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Intro to Automations

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 followers, 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 have three customizable components:

  • Triggers
  • Conditions
  • Actions

Use Automation Triggers, Conditions, and Actions

Triggers are events that start an Automation. For example, when Status changes.

Conditions are optional criteria available on the Business Plan and above that must be true for the Automation to launch. For example, Assignee is any of the Content team.

Actions are the events that the Automation initiates after it is triggered. For example, Add a comment.

Screenshot of an Automation, including a trigger, condition, and action.

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.

Need some inspiration? Try these suggested Automations for your use case:

Create a Chat Automation

Create Automations in your Chat Channels.

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

Learn about Google Calendar Automations in ClickUp!

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.

Track your Workspace Automations activity

Track the success or failure status of your Automations. 

Create a Chat webhook Automation

Create a Chat webhook Automation to communicate with an external integrated app when a specific event occurs in ClickUp. For example, when a Chat message is posted in a particular Channel, it also automatically posts to Zapier or Make.

Create task webhook Automation

Create a task webhook Automation to communicate with an external integrated app.