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Channels, automations, and knowledge

Channels (how work gets in and out)

Everything that links Taskpath to the outside world lives under Connections. Inbound channels each turn a message into a Task:

  • Assistant mailbox (IMAP) — email becomes tasks.
  • Web form — a public form submission becomes a task.
  • Incoming webhook — an HMAC-signed webhook becomes a task.
  • WebDAV/Nextcloud folder — files dropped in a watched folder become tasks.

Outbound is email (approved replies) and outgoing webhooks (to a CRM or other system). All inbound messages are normalized to one canonical record that the Activity feed reads.

Automations (how work gets done)

An automation is a declarative sequence of steps triggered by a channel event. Available step types include: interpret, extract, classify, retrieve, validate, clarify, consult, generate (governed assistant with RAG + citations), approve, execute, deliver, wait, and deterministic branches.

Automations are authored as templates and activated per workspace. A typical support automation: interpret → classify → draft a cited reply → check it's supported → escalate to a person if not → park for a human to review and send. Nothing consequential happens without approval.

Knowledge (what answers are grounded in)

Upload documents into the knowledge base (under Knowledge), optionally grouped into collections (e.g. support, sales) that the Assistant can be pointed at. Taskpath chunks and embeds them so the assistant can answer with citations. A WebDAV/Nextcloud connection can also feed its files into the knowledge base, but that's an opt-in role — enable “Index files into knowledge” on the connector — so a folder used only for document intake never gets pulled into the KB by surprise. Good answers from resolved tasks can be captured back into the knowledge base (governed review), so the system gets better with use.

Knowledge and drafting require an AI provider to be configured for the workspace (Settings → AI) — Taskpath supports Mistral and any OpenAI-compatible endpoint, so you can keep it EU-hosted.