Tasks
Learn how tasks work in MeshMesh Studio - from planning to completion, with AI-powered automation for your Salesforce workflows.
Tasks & Workflows
A task in MeshMesh Studio represents a goal or objective you want to accomplish. Describe what you want in natural language, and your AI assistant figures out the steps needed to make it happen.
Tasks automatically track progress, create artifacts, and save results for future reference.
Types of Tasks
Single-Step Tasks
Simple, focused tasks that accomplish one thing:
- Show me my Marketing Cloud templates
- Create a customer segment of high-value buyers
- Generate a campaign performance report
Multi-Step Workflows
Complex tasks requiring multiple actions:
- Create a welcome email series with 3 emails
- Set up a customer journey from acquisition to retention
- Integrate data from multiple sources and create analysis
Iterative Tasks
Tasks that evolve through conversation:
- Start with broad exploration
- Narrow based on findings
- Iterate until desired outcome achieved
Task Components
Task Lifecycle
You describe what you want to accomplish
AI analyzes your request and plans the approach
You review the plan (if needed) before execution begins
AI performs the necessary steps automatically
Progress tracked in real-time as each step completes
Artifacts created to document important discoveries
Results presented with summaries and visualizations
Artifacts available for detailed exploration
Follow-up questions can be asked
Results saved automatically
Artifacts preserved for future reference
Shareable with team members
Working with Tasks
Create Your Task
Choose from three methods:
From Scratch: Click "New Task", name it, describe what you want, and start
From Template: Browse template library, select matching goal, customize, and start
From Previous Task: Open completed task, click "Create Similar Task", modify, and start
Organize by Status
Keep Tasks Organized
Use categories, priorities, and status filters to manage multiple concurrent tasks.
- Active: Currently in progress
- Waiting: Paused, waiting for input
- Completed: Finished successfully
- Archived: Moved to archive
Search and Filter
Find tasks by name, description, artifacts created, date, platforms used, or team members involved.
Best Practices
Writing Effective Task Descriptions
Be specific, provide context, and state constraints clearly.
Examples
Be Specific:
- ❌ "Do something with emails"
- ✅ "Create a welcome email series with 3 emails for new customers"
Provide Context:
- ❌ "Make a campaign"
- ✅ "Create a Black Friday campaign targeting customers who abandoned carts in the last 30 days"
State Constraints:
- ❌ "Build a journey"
- ✅ "Build a customer journey that sends no more than 2 emails per week and respects opt-out preferences"
Breaking Down Complex Tasks
For very complex goals, start with a high-level task, review what AI discovers, create separate tasks for each major component, and link related tasks together.
Task Performance
Simple Tasks
Complete in 2-5 minutes. Quick operations and single-platform queries.
Medium Tasks
Complete in 5-15 minutes. Multi-step workflows and moderate complexity.
Complex Tasks
May take 15-30 minutes. Advanced integrations and extensive operations.
Tasks automatically timeout after 30 minutes. Break very large tasks into smaller pieces and save progress incrementally.
Troubleshooting
Tips & Tricks
- Leverage Task History: Review what worked well and create templates from successful patterns
- Run Concurrent Tasks: Multiple tasks run independently with results available as each completes
- Iterate Freely: Refine based on results and adjust approach as needed
- Share with Team: Collaborate on tasks and build organizational knowledge