ClickUp is one of the leading project management platforms right now. Highly intuitive and user-friendly, it is suitable for any organization to optimize productivity and keep everything on track. Although it’s built with efficiency in mind, managing it can become quite time-consuming.
If you find yourself doing repetitive tasks on ClickUp, you'll love this article! We'll talk about ClickUp's native automation features and exciting third-party tools. Let’s get started.
An overview of ClickUp automations
What sets ClickUp apart from most other project management platforms is that it has built-in automation features! The ClickUp Automations allow you to automate repetitive tasks in ClickUp.
You can add an automation to a space, folder, or list. Just click the Automate button (with a robot icon) in the upper-right corner of the window, and the Add Automation button from the drop-down list. The pop-up window will be divided into three tabs: Browse, Manage, and Usage.
In the Browse tab, you can explore many pre-built automations grouped into categories like Creation, Dates, and Priorities. Here are a few examples.
- “When task created then apply template”
- “When due date arrives then change list”
- “When priority changes then change assignee”
If none of the templates match your use case, feel free to build your own! Go to the Manage tab and click on Create automation. Remember, all automations share three common components: triggers (like due date changes, assignee removed, and task created), conditions (like status, tag, and due date), and actions (add a comment, change assignees, and webhook call).
If you want to connect your ClickUp automation with an external app, you can add a webhook to your automation. ClickUp also has integrations with apps like BugSnag, Calendly, GitHub, Twilio, and HubSpot for automations.
The Automations feature is included in all plans, but if you exceed the usage limits of your current plan for the month, you can purchase add-ons. All of this information can be found in the Usage tab.
The automation feature might seem quite exciting, but we’ve only scratched the surface here; it would take an entire book to explore all the possibilities of ClickUp Automations. Check out their automations overview page for more info.
ClickUp also offers a time tracker with their Chrome extension. You can sync data with apps like TimeDoctor, and it’ll allow you to attach the time you track with a task added to ClickUp! It also offers timesheets, detailed reporting, and time notes. Since it’s a free native feature, definitely consider trying it out.
Top AI ClickUp automations
Bardeen is an AI automation tool, combining the AI power with the automation. It allows you to connect different web apps and perform automations. Aside from letting you build your own automations, it also offers a large catalog of pre-built automations.
With a powerful platform and integrations with various tools other than ClickUp, Bardeen offers many helpful automations that are supported natively.
Now, let’s explore the top eight ClickUp automations with Bardeen!
1. Get a summary of the current page using OpenAI and save it as a ClickUp comment
If you are doing research online and come across an interesting article, you may want to save it for later. But manually summarizing the article and saving it is time-consuming. This automation will get a summary of the current page using OpenAI and save it as a ClickUp comment. It will first get the current page as HTML, convert it to text, and then get a summary of the text using OpenAI. Finally, it will create a comment to a ClickUp task.
This Playbook will get a summary of the current page using OpenAI and save it as a ClickUp comment.
Explore more OpenAI and ClickUp automations.
2. Create a ClickUp task using the summary of an email
This playbook will create a ClickUp a task list using the summary of an email.
Explore more Gmail and ClickUp automations.
3. Create follow-up Items from currently open email in ClickUp
This playbook will create a ClickUp task for each action item found in the currently open email thread in Gmail. The action items will be retrieved using OpenAI and the tasks will be created in the ClickUp list specified by the user.
Top 8 ClickUp automations to save time
Now, let’s explore the top eight ClickUp automations with Bardeen!
1. Add selected text as a comment to a ClickUp task
Do you often come up with ideas when surfing the Internet? It could be an interesting fact, a cool innovation, or just a great piece of advice. If so, you don’t want to break your workflow to copy-paste it to ClickUp.
Instead, this automation will automatically add your selected text as a comment to a ClickUp task. Here it is in action.
Neat, right? As you can see, first you need to select a piece of text, then launch the automation and specify which task you want to add the text to. Once the automation runs, the text will be added as a comment to the chosen task.
This automation can come in handy any time you want to add more context to an existing task. So, make sure to pin this automation for easier access!
2. Copy a LinkedIn profile to a ClickUp list
Whether you’re searching for your next employee or the right company to work for, LinkedIn has all the data you might need. If you’re using ClickUp as a CRM tool, this automation makes it much easier to organize your data.
Once activated, it’ll allow you to add the data from the currently opened LinkedIn profile in Chrome to a list on ClickUp. It’ll scrape data points like name, location, current company, and more!
This automation can save you hours of copy-pasting if you want to collect many contacts. So, feel free to give it a try!
3. Save ClickUp tasks to Notion
If you want to copy your tasks from ClickUp to Notion, the hours of copy-pasting might seem intimidating. But this automation will allow you to save all your ClickUp tasks to a Notion database effortlessly!
When you launch this automation, you’ll need to specify the ClickUp list to copy your tasks from and the Notion database you want to paste them into. If you want to learn more about how you can automate Notion, check out this article!
4. AI action items catcher
Artificial Intelligence (AI) is going to revolutionize the way we work in the future. To leverage the power of AI to boost your productivity, Bardeen is about to offer many cool AI-powered automations.
The AI action items catcher will summarize any text (like an email), pick out action items in it, and add them as tasks to a list in ClickUp. This will allow you to start working on your tasks immediately. Here it is in action.
Although our new AI features are still in development, you can sign up for the waiting list to be notified of the release! For now, if you want to copy action items from an email thread to a ClickUp list, you can try out this automation.
Check out this article for more on Bardeen’s upcoming AI features!
5. Copy an Instagram profile to a ClickUp list
If you want to copy Instagram profiles to ClickUp, this is the automation for you!
Similar to the above LinkedIn automation, it’ll scrape the Instagram profile opened in Chrome currently (with data points like handle, description, and followers) and add it as a task in a list on ClickUp.
Explore more ways to streamline your workflow and Integrate Instagram to ClickUp.
6. Copy ClickUp tasks to Google Sheets
When it comes to data management, Google Sheets is awesome. If you want to copy over your ClickUp tasks to Google Sheets, this automation will allow you to do it in just a few clicks.
All you need to do is specify a ClickUp list to copy the tasks from and the Google Sheet you want to paste them into, and you’re good to go! To learn about how to automate Google Sheets, check out this article.
ClickUp and Google Sheets workflow can be automated in various ways, explore more.
7. Create a ClickUp task and share it in Slack
If you want to create a ClickUp task and share it with your colleague or team on Slack, it can be time-consuming to do both things separately. This automation makes it much easier for you.
Once launched, it’ll ask you the task name, description, and the ClickUp list you want to add it to. You also need to specify the Slack message and recipient or channel you want to send it to.
ClickUp and Slack workflow can be automated in various ways, explore more.
8. Create recurring tasks in ClickUp
There are some tasks in daily life that stay consistent, like sending out weekly reports. Wouldn’t it be awesome if you can set them up once, and then they keep getting added to your to-do list? This automation makes that possible!
With this automation, you only need to set up your recurring tasks on ClickUp once. After that, the tasks will be added to your specified list periodically, like every day, week, or month. You can also create recurring tasks in Notion.
In 2023, ClickUp manages to stand out from other project management systems thanks to its powerful automation capabilities. You can create automations even with the free plan and get the hang of them before paying for further usage.
If you freed up a lot of time by automating ClickUp, check out how to automate Google Sheets next!