Workflows
A workbook is a canvas of nodes: triggers, model steps, app tools, loops, and checkpoints. Run it by hand, on a schedule, from an app event, or from your own HTTP call.
Manual run
- Create a workbook (or start from a template).
- Wire a Start node to the steps you want.
- Click Run on the tab. Watch events live; cancel if you need to.
Free includes manual runs. Schedules start on Growth.
Schedule
Two places, same idea — fire without anyone opening chat:
- Workflow canvas — drop a Schedule trigger, set cron and timezone (for example every weekday at 9:00).
- Task Schedule tab — presets such as daily at 9:00, plus a workspace list at
/schedules.
Use this for Monday briefs, inbox sweeps, and anything that should already be done when the team arrives.
Triggers
Put a trigger on the canvas and connect the matching app. When the event happens, the workbook starts.
| Trigger | When it fires |
|---|---|
| Manual | You click Run |
| Schedule | Cron / timezone you set |
| Webhook | HTTP POST to the tab’s webhook URL |
| API | HTTP call with your Task AI API key |
| Gmail | New mail matching the filters you set |
| Slack / Slack reaction | Message or reaction in a channel |
| Microsoft Teams | Message in a channel |
| GitHub | Push, pull request, and other repo events you select |
| Sheets | Row added or updated |
| Notion / Airtable | Page or record change |
| Linear / Jira | Issue created or updated |
| Form | Typeform (or similar) submission |
Webhook
Copy the URL and token from the trigger inspector. Send JSON; input maps to Start inputs.
curl -sS https://tasks.phthos.ai/api/webhooks/workflows/WORKBOOK_ID/TAB_ID \
-H "X-Workflow-Webhook-Token: YOUR_TOKEN" \
-H "Content-Type: application/json" \
-d '{"input": "summarize yesterday"}'The response includes a run id and status. Optional Idempotency-Key avoids starting the same job twice.
Run from the API
Create a personal API key in Task AI Settings (tai_…). Then start the task’s workflow:
curl -sS https://tasks.phthos.ai/api/v1/tasks/TASK_ID/run_workflow \
-H "Authorization: Bearer tai_…" \
-H "Content-Type: application/json" \
-d '{"inputs": {"input": "summarize yesterday"}}'List workbooks with GET /api/v1/workflows using the same key. To chat with the agent over HTTP instead, see Share & host.
GitHub, Gmail, Slack
Add the matching trigger, connect the app, and choose the repo, inbox, or channel. Task AI shows the URL to paste into GitHub (or the other product) when a webhook is required. Pings and filtered events (wrong branch, wrong label) are skipped so the source does not retry forever.