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.

• 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. Click the Automate button in the top right corner.
3. Click Create Automations.
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.

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 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. Click the Automate button in the top right corner.
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.

Updated September 12, 2023 01:36