Import
Table of Contents
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
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
Markdown
.md
Full Markdown syntax preserved
Plain text
.txt
Converted to task structure
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
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
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:
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
## 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
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:
1
Click + Create new in your workspace (top-right corner)
2
Choose Import from the dropdown
3
Select an import mode:
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
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:
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:
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:
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
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
Full syntax reference and usage guide
Format tasks and projects
Import and create projects programmatically via the API
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