Taskpath handles the repetitive work that arrives by email, file, form, and webhook — drafting replies, capturing leads, filing documents, and answering from your own knowledge. Always grounded, always cited, and always waiting for a person before it sends or changes anything.
Four patterns cover most of the repetitive work a team does. Here's what each one looks like in practice.
Support and sales mail lands as a task, drafted from your own knowledge — nothing sends until you approve.
Support questions
Refunds, delivery dates, how a feature works — a cited draft from your policies; you approve or edit; it sends from your own mailbox and threads back onto the task.
Sales inquiries
Pricing, fit, availability — a qualified, grounded draft, ready for a person to send.
Shared inboxes
info@, hello@, orders@ — every message becomes a routed task, so nothing is lost in the pile.
Consented outreach that a person always approves — and the nudge that stops the moment someone replies.
Lead welcome & nurture
A signup is screened for spam, captured to your CRM, and a welcome is drafted for approval — with a 3-day follow-up that cancels itself the instant they reply.
Account outreach
Add a target account; get a personal, cited first message; approve the send; the follow-up drafts itself if it goes quiet.
Renewals & check-ins
Timely nudges for renewals or dormant customers — drafted, never sent without you.
Watch a shared folder or a webhook; what arrives becomes a filed, classified task — low-confidence held for a human.
Document intake
Invoices, contracts, DPAs, or CVs dropped in a shared folder are classified and filed — anything uncertain is parked for a person, never guessed.
Applications & forms
Job applications, permit or grant forms, and support forms become tasks with the key fields pulled out, ready to act on.
System events
Orders, payments, or signups arriving by signed webhook are triaged into governed tasks with the follow-up drafted.
Point it at your documents; get answers your team can trust, with sources — and no invented policy.
Team answers
“What’s our policy on X?” returns a cited answer from approved docs — or says it doesn’t know, rather than making one up.
Prep briefs
A short, cited briefing on an account or a topic before a call or a reply.
Onboarding
New hires get grounded answers instead of interrupting senior staff.
Every automation shows its own step-by-step flow — the sources it reads, the branches it takes, and, in amber, precisely where it stops and waits for a person.
Lead intake · flow
→ Route
genuine → Welcome · else → End
→ Follow-up
→ Follow-up
Ends here
And expand from there. A few places it tends to land first:
Customer support
Cited email replies, order- and status- answers, and shared-inbox triage.
Sales & growth
Inbound qualification, lead capture into your CRM, and governed outreach with follow-up.
Operations & back-office
Document classification, form and application intake, and webhook-event triage.
Finance & accounts payable
Invoice intake and routing, and drafted replies to supplier email.
Professional services
Client intake, recurring request handling, and cited answers for client-facing teams.
People & HR
Application intake, policy Q&A for staff, and candidate follow-up.
We run our own support, sales, and pilot signups on this exact loop — so it behaves the way we tell customers it does.
We onboard a small number of pilots around one workflow at a time. Tell us the one you'd start with — or see exactly how it works first.