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

• Automation integrations are available for Business Plans and above.
• The Workspace admin or owner must enable the Automation ClickApp.

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

• Users that have joined Business Plus and Enterprise Workspaces must have the Send Email (Email ClickApp) custom email permission enabled by an admin to use Email Automations.

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 fields on your email Automation. 

Variable field options include:

• Task ID: If the Task ID ClickApp is enabled in your Workspace, this field will be populated automatically. 

• 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 other than Progress (auto), Formula fields, and Relationship columns.

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.

Troubleshoot email Automations

If you're having issues using Email Automations, your email account may need to be reauthorized. Try the following:

1. In the Space, Folder, or List where your Automation is located, open a task.
2. Click the comment area.
3. Click the Send Email icon.
4. In the From section, click the email address.
5. Click Manage accounts.
6. Hover over the inactive account and select Restore account.
7. Complete the remaining prompts to authorize your email account.

Once you've reauthorized your email account, test your Automation. Removing someone from your Workspace when their email address is being used for an email Automation will disable the Automation.

Additional troubleshooting

• If you see an error message when using an email Automation, try removing and re-adding the email account used in the Automation.
• If the From field in your email is blank and you see the ACCESS_137 error message, you do not have access to the sender's email address. The owner of the email address will need to adjust the email permissions.