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- Getting Started
- Get started with TaskJuice
Get started with TaskJuice
Understand what TaskJuice does, how accounts and workspaces fit together, and the fastest path to a live workflow.
What TaskJuice does
TaskJuice connects the apps you already use and runs automated workflows between them. You design a workflow visually: one trigger that starts it, then connected steps that call apps, transform data, branch, loop, or run AI. When you publish, the live version starts receiving events and processing them for you. You connect each app inline as you build, so there is no separate setup phase before you can start.
This section takes you from a brand-new account to your first live workflow. Pick the path that matches where you are.
The account model
TaskJuice organizes everything under two levels:
- Account is your agency. You create it once during setup, and it owns your branding, billing, and staff.
- Workspace is one client engagement. Your account can hold one or more workspaces depending on your plan: Starter includes 1, Growth 5, and Scale 25. Each workspace keeps its own workflows, connections, and run history isolated from the others.
Your first workspace is created automatically when you set up your account, so you can start building right away. People on your account are teammates (staff who hold an account role) and get access to every workspace. The clients you invite into a single workspace see only that workspace, through their portal.
TaskJuice plans are Starter, Growth, and Scale, and there is no free plan. Every plan includes a 14-day free trial: you add a card at secure Stripe checkout but are not charged until the trial ends, and you can cancel anytime before then and pay nothing.
Choose your path
The fastest route. Go from sign-in to a published, event-receiving workflow in under 10 minutes.
Walk the five-step setup wizard: choose a plan, name your account and URL, add a logo, pick brand colors, then confirm.
Instantiate a prebuilt workflow, fill in your connections, and publish it instead of building from scratch.
Follow start from a template.
Understand workflows, triggers and actions, connections, and runs before you go deep.
Read the core concepts orientation, then explore the full concepts section.
How a workflow goes live
Every workflow follows the same lifecycle, so it helps to know the shape before you build one.
Design the graph
Add a trigger and connect the steps that run after it in the visual editor. Each step's output becomes available to later steps as you build.
Connect your apps
When a step needs an app, you authorize the connection inline. There is no separate connections setup to finish first.
Publish a version
Publishing validates your changes and activates the version. Only the active version receives live events, and a published workflow shows a green Published badge.
Watch it run
Each time the trigger fires, a run executes the steps and records a status (pending, running, waiting, completed, failed, paused, or cancelled) plus a step-by-step timeline.
When you edit a version that is already active, TaskJuice forks your changes into a new draft and leaves the running version untouched. Publishing the draft is what swaps which version is live, so in-flight runs finish on the version they started on.
Next steps
- New to TaskJuice? Go straight to the quickstart.
- Want the prebuilt route? Browse the template gallery.