If you are using ClickUp and Coda for your work, this automation will save you a lot of time. It will create a new row in a Coda table when a ClickUp task is created. That way, you can have all your tasks in one external database without needing to constantly copy and paste data.
Let's set it up!
The first step is to set up a Coda table with the fields you want to capture.
Bardeen will extract fields like task name, link to task, date created, due date and priority. It will then add the data for each task to your Coda table.
Click the “Try it” button at the top of this page to get this Autobook saved.
When you run it for the first time, you will be redirected to download the browser extension. If you haven't previously integrated Coda and ClickUp, you will need to do so.
Bardeen will ask for your Coda table. After you choose the database, you will get a prompt to map the information to the fields in Coda.
The left side consists of all the fields Bardeen will scrape for you. On the right side, specify the fields in Coda that you want to associate with the information on the left. If you don’t want a piece of information, leave that field empty, and it will be skipped. That’s it!
Make sure the automation is activated (toggled on).
Whenever you create a ClickUp task, it will now be copied to your Coda table automatically.
Explore more integration alternatives for Coda integrations, ClickUp integrations, or the integration of both Coda and ClickUp or adapt the playbook to better suit your individualized workflow preferences.
This playbook saves me hours when I’m sending out emails. It usually takes me 20 minutes to get the data and format it into an email. This playbook will help me go from my LinkedIn account to drafted email in 5 minutes!
This playbook saves me 60-90 minutes that I'd spend copy-pasting 20 new jobs details from LinkedIn daily - now it only takes me 5 minutes. Gamechanger!