Automations save time and effort so that you can focus on what matters.
Create Automations that do your task-related busy work, like adding a group of stakeholders as watchers, assigning comments, and sending emails.
Feature availability and limits vary by plan and user role. Learn more
What is an Automation?
This feature allows you to automate task-related work.
Automations affect all tasks beneath them in the Hierarchy. For example, an Automation in a List will only affect tasks within that List. An Automation in a Folder will affect all tasks in all Lists in that Folder. Automations are created using the following events and criteria:
Use Automation Triggers, Actions, and Conditions
Triggers are events that start an Automation. A Trigger example is When a task is created.
Actions are the events that the Automation initiates after it is triggered. An Action example is Then apply a template.
If we create this Automation, every time a task is created in this location a template is applied.
Conditions are optional criteria available on the Business Plan and above that must be true for the Automation to launch. A Condition for the above Automation example could be And if this is true: assignee is any of the Content team.
If we create this Automation, every time a task assigned to the content team is created in this location a template is applied.
Create an Automation
Create Automations to take care of busy work like applying a template when a task is created, or sending an email when a task status changes.
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.
Google Calendar Automations
Create, update, or delete Google Calendar events from ClickUp using Google Calendar Automations!
Set up Automations Integrations
Our Automations Integrations can be used as-is to automate repetitive work, like sending an email to someone when a task is unblocked. Create more efficient workflows between your Workspace and these other apps:
Manage Automations
From Manage Automations, you can edit your Automations, filter to find Automations, switch Workspace locations, create a new Automation, and view the Active and Inactive Automations in that location.
Track your Workspace Automations usage
Track the number of Actions used this month, and see how many you have left. When the limit has been exceeded, your Workspace's Automations are paused for that month.