ClickUp
ClickUp
Section titled “ClickUp”Connect ClickUp from Integrations in the Workforce AI dashboard, then ask your AI employee to use it as part of a job. The action reference below is normalized from the current ClickUp toolkit reference into plain business language.
Good first jobs
Section titled “Good first jobs”- Create tasks from clear meeting commitments.
- Summarize overdue work by owner.
- Update a task after the work is reviewed.
Connect ClickUp
Section titled “Connect ClickUp”- Open Workforce AI and choose Integrations.
- Find ClickUp and select Connect.
- Complete the provider sign-in or connection details shown on screen.
- Return to your AI employee and give it one clear job using ClickUp.
The provider controls which accounts and workspaces you can authorize. You can reconnect or remove the connection from the Integrations page.
Available tools
Section titled “Available 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
Workforce AI applies its approval rules to actions that create, change, send, publish, move, or remove information. When an action needs approval, you will see it in Approvals before it runs.
How to ask for the work
Section titled “How to ask for the work”Use the result you want and the record or audience involved:
Using ClickUp, create tasks from clear meeting commitments. Show me the result here.
For recurring work, add the timing, the information to use, and the finish line. You can save a successful job as a schedule when it should run on a regular rhythm.
Common questions
Section titled “Common questions”Does Workforce AI need my ClickUp password?
Section titled “Does Workforce AI need my ClickUp password?”Use the provider sign-in or connection screen shown by Workforce AI. OAuth providers keep your password with the provider.
Why is a proposed action waiting?
Section titled “Why is a proposed action waiting?”Open Approvals in Workforce AI. Review the complete proposal, then approve or deny it.
How do I switch to another ClickUp account?
Section titled “How do I switch to another ClickUp account?”Open Integrations, remove or reconnect ClickUp, and choose the account you want during the provider sign-in.
Can I use ClickUp in a scheduled job?
Section titled “Can I use ClickUp in a scheduled job?”Yes. Once the connection and job work the way you want, tell your AI employee when the job should run.