ClickUp Automation Workflows
233 ready-made ClickUp workflows for n8n, Make, Zapier, Activepieces, and Pipedream. Task management automations: create, update, and route ClickUp work.
Seamlessly Sync ClickUp Tasks with Google Calendar and Google Sheets
Automatically synchronize ClickUp tasks with Google Calendar, ensuring all task events are accurately reflected and updated across multiple calendars. Maintain a mapping of tasks and calendar events in Google Sheets for efficient tracking.
n8n$24.99Streamline Client Onboarding with AI, Google Drive, ClickUp, and Slack
This workflow automates client onboarding by processing form submissions, extracting key proposal details, and generating a task list using AI. It sets up client workspaces in Google Drive, ClickUp, and Slack, and sends a personalized welcome email, all within a minute.
n8n$14.99Classify Intercom Messages & Route to ClickUp or Slack with GPT-4 Mini
## How it works This workflow automates the classification and routing of incoming Intercom conversations. When a new customer message arrives, it is analyzed by AI to determine category, sentiment, urgency, and tags. Based on this classification, the workflow creates tasks in ClickUp for Support or Product requests, or sends real-time alerts to Slack for Sales inquiries. ## Step-by-step **Webhook Intake** - Triggered when Intercom sends a new conversation payload. - Captures customer details, message content, and metadata. **AI Classification** - Sends the conversation JSON to OpenAI (gpt-4-mini) with a structured prompt. - AI returns a JSON object with category (Support, Product, Sales, Other), sentiment, urgency, reasoning, and tags. **Processing & Structuring** - A Code node parses the AI output and merges it with conversation details. - Prepares formatted task fields such as title, description, customer info, and priority. **Conditional Routing** - Support requests – Task created in ClickUp with urgency and tags. - Product requests – Task created in ClickUp with structured details. - Sales inquiries – Slack alert sent to the Sales channel with context and AI reasoning. - Other – No task/action triggered. ## Benefits - Automates Intercom ticket triage and routing in real time. - Ensures consistent, AI-driven classification of all customer conversations. - Reduces manual review time for Support, Product, and Sales teams. - Creates structured tasks with enriched metadata for faster resolution. - Keeps Sales teams instantly informed with Slack alerts for urgent leads.
n8n$9.99Automate ClickUp Time Tracking and Performance Reports via Gmail
Streamline your team's time tracking and task performance reporting by automating the generation of detailed reports from ClickUp data and delivering them via Gmail. This workflow processes task data to provide actionable insights and professional reports.
n8n$14.99Automate Agile Project Setup in ClickUp with AI and Forms
Streamline your Agile project management by automating project setup and task creation in ClickUp using AI-driven insights and form submissions.
n8n$14.99Zoom AI Meeting Assistant Creates Email Summary, ClickUp Tasks, and Follow-Up Calls
## Update 19-04-2025 ## - Change from OpenAI to Claude 3.7 Sonnet module - Adding the think tool **The update enables significantly better results to be achieved. This is particularly noticeable during longer meetings!** ## What this workflow does This workflow retrieves the Zoom meeting data from the last 24 hours. The transcript of the last meeting is then retrieved, processed, a summary is created using AI, and sent to all participants by email. AI is then used to create tasks and follow-up appointments based on the content of the meeting. Important: You need a Zoom Workspace Pro account and must have activated Cloud Recording/Transcripts! This workflow has the following sequence: 1. Manual trigger (Can be replaced by a scheduled trigger or a webhook) 2. Retrieval of Zoom meeting data 3. Filter the events of the last 24 hours 4. Retrieval of transcripts and extract of the text 5. Creating a meeting summary, format to HTML, and send per mail 6. Create tasks and follow-up call (if discussed in the meeting) in ClickUp/Outlook (can be replaced by Gmail, Airtable, and so forth) via sub workflow ### Requirements: - Zoom Workspace (via API and HTTP Request): [Documentation](https://docs.n8n.io/integrations/builtin/credentials/zoom/) - Microsoft Outlook: [Documentation](https://docs.n8n.io/integrations/builtin/credentials/microsoft/) - ClickUp: [Documentation](https://docs.n8n.io/integrations/builtin/credentials/clickup/) - AI API access (e.g., via OpenAI, Anthropic, Google, or Ollama) - SMTP access data (for sending the mail) You must set up the individual sub-workflows as separate workflows. Then set the “Execute workflow trigger” here. Then select the corresponding sub-workflow in the AI Agent Tools. You can select the number of domains yourself. If the data queries are not required, simply delete the corresponding tool (e.g., “Analytics_Domain_5”). Feel free to [contact me via LinkedIn](https://www.linkedin.com/in/friedemann-schuetz), if you have any questions!
n8n$14.99Automate Daily Overdue Task Reports from ClickUp to Gmail
This workflow automates the generation and delivery of daily reports for overdue tasks from ClickUp, sending them via Gmail to ensure team accountability and timely task completion.
n8n$9.99Pipedrive -> ClickUp
Your sales manager is probably using Pipedrive CRM in order to track your prospect sales cycle. However, once a deal is negotiated and closed, the rest of your team needs to know so they can start delivering the service and onboarding the new client. Make can automatically a closed deal on your Pipedrive CRM and create a record on a ClickUp list that your team can see.
Make$2.99Automate Task Logging from ClickUp to Google Sheets
Automatically log new ClickUp tasks into Google Sheets, ensuring seamless task management and data tracking.
MakeFreeAutomate ClickUp Task Management via Telegram and OpenAI
Streamline your task management by using a Telegram bot to create, update, and delete ClickUp tasks through natural language commands interpreted by OpenAI.
n8n$9.99Automate Weekly ClickUp Task Reports via Gmail
Streamline your weekly task reporting with this n8n workflow that compiles ClickUp tasks into detailed reports and sends them via Gmail. Ideal for project managers seeking automated insights into team performance.
n8n$9.99Manage ClickUp tasks and subtasks with a custom webhook integration
Automatically manage ClickUp tasks and subtasks using a custom webhook integration. rigger actions with Custom WebHook, list subtasks, and edit tasks in ClickUp.
Make$3.99Automatically Create ClickUp Tasks from New Trello Cards
Streamline your workflow by automatically generating ClickUp tasks whenever a new card is added in Trello. This integration ensures that your task management stays synchronized across platforms.
Make$3.99Edit ClickUp tasks with custom fields using a webhook integration
Automatically update ClickUp tasks with custom fields using a webhook. rigger updates via CustomWebHook and edit tasks with ClickUps advanced features.
Make$2.99Automate ClickUp Time Tracking Sync to HubSpot Projects
This workflow automates the synchronization of time tracked on ClickUp tasks with HubSpot projects, ensuring accurate and up-to-date project metrics without manual effort.
n8n$9.99Sync New Google Calendar Events to ClickUp as Tasks
Automatically create tasks in ClickUp whenever new events are added to your Google Calendar, ensuring seamless task management and organization.
MakeFreeAutomate Subtask Creation and Dependency Management in ClickUp
Automatically create subtasks and manage dependencies in ClickUp when a task's status changes from 'status 1' to 'status 2'.
Make$4.99Create Alert Opsgenie when task in ClickUp created or updated
Every time a new task is created or updated in ClickUp, Make will automatically creates a new Alert in Opsgenie.
MakeFreeAutomate Task Creation in ClickUp from New Jotform Submissions
Enhance your project management by automatically creating tasks in ClickUp for each new submission received in Jotform. This workflow eliminates manual data entry, ensuring that every form submission is quickly converted into actionable tasks.
Make$2.99Automatically Create ClickUp Tasks from New Stripe Events
This workflow automatically generates a new task in ClickUp each time a new event occurs in Stripe, ensuring seamless task management and tracking.
MakeFreeCreate ClickUp tasks from new Bitrix24 tasks
Every time a new task is created in Bitrix24, Make will automatically create a new task in a specified ClickUp folder.
MakeFreeAutomate Microsoft Teams Creation for ClickUp Spaces with Member Integration
Automatically create a new Microsoft Teams team for each space in ClickUp and add corresponding members from ClickUp to the newly created team. This workflow enhances collaboration by seamlessly integrating ClickUp spaces with Microsoft Teams.
Make$4.99Automate ClickUp Task Updates via Webhook with Custom Fields
Efficiently manage ClickUp tasks by automatically updating them with custom fields when triggered by a webhook. Enhance productivity with real-time task updates.
Make$3.99Automate ClickUp Task Management with Webhooks
Streamline your project management by automatically creating and updating tasks in ClickUp using a custom webhook. This workflow enhances efficiency by integrating task retrieval and updates seamlessly.
Make$3.99
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