Overview
Tasklet is your company’s AI command center—one place for your team’s agents, connections, apps, and knowledge. Unlike a chatbot that just answers questions, Tasklet takes action: it sends emails, updates spreadsheets, files tickets, builds apps, and more. Describe the outcome in plain English, and Tasklet figures out the rest—picking the tools, writing any code, and running the work until it’s done.
It connects to your whole stack: thousands of apps are one click away, plus any HTTP API or MCP server—even the private tools your company built itself. Each agent gets its own secure computer in the cloud to run code, process data, and open a browser when an app has no API. And because agents run in the cloud, they keep working when your laptop is closed—on a schedule or triggered by events like a new email or Slack message, with no one pressing go.
Best of all, Tasklet is built for teams: share connections, agents, and knowledge across the company, with credentials locked down and access set once. You get frontier models from Anthropic, OpenAI, and Google in a single plan—routed to whichever does each job best—plus granular access controls, centralized billing, and enterprise-grade security. It’s how teams scale productivity without adding headcount.
Connections
Connections are how Tasklet accesses all your apps. Tasklet has over 3,000 built-in integrations, and it can connect to any API (including private APIs) or MCP server. It can also access services via a browser (see the “Browser” section below). To connect a service just ask “Connect my Gmail” or whatever service you’d like to connect to.
How Connections Work
- You authorize access — Tasklet opens a secure login flow. You sign in directly with the service.
- You control permissions — After connecting, you choose which capabilities to grant. Each connection unlocks specific tools (like “send email” or “create task”). Tasklet asks permission before activating new tools.
- The tools become available — Once authorized, Tasklet can use those tools to complete tasks on your behalf.
💡 Tip: If Tasklet says it can’t do something with a connected service, it may need additional tools activated. You can say “Show me what tools are available for [service]” to see options.
What you can connect
Here are some of the most popular built-in connections by category:
| Category | Popular connections |
|---|---|
| Email & Calendar | Gmail, Outlook, Shortwave, Google Calendar, Outlook Calendar |
| Documents & Storage | Google Drive, Notion, Dropbox, Airtable, OneDrive |
| Communication | Slack, Discord, Telegram, Microsoft Teams, Twilio |
| Project Management | Linear, Asana, Jira, Google Tasks, ClickUp, Todoist |
| CRM & Sales | HubSpot, Salesforce, Attio, Pipedrive, Zoho |
| Finance & Billing | Stripe, QuickBooks, Xero |
| Marketing | ActiveCampaign, Klayvio, Mailchimp, Twilio, LinkedIn |
| Developer Tools | GitHub, Vercel, AWS |
| Custom | Any HTTP API, any MCP server — if it has an API, Tasklet can connect to it |
Custom APIs & Integrations
Tasklet can connect to any HTTP API or MCP server directly. Describe what you want to connect to, and Tasklet will set up a connection flow where you can securely provide your credentials.
“Connect me to the Gemini API so I can generate images with Nano Banana.”
You can also connect to internal company APIs. Share instructions or reference files with Tasklet and it will learn to make requests.
Security protections
- Your credentials are encrypted and stored securely within the connections flows—Tasklet never sees your passwords
- Connections use OAuth when available (you log in directly with the service)
- You can revoke access anytime from Settings → Workspace → Connections
- After approving an app connection. you control exactly what tools Tasklet can access. For example, you can grant read-only access—letting Tasklet see your data without changing it.
Triggers
Triggers let Tasklet run automatically—on a schedule, when emails arrive, or in response to external events.
How to create a trigger
Describe what you want to happen and when:
“Send me a daily briefing every morning at 9am.”
“When I get an email with an attachment, file it in Drive.”
You can also say “create a trigger for…” to be explicit.
Types of triggers
| Trigger | How it works | Example prompt |
|---|---|---|
| Schedule | Runs at times you choose — daily, weekly, or custom | Daily briefings, Team work recaps, Monitor competitor websites |
| Webhook | Runs when another app or service sends a request to your custom URL | Custom forms and code |
| RSS Feed | Runs when new content appears in any RSS feed | Podcasts, Substacks, Newsfeeds, Blogs, YouTube channels, Subreddits |
| Text Message | Talk to your agents via text (iMessage & RCS supported) | Quick questions, On-the-go tasks, short tasks |
| Email Replies | Respond to email notifications from your agents | Ask follow-ups, Revise your agent’s work |
| Gmail | Runs on new emails or when you apply a specific label | Auto-draft replies, inbox categorization and triage, Deep research on label |
| Apple Shortcuts | Runs from Apple Shortcuts automations or Siri using a prebuilt shortcut | Arrive or leave locations, CarPlay commands, Siri voice triggers |
| Google Calendar | Runs when calendar events are created, changed, starting, or have ended | Meeting prep briefs, Calendar change alerts, Post-meeting follow-ups |
| Google Drive | Runs when a specific file changes or when files in a specific folder change | File upload alerts, Folder change notifications, Document update workflows |
| Notion | Runs on page updates or new database items in Notion | Sync Notion changes, Track project updates, Monitor databases |
| HubSpot | Runs on CRM changes like contact updates or new deals | Lead routing, Deal stage alerts, Contact enrichment |
| GitHub | Runs on repository events like pushes, pull requests, or issues | Triage new issues, Review PR notifications, Monitor releases |
💡 Tip: You can add a filter to Gmail triggers to reduce the number of emails being processed and lower credit usage. For example, you can filter by attachments only, specific senders, or emails marked as important. To do this, specify the filter when creating the trigger: “When I get an email with an attachment…”
To test, delete, or view details of a trigger, ask the agent or click the trigger icon (⚡) in the chat toolbar.
Multiple triggers per agent
A single agent can handle multiple triggers. For example, an inbox assistant agent could:
- Run a daily briefing every morning
- Draft replies for incoming emails
- Star important messages automatically
Text & Email Messaging
Tasklet can send and receive messages via email or text (iMessage & RCS). When someone responds, your agent receives the reply and can take action.
Email anyone (with permission)
You can add any email address as a contact method. The recipient clicks a verification link to opt in, and then your agent can send them messages—reports, notifications, requests for approval, etc.
Text messaging
Tasklet can also send and receive text messages via iMessage and RCS. This is useful for time-sensitive alerts or when you want to interact with your agent on the go.
Two-way conversations
Recipients can reply to Tasklet’s emails or texts. Your agent receives the response and can continue the conversation or take action based on it. Recipients don’t need a Tasklet account.
How to set it up
- Ask any agent to add a contact method (email or phone number)
- The recipient verifies—clicking a link for email, or sending a text for phone numbers
- Once verified, your agent can message them anytime
Example prompts
- “Every Friday, email the sales team a summary of closed deals”
- “Text me if any emails come in from my boss”
- “Include my teammate in these reports, their email is…”
File Processing
Tasklet can transfer files between connections (Gmail, Drive, Slack, APIs, etc.), process them, and create new files.
What it can do
| Capability | Examples |
|---|---|
| Transfer | Grab email attachments and file them to Drive, download from web and upload to Slack |
| Convert | Batch resize images, transcode audio, turn documents into PDFs |
| Create | Generate spreadsheets, PDF reports, or videos with narration from scratch |
| Edit | Modify images, clean up data files |
| Merge & Split | Combine PDFs, extract pages, split large files |
| Analyze | Process a 10,000-row CSV and get summary statistics and visualizations |
Combining with triggers
File processing can be combined with triggers to automate recurring workflows:
- Every morning, pull data from your CRM and generate a summary report.
- When receipts arrive in your inbox, extract the data and add a row to a spreadsheet.
- On a schedule, check a public dataset and alert you if anything changes.
Example prompts
- “When I get an invoice emailed to me, save it to my ‘Invoices/2026’ folder in Drive and log it in my expenses spreadsheet.”
- “Analyze this CSV and send me a summary with charts.”
- “Resize all images in this folder to thumbnails.”
- “Download all my receipts from Doordash and upload them to Drive.”
Browser
Every Tasklet agent has a built-in web browser it can use to visit and interact with any website. The agent can use it for example to access authenticated sites or fill out forms.
How to use it
Just describe what you need and Tasklet will open a browser if it helps:
Log into my Google Ads account and take a screenshot of this week’s campaign performance dashboard.
You can also say “use the browser to…” to be explicit, but usually you should let the agent choose the best approach. In many cases using a built-in integration or non-interactive web tools will be faster, more reliable, and use fewer credits.
What it can do
- Navigate complex pages, enter text, interact with buttons and other elements
- Fill out forms and click through multi-step flows
- Extract data from pages (tables, listings, article text)
- Upload and download files
- Scroll long pages and interact with dynamic content
- Hand off sign-in or CAPTCHA steps to you when a site requires them
Logins and CAPTCHAs
Tasklet will never ask you for your password. When a site needs you to sign in, or a CAPTCHA appears, the agent navigates to the login page and shows you a live browser preview in the conversation. You take over in the preview—enter your credentials or solve the challenge directly—and then hand control back. The agent continues from there.
Saved logins and cookies
The browser keeps a persistent profile for each agent. Once you’ve signed into a site through the browser preview, the agent stays signed in for future tasks—you don’t have to re-enter your credentials each time. Cookies, site preferences, and any data the site stored locally carry over the same way.
If an agent goes unused for over 30 days, the browser’s saved state may be cleared and you’ll need to sign in again the next time the agent visits that site.
Example prompts
- “Log into my company’s Workday portal and submit my timesheet for this week.”
- “Log into my Google Ads account and take a screenshot of this week’s campaign performance dashboard.”
- “Log into Gusto and download the last 3 payroll summary PDFs.”
- “Go to the DMV appointment scheduler, find the earliest available slot in San Jose, and book it for me.”
- “Search Google Flights from SFO to NYC for next Friday, apply ‘nonstop only,’ sort by price, and screenshot the top results.”
- “Log into my accountant’s client portal and upload these three PDF documents.”
- “Go to DoorDash and re-order my last Thai food order.”
Computer Use
Computer Use is deprecated and will be removed on June 18, 2026. Existing agents that use computer connections need to migrate before that date.
Tasklet’s built-in capabilities replace the most common Computer Use workflows without requiring a separate virtual computer connection:
- Browser is faster, cheaper, and more reliable than Computer Use for websites and web apps. It lets agents fill out forms, download and upload files, and use saved authenticated sessions after you sign in through the browser preview.
- Sandbox lets agents run commands and code, install packages, and process files in their own Linux environment.
If an existing agent uses Computer Use, ask it to migrate. It can move web workflows and logins to Browser, move command-line and file-processing work to Sandbox, and stop using its computer connection.
Workflows that depend on native desktop applications or another non-browser interface may not have a direct replacement before Computer Use is removed.
Instant Apps
Instant apps are lightweight, interactive web apps that run inside Tasklet’s preview panel. Use them when you need an interface to click through, filter, sort, or enter data while continuing your conversation.
Instant apps are a good fit for dashboards you want to drill into, trackers or lists with inline edits, interactive calculators or forms, kanban-style workflows, and plenty more.
What makes instant apps powerful:
- Live data — Apps can use your connected services to show current data, not mockups.
- Two-way sync — Changes you make in the app write back to your tools.
- Feedback loop — Actions you take in the app flow back to the agent, so it can respond to what you clicked or edited.
- Saved — Apps are saved to the agent’s filesystem, so you can revisit or update them later.
Example prompts:
- “Build a dashboard showing my open Linear issues grouped by priority.”
- “Create a kanban board for the projects in my Notion database.”
- “Make an interactive chart of monthly revenue from the sales spreadsheet.”
Organizations
An organization is your team’s home in Tasklet. It groups your members, your workspaces, and your billing in one place. Everyone you work with joins the same organization, and from there you decide who can do what.
How Tasklet is organized
- Organization — your company’s account. Holds your members, workspaces, and billing.
- Members — the people in your organization, each with a role: Owner, Admin, or Member.
- Workspaces — where agents, connections, and knowledge live. Each is either personal (just you) or shared with teammates.
In short: an organization contains members and workspaces; a workspace is where your team actually does the work.
Roles
Every member of an organization has one of three roles:
| Role | What they can do |
|---|---|
| Owner | Full access to everything. Each organization has exactly one owner, set when it’s created. The owner role is permanent and can’t be transferred. |
| Admin | Manage members, billing, and settings—nearly everything an owner can do, except deleting the organization or changing the owner. |
| Member | Use Tasklet day to day: run agents, create workspaces, and collaborate in shared workspaces. |
Inviting people
People join an organization by invitation. By default, any member can invite new people; an admin can lock this down to admins only from Settings → Organization → Members. When you invite someone, you choose the role they join with (Member or Admin), and you can change it later from the same page.
Workspaces
A workspace is where your agents, connections, and knowledge live. Tasklet gives you two kinds:
- Personal workspace — private to you. The agents, connections, and knowledge here are yours alone.
- Shared workspace — a team space. Everyone you add sees and works with the same agents, connections, and knowledge.
Any member of your organization can create a shared workspace from Settings → Workspaces.
Shared workspaces
When you add someone to a shared workspace, they get access to everything in it:
- Agents — every agent in a shared workspace is automatically available to all of its members. There’s no separate “share” step: build an agent in a shared workspace and your teammates can use it, pick up where it left off, and see its work.
- Connections — connections added in a shared workspace go into a shared pool. Any member’s agents can use them, so you only connect a service like Slack or a shared inbox once for the whole team.
- Knowledge, instructions, and skills — the workspace-wide guidance covered in the next section applies to every agent and every member here.
💡 Tip: Because connections are pooled, a teammate’s agent can act through a service you connected. Only add connections to a shared workspace that you’re comfortable letting the whole team use—keep personal accounts in your personal workspace.
Managing members
Members are managed from Settings → Workspace → Members. You can add anyone who’s already in your organization, and remove them when they no longer need access.
- Workspace members (everyone in a shared workspace) can add and remove other members, build agents, rename the workspace, and archive it.
- Organization owners and admins can manage any shared workspace in the organization, plus unarchive workspaces and set per-workspace usage limits.
Knowledge
Workspace knowledge is everything you give your agents so they work the way you want—custom instructions, files, and skills. Every workspace has its own: in a personal workspace it’s private to you, in a shared workspace it’s available to the whole team. Manage it from Settings → Workspace → Knowledge.
Agents can always read your knowledge, but they can’t change it without permission—an agent has to request edit access, and won’t have it until you grant it.
Custom Instructions
Custom instructions are house rules every agent in the workspace follows—tone of voice, formatting, things to always or never do, and basic context about your company. Set them once instead of repeating yourself in every conversation.
Examples of useful instructions:
- “Always write in British English and use our brand name ‘Acme’ (never ‘ACME’).”
- “Our fiscal year starts in February—assume that for any reporting.”
💡 Tip: Instructions are capped at 10,000 characters—keep them focused on rules and context, and put longer reference material in Workspace Files instead.
Workspace Files
Workspace files are a shared library your agents can read—docs, policies, data, templates, anything you want them to know. Create files, folders, or skills, upload your own, edit text and Markdown files in the browser, and download files or whole folders.
Agents pull from workspace files automatically when it’s relevant:
- “What’s our refund policy?” → the agent reads it from the policy doc you uploaded.
- “Draft a proposal using our standard template.” → the agent starts from the template in your files.
Skills
Skills are reusable, step-by-step playbooks for tasks your agents do over and over—a packaged procedure any agent in the workspace can run consistently.
Each skill has a name, a short description of when to use it, and its instructions (plus any supporting files). Agents see all available skills and reach for the right one when a task matches.
You create and manage skills from the same Knowledge area:
- Pre-built skills — install ready-made skills from the gallery with one click.
- Custom skills — create your own: give it a name, a brief description, and the instructions the agent should follow.
Examples of skills you might create:
- A weekly report skill that defines exactly how your reports should be structured and sourced.
- A support triage skill that encodes how to categorize and route incoming tickets.
💡 Tip: Not sure whether to use instructions, files, or a skill? Use instructions for always-on rules, files for reference material, and a skill for a repeatable procedure with clear steps.
Advanced Capabilities
Filesystem
Every Tasklet agent has a persistent filesystem that survives across sessions. Rather than holding everything in its context window, your agent writes to disk. This means it can work with large files, build up results over time, and pick up where it left off.
What lives there:
| Location | Purpose |
|---|---|
| Your files | Uploads you share, documents Tasklet creates, reports, exports |
| Subagent instructions | Reusable playbooks for recurring work (e.g., “how to research a company”) |
| Skills | Instructions that extend capabilities for specific connections or workflows |
| Processing workspace | Intermediate files during complex operations |
💡 Tip: The filesystem, skills, and memory described in this section are private to a single agent. For instructions, files, and skills shared across every agent in a workspace, see the Knowledge section above (Custom Instructions, Workspace Files, and Skills).
Working with connections:
Tasklet can download files from connections to the filesystem, and upload files from the filesystem to connections.
Example prompts:
- “Save a summary of this research to refer back to later.”
- “Show me the files you’ve created for this project.”
- “Keep a running log of all the leads you find.”
Sandbox (Code Execution)
Every Tasklet agent has a Linux sandbox for running code and processing files.
Pre-installed tools:
- ffmpeg — audio and video processing
- ImageMagick — image manipulation and conversion
- Pandoc — document format conversion
- curl, jq — web requests and JSON processing
- Python 3.12 with access to any package (pandas, numpy, matplotlib, etc.)
Installing packages:
The sandbox can install any additional package on demand. If a task requires a specific library or tool, Tasklet installs it and proceeds.
Filesystem access:
Code running in the sandbox can read and write to the agent’s filesystem. Scripts can be saved and rerun later, or process files that have accumulated over multiple sessions.
Example prompts:
- “Analyze this 10,000-row CSV and give me summary statistics with visualizations.”
- “Convert all these Word docs to PDFs.”
- “Write a script that checks this API every hour and alerts me if the price drops.”
Memory (SQL Database)
Every agent has its own persistent SQL database to store and retrieve data across sessions. This is how your agent “remembers” things over time.
What it’s for:
- Tracking progress on recurring tasks
- Avoiding duplicate work (“have I already processed this?”)
- Storing information that builds up over time
- Keeping configuration that changes between runs
If you want your agent to remember something specific, you can tell it explicitly:
- “Store all the contacts you find in your database so you don’t look them up again.”
- “Remember everything we learn about Acme Corp in your database.”
- “Track all the vendors we’ve evaluated, their pricing, and our notes in the database.”
Subagents
For complex tasks, Tasklet spins up focused subagents to handle specific parts of the work, like mini-workers with clear instructions for their job.
How they work:
Subagents are each focused on a specific task. When finished, they report back the result, keeping work organized and costs down.
Why it matters:
- Breaks big tasks into smaller, manageable steps
- Keeps costs down: each subagent works with only what it needs
- Processes long lists without losing track (e.g., reviewing 50 resumes one by one)
- Handles heavy lifting like web scraping or document analysis in isolation
Tasklet often creates subagents automatically, but you can request them explicitly:
- “Create a subagent to research each competitor, then compile the results into one report.”
- “Use a subagent to review each resume in this folder and score it against our job criteria.”
- “For each lead in this list, have a subagent research the company and draft a personalized outreach email.”
Webhooks (External API)
Tasklet can receive data from external services via webhooks, giving you an API endpoint that triggers AI-powered workflows.
How to set it up:
“Set up a webhook that triggers when I get a new order from my Shopify store.”
Tasklet creates a unique URL. Point your external service at that URL, and when it sends data, Tasklet wakes up and processes it.
Examples:
- Stripe sends a webhook when a payment succeeds → Tasklet updates your CRM and sends a welcome email
- GitHub sends a webhook on new issues → Tasklet triages and labels them
- Your app sends a webhook when users sign up → Tasklet enriches profiles and notifies sales
- Meeting transcription service sends a webhook → Tasklet creates tasks and emails a recap
Agent-to-agent communication:
Webhooks also enable agents to talk to each other. One agent can make a Direct API call to another agent’s webhook URL to trigger it. This is useful for coordinating work between specialized agents.