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...
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 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 ...
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 our powerful Automations! Q: Why isn't my Automation working? A: If a specific Automat...