Email Automations can be used to automatically send emails from your ClickUp Workspace based on certain parameters! Automations eliminate the need for any manual input from you or any of your team members.

What you'll need

• The Workspace admin or owner must enable the Automation ClickApp.

  • Guests can't set up Automations.

• The Workspace admin or owner must enable the Email ClickApp.

• All ClickUp plans include an unlimited number of Automations.

• The number of automated Actions that can be completed per month depends on your plan.

• Business Plan and above can set up Conditions and add multiple Actions.

• Paid plans can purchase more Automations.

Create an email Automation

Once the Automation and Email ClickApps have been enabled for your Workspace, you can create an email Automation. To do so:

1. Click the ellipsis ... for any List, Folder, or Space and select Automations.

2. Click +Add Automation.

3. Select Email from the left sidebar.

   • Tip: Users in Business Plus and Enterprise Workspaces must have the Send Email (Email ClickApp) custom email permission toggled on by an admin to complete this step.

4. Once your desired Automation is selected, it will ask you to choose an account, or sign in.

5. Fill out all relevant details such as To, Subject, and Body.

6. Click Create.

Variable field options

You can add dynamic content to the subject or body of your email Automation. Variable field options include:

• Task ID

• Task name

• Task description

• Assignees

• Creator username

• Creator email

• Due date

• Start date

• Date created

• Date updated

• Date done

• Date closed

• Status name

• Status color

• Status type

• Priority

• Custom Fields

Note: Progress (auto), Formula, and Rollup Custom Fields are not currently available in the subject or body.