) +- [Set Up Your AI Agents](#set-up-your-ai-agents) +- [Team Up with AI Agents](#team-up-with-ai-agents) +- [Use the Agent Sidebar](#use-the-agent-sidebar) +- [Iterate on Output](#iterate-on-output) +- [Chat with Agents & Your Team](#chat-with-agents--your-team) +- [Copy / Duplicate Multi-Agents](#copy--duplicate-multi-agents) +- [Share Agents](#share-agents) +- [Multi-Agent Architecture Patterns](#multi-agent-architecture-patterns) +- [What's Next](#whats-next) + +--- + +## Overview + +Multi-Agents lets you **assign multiple AI agents to work together** on projects, tasks, and conversations. Instead of relying on a single generalist AI, you create teams of specialized agents that collaborate — each bringing domain expertise, unique knowledge, and specific tools. + +> **Workspace DNA impact:** Multi-agent teams amplify the Intelligence pillar. Each agent contributes +10 points to your [Intelligence Score](../genesis/how-genesis-works.md#workspace-intelligence-score), and teams create compounding intelligence through specialization. +> +> **Plan note:** Multi-Agent Teams are available on Business+ plans. + +--- + +## Set Up Your AI Agents + +### Method 1: Build from Scratch + +| Step | Action | +|---|---| +| 1 | Open the **Agents** tab in your workspace | +| 2 | Click **Create Agent** | +| 3 | Configure: name, persona, tone, knowledge, tools | +| 4 | Repeat for each specialized agent in your team | + +### Method 2: Use Templates + +| Step | Action | +|---|---| +| 1 | Browse the agent template library | +| 2 | Select pre-built agent templates for each role | +| 3 | Customize each agent for your specific use case | + +### Method 3: Auto-Generate a Team with AI + +The fastest way to create a multi-agent team: + +| Step | Action | +|---|---| +| 1 | Open the **Agents** tab | +| 2 | Click **Create Agent Team** | +| 3 | Describe your team in plain English (e.g., "I need a marketing team with a content writer, SEO specialist, social media manager, and analytics analyst") | +| 4 | AI generates the complete team with specialized agents, knowledge sources, and tool configurations | +| 5 | Review and customize each agent as needed | + +> **Pro tip:** Auto-generated teams include appropriate personas, knowledge connections, and tool assignments based on your description. You can always fine-tune each agent individually afterward. + +**Example team setup:** + +| Agent | Specialty | Knowledge | Tools | +|---|---|---|---| +| **Research Agent** | Data gathering, web search | Industry reports, competitor URLs | Search Web, Scrape Webpage | +| **Analyst Agent** | Data analysis, insights | Historical data projects, KPIs | Google Sheets, Custom Fields | +| **Writer Agent** | Content creation, copywriting | Brand guidelines, tone docs | Google Docs, WordPress | +| **Coordinator Agent** | Task management, routing | Team structure, processes | Slack, Google Calendar, Taskade Actions | + +--- + +## Team Up with AI Agents + +### Assign a Single Agent + +| Step | Action | +|---|---| +| 1 | Open a project or task | +| 2 | Click the **Agent** icon | +| 3 | Select an agent from your workspace | +| 4 | The agent now has context for that specific project/task | + +### Assign Multiple Agents + +| Step | Action | +|---|---| +| 1 | Open a project | +| 2 | Click the **Agent** icon | +| 3 | Select multiple agents for the project | +| 4 | Each agent applies its specialty to the project | + +### Bulk-Assign Agents + +| Step | Action | +|---|---| +| 1 | Select multiple tasks or projects | +| 2 | Use bulk actions to assign agents | +| 3 | Agents are assigned to all selected items | + +--- + +## Use the Agent Sidebar + +| Feature | Detail | +|---|---| +| **Access** | Click the Agent icon in the sidebar | +| **Switch agents** | Toggle between assigned agents mid-conversation | +| **Context awareness** | Agent sees the project/task you're currently viewing | +| **Tool access** | All enabled tools are available in the sidebar | +| **History** | Conversation history preserved per agent | + + + +--- + +## Iterate on Output + +Multi-agent output can be refined iteratively: + +| Technique | Example | +|---|---| +| **Sequential refinement** | Research Agent drafts → Writer Agent refines → Reviewer Agent checks | +| **Parallel generation** | Multiple agents tackle different sections simultaneously | +| **Feedback loop** | Ask one agent to critique another agent's output | +| **Role switching** | "Now have the Analyst Agent review what the Writer Agent produced" | + +--- + +## Chat with Agents & Your Team + +Multi-agent chats support both AI agents and human team members in the same conversation: + +| Participant | Role | +|---|---| +| **AI Agents** | Respond based on knowledge and tools | +| **Human team members** | Provide direction, make decisions, add context | +| **EVE** | Orchestrates and can invoke other agents | + +> **Tip:** @mention specific agents in chat to direct questions or tasks to them. + +--- + +## Copy / Duplicate Multi-Agents + +| Action | How | Result | +|---|---|---| +| **Copy an agent** | Agent settings → Duplicate | Creates an identical copy you can customize | +| **Copy a team** | Duplicate the project with agent assignments | All agents and their assignments are copied | +| **Share across workspaces** | Publish agent publicly → Clone in another workspace | Agent config is replicated (knowledge may need re-linking) | + +--- + +## Share Agents + +| Sharing Method | Scope | How | +|---|---|---| +| **Within workspace** | Team members | Agents are available to all workspace members by default | +| **Cross-workspace** | Other workspaces | Publish publicly → Clone | +| **Public** | Anyone | Publish with public toggle | +| **Embedded in Genesis app** | App users | Add agent chat widget to your Genesis app | + +--- + +## Multi-Agent Architecture Patterns + +| Pattern | Description | Best For | Example | +|---|---|---|---| +| **Sequential Pipeline** | Agent A → Agent B → Agent C (output flows linearly) | Content creation, data processing | Research → Write → Review | +| **Hub and Spoke** | Central coordinator routes to specialists | Customer support, complex queries | Coordinator → routes to Sales/Support/Billing | +| **Parallel Fan-Out** | Multiple agents work simultaneously | Report generation, data analysis | Finance + Marketing + Operations agents each analyze their domain | +| **Debate / Review** | Agents critique each other's work | Quality control, decision-making | Proposal Agent creates → Critic Agent reviews → Proposal Agent revises | +| **Escalation Chain** | Start with generalist, escalate to specialist | Support tiers, triage | Tier 1 Agent → Tier 2 Specialist → Human escalation | + +--- + +## What's Next + +| Guide | What You'll Learn | +|---|---| +| [Custom AI Agents](./ai-agents-getting-started.md) | Build individual agents | +| [Agent Knowledge & Memory](./agent-knowledge.md) | Train agents with domain knowledge | +| [Tools for AI Agents](./agent-tools.md) | Add capabilities to each agent | +| [Automations](../automation/README.md) | Connect agents to automated workflows | diff --git a/genesis-living-system-builder/automation/workflow-generator.md b/genesis-living-system-builder/automation/workflow-generator.md new file mode 100644 index 0000000..6b732c3 --- /dev/null +++ b/genesis-living-system-builder/automation/workflow-generator.md @@ -0,0 +1,129 @@ +# Workflow Generator + +--- + +## Table of Contents + +- [Overview](#overview) +- [What You Can Build](#what-you-can-build) +- [How to Get Started](#how-to-get-started) +- [Generator Modes](#generator-modes) +- [Smart Edits & Chat Commands](#smart-edits--chat-commands) +- [Key Features](#key-features) +- [Workflow Building Blocks](#workflow-building-blocks) +- [Example Prompts](#example-prompts) +- [What's Next](#whats-next) + +--- + +## Overview + +The Workflow Generator builds complex automation flows from **natural language**. Describe what you want in plain English, and the AI creates complete workflows with triggers, conditions, branches, loops, and integrations across 100+ services — no drag-and-drop, no manual configuration. + +> **Genesis connection:** Genesis apps automatically generate workflow automations as part of the Execution pillar. The Workflow Generator lets you create additional automations or modify existing ones. Each automation adds **+5 points** to your [Intelligence Score](https://help.taskade.com/en/collections/14476419-taskade-genesis). + +--- + +## What You Can Build + +| Category | Example Prompt | What's Created | +|---|---|---| +| **Multi-step workflows** | "When a form is submitted, create a task, notify the team, and send follow-up emails" | Form trigger → Task creation → Slack notification → Gmail follow-up | +| **Content pipelines** | "Monitor X for new content, summarize it, and create a new project for each item" | RSS trigger → AI summary → Project creation loop | +| **Scheduled reports** | "Every Monday, generate a progress report and share with stakeholders" | Weekly schedule → AI report generation → Email distribution | +| **Agent-powered flows** | "Create an AI Agent that processes customer feedback and assigns follow-up" | Agent trigger → Sentiment analysis → Task assignment | +| **Social distribution** | "Build an automation that posts our blog content to social media" | RSS/webhook trigger → AI rewrite → Multi-platform posting | + +--- + +## How to Get Started + +### Step-by-Step Tutorial + +| Step | Action | +|---|---| +| 1 | Navigate to **Automations** tab → **Create Flow** (or visit `taskade.com/create/flow`) | +| 2 | Describe your desired workflow in the chat | +| 3 | Watch the Workflow Generator build, refine, and optimize it | +| 4 | Review the generated flow | +| 5 | Click **Create Automation** to save it | +| 6 | Customize triggers, actions, and conditions as needed | +| 7 | Toggle the automation **On** | + +--- + +## Generator Modes + +| Mode | Description | Best For | +|---|---|---| +| **Auto** (default) | AI selects the optimal mode for your task | Most use cases — let AI decide | +| **Agent Tool Mode** | Generates intelligent workflows as an AI agent tool | Agent-powered decision-making | +| **Workflow Mode** | Sets up standard project automations and flows | Task management, notifications | +| **Form Mode** | Generates smart forms that trigger actions on submission | Lead capture, surveys, intake | + +--- + +## Smart Edits & Chat Commands + +After generating a workflow, modify it with natural language: + +| Edit Type | Example Prompt | What Happens | +|---|---|---| +| **Add step** | "Add a Slack notification to this workflow" | New Slack action added | +| **Add logic** | "Add branching logic based on the form response" | Conditional branch inserted | +| **Change trigger** | "Change the trigger to run daily instead of weekly" | Schedule trigger updated | +| **Add loop** | "Loop through all tasks and send a reminder for each" | Loop action added | +| **Modify action** | "Change the email to send to managers instead" | Action recipient updated | +| **Add integration** | "Also post a summary to our Slack channel" | New integration step added | +| **Optimize** | "Make this workflow more efficient" | AI suggests improvements | + +--- + +## Key Features + +| Feature | What It Means | +|---|---| +| **Instant Creation** | Build complex flows in minutes, not hours | +| **Natural Language** | Describe any complexity — AI handles the implementation | +| **Intelligent Editing** | Modify existing workflows with plain-English requests | +| **Smart Recommendations** | AI-driven optimization tips and improvements | +| **Built-in Integrations** | Connect with 100+ apps — AI guides setup | +| **Branching** | Conditional paths based on data values | +| **Looping** | Iterate over lists of items | +| **Variables** | Dynamic data passing between steps (Liquid expressions) | +| **AI Steps** | Agent-powered reasoning within workflows | + +--- + +## Workflow Building Blocks + +| Block | Description | Example | +|---|---|---| +| **Trigger** | What starts the flow | Form submitted, schedule, webhook, new email | +| **Action** | What happens | Send email, create task, post to Slack | +| **Branch** | Conditional logic (if/else) | If rating < 3, alert manager; else, log to database | +| **Loop** | Iterate over a list | For each attachment, upload to Media | +| **Delay** | Pause execution | Wait 24 hours, then send follow-up | +| **AI Step** | Agent-powered processing | Agent categorizes ticket, generates response | +| **Variable** | Dynamic data | `{{trigger.email}}`, `{{step1.output}}` | + +--- + +## Example Prompts + +| Prompt | Flow Generated | +|---|---| +| "When a customer submits feedback with a rating below 3, alert the support manager on Slack and create a high-priority task" | Form Trigger → Branch (rating < 3) → Slack Message → Create Task (priority: high) | +| "Every day at 9 AM, summarize all overdue tasks and email them to team leads" | Daily Schedule → Find overdue tasks → AI summarize → Send Email | +| "When a new lead fills the contact form, add them to HubSpot, send a welcome email, and notify sales on Slack" | Form Trigger → Create HubSpot Contact → Send Gmail → Slack Message | +| "Monitor our blog RSS feed, summarize new posts with AI, and share on Twitter and LinkedIn" | RSS Trigger → AI Summary → Create Post (Twitter) → Create Update (LinkedIn) | +| "When a task is completed, update the Google Sheet tracker and notify the project channel" | Task Completed → Insert Row (Google Sheets) → Send Slack Message | + +--- + +## What's Next + +| Guide | What You'll Learn | +|---|---| +| [Automation Triggers](./README.md) | All available triggers for your workflows | +| [Taskade Autopilot](../ai-features/autopilot.md) | Generate entire workspace ecosystems | diff --git a/genesis-living-system-builder/community-and-sharing/publish-and-clone.md b/genesis-living-system-builder/community-and-sharing/publish-and-clone.md new file mode 100644 index 0000000..2dd2338 --- /dev/null +++ b/genesis-living-system-builder/community-and-sharing/publish-and-clone.md @@ -0,0 +1,209 @@ +# Publish and Clone Your Apps + +--- + +## Table of Contents + +- [Overview](#overview) +- [What "Publish" Means](#what-publish-means) +- [App Visibility Settings](#app-visibility-settings) +- [Publishing Strategies](#publishing-strategies) +- [Password Protection](#password-protection) +- [Publish to Community Gallery](#publish-to-community-gallery) +- [Clone and Remix Apps](#clone-and-remix-apps) +- [Custom Domains](#custom-domains) +- [Advanced Sharing Options](#advanced-sharing-options) +- [Security Considerations](#security-considerations) +- [Sharing Methods at a Glance](#sharing-methods-at-a-glance) +- [What's Next](#whats-next) + +--- + +## Overview + +Once you've built an app with Genesis, you can share it with the world in multiple ways — from private team tools to public community templates. This guide covers every publishing, sharing, and distribution option available. + +> **Haven't built an app yet?** Start with [Create Your First App](../genesis/create-your-first-app.md). + +--- + +## What "Publish" Means + +When you publish a Genesis app, it becomes a **live, accessible application**: + +| What Happens | Detail | +|---|---| +| **Live URL** | Your app gets a shareable URL anyone can access | +| **Real-time functionality** | All features work — forms, databases, agents, automations | +| **Powered by your workspace** | Backend databases, AI agents, and automations run live | +| **Clone-ready** | Others can fork your app into their own workspace | +| **Analytics active** | Visitor tracking begins immediately | +| **Version controlled** | Every published version is saved and restorable | + + + +--- + +## App Visibility Settings + +| Visibility | Who Can Access | Discoverable | Best For | +|---|---|---|---| +| **Public** | Anyone on the internet | Yes — listed in Community Gallery | Templates, showcases, community tools, marketing | +| **Secret** | Anyone with the link | No — link-only access | Client portals, team tools, partner apps | +| **Private** | Workspace members only | No | Internal dashboards, company tools | + +--- + +## Publishing Strategies + +Genesis supports two publishing strategies: + +| Strategy | How It Works | Best For | +|---|---|---| +| **Auto** | Every change is published immediately | Development/testing phase, rapid iteration, internal tools | +| **Manual** | You choose when to publish | Production apps, client-facing tools, quality-controlled releases | + +> **Tip:** Start with Auto while building, switch to Manual when your app is live with real users. You can change this anytime in app settings. + +--- + +## Password Protection + +Add an extra layer of security to any published app: + +| Step | Action | +|---|---| +| 1 | Open your app's **Publish** settings | +| 2 | Toggle **"Require Password"** on | +| 3 | Set your password | +| 4 | Share the password separately with authorized users | + +| Feature | Detail | +|---|---| +| Available on | All plans | +| Protection level | Site-wide — covers entire app | +| Password sharing | Manual (share via secure channel) | +| Can be changed | Yes, anytime in settings | + +--- + +## Publish to Community Gallery + +Share your app with the entire Taskade community: + +| Step | Action | +|---|---| +| 1 | Set your app visibility to **Public** | +| 2 | Click **"Publish to Community"** | +| 3 | Your app enters the community approval queue | +| 4 | Once approved, it appears in the public Community Gallery | + +### Community App Metrics + +Published community apps track engagement automatically: + +| Metric | What It Measures | +|---|---| +| **Views** | How many people viewed your app | +| **Likes** | Community engagement and endorsement | +| **Installs** | How many people cloned/forked your app | +| **Intelligence Score** | Your app's DNA maturity (0–100) | + +> **Community status flow:** Pending → Approved / Rejected. You can unsubmit anytime. + +--- + +## Clone and Remix Apps + +Any public or shared app can be cloned: + +| Step | Action | +|---|---| +| 1 | Open a published app (yours or someone else's) | +| 2 | Click **"Edit in Taskade"** | +| 3 | Click **"Clone"** | +| 4 | The app is copied to your workspace with all components | + +### What Gets Cloned + +| Component | Cloned? | Notes | +|---|---|---| +| **UI / Frontend** | Yes | Full React app code | +| **Project databases** | Yes | Structure + sample data | +| **AI agents** | Yes | Agent config + knowledge references | +| **Automations** | Yes | Flow definitions (may need re-authentication for integrations) | +| **Media files** | Yes | Images, uploads | +| **Custom domain** | No | You'll need to configure your own | +| **Analytics data** | No | Fresh start with new metrics | +| **Passwords** | No | Set your own | + +--- + +## Custom Domains + +Connect your own domain to any published Genesis app: + +| Feature | Detail | +|---|---| +| **Available on** | Business+ plans | +| **Setup method** | CNAME record pointing to Taskade | +| **SSL** | Automatic via Cloudflare | +| **Configuration** | App Settings → Domains | + +| Step | Action | +|---|---| +| 1 | Open app **Settings** → **Domains** | +| 2 | Enter your custom domain (e.g., `app.yourcompany.com`) | +| 3 | Add the provided CNAME record to your DNS provider | +| 4 | Wait for DNS propagation (up to 24 hours) | +| 5 | SSL certificate is provisioned automatically | + +--- + +## Advanced Sharing Options + +| Feature | Description | Plan | +|---|---|---| +| **Direct link** | Copy and share the app URL | All | +| **Embed** | Embed app in your website or blog via iframe | All | +| **Social sharing** | Share on LinkedIn, Twitter, Reddit, Facebook | All | +| **SEO customization** | Custom meta title, description, Open Graph image | Business+ | +| **Custom colors** | Branded share previews and social cards | Business+ | +| **White-label branding** | Custom favicon, remove Taskade branding | Business+ | +| **OIDC authentication** | Enterprise SSO for app access | Enterprise | + +--- + +## Security Considerations + +| Practice | Recommendation | +|---|---| +| **Sensitive data** | Never publish apps containing passwords, API keys, or PII publicly | +| **Private links** | Use Secret visibility for confidential applications | +| **Password protection** | Add site-wide password for client portals | +| **Access review** | Regularly review who has access to your published apps | +| **Automation credentials** | Integration credentials are workspace-level, not exposed in published apps | +| **Version awareness** | Old published versions may contain data you later removed — use [Version History](../genesis/version-history.md) to audit | + +--- + +## Sharing Methods at a Glance + +| Method | Visibility | Clonable | Custom Domain | Password | Analytics | Best For | +|---|---|---|---|---|---|---| +| **Public + Community** | Anyone | Yes | Business+ | Optional | Yes | Templates, showcases | +| **Public (no community)** | Anyone with URL | Yes | Business+ | Optional | Yes | Marketing pages | +| **Secret link** | Link holders | Yes | Business+ | Optional | Yes | Client portals, partners | +| **Private** | Workspace only | N/A | Business+ | Optional | Yes | Internal tools | +| **Embed** | Website visitors | No | N/A | Optional | Yes | Blog, documentation | + +--- + +## What's Next + +| Guide | What You'll Learn | +|---|---| +| [Genesis Version History](../genesis/version-history.md) | Track changes and restore previous versions | +| [App Analytics](../genesis/app-analytics.md) | Monitor visitor data and optimize your app | +| [Create Your First App](../genesis/create-your-first-app.md) | Build something to publish | +| [Taskade AI Credits](https://help.taskade.com/en/articles/taskade-ai-credits) | Understand credit costs for app operations | diff --git a/genesis-living-system-builder/genesis/adding-context.md b/genesis-living-system-builder/genesis/adding-context.md new file mode 100644 index 0000000..99e1ed7 --- /dev/null +++ b/genesis-living-system-builder/genesis/adding-context.md @@ -0,0 +1,152 @@ +# Adding Genesis Context + +--- + +## Table of Contents + +- [Overview](#overview) +- [What You Can Use as Context](#what-you-can-use-as-context) +- [Provide App Context](#provide-app-context) + - [Initial Prompt (New App)](#initial-prompt-new-app) + - [Follow-Up Prompts (Existing App)](#follow-up-prompts-existing-app) +- [Context Best Practices](#context-best-practices) +- [How Context Powers Workspace DNA](#how-context-powers-workspace-dna) +- [What's Next](#whats-next) + +--- + +## Overview + +When you build apps with Taskade Genesis, you can **upload reference files** to provide context and guidance. The additional context helps AI understand your requirements, match your brand, and follow specific design patterns — producing apps that feel like they were custom-built by your team. + +> **Any files you upload are automatically added to the Media tab** and become part of your Workspace DNA, enriching all future app builds and AI agent responses. + +--- + +## What You Can Use as Context + +Genesis works with a wide range of file types to understand your requirements: + +### Brand & Design Files + +| File Type | What to Upload | How Genesis Uses It | +|---|---|---| +| **Brand guidelines** (PDF) | Color codes, typography, logo usage, design principles | Matches your exact brand identity | +| **Logo files** (PNG, JPG) | Primary logos, variations, icons, brand marks | Places logos and creates consistent visual identity | +| **Color palettes** | Hex codes, color combinations, visual hierarchy | Applies your exact color scheme throughout the app | +| **Website screenshots** | Current site design, layout patterns, UI elements | Replicates your existing design language | +| **Mockups / wireframes** | App layouts, user interface designs, navigation flows | Builds to your exact specifications | + +### Data & Structure Files + +| File Type | What to Upload | How Genesis Uses It | +|---|---|---| +| **Existing forms** (PDF) | Contact forms, registration forms, surveys | Recreates your form structure digitally | +| **Data examples** | Table structures, field definitions, sample records | Creates matching database schemas | +| **Workflow documents** | Process flows, SOPs, business rules | Builds automation logic and business rules | +| **Spreadsheets** (XLSX, CSV) | Customer data, inventory lists, schedules | Pre-populates databases and creates appropriate views | +| **Code snippets** | Validation rules, integration examples | Implements specific logic requirements | + +### Reference Materials + +| File Type | What to Upload | How Genesis Uses It | +|---|---|---| +| **App screenshots** | UI inspiration, feature examples, interaction patterns | Replicates design patterns you like | +| **Competitor tools** | Screenshots of competitor apps | Builds competitive alternatives | +| **Process documentation** | Standard procedures, user manuals, training materials | Creates apps that follow your processes | +| **Requirements docs** | Feature specs, acceptance criteria, use cases | Implements exact feature requirements | +| **API/Tech docs** | API specs, integration guides, config files | Connects to your existing systems | + +### Supported Upload Formats + +| Category | Formats | +|---|---| +| **Documents** | PDF, DOCX, TXT, MD, PPTX, XLSX, CSV, EPUB | +| **Images** | PNG, JPG, GIF, SVG, WebP | +| **Web sources** | YouTube videos, blog URLs, tweets, Reddit posts, news articles | +| **Cloud storage** | Google Drive, Dropbox, Box, OneDrive | + +--- + +## Provide App Context + +There are two ways to provide context depending on where you are in the building process. + +### Initial Prompt (New App) + +When first creating an app, attach context alongside your prompt: + +| Step | Action | +|---|---| +| 1 | Open Taskade Genesis and type your initial app prompt | +| 2 | Add files: **Drag & drop** into the prompt box, or click the **Attachment** button | +| 3 | Choose source: **Upload Files** (device), **Add from Workspace** (existing files), or **Add from Cloud** (cloud storage) | +| 4 | Submit the prompt — Genesis creates the app using your text + uploaded context | + + + +**Example prompt with context:** + +> "Build a customer portal for my consulting firm. Use the brand guidelines I've uploaded for colors and fonts. The wireframe shows the layout I want. The spreadsheet has our current client list." + +### Follow-Up Prompts (Existing App) + +After Genesis creates your app, upload additional context to refine it: + +| Step | Action | +|---|---| +| 1 | Open your Genesis app in **Preview** mode | +| 2 | Add files: **Drag & drop** into the chat box, or use the **Attachment** button | +| 3 | Ask Genesis to update the app using the new context | + +**Example follow-up prompts:** + +| Context Added | Prompt | +|---|---| +| Brand PDF | "Update the contact form to match our brand guidelines. Use the colors and fonts specified in the uploaded PDF." | +| Competitor screenshot | "Make our dashboard layout more like this competitor screenshot, but keep our brand colors." | +| Data spreadsheet | "Import the customer data from this spreadsheet into the app's database." | +| Process document | "Update the booking workflow to match the steps in this SOP document." | +| Logo files | "Replace the placeholder logo with our uploaded logo files." | + + + +--- + +## Context Best Practices + +| Practice | Why | Example | +|---|---|---| +| **Upload brand files first** | Sets the visual foundation for everything | Brand PDF + logos before any styling prompts | +| **Include data samples** | Helps Genesis create accurate database schemas | 5-10 sample records with all field types | +| **Show, don't just tell** | Screenshots and mockups are more precise than words | Upload a wireframe instead of describing layout | +| **Add incrementally** | Too much context at once can dilute focus | Brand first, then data, then workflows | +| **Use specific file names** | Helps you reference files in prompts | "brand-guidelines-2025.pdf" not "document1.pdf" | +| **Include edge cases** | Prevents gaps in logic | "Here's an example of a canceled order..." | + +--- + +## How Context Powers Workspace DNA + +Every file you upload becomes part of your workspace's living memory: + +| Context Added | DNA Impact | Future Benefit | +|---|---|---| +| Brand guidelines | All future apps use your brand automatically | Consistent brand across every app | +| Data samples | AI agents understand your data structures | Smarter agent responses and queries | +| Process documents | Automations follow your business rules | More accurate workflow generation | +| Competitor screenshots | Genesis understands your market position | Better feature recommendations | +| Customer data | Databases pre-populated and properly structured | Faster app deployment | + +> **Workspace DNA hint:** Context uploads increase the richness of your workspace memory, which directly improves your [Intelligence Score](./how-genesis-works.md#workspace-intelligence-score) and makes every future app smarter. + +--- + +## What's Next + +| Guide | What You'll Learn | +|---|---| +| [Image Generation](../ai-features/image-generation.md) | Generate custom images for your apps | +| [Guide to App Styles](../space-apps-guide/app-styles.md) | Use your brand context to apply specific visual styles | +| [Agent Knowledge & Memory](../ai-features/agent-knowledge.md) | Train AI agents on your uploaded files | +| [Projects & Databases](../workspaces/projects-databases.md) | How uploaded data becomes structured databases | diff --git a/genesis-living-system-builder/genesis/app-analytics.md b/genesis-living-system-builder/genesis/app-analytics.md new file mode 100644 index 0000000..1459f7e --- /dev/null +++ b/genesis-living-system-builder/genesis/app-analytics.md @@ -0,0 +1,141 @@ +# App Analytics + +--- + +## Table of Contents + +- [Overview](#overview) +- [Analytics Dashboard](#analytics-dashboard) +- [Metrics Breakdown](#metrics-breakdown) +- [Using Analytics to Improve Your App](#using-analytics-to-improve-your-app) +- [Troubleshooting](#troubleshooting) +- [What's Next](#whats-next) + +--- + +## Overview + +Every published Taskade Genesis app includes a **built-in analytics dashboard** powered by Tinybird. Track visitors, understand behavior, and optimize your apps — no third-party tools required. + +> **Requirement:** Analytics only track **published** apps. Unpublished apps don't generate visitor data. See [Publish and Clone Your Apps](../community-and-sharing/publish-and-clone.md) to get your app live. + +--- + +## Analytics Dashboard + +Access analytics from your Genesis app's dashboard view. Data updates in real-time. + + + +--- + +## Metrics Breakdown + +### Summary Cards + +| Metric | What It Measures | Why It Matters | +|---|---|---| +| **Total Visits** | Number of unique sessions | Overall app reach | +| **Pageviews** | Total pages viewed across all visits | Content engagement depth | +| **Bounce Rate** | % of visitors who leave after one page | UX quality indicator | +| **Session Duration** | Average time spent per visit | User engagement level | +| **Most Popular Browser** | Top browser used by visitors | Testing priority | +| **Visitors Online** | Real-time concurrent users | Live demand indicator | + +### Time-Based Trends + +| Feature | Detail | +|---|---| +| **Daily visitor trends** | Line chart showing visitors per day | +| **Pageview trends** | Line chart showing pageviews per day | +| **Date range selection** | Filter by custom date ranges (7 days, 30 days, custom) | +| **Comparison** | Compare current period to previous period | + + + +### Top Pages + +| Column | What It Shows | +|---|---| +| **Page Path** | URL path within your app | +| **Visitors** | Unique visitors to that page | +| **Views** | Total views of that page | + +> **Insight:** If a page has high views but low engagement (short time), consider improving its content or layout. + +### Geographic Distribution + +| Column | What It Shows | +|---|---| +| **Location** | Country / region of visitors | +| **Visitors** | Number of unique visitors from that location | + +> **Insight:** If most visitors come from a specific region, consider localizing content or adjusting timezone-sensitive features. + +### Traffic Sources + +| Column | What It Shows | +|---|---| +| **Source** | Where traffic comes from (direct, social, referral, search) | +| **Visitors** | Unique visitors from that source | +| **Views** | Total pageviews from that source | + +> **Insight:** High traffic from social means your sharing strategy is working. Low direct traffic means you need better link distribution. + +### Device Analytics + +| Column | What It Shows | +|---|---| +| **Device Type** | Desktop, mobile, tablet | +| **Visitors** | Unique visitors per device | + +> **Insight:** If mobile visitors exceed desktop, prioritize mobile UX in your next iteration. + +### Browser Analytics + +| Column | What It Shows | +|---|---| +| **Browser** | Chrome, Safari, Firefox, Edge, etc. | +| **Visitors** | Unique visitors per browser | + +> **Insight:** Test your app on the top 2-3 browsers in this list to ensure compatibility. + +--- + +## Using Analytics to Improve Your App + +| Signal | What It Means | Action to Take | +|---|---|---| +| **High bounce rate (>70%)** | Visitors leave quickly | Improve first impression — clearer headline, faster load, better CTA | +| **Low session duration (<30s)** | Users aren't engaging | Add more interactive content, simplify navigation | +| **Top page is NOT your main feature** | Users miss your core value | Reorganize navigation, add prominent links to key features | +| **Mobile > desktop visitors** | Mobile is your primary audience | Optimize mobile layout, larger tap targets, simpler forms | +| **One traffic source dominates** | Over-reliance on single channel | Diversify: share on multiple platforms, add SEO, use embed | +| **Geographic concentration** | Localized audience | Consider language options, timezone adjustments, local references | +| **Declining trend** | Losing engagement over time | Refresh content, add new features, re-promote on social | +| **Growing trend** | Momentum is building | Double down on what's working, add sharing prompts | + +> **Iterate with data:** Use these insights to inform your next Genesis prompt. Example: "My analytics show 60% mobile users — optimize the layout for mobile with larger buttons and a single-column design." + +--- + +## Troubleshooting + +| Issue | Cause | Solution | +|---|---|---| +| No analytics data showing | App is not published | Publish your app first | +| Data seems delayed | Real-time updates may have brief lag | Wait a few minutes, refresh the dashboard | +| Visitor count seems low | App may be Private or Secret | Check visibility settings — Public apps get more traffic | +| Bounce rate is 100% | Single-page app or landing page | This is normal for single-page apps; focus on session duration instead | +| Geographic data missing | Privacy/VPN usage by visitors | Some visitor locations can't be determined — this is normal | + +--- + +## What's Next + +| Guide | What You'll Learn | +|---|---| +| [Publish and Clone Your Apps](../community-and-sharing/publish-and-clone.md) | Sharing strategies to drive more traffic | +| [A Maker's Guide to AI Prompts](./prompt-guide.md) | Use analytics insights to write better iteration prompts | +| [Custom AI Agents](../ai-features/ai-agents-getting-started.md) | Add AI agents to increase engagement | +| [Automations](../automation/README.md) | Automate responses to visitor behavior | diff --git a/genesis-living-system-builder/genesis/how-genesis-works.md b/genesis-living-system-builder/genesis/how-genesis-works.md new file mode 100644 index 0000000..b2ba0da --- /dev/null +++ b/genesis-living-system-builder/genesis/how-genesis-works.md @@ -0,0 +1,348 @@ +# How Genesis Works: Workspace DNA + +--- + +## Table of Contents + +- [Overview](#overview) +- [What Is Genesis?](#what-is-genesis) +- [What You Can Build](#what-you-can-build) +- [What Makes Genesis Different](#what-makes-genesis-different) +- [The Tree of Life Architecture](#the-tree-of-life-architecture) + - [Memory: Projects & Databases](#memory-projects--databases) + - [Intelligence: Custom AI Agents](#intelligence-custom-ai-agents) + - [Execution: Automations & Integrations](#execution-automations--integrations) +- [The Self-Reinforcing Feedback Loop](#the-self-reinforcing-feedback-loop) +- [Workspace Intelligence Score](#workspace-intelligence-score) +- [EVE: The Unified Intelligence](#eve-the-unified-intelligence) +- [What EVE Can Do](#what-eve-can-do) +- [Kits & Bundles](#kits--bundles-package-your-entire-workspace) +- [Memory Architecture: 5 Memory Types](#memory-architecture-5-memory-types) +- [What's Next](#whats-next) + +--- + +## Overview + +This guide explains the core architecture behind **Taskade Genesis** — the AI platform that transforms natural language into complete, living business applications. You'll learn: + +- **The Tree of Life:** How Memory (Projects), Intelligence (Agents), and Action (Automations) form a continuous cycle that powers living software. +- **Workspace DNA:** What your workspace's genetic code is and why every app you build is unique. +- **EVE:** How Taskade's unified AI system connects everything together. +- **Intelligence Score:** How your workspace earns a 0–100 score across 5 maturity tiers. + +> **New to Genesis?** Start with [Create Your First App](./getting-started.md) for a hands-on walkthrough. + +--- + +## What Is Genesis? + +Genesis is Taskade's breakthrough AI platform that transforms natural language descriptions into **complete, working business applications** in minutes — not mockups, not prototypes, but fully functional software. + +A single prompt gives you: + +| Component | What You Get | +|---|---| +| **User Interface** | Professional React app with 50+ UI components (shadcn/ui), responsive design, and customizable styles | +| **Databases** | Structured project databases with custom fields, relationships, and persistent memory | +| **AI Agents** | Custom agents trained on your business context, embeddable directly in your apps | +| **Automations** | Intelligent workflows across 100+ integrated tools (Slack, Gmail, HubSpot, Google Sheets, and more) | +| **File Handling** | Document and media management with upload, storage, and AI processing | +| **Security** | Role-based access control, password protection, and custom domain support | +| **Analytics** | Built-in visitor tracking, geographic data, traffic sources, and device metrics | +| **Version Control** | Full commit history with one-click restore to any previous version | +| **Publishing** | Instant deployment with shareable links, custom domains, and community gallery | + +> **Genesis hint:** Your AI credits power app creation. Different models have different credit costs — see [Taskade AI Credits](https://help.taskade.com/en/articles/8958455-taskade-ai-credits) for details. + +--- + +## What You Can Build + +Genesis doesn't care what industry you're in. You describe the problem; it builds the solution. + +| What You Ask For | What Genesis Builds | Powered By Your DNA | +|---|---|---| +| "Build a customer feedback app" | Ratings system, sentiment analysis, photo uploads, manager alerts, follow-up workflows | Your service standards, past feedback patterns, resolution strategies | +| "Create a booking system" | Real-time scheduling, payment processing, automated confirmations, customer history, staff optimization | Your services, pricing, availability rules, customer preferences | +| "I need a CRM for leads" | Multi-source capture, AI qualification scoring, automated nurturing, pipeline tracking, forecasting | Your sales process, customer segments, qualification criteria | +| "Build an onboarding portal" | New hire forms, equipment provisioning, training checklists, document collection, milestone tracking | Your org structure, role definitions, policies, training materials | +| "Create an AI help desk" | Ticket submission, AI routing, knowledge base integration, SLA tracking, satisfaction surveys | Your support categories, team structure, common issues | +| "Build an inventory tracker" | Product database, stock-level monitoring, supplier management, reorder automation, sales pattern analysis | Your product catalog, supplier info, reorder history | +| "Create a course platform" | Video hosting, quiz builder, progress tracking, certificate generation, engagement analytics | Your course content, learning paths, assessment criteria | + +--- + +## What Makes Genesis Different + +Unlike every other app builder, Genesis doesn't start with empty templates or generic forms. It reaches into your **existing Workspace DNA**: + +| Traditional App Builders | Taskade Genesis | +|---|---| +| Start from blank templates | Starts from your existing workspace data | +| Manual database setup | Databases auto-populated from your projects | +| No AI intelligence | Custom AI agents embedded in every app | +| Separate automation tools | 100+ integrations built in from day one | +| Static, one-time builds | Living apps that learn and improve over time | +| Weeks/months to deploy | Minutes from prompt to live app | + +**Your workspace is your app's foundation:** +- Your **projects** become the app's memory +- Your **AI agents** become the app's intelligence +- Your **automations** become the app's execution layer +- Your **documents** become the app's knowledge base + +> Human DNA contains genetic instructions for life. Your workspace contains digital instructions for your apps. That means every app you create is **unique**. + +--- + +## The Tree of Life Architecture + +At the core of every Genesis app lies the **Tree of Life** — a continuous cycle of three interconnected systems that never stop learning. + +``` + +------------------+ + | MEMORY | + | (Projects & | + | Databases) | + +--------+---------+ + | + Feeds into | Writes back + v + +--------------+---------------+ + | EVE | + | (Unified Intelligence) | + +--------------+---------------+ + | | + v v ++-------+------+ +------+--------+ +| INTELLIGENCE | | EXECUTION | +| (AI Agents) | | (Automations) | ++--------------+ +---------------+ +``` + +> Remove any pillar and the system becomes mechanical, reactive, incomplete. All three work together to create truly living software. + +--- + +### Memory: Projects & Databases + +In Genesis, "Memory" means **living context** — information that maintains relationships, accumulates meaning over time, and actively participates in intelligence. + +| App Type | Memory Structure Genesis Creates | +|---|---| +| **Customer Feedback** | Feedback database with rating fields, contact storage, photo attachments, follow-up tracking, resolution history | +| **Booking System** | Appointment database, client profiles, service catalog, staff schedules, payment records | +| **Inventory Management** | Product database, stock-level tracking, supplier information, reorder history, sales patterns | +| **CRM** | Lead database, interaction logs, deal pipeline, qualification scores, conversion history | +| **Help Desk** | Ticket database, agent assignments, SLA timers, resolution logs, satisfaction ratings | + +> **Deep dive:** [Projects & Databases: The Memory Pillar](../workspaces/projects-databases.md) + +--- + +### Intelligence: Custom AI Agents + +Intelligence means AI agents that go far beyond answering questions. These are **persistent teammates** that continuously learn, reason, and make decisions. + +| App Type | Agent Intelligence | +|---|---| +| **Real Estate Portal** | Trained on property listings, market data, client preferences. Capabilities: property matching, trend analysis, client qualification, tour scheduling | +| **Healthcare Management** | Trained on appointment types, provider schedules, insurance policies. Capabilities: symptom triage, appointment routing, insurance verification | +| **E-Learning Platform** | Trained on course content, student performance, learning paths. Capabilities: personalized recommendations, progress tracking, difficulty adjustment | +| **Customer Support** | Trained on product docs, past tickets, resolution playbooks. Capabilities: issue classification, auto-response, escalation routing | +| **Sales CRM** | Trained on deal history, buyer personas, competitive intel. Capabilities: lead scoring, next-best-action, forecast generation | + +> **Deep dive:** [Custom AI Agents: The Intelligence Pillar](../ai-features/ai-agents-getting-started.md) + +--- + +### Execution: Automations & Integrations + +Execution means **intelligent automation workflows** — the nervous system that makes your application reactive, adaptive, and alive across 100+ external tools. + +| App Type | Automation Workflows Created | +|---|---| +| **Booking System** | Form submitted → Check availability → Process payment → Send confirmation email → Create calendar event → Update availability | +| **Customer Feedback** | Low rating received → Agent analyzes severity → Slack alert to manager → Create follow-up task → Log to database | +| **Inventory Management** | Stock below threshold → Agent calculates optimal quantity → Email supplier → Post Slack alert → Create purchase order → Track delivery | +| **Lead CRM** | New form submission → Create lead record → AI qualification score → Route to sales rep → Set follow-up reminder → Add to nurturing sequence | +| **Help Desk** | Ticket submitted → AI categorizes issue → Route to specialist → Send acknowledgment → Track SLA timer → Follow-up survey on close | + +**Supported integration categories (100+ tools):** + +| Category | Tools | +|---|---| +| **Communication** | Slack, Discord, Microsoft Teams, WhatsApp Business, Twilio SMS, Zoom | +| **Email** | Gmail, Outlook, Mailchimp | +| **Productivity** | Google Sheets, Google Docs, Google Drive, Google Calendar, Google Forms, Calendly | +| **CRM & Sales** | HubSpot, Apollo | +| **Social & Marketing** | Twitter/X, LinkedIn, Facebook, YouTube, Reddit, WordPress, Webflow, RSS | +| **Development** | GitHub, HTTP/Webhooks | +| **Storage** | Google Drive, Dropbox, Box, OneDrive | + +> **Deep dive:** [Automations: The Execution Pillar](../automation/README.md) + +--- + +## The Self-Reinforcing Feedback Loop + +Every action in your Genesis app generates results that flow back into your workspace memory, creating a **self-reinforcing intelligence loop**. + +| Action Type | Memory Created | Your Workspace Learns | +|---|---|---| +| **Email Sent** | Delivery status, open/click tracking, response captured, time to reply | Best email timing, effective templates, response prediction | +| **Payment Processed** | Transaction record, receipt generated, payment method used | Optimal pricing, payment preferences, conversion patterns | +| **Task Completed** | Completion time, who completed it, outcome captured | Time estimation, team performance, bottleneck identification | +| **Customer Interaction** | Feedback stored, sentiment analyzed, satisfaction tracked | Customer patterns, issue resolution, retention factors | +| **Automation Run** | Trigger data, execution results, success/failure status | Process optimization, failure prediction, timing refinement | +| **Agent Conversation** | Query patterns, resolution paths, knowledge gaps | Improved responses, training gaps, new FAQ candidates | + +**How the loop works:** +1. Automations capture real-world data (customer responses, transactions, task completions, support chats) +2. Data writes to project databases +3. AI agents immediately inherit new information +4. Agents make better decisions with richer context +5. Better decisions trigger more effective automations +6. Cycle repeats — your workspace gets smarter with every interaction + +--- + +## Workspace Intelligence Score + +Every Genesis workspace earns an **Intelligence Score** from 0–100, calculated from your three DNA pillars: + +| Component | Points Each | Max Items Scored | Max Points | +|---|---|---|---| +| Projects (Memory) | 2 pts | 10 | 20 | +| AI Agents (Intelligence) | 10 pts | 3 | 30 | +| Automation Flows (Execution) | 5 pts | 6 | 30 | +| Integrations (Connections) | _Reserved_ | _TBD_ | 20 | +| **Total** | | | **100** | + +### Intelligence Tiers + +| Tier | Score | Indicator | What It Means | +|---|---|---|---| +| **Empty** | 0–19 | ⚪ | Initial state — start adding projects and agents | +| **Beginner** | 20–39 | 🟠 | Basic setup — your workspace is taking shape | +| **Learning** | 40–69 | 🟡 | Growing — apps are getting smarter with real data | +| **Intelligent** | 70–89 | 🔵 | Advanced — strong AI coverage with active automations | +| **Genius** | 90–100 | 🟢 | Full-featured ecosystem — maximum AI-powered capability | + +> **Tip:** The fastest way to increase your Intelligence Score is to add AI agents (+10 pts each). Three agents plus six automation flows puts you in the Intelligent tier. + +--- + +## EVE: The Unified Intelligence + +**EVE** is the central AI system that powers everything in Taskade. It's the living consciousness that connects Memory, Intelligence, and Action into a unified whole. + +When you interact with Taskade, EVE: +1. **Reads** your entire workspace DNA (projects, agents, automations, files) +2. **Understands** holistic context across all three pillars +3. **Decides** what to generate or how to respond +4. **Learns** continuously from every interaction and outcome + +### How EVE Powers Each DNA Strand + +| DNA Strand | How EVE Powers It | +|---|---| +| **Memory (Projects)** | Indexes and understands project data, extracts patterns, generates structured databases, maintains semantic connections | +| **Intelligence (Agents)** | Trains custom agents on knowledge, routes queries to relevant models, provides context-aware responses, enables multi-agent collaboration | +| **Action (Automations)** | Interprets triggers, makes conditional decisions, generates dynamic content, captures and structures results | + +### The Bicameral Partnership + +Genesis creates a cognitive partnership where: +- **Your mind** contributes intent, goals, domain knowledge, and creative vision +- **EVE's intelligence** handles technical implementation, pattern recognition, and optimization +- **Together**, you create something neither could build alone + +--- + +## What EVE Can Do + +| Action | Example | What Happens | +|---|---|---| +| **Build Genesis Apps** | "Build a customer feedback app with sentiment analysis" | Generates complete app with projects, agents, and automations | +| **Create AI Agents** | "Create an agent trained on our product documentation" | Creates agent, indexes docs, configures knowledge base | +| **Configure Automations** | "When a task is complete, send a Slack notification" | Creates automation with trigger, action, and conditions | +| **Manage Projects** | "Create a project for Q1 marketing campaigns" | Creates structured project with relevant sections | +| **Answer Questions** | "Which projects have overdue tasks?" | Scans workspace and provides detailed results | +| **Edit Existing Work** | "Update the Customer Support agent to be more empathetic" | Modifies agent training and behavior | +| **Generate Images** | "Create a hero banner for my booking app" | Generates image, saves to Media library | +| **Connect Integrations** | "Send new leads to our HubSpot CRM" | Creates automation flow with HubSpot integration | + +--- + +## Kits & Bundles: Package Your Entire Workspace + +Genesis workspaces can be packaged as **Bundles (Kits)** — installable packages that include everything: + +| Bundle Component | Included | Description | +|---|---|---| +| **Genesis Apps** | Yes | Full app with UI, code, and configuration | +| **Projects & Databases** | Yes | Data structures and sample records | +| **AI Agents** | Yes | Agent configs, personas, knowledge references | +| **Automation Flows** | Yes | Workflow definitions and triggers | +| **Templates** | Yes | Project and agent templates | +| **Media** | Yes | Images, documents, uploads | + +### How Bundles Work + +| Feature | Detail | +|---|---| +| **Create** | Package your workspace into a shareable bundle (empty or include all) | +| **Dependencies** | Automatic dependency resolution — all linked resources included | +| **Install** | Others clone the entire bundle to their workspace in one click | +| **Public sharing** | Publish bundles to the community gallery | +| **Password protection** | Secure bundles with a password | + +> **Think of Bundles as "Workspace DNA transplants."** A complete intelligence ecosystem — apps, agents, automations, data — that anyone can install and customize. + +--- + +## Memory Architecture: 5 Memory Types + +Your workspace DNA organizes memory into 5 psychological layers: + +| Memory Type | Purpose | Example | +|---|---|---| +| **Core Memory** | Primary operational data | Customer database, product catalog | +| **Reference Memory** | Knowledge bases and documentation | FAQ docs, brand guidelines, SOPs | +| **Working Memory** | Current state and active processes | Today's tasks, open tickets, active orders | +| **Navigation Memory** | Structural organization | Workspace hierarchy, project categories | +| **Learning Memory** | Insights and patterns accumulated over time | Performance trends, customer behavior patterns | + +> AI agents and Genesis apps access all 5 memory layers to provide contextual, accurate responses. + +--- + +## What's Next + +You now understand the DNA of your workspace. Choose your path: + +### Get Started with Genesis + +| Guide | What You'll Learn | +|---|---| +| [Create Your First App](./getting-started.md) | Step-by-step walkthrough of your first build | +| [A Maker's Guide to AI Prompts](./prompt-guide.md) | How to describe what you need effectively | +| [App Starter Prompts](../space-apps-guide/genesis-prompt-library.md) | Ready-to-use prompts for common app types | + +### Master the Three Pillars + +| Guide | What You'll Learn | +|---|---| +| [Projects & Databases: The Memory Pillar](../workspaces/projects-databases.md) | Advanced database structures and data management | +| [Custom AI Agents: The Intelligence Pillar](../ai-features/ai-agents-getting-started.md) | Build, train, and deploy AI agents | +| [Automations: The Execution Pillar](../automation/README.md) | Triggers, actions, and 100+ integrations | + +### Go Deeper + +| Guide | What You'll Learn | +|---|---| +| [Adding Genesis Context](./adding-context.md) | Upload files and data to enrich app intelligence | +| [Publish and Clone Your Apps](../community-and-sharing/publish-and-clone.md) | Deploy, share, and distribute your apps | +| [Taskade AI Credits](../../ai-credits.md) | Understand credits, models, and usage | diff --git a/genesis-living-system-builder/genesis/prompt-guide.md b/genesis-living-system-builder/genesis/prompt-guide.md new file mode 100644 index 0000000..b35b492 --- /dev/null +++ b/genesis-living-system-builder/genesis/prompt-guide.md @@ -0,0 +1,250 @@ +# A Maker's Guide to AI Prompts + +--- + +## Table of Contents + +- [Overview](#overview) +- [The 12 Prompt Principles](#the-12-prompt-principles) + - [1. Set Objectives](#1-set-objectives) + - [2. Describe Outcomes](#2-describe-outcomes) + - [3. Explain the Journey](#3-explain-the-journey) + - [4. Break Down Ideas](#4-break-down-ideas) + - [5. Connect Tools](#5-connect-tools) + - [6. Set the Tone](#6-set-the-tone) + - [7. Choose Look & Feel](#7-choose-look--feel) + - [8. Define Access](#8-define-access) + - [9. Iterate Easily](#9-iterate-easily) + - [10. Reference](#10-reference) + - [11. Provide Examples](#11-provide-examples) + - [12. Experiment](#12-experiment) +- [Prompt Anatomy Quick Reference](#prompt-anatomy-quick-reference) +- [Common Mistakes to Avoid](#common-mistakes-to-avoid) +- [What's Next](#whats-next) + +--- + +## Overview + +AI prompts are the key to building exactly what you envision. A prompt is simply the description of what you want to build — think of it as explaining your app idea to a colleague who can build it for you. The clearer your explanation, the better your app turns out. + +This guide covers **12 proven principles** for writing effective Genesis prompts. + +> **Workspace DNA hint:** The better your prompts, the richer your workspace DNA becomes. Every app you build adds to your [Intelligence Score](./how-genesis-works.md#workspace-intelligence-score) and makes future apps smarter. + +--- + +## The 12 Prompt Principles + +### 1. Set Objectives + +**Explain who uses this and why it matters.** + +| Principle | What It Does | +|---|---| +| Name the user | Tells Genesis who the interface is for | +| State the purpose | Defines the core problem being solved | +| Add business context | Helps Genesis make smarter design decisions | + +**Examples:** + +| Prompt | Audience | Purpose | +|---|---|---| +| "My restaurant staff needs to track inventory daily and get alerts when we're running low on key ingredients." | Restaurant staff | Inventory management | +| "My real estate team needs to track property leads and automatically follow up with prospects who haven't responded in 48 hours." | Sales team | Lead management + automation | +| "Our consulting clients need a portal where they can access project deliverables, schedule meetings, and track billable hours." | External clients | Client portal | + +--- + +### 2. Describe Outcomes + +**Be specific about functionality. Vague requests get vague results.** + +| Vague (Avoid) | Specific (Use) | +|---|---| +| "Make a project tool" | "Customers upload project files, see progress updates, message our team, and download final files. Everyone gets notifications for each step." | +| "Build an expense tracker" | "Employees submit expense reports with receipts, managers approve or reject, accounting gets notified, reimbursements tracked until payment." | +| "Create a learning app" | "Students watch course videos, complete quizzes, track progress, and receive certificates. Instructors see engagement analytics." | + +--- + +### 3. Explain the Journey + +**Walk Genesis through how people will actually use your app.** + +| Step | Example User Journey | +|---|---| +| **Onboarding** | "New users sign up, answer questions about their needs, get matched with resources" | +| **Core Usage** | "Customers browse the service catalog, request quotes, upload requirements" | +| **Completion** | "Review proposals, approve work, rate their experience afterward" | +| **Follow-up** | "Receive weekly personalized updates based on usage patterns" | + +--- + +### 4. Break Down Ideas + +**For bigger projects, use numbered steps.** + +| App Type | Numbered Prompt | +|---|---| +| **Sales Dashboard** | "1. Show real-time sales on a dashboard 2. Let users filter by product type 3. Add export buttons for reports 4. Send alerts when sales drop" | +| **Feedback System** | "1. Collect customer feedback through forms 2. Categorize by department 3. Route urgent issues to management 4. Generate monthly reports 5. Send follow-up surveys automatically" | +| **Booking App** | "1. Display available appointment slots 2. Let clients book and pay online 3. Send confirmation emails and calendar invites 4. Allow rescheduling with 24-hour notice 5. Collect feedback after appointments" | + +--- + +### 5. Connect Tools + +**Tell Genesis what you already use so it can connect everything.** + +Genesis supports 100+ integrations. Mention your tools and Genesis creates the automation flows automatically. + +| Integration | Example Prompt | +|---|---| +| **Google Suite + Slack** | "Import customer data from Google Sheets and send email notifications via Gmail. Connect to Slack for team alerts." | +| **WhatsApp + Database** | "Connect to WhatsApp Business for client communication. Integrate with our existing project database for customer records." | +| **Multi-tool** | "Pull inventory from Google Sheets, connect to accounting project for cost tracking, send low-stock alerts to Slack." | + +**Available integrations include:** + +| Category | Tools | +|---|---| +| Communication | Slack, Discord, Microsoft Teams, WhatsApp Business, Twilio SMS | +| Email | Gmail, Outlook, Mailchimp | +| Productivity | Google Sheets, Docs, Drive, Calendar, Forms, Calendly | +| CRM | HubSpot, Apollo | +| Social | Twitter/X, LinkedIn, Facebook, YouTube, Reddit | +| Dev | GitHub, HTTP/Webhooks | +| Content | WordPress, Webflow | + +--- + +### 6. Set the Tone + +**Your app should sound like your business.** + +| Tone | Prompt Example | Best For | +|---|---|---| +| **Professional & friendly** | "Keep it professional but friendly, like talking to customers in person. Make error messages helpful, not technical." | Customer-facing portals | +| **Encouraging & supportive** | "Use an encouraging, supportive tone like a personal fitness coach. Celebrate achievements and make setbacks feel manageable." | Wellness, education apps | +| **Authoritative & trustworthy** | "Sound like a trusted financial advisor — authoritative but not intimidating. Simple language for complex topics." | Finance, legal, healthcare | +| **Casual & energetic** | "Keep it casual and fun, like texting a friend. Use short sentences and emojis where appropriate." | Consumer apps, social tools | + +--- + +### 7. Choose Look & Feel + +**Tell Genesis how you want your app to look.** + +| Visual Style | Prompt Example | +|---|---| +| **Brand-aligned** | "Clean, modern design with our brand colors: navy blue headers and bright green accent buttons. Company logo top left." | +| **Warm & calming** | "Warm design with soft colors — cream backgrounds and sage green accents. Rounded corners and gentle shadows." | +| **Bold & energetic** | "Bold orange and black colors. Strong typography and high-contrast buttons that motivate action." | +| **Dark & premium** | "Dark theme with neon accents, like a high-tech dashboard. Charcoal backgrounds with electric blue highlights." | + +> **Deep dive:** [Guide to App Styles](../space-apps-guide/app-styles.md) covers minimalist, glassmorphism, neumorphism, material design, and more. + +--- + +### 8. Define Access + +**Be clear about who can do what.** + +| Role | Prompt Example | +|---|---| +| **Multi-tier** | "Staff view all projects and add updates. Clients only see their own projects and can't edit. Managers access everything plus analytics." | +| **Educational** | "Students access courses and submit assignments. Instructors grade and message. Administrators manage all users and see reports." | +| **Corporate** | "Employees log hours and submit requests. Department heads approve their team's requests. HR accesses all data and generates reports." | + +--- + +### 9. Iterate Easily + +**Your app is never set in stone. Refine with follow-up prompts.** + +| Iteration Type | Example Prompt | +|---|---| +| **Add feature** | "The form works great — add file upload after the description and make the submit button bigger." | +| **Move elements** | "Love the dashboard, but move notifications to top right and make charts more colorful." | +| **Add automation** | "Add a text reminder 24 hours before appointments and let customers reschedule themselves." | +| **Embed agent** | "Add a chat widget powered by the support agent in the bottom right corner." | +| **Connect integration** | "When a new booking is made, create a Google Calendar event and send a Slack notification." | + +--- + +### 10. Reference + +**Mention apps or websites with features you like.** + +| Reference | Prompt Example | +|---|---| +| **Stripe-style** | "Dashboard layout similar to Stripe — clean cards with key metrics up top and detailed tables below. Simplify navigation." | +| **Udemy-style** | "Course layout like Udemy — video player left, course outline right, clean progress bar. More personal, less corporate." | +| **Calendly-style** | "Booking interface like Calendly — simple date/time selection with instant confirmation. Add our branding and service descriptions." | + +--- + +### 11. Provide Examples + +**Demonstrate workflows by describing specific scenarios.** + +| Scenario | Workflow Example | +|---|---| +| **Customer inquiry** | "Contact form submitted → Create lead record → Send welcome email → Notify sales team → Set 3-day follow-up reminder" | +| **New employee** | "HR creates profile → Send welcome email with login → Employee completes onboarding forms → Manager notified → Training modules assigned" | +| **Order process** | "Customer places order → Inventory updated → Payment processed → Shipping label created → Customer gets tracking → Follow-up review request" | + +--- + +### 12. Experiment + +**Genesis saves your work automatically. Try bold changes.** + +| Experiment Type | Example Prompt | +|---|---| +| **Layout overhaul** | "Let's completely redesign the homepage layout" | +| **Simplification** | "Remove the pricing section and replace with a simple contact form" | +| **Paradigm shift** | "Turn this form into a conversational chatbot experience" | +| **Gamification** | "Make this feel like a game with points and achievements instead of a boring business tool" | + +> **Safety net:** Use [Genesis Version History](./version-history.md) to restore any previous version if an experiment doesn't work out. + +--- + +## Prompt Anatomy Quick Reference + +Use this cheat sheet when building: + +| Category | Phrases | +|---|---| +| **Starting** | "Build a simple...", "Create an app that...", "I need a system for...", "Design a tool to..." | +| **Context** | "I run a [business type] and need...", "My team of [N] people needs to...", "Our customers often ask for..." | +| **Changes** | "Change the [element] to...", "Add a feature that...", "Remove [feature] and replace with...", "Make it more [adjective]" | +| **Connections** | "When [trigger], then [action]", "Sync this with...", "Export data to...", "Import from..." | +| **Agents** | "Create an agent that...", "Train the agent on...", "Embed the agent in...", "Make the agent respond like..." | +| **Automations** | "Automate [process]...", "When [event] happens, send...", "Schedule [action] every...", "Connect to [tool]..." | + +--- + +## Common Mistakes to Avoid + +| Mistake | Problem | Better Approach | +|---|---|---| +| "Make me an app" | Too vague — Genesis can't read your mind | "Build a customer feedback form with star ratings and email notifications" | +| Asking for everything at once | Overloaded prompt produces confused results | Start simple, iterate with follow-ups | +| Ignoring integrations | Misses the power of 100+ connected tools | Always mention your existing tools | +| Not testing iteratively | Bugs compound if you don't catch them early | Test after every change | +| Forgetting about agents | Misses the intelligence pillar entirely | Consider: "Who would I hire to manage this?" — that's your agent | +| Skipping permissions | Everyone sees everything | Define roles and access levels | + +--- + +## What's Next + +| Guide | What You'll Learn | +|---|---| +| [App Starter Prompts](../space-apps-guide/genesis-prompt-library.md) | Copy-ready prompts for common app types | +| [Guide to App Styles](../space-apps-guide/app-styles.md) | Visual style families with practical prompts | +| [Adding Genesis Context](./adding-context.md) | Upload reference files for richer apps | +| [Prompt Templates Library](./templates.md) | Browse the full prompt template collection | diff --git a/genesis-living-system-builder/genesis/version-history.md b/genesis-living-system-builder/genesis/version-history.md new file mode 100644 index 0000000..93ebd80 --- /dev/null +++ b/genesis-living-system-builder/genesis/version-history.md @@ -0,0 +1,127 @@ +# Genesis Version History + +--- + +## Table of Contents + +- [Overview](#overview) +- [What Is Tracked](#what-is-tracked) +- [View App Versions](#view-app-versions) +- [Restore a Previous Version](#restore-a-previous-version) +- [Version History & Publishing](#version-history--publishing) +- [Best Practices](#best-practices) +- [What's Next](#whats-next) + +--- + +## Overview + +Genesis **automatically tracks every change** to your apps. Every modification — from content edits to styling updates — creates a new version (commit) you can view, compare, and restore at any time. This gives you a complete safety net for experimentation and iteration. + +> **Experiment freely:** Try bold changes knowing you can always roll back. See [A Maker's Guide to AI Prompts — Experiment](./prompt-guide.md#12-experiment). + +--- + +## What Is Tracked + +Every version captures the full state of your app: + +| Category | What's Tracked | +|---|---| +| **Content** | Text, copy, labels, placeholder content | +| **UI / Layout** | Component arrangement, page structure, navigation | +| **Styling** | Colors, fonts, spacing, visual themes | +| **Features** | Functional additions, removals, and modifications | +| **Configuration** | Settings, permissions, access rules | +| **Integrations** | Automation connections and triggers | +| **Design** | Images, icons, branding elements | +| **Data schemas** | Database field structures and relationships | + +> Each version is a complete snapshot — not just a diff. Restoring a version brings back the **entire app state** at that point. + +--- + +## View App Versions + +| Step | Action | +|---|---| +| 1 | Open your Genesis app | +| 2 | Go to the **Preview App** tab | +| 3 | Click the **History** button (clock icon) | +| 4 | Browse the chronological list of versions | +| 5 | Click any version to preview what the app looked like | + + + +### Version List Details + +Each version entry shows: + +| Field | Description | +|---|---| +| **Timestamp** | When the change was made | +| **Version ID** | Unique commit identifier | +| **Preview** | Visual preview of the app at that state | + +--- + +## Restore a Previous Version + +| Step | Action | +|---|---| +| 1 | Open the **History** panel | +| 2 | Browse and select the version you want to restore | +| 3 | Preview the version to confirm it's correct | +| 4 | Click **"Restore Version"** | +| 5 | Your app is immediately reverted to that state | + +| Important Notes | | +|---|---| +| **Restoring creates a new version** | The restore itself becomes a new commit in your history | +| **Non-destructive** | The versions between current and restored are preserved — you can restore forward again | +| **Instant** | The restore is applied immediately to your live app (if Auto-publish is on) | +| **Full restore** | The entire app state is restored — UI, configuration, styling, everything | + +--- + +## Version History & Publishing + +How version history interacts with your publishing strategy: + +| Publishing Strategy | Behavior | +|---|---| +| **Auto publish** | Every version is immediately live. Restoring a version instantly updates the published app. | +| **Manual publish** | Versions accumulate in draft. Restoring a version updates the draft. You choose when to publish. | + +### Publish Status Indicators + +| Status | Meaning | +|---|---| +| **Published (Latest)** | The live app matches the most recent version | +| **Published (Older)** | The live app is running an older version — newer uncommitted changes exist | +| **Unpublished** | The app has not been published yet | + +> **Tip:** If you're using Manual publishing and want to test a restoration before it goes live, restore the version first, preview it, then publish when satisfied. + +--- + +## Best Practices + +| Practice | Why | +|---|---| +| **Make incremental changes** | Smaller changes = easier to identify which version to restore | +| **Test before major changes** | Preview your current version before making significant modifications | +| **Use Manual publish for production** | Keeps your live app stable while you experiment | +| **Restore before re-building** | If something breaks, restore instead of trying to fix — it's faster | +| **Note your milestones** | Remember which versions represent stable, working states | +| **Experiment boldly** | Version history is your safety net — try radical redesigns knowing you can always go back | + +--- + +## What's Next + +| Guide | What You'll Learn | +|---|---| +| [App Analytics](./app-analytics.md) | Track visitor data on your published app | +| [Publish and Clone Your Apps](../community-and-sharing/publish-and-clone.md) | Control how and when your app goes live | +| [A Maker's Guide to AI Prompts](./prompt-guide.md) | Iterate confidently with proven prompt patterns | diff --git a/genesis-living-system-builder/workspaces/editing-formatting.md b/genesis-living-system-builder/workspaces/editing-formatting.md new file mode 100644 index 0000000..5ae85c9 --- /dev/null +++ b/genesis-living-system-builder/workspaces/editing-formatting.md @@ -0,0 +1,176 @@ +# Editing & Formatting + +--- + +## Table of Contents + +- [Overview](#overview) +- [Format Tasks & Sub-Tasks](#format-tasks--sub-tasks) +- [Available Block Types](#available-block-types) +- [Project Views](#project-views) +- [Highlight & Style](#highlight--style) +- [Drag to Reorder](#drag-to-reorder) +- [Multi-Select Formatting](#multi-select-formatting) +- [Add-Ons Menu](#add-ons-menu) +- [Keyboard Shortcuts](#keyboard-shortcuts) +- [What's Next](#whats-next) + +--- + +## Overview + +Every Taskade project is a collection of **tasks** — structured like bullet points that can be nested into sub-tasks. You can format, style, reorder, and enhance tasks with add-ons like due dates, assignees, comments, timers, and custom fields. + +> **Genesis hint:** Genesis apps use these same formatting and structuring capabilities in their project databases. Understanding formatting helps you build better apps. + +--- + +## Format Tasks & Sub-Tasks + +Taskade lets you turn tasks into checklists, headings, ordered lists, paragraphs, and more. + +### How to Format + +| Method | Steps | +|---|---| +| **Drag icon** | Click the six-dot drag icon to the left of a task → Click the first item → Select a format | +| **Slash command** | Type `/` followed by the format name (e.g., `/paragraph`, `/heading1`, `/checklist`) | +| **Keyboard shortcut** | Use shortcuts listed below | + +--- + +## Available Block Types + +| Format | Syntax (Slash Command) | Markdown Shortcut | Description | +|---|---|---|---| +| **Heading 1** | `/heading1` | `# ` + space | Large section title | +| **Heading 2** | `/heading2` | `## ` + space | Sub-section title | +| **Paragraph** | `/paragraph` | — | Plain text block | +| **Checklist** (Check 1) | `/checklist` | `[] ` + space | Checkbox task item | +| **Circle Check** | `/circle-check` | — | Circle checkbox variant | +| **Bullet List** | `/bullet` | `- ` + space | Unordered list item | +| **Numbered List** | `/numbered` | `1. ` + space | Ordered list item | +| **Alphabetical List** | `/alpha` | — | Lettered list item (a, b, c...) | +| **Heart** | `/heart` | — | Heart icon task | +| **Triangle** | `/triangle` | — | Triangle icon task | +| **Square** | `/square` | — | Square icon task | + +--- + +## Project Views + +The same content can be displayed in **8 different views** — switch anytime without changing your data: + +| View | Description | Best For | +|---|---|---| +| **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 | +| **Table** | Structured spreadsheet-like format with filtering, sorting, grouping | Data management, CRM | +| **Calendar** | Events on calendar grid for deadline tracking | Scheduling, content calendars | +| **Gantt** | Timeline with task duration, dependencies, and progress | Project planning, milestones | +| **Mind Map** | Connected nodes radiating from center | Brainstorming, concept mapping | +| **Org Chart** | Hierarchical organizational structure | Team structure, process flows | +| **Action Sheet** | Compact action-oriented format | Quick task management | + +--- + +## Highlight & Style + +### Text Styling + +| Style | Keyboard Shortcut (Mac) | Keyboard Shortcut (PC) | Markdown | +|---|---|---|---| +| **Bold** | Cmd + B | Ctrl + B | `**text**` | +| **Italic** | Cmd + I | Ctrl + I | `_text_` | +| **Underline** | Cmd + U | Ctrl + U | `__text__` | +| **Strikethrough** | — | — | `~~text~~` | +| **Inline code** | — | — | `` `code` `` | +| **Block quote** | — | — | `> quote` | +| **Code block** | — | — | ` ```code``` ` | + +### Color Highlights + +| Method | Steps | +|---|---| +| **Menu** | Select text → Click three dots → Select **A** (highlight) → Choose color | +| **Keyboard** | Select text → Cmd + E (Mac) / Ctrl + E (PC) → Cycle through colors | +| **Slash command** | Type `/red`, `/blue`, `/green`, etc. | +| **Remove highlight** | Select same color again, or press Cmd/Ctrl + E | + +--- + +## Drag to Reorder + +| Action | How | +|---|---| +| **Reorder tasks** | Grab the six-dot drag icon to the left of any task → Drag to new position | +| **Nest as sub-task** | Drag a task underneath and to the right of another task | +| **Un-nest** | Drag a sub-task to the left to promote it | +| **Move sections** | Drag a top-level task to reorder its entire section (including sub-tasks) | + +--- + +## Multi-Select Formatting + +Format multiple tasks at once: + +| Step | Action | +|---|---| +| 1 | Highlight multiple tasks or lines of text with the mouse cursor | +| 2 | Apply formatting using the toolbar, slash commands, or keyboard shortcuts | +| 3 | All selected items are formatted simultaneously | + +--- + +## Add-Ons Menu + +Enhance tasks with additional features: + +| Add-On | Shortcut (after Cmd + /) | Slash Command | Description | +|---|---|---|---| +| **Due Date** | D | `/duedate` | Set start/end dates with optional times | +| **Assign** | A | `/assign` | Assign to team members | +| **Comment** | C | `/comment` | Thread discussions on tasks | +| **Embed** | E | `/embed` | Embed media, links, or files | +| **Timer** | T | `/timer` | Track time spent on tasks | +| **Label/Tag** | — | `/tag` | Color-coded categorization | +| **Custom Fields** | — | `/field` | Add custom field values (text, number, date, select) | +| **File Attachment** | — | `/file` | Attach documents and media | + +### Accessing the Add-Ons Menu + +| Method | Steps | +|---|---| +| **Plus icon** | Click the **+** icon next to a task → Choose an add-on | +| **Keyboard** | Press **Cmd + /** then a letter (D, A, C, E, T) | +| **Slash command** | Type `/` followed by the add-on name | + +--- + +## Keyboard Shortcuts + +| Action | Mac | PC | +|---|---|---| +| Bold | Cmd + B | Ctrl + B | +| Italic | Cmd + I | Ctrl + I | +| Underline | Cmd + U | Ctrl + U | +| Highlight | Cmd + E | Ctrl + E | +| Add-ons menu | Cmd + / | Ctrl + / | +| Due date | Cmd + / then D | Ctrl + / then D | +| Assign | Cmd + / then A | Ctrl + / then A | +| Comment | Cmd + / then C | Ctrl + / then C | +| Embed | Cmd + / then E | Ctrl + / then E | +| Timer | Cmd + / then T | Ctrl + / then T | +| Indent (nest) | Tab | Tab | +| Outdent (un-nest) | Shift + Tab | Shift + Tab | + +--- + +## What's Next + +| Guide | What You'll Learn | +|---|---| +| [Markdown Support](./markdown.md) | Full Markdown syntax reference | +| [Import](./import.md) | Import .md and PDF files as projects | +| [Version History](./version-history.md) | Track and restore editing changes | +| [Embed Taskade](./embed.md) | Embed projects on your website | diff --git a/genesis-living-system-builder/workspaces/embed.md b/genesis-living-system-builder/workspaces/embed.md new file mode 100644 index 0000000..e5c3de2 --- /dev/null +++ b/genesis-living-system-builder/workspaces/embed.md @@ -0,0 +1,116 @@ +# Embed Taskade + +--- + +## Table of Contents + +- [Overview](#overview) +- [Embed a Project](#embed-a-project) +- [Embed Settings](#embed-settings) +- [Supported Embed Sources (In Taskade)](#supported-embed-sources-in-taskade) +- [Embed Genesis Apps](#embed-genesis-apps) +- [What's Next](#whats-next) + +--- + +## Overview + +You can embed entire Taskade projects on your website or blog and keep everyone on the same page. Any changes you make will be **instantly visible** to your audience. You can also embed external content inside Taskade projects. + +> **Genesis connection:** Genesis apps can be embedded on any website using iframe. Published apps also support custom domains for white-label embedding. See [Publish and Clone Your Apps](../community-and-sharing/publish-and-clone.md). + +--- + +## Embed a Project + +### Step-by-Step Tutorial + +| Step | Action | +|---|---| +| 1 | Open a project and switch to your desired project view | +| 2 | Click the **Share** button in the top-right corner | +| 3 | Select the **< > Embed** tab | +| 4 | Click **Copy** to copy the embed code | +| 5 | Paste the embed code into your website or blog HTML | +| 6 | _(Optional)_ Customize theme, dimensions, and footer visibility | + +### Embed Code Example + +```html + +``` + +--- + +## 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 31bfb0e..4312663 100644 --- a/genesis.md +++ b/genesis.md @@ -1,2 +1,20 @@ -# Genesis +# Taskade 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. + +## Documentation + +- **[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 + +## 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)