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AI nodes

The AI section of the palette has two kinds of node. Agent is a full AI turn: a brain, a prompt, a budget, and the tools to read and write your workspace. The Quick AI actions each do one small job and hand their text to the node after them.

Both need AI to be available for the workspace. A node that cannot run is shown locked in the palette with the reason: AI is off, or no model can call tools. See AI settings.

Agent

NodeWhat it does
AgentRuns an AI agent with a prompt: it reads and writes tasks, notes and fields over as many steps as it needs, as Truetask AI or as one of the board's agents.

The brain

Agent is the one control that says who the step runs as.

  • Leave it on Truetask AI and the step runs as the house voice, on the workspace's models.
  • Pick one of the board's agents and the step runs under that agent's name.
  • A model picker sits beside the brain, so one automation can use a different model from another.

An agent that was set up on a computer through the desktop app is different: the step runs there, with that computer's coding tool, model and effort. The node says so in amber when you pick one. That computer has to be on, signed in and connected every time the automation runs, or the run fails. See Desktop agents.

The prompt

Write what you want done. The agent reads the task and the board, calls the tools it needs, and ends with a message. Placeholders such as {card.title} and {card.description} fill in from the task that fired the automation. See Placeholders.

The budget

FieldDefaultRange
Turns81 to 20
Tokens8000500 to 50000
Seconds605 to 600

A run stops with whatever it has when a limit is hit. On top of the budget, one Agent node may make at most 20 write calls in a single run.

What the agent can do

The Agent node is granted every automation tool: reading and writing tasks, lists, tags, checklists, comments, custom fields, relations, notes, milestones, timers, dependencies, attachments and files, plus searching the workspace and fetching a URL.

It is never given the destructive ones. Deleting tasks, tags, custom fields, comments and checklist items is off the table, because an automation has nobody to confirm with. A run as Truetask AI also skips the tools that only a board agent may call.

The output

The agent's final message is available to the nodes after it as {agent.output}. Add it as a comment, write it to the description, or put it in a field. To write it to a different task, put a Target Card node in between.

Quick AI actions

NodeWhat it doesWhere the result goes
Smart HydrateFills in a sparse task from its title: a description and tags, following your prompt.Applied straight to the task
GenerateWrites text from a prompt and the task's context.{ai.output}
Suggest TagsProposes tags for the task from its content, using the board's own vocabulary.{ai.output}
Improve TitleRewrites the task's title to be clear and specific.{ai.output}
SummarizeSummarizes the task, its comments or a note into a short text for the steps after it.{ai.output}

Every one of them has a single optional Prompt field: extra instructions appended to the node's own default prompt. Leave it blank and the default does the work. Use it for board-specific tone, for example "use frontend tech vocabulary".

Except for Smart Hydrate, these nodes only produce text. They do not write anything themselves, on purpose: chain them into the action that should write.

NodePair it with
GenerateSet Description, Add Comment or Write Note
Suggest TagsApply Tags
Improve TitleSet Title
SummarizeAdd Comment, or anything that takes text

Smart Hydrate

Smart Hydrate is the one that applies its own result. One AI call writes a description and picks tags in a single update to the task.

It writes a description only when the task does not already have one, and it prefers tags the board already uses, creating a new one only when nothing fits. Each half can be switched off workspace-wide under Settings > Integrations > AI, in the Features section: Suggest card descriptions and Suggest card tags.

Smart Hydrate is also what the Hydrate new cards starter automation runs. See Builder.

Where the models come from

Models are configured under Settings > Integrations > AI. The Models section is the list of models the workspace can use, and Routing picks which model serves each capability.

CapabilityUsed by
GenerateSmart Hydrate
Tool use (agent)The Agent node, and the Generate, Suggest Tags, Improve Title and Summarize nodes

A model chosen on the Agent node itself wins over the routing.

Truetask Cloud only

Truetask AI is the managed option: models are included with your plan, with nothing to configure and no API key. Usage counts against a monthly allowance shown on the AI settings page. You can still add your own provider models alongside it. See Plans and billing and Models.

Self-hosted only

There is no managed option. Add your own provider models under Settings > Integrations > AI and route each capability to one of them. Tool use needs a model with real function calling: a weak caller invents tool names and the agent goes nowhere.

Editing the default prompts Self-hosted

Every AI node has a default prompt behind it, stored in the workspace rather than hard-coded. Workspace administrators can edit them in the Prompts dialog. The Smart Hydrate node's config panel has a Customize hydrate prompts link straight into it.

The link only appears when you have permission to manage prompts and your workspace has prompt customization. On Truetask Cloud the defaults are fixed, and the per-node Prompt field is how you steer them.

Truetask works the same on Truetask Cloud and on your own server. Pages and sections that apply to one model only are labelled.