Automations

  • Intro to Automations

    Automate your workflows to save time and increase productivity! You can set up Automations with custom Actions and Triggers to automate...

  • Use Automation Actions

    Triggers and Actions are the two key parts of an Automation. Triggers start the Automation and result in an Action. Actions are the cha...

  • Use Automation Triggers

    Triggers and Actions are the two key parts of an Automation. Triggers start the Automation and result in an Action. Actions are the cha...

  • Use Automation Conditions

    Conditions give you more control of your Automations. For example, you could set a Trigger for tasks with a particular status and then ...

  • Build Automations with ClickUp AI

    Building Automations is easy with ClickUp AI! Use natural language to set your Triggers, Actions, and Conditions.    This feature is cu...

  • Create custom Automations

    Can't find what you're looking for in Automation templates? You can create custom Automations to fit your use case. Apply custom Automa...

  • Use Automations templates

    Browse our Automations templates to find a quick way to create efficient processes for your team. These templates are pre-set Triggers ...

  • Manage Automations

    Manage the Automations in your Workspace. From Manage Automations, you can edit your Automations, filter to find Automations, switch Wo...

  • Track 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 Automat...

  • Create an email Automation

    Email Automations can be used to automatically send emails from your ClickUp Workspace based on certain parameters! Automations elimina...

  • Set up Automations Integrations

    Our Automations feature Integrations create more efficient workflows between your Workspace and these other apps: Bugsnag Calendly ...

  • Automations FAQ

    Find answers to frequently asked questions about Automations. Why isn't my Automation working? If a specific Automation isn't working, ...