Automate ClickUp in plain English
Connect it once, then write what should happen and it becomes a command.
Commands that use ClickUp
From our industry packs. Use one as it is or change the wording.
Friday weekly wrap-up
“Every Friday at 4pm, list the ClickUp tasks completed this week, write a short client-friendly summary grouped by project, and save it as a Gmail draft for me to review.”
New client intake
“When a new Typeform intake form is submitted, create a HubSpot contact with the matter type, create a ClickUp task for a conflict check, and email the client from Gmail that we'll respond within one business day.”
Document request follow-up
“Every Monday at 9am, list my open ClickUp tasks tagged 'waiting on client' and draft a polite document request email in Gmail for each client.”
Client question triage
“When a new email from a client arrives in Gmail, have AI tag it as tax, payroll or bookkeeping, create a ClickUp task in the matching list, and reply that we've received it.”
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