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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

• The Workspace admin or owner must enable the Automation ClickApp.

  • Guests can't set up Automations.

• The Workspace admin or owner must enable the Email ClickApp.

• The number of automated Actions that can be completed per month depends on your plan.

• Business Plan and above can set up Conditions and add multiple Actions.

• Paid plans can purchase more 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. Click the ellipsis ... for any Space, Folder, or List and select Automations.
2. Scroll down and click More settings, Folder settings, or List settings, depending on location. 
3. Select Automations. 
4. Click +Add Automation.
5. From the Automations modal, click Email in the sidebar.
   

   Users in Business Plus and Enterprise Workspaces must have the Send Email (Email ClickApp) custom email permission enabled by an admin to complete this step.

6. Select an email Automation, then choose an account or sign in.
7. In the Create Custom Automation modal, enter your information.
8. Click Create.
9. When the selected trigger occurs, your email is sent.

• The Automation is disabled if the sender's email used to set it up 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

Progress (auto), Formula, and Rollup Custom Fields are not currently available in the subject or body.

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 this Automation:

1. Navigate to the Workspace location you want the Automation to effect.
2. In the upper-right corner, click Automate.
3. Click + Add Automation.
4. Select Email from the left sidebar of the Automation modal.
5. Click When Task created then Send email.
6. Using the dropdown menu, select the email account you wish to send the email from.
7. In the Trigger section of the modal, uncheck all boxes except Forms.
   
8. In the Action section, customize your automated email.
9. At the bottom, click Create.

Mise à jour 14 juin 2023 22:13