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Taskfile Automation Guide

Advanced automation reference for power users and demo developers using Task.

For Advanced Users

This guide is for developers who want to understand or extend the demo automation. For basic usage, see Commands Reference.

Installation & Setup

Prerequisites

  1. Install Task: taskfile.dev/#installation
# macOS
brew install go-task/tap/go-task

# Windows (Chocolatey)
choco install go-task

# Linux
curl -sL https://taskfile.dev/install.sh | sh
  1. Install Required Tools:
# Document conversion dependencies  
brew install pandoc imagemagick  # macOS
sudo apt install pandoc imagemagick  # Linux
  1. Python Environment:
# Ensure uv is installed for Python dependency management
pip install uv
uv sync  # Install project dependencies

Document Conversion Pipeline

How Document Conversion Works

The automation converts Markdown source files to multiple formats for comprehensive demo scenarios:

sample-data/google-drive-docs/*.md
    ↓ (pandoc + imagemagick)
PDF + DOCX + PPTX + JPG outputs
    ↓ (task copy commands)  
Google Drive "Festival Operations" shared drive

Available Conversion Tasks

Individual Document Conversion

# Convert specific categories
task convert-category-1-strategic
task convert-category-2-operations  
task convert-category-3-compliance
task convert-category-4-knowledge

# Convert all documents
task convert-all-docs

Cleanup & Reset

# Clean up converted documents
task clean-converted-docs

# Full reset and reconvert
task clean-converted-docs && task convert-all-docs

Google Drive Integration

Upload Automation

Category-Specific Upload

# Upload by business category with demo context
task copy-category-1-strategic   # Strategic planning documents
task copy-category-2-operations  # Technology & operational docs
task copy-category-3-compliance  # Risk & compliance materials  
task copy-category-4-knowledge   # Training & knowledge sharing

# Upload all categories
task copy-all-categories

Sample Questions Integration

Each copy task includes contextual sample questions for immediate demo use:

  • Strategic: Market expansion and financial analysis questions
  • Operations: Technology projects and venue management queries
  • Compliance: Policy and risk assessment questions
  • Knowledge: Training and collaboration queries

Advanced Configuration

Environment Variables

The Taskfile supports environment-based configuration:

# Google Drive integration
export GOOGLE_DRIVE_DIR="~/Google Drive/Shared drives/Festival Operations"

# Snowflake connectivity (optional)
export SNOWFLAKE_DEFAULT_CONNECTION_NAME="your_connection"

# Documentation API keys (optional)
export MKDOCS_GIT_COMMITTERS_APIKEY="your_github_token"

Directory Structure

Understanding the automation-managed directories:

sample-data/google-drive-docs/
├── [Category Folders]/           # Source markdown files
├── **/*.pdf                      # Generated PDF documents  
├── **/*.docx                     # Generated Word documents
├── **/*.pptx                     # Generated PowerPoint slides
├── **/*.jpg                      # Generated image previews
└── document_metadata.csv         # Auto-generated metadata

Taskfile Customization

Extending Commands

To add custom automation, modify Taskfile.yml:

version: '3'

tasks:
  your-custom-task:
    desc: "Description of your custom task"
    cmds:
      - echo "Your custom command here"
    deps:
      - convert-all-docs  # Dependencies on existing tasks

Task Dependencies

Understanding the task dependency chain:

copy-all-categories
  ├── copy-category-1-strategic
  ├── copy-category-2-operations  
  ├── copy-category-3-compliance
  └── copy-category-4-knowledge
      └── convert-all-docs (auto-dependency)

Document Processing Details

Conversion Quality Settings

The automation uses optimized settings for demo quality:

  • PDF: High-resolution with embedded fonts
  • DOCX: Compatible with Microsoft Word formatting
  • PPTX: Presentation-ready with proper layouts
  • JPG: Preview images for visual document recognition

Metadata Generation

Automatic metadata extraction includes:

  • Document titles and descriptions
  • File sizes and format information
  • Content summaries for search optimization
  • Demo category classifications

Troubleshooting

Common Issues

Task Command Not Found

# Verify Task installation
task --version

# Reinstall if needed (macOS)
brew reinstall go-task/tap/go-task

Document Conversion Failures

# Verify pandoc installation
pandoc --version

# Check imagemagick
convert --version

# Clean and retry conversion
task clean-converted-docs && task convert-all-docs

Google Drive Upload Issues

# Verify Google Drive path
ls -la ~/Google\ Drive/Shared\ drives/

# Check permissions
ls -la ~/Google\ Drive/Shared\ drives/Festival\ Operations/

Debug Mode

Enable verbose output for troubleshooting:

# Run any task with verbose output
task --verbose convert-all-docs
task --verbose copy-all-categories

Performance Optimization

Parallel Processing

The Taskfile is configured for parallel execution:

# Process multiple categories simultaneously
task --parallel copy-all-categories

# Convert documents in parallel (automatic)
task convert-all-docs  # Uses internal parallelization

Incremental Updates

The automation includes smart incremental processing:

  • Only converts changed files (timestamp-based)
  • Skips existing uploads (unless forced)
  • Preserves Google Drive folder structure

Integration with Demo Workflow

Pre-Demo Checklist

# 1. Verify all tools installed
task --version && pandoc --version && convert --version

# 2. Clean and prepare documents  
task clean-converted-docs
task convert-all-docs

# 3. Deploy to Google Drive
task copy-all-categories

# 4. Verify deployment
ls -la ~/Google\ Drive/Shared\ drives/Festival\ Operations/

During Demo Support

# Quick category additions during demo
task copy-category-1-strategic    # Add strategic docs
task copy-category-2-operations   # Add operational docs

# Reset for clean demo restart
task clean-converted-docs && task convert-all-docs && task copy-all-categories

💡 Advanced Tip: Use task --list to see all available tasks with descriptions, and task --summary [taskname] for detailed task information.