Task Automation
Task Automation turns manual, repetitive work into automated actions that run without human intervention. Create tasks, assign them, track completion, and trigger follow-up steps automatically.
What is a task?
A task is a discrete unit of work assigned to a person or team, with a title, description, due date, and status. Tasks can be created manually in the dashboard or automatically as part of a workflow step.
curl -X POST https://api.ventryx.io/v1/tasks \
-H "Authorization: Bearer $VENTRYX_API_KEY" \
-H "Content-Type: application/json" \
-d '{
"title": "Review Q1 contract renewal",
"assignee": "[email protected]",
"due_at": "2026-04-10T17:00:00Z",
"priority": "high",
"metadata": { "customer_id": "cust_456" }
}'
Automated task creation
Use the assign_task step in any workflow to create tasks automatically when conditions are met:
- A new customer signs up → assign onboarding task to a CSM
- An invoice is overdue → assign follow-up task to finance
- A support ticket escalates → assign technical review task to engineering
Task lifecycle
| Status | Meaning |
|---|---|
open | Created, not yet started |
in_progress | Assignee has started work |
blocked | Waiting on a dependency |
completed | Work done, triggers any follow-up steps |
cancelled | No longer needed |
When a task moves to completed, a task.completed event is emitted. You can use this event as a trigger for follow-up workflows — chaining human actions with automated steps seamlessly.
Reminders and escalations
Configure automatic reminders at intervals before the due date, and escalation rules that reassign or notify a manager if a task isn't completed on time — all without writing custom scheduler logic.