ClickUp automation guides
ClickUp replaces multiple tools by bringing tasks, wikis, goals, time tracking, and chat into a single customizable workspace. SMBs use it to standardize workflows, track team progress, and automate repetitive project steps through its built-in automation rules. Its flexibility means it adapts to almost any industry or team structure.
Best for
6 ClickUp automations
Automation
Auto-Create ClickUp Tasks from Emails
Automatically create ClickUp tasks from incoming emails so nothing slips through the cracks. Every actionable email becomes a tracked task without manual copy-paste.
Automation
Set Up Recurring Tasks and Templates in ClickUp
Use ClickUp's native recurring task feature to automatically recreate routine tasks on a schedule. Stop manually creating the same tasks every week.
Automation
Build a Client Onboarding Workflow in ClickUp
Create a repeatable, automated client onboarding workflow in ClickUp that assigns tasks, sends welcome emails, and tracks progress from contract to kickoff. Every new client gets the same excellent first experience.
Automation
Send Slack Notifications When ClickUp Task Status Changes
Automatically send a Slack message to the right channel or person whenever a ClickUp task changes status. Keep your team informed without anyone having to check ClickUp constantly.
Automation
Auto-Generate Weekly Project Status Email from ClickUp
Automatically compile and email a weekly project status report from ClickUp data every Friday. No manual report writing — your team's task completion data becomes a client-ready summary.
Automation
Automate Time Tracking Reports for Client Billing in ClickUp
Automatically export ClickUp time tracking data into a billing report and send it to your accounting tool or clients. Stop manually compiling hours from multiple tasks every billing cycle.