ClickUp
Connect ClickUp from Integrations in the Workforce AI dashboard. Your AI employee can use the tools listed on this page when a job calls for them.
What you can do with ClickUp
Section titled “What you can do with ClickUp”- Create tasks from meeting commitments.
- Summarize overdue work by owner and due date.
- Keep project records current as work moves forward.
Recipes
Section titled “Recipes”Turn commitments into assigned work
Section titled “Turn commitments into assigned work”Use the meeting recap to create the agreed tasks in ClickUp with the right owner, due date, and supporting context.
Send an overdue-work brief
Section titled “Send an overdue-work brief”Every weekday at 4:30 p.m., review overdue work in ClickUp. Group it by owner and include the next action for each item.
Use the first result to fine-tune the wording, fields, or format. When it is right, keep the job available in chat or place it on a schedule.
Connect ClickUp
Section titled “Connect ClickUp”- Open Workforce AI and choose Integrations.
- Find ClickUp and select Connect.
- Complete the sign-in or connection details shown on screen.
- Open your AI employee and give it one clear ClickUp job.
Use Integrations whenever you want to reconnect ClickUp or choose a different account.
Get a better result
Section titled “Get a better result”Name the result, the ClickUp record or area involved, the audience, and the timing. Add the fields or format you want when they matter.
Common questions
Section titled “Common questions”Where will I see the result?
Section titled “Where will I see the result?”Your AI employee returns the result in your Workforce AI conversation. Work that creates or changes information can also appear under Tasks for review.
Can ClickUp be part of a scheduled job?
Section titled “Can ClickUp be part of a scheduled job?”Yes. Once the connection and instructions work the way you want, tell your AI employee when the job should run.
How do I use another ClickUp account?
Section titled “How do I use another ClickUp account?”Open Integrations, reconnect ClickUp, and choose the account you want during sign-in.
ClickUp tool reference
Section titled “ClickUp tool reference”View all 168 ClickUp tools
- Add dependency
- Add guest to folder
- Add guest to list
- Add guest to task
- Add tags to time entries
- Add tag to task
- Add task link
- Add task to list
- Attachments upload file to task as attachment
- Authorization get work space list
- Click up get doc content
- Click up search docs
- Click up update doc page
- Create a time entry
- Create chat channel
- Create chat message
- Create chat reaction
- Create chat view comment
- Create checklist
- Create checklist item
- Create direct message channel
- Create doc
- Create doc page
- Create folder
- Create folderless list
- Create folder view
- Create goal
- Create key result
- Create list
- Create list comment
- Create list from template
- Create list view
- Create location chat channel
- Create reply message
- Create space
- Create space tag
- Create space view
- Create task
- Create task attachment
- Create task comment
- Create task from template
- Create team
- Create threaded comment
- Create webhook
- Create workspace everything level view
- Delete chat channel
- Delete chat message
- Delete chat reaction
- Delete checklist
- Delete checklist item
- Delete comment
- Delete dependency
- Delete folder
- Delete goal
- Delete key result
- Delete list
- Delete space
- Delete space tag
- Delete task
- Delete task link
- Delete team
- Delete time entry
- Delete time tracked
- Delete view
- Delete webhook
- Get accessible custom fields
- Get access token
- Get all tags from time entries
- Get authorized teams workspaces
- Get authorized user
- Get bulk tasks time in status
- Get chat channel
- Get chat channels
- Get chat channel followers
- Get chat channel members
- Get chat messages
- Get chat message reactions
- Get chat message replies
- Get chat message tagged users
- Get chat view comments
- Get custom roles
- Get custom task types
- Get doc content
- Get doc pages public
- Get doc page content
- Get doc page listing
- Get filtered team tasks
- Get folder
- Get folderless lists
- Get folders
- Get folder available fields
- Get folder views
- Get goal
- Get goals
- Get guest
- Get list
- Get lists
- Get list comments
- Get list members
- Get list views
- Get running time entry
- Get shared hierarchy
- Get space
- Get spaces
- Get space available fields
- Get space tags
- Get space views
- Get subtypes
- Get task
- Get tasks
- Get task comments
- Get task members
- Get task templates
- Get task time in status
- Get teams
- Get team available fields
- Get threaded comments
- Get time entries in date range
- Get time entry
- Get time entry history
- Get tracked time
- Get user
- Get view
- Get view tasks
- Get webhooks
- Get workspace everything level views
- Get workspace plan
- Get workspace seats
- Invite guest to workspace
- Invite user to workspace
- List created
- List deleted
- List updated
- Move task to home list
- Remove custom field value
- Remove guest from folder
- Remove guest from list
- Remove guest from task
- Remove guest from workspace
- Remove tags from time entries
- Remove tag from task
- Remove task from list
- Remove user from workspace
- Search docs
- Set custom field value
- Task comment posted
- Task comment updated
- Update chat channel
- Update chat message
- Update checklist
- Update checklist item
- Update comment
- Update folder
- Update goal
- Update guest on workspace
- Update key result
- Update list
- Update space
- Update space tag
- Update task
- Update team
- Update time entry
- Update time entry tag
- Update time tracked
- Update user on workspace
- Update view
- Update webhook
- Update workspace acl