Create an email Automation

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

Create an email Automation

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

To create the Automation:

  1. Navigate to the Space, Folder, or List where the Automation will apply.

  2. In the upper-right corner, click Automations
  3. Click Browse at the top. 
  4. Click Email in the left sidebar.
  5. Select an email Automation, then choose an account or sign in.
  6. In the Create Custom Automation modal, enter your information.
  7. Click Create.
  8. When the selected trigger occurs, your email is sent.

The Automation will be disabled if the sender's email used to set up the Automation is unauthenticated or deleted.

Variable field options

You can add dynamic content to the subject or body of your email Automation.

Screenshot of the body and subject fields available in Email Automations.

Variable field options include:

Send an email when a Form creates a task

You can create an Automation to send an email every time a Form creates a task.

Form view is available on all paid plans.

To create an Automation that only applies to tasks created from Forms:

  1. Navigate to the Space, Folder, or List where the Automation will apply.

  2. In the upper-right corner, click Automations
  3. Click Create Automations.
  4. Click Email in the left sidebar.
  5. Select the Task created Trigger.
  6. Uncheck the Created by options except for Forms.
  7. Select the Send email Action.
  8. Using the dropdown menu, select the email account you wish to send the email from.
  9. In the Action section, customize your automated email.
  10. Click Create.

Screenshot of an Automation that sends an email when a Form creates a task.

Troubleshoot email Automations

If you see an error message when using an email Automation, try removing and re-adding the email account used in the Automation.

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