{"id":45595,"date":"2024-06-09T11:01:43","date_gmt":"2024-06-09T18:01:43","guid":{"rendered":"https:\/\/clickup.com\/blog\/?p=45595"},"modified":"2025-05-03T20:22:00","modified_gmt":"2025-05-04T03:22:00","slug":"automation-examples","status":"publish","type":"post","link":"https:\/\/clickup.com\/blog\/automation-examples\/","title":{"rendered":"Guide to Automations in ClickUp (With 10 Use Case Examples)"},"content":{"rendered":"\n<p>Regardless of the company type, location, industry, or department, every single manager wishes to:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>Get repetitive and manual tasks off their plate<\/strong> (particularly those with a consistent set of steps and decisions)<\/li>\n\n\n\n<li><strong>Coordinate workflows on autopilot<\/strong> (preventing delays in task assignment and outcome deliveries, thus minimizing project duration and expenses)<\/li>\n<\/ol>\n\n\n\n<p>Well, luckily, there&#8217;s an answer to these cravings\u2014<a href=\"https:\/\/clickup.com\/features\/automations\">ClickUp Automations<\/a>!<\/p>\n\n\n\n<p>Sometimes, automations mean no more checking in with a team member before reassigning a task. Other times, automations mean requesting the approval of multiple stakeholders before completing a task.<\/p>\n\n\n\n<p>But process bottlenecks take many shapes and forms, really. And task automation helps you control those processes and shield them from productivity issues.<\/p>\n\n\n\n<p>Whether you&#8217;re new to automation or looking for a way to optimize yours in ClickUp, this guide is for you. Continue reading to find out our selection of ClickUp Automation examples. Let us show you exactly how far Automations can take you.<\/p>\n\n\n<div style=\"background-color: #d9edf7; color: #31708f; border-left-color: #31708f; \" class=\"ub-styled-box ub-notification-box wp-block-ub-styled-box\" id=\"ub-styled-box-2848b716-6ac2-4d8a-8dff-52c4ecfe3f89\">\n<p id=\"ub-styled-box-notification-content-\">\ud83e\udde0 <strong>Update<\/strong>: Did you know you can now build automations in ClickUp using plain English? That&#8217;s the power of pairing up ClickUp Automations with the AI capabilities of <a href=\"https:\/\/clickup.com\/ai\">ClickUp Brain<\/a>! <br>Read more in the section: <a href=\"https:\/\/clickup.com\/blog\/automation-examples\/#13-building-natural-language-automations-using-clickup-brain\">Building Natural Language Automations using ClickUp Brain<\/a><\/p>\n\n\n<\/div>\n\n<div class=\"wp-block-ub-table-of-contents-block ub_table-of-contents\" id=\"ub_table-of-contents-ad940f41-b199-4a41-ae1f-d4d199fd51b4\" data-linktodivider=\"false\" data-showtext=\"show\" data-hidetext=\"hide\" data-scrolltype=\"auto\" data-enablesmoothscroll=\"false\" data-initiallyhideonmobile=\"false\" data-initiallyshow=\"true\"><div class=\"ub_table-of-contents-header-container\" style=\"\">\n\t\t\t<div class=\"ub_table-of-contents-header\" style=\"text-align: left; \">\n\t\t\t\t<div class=\"ub_table-of-contents-title\">Guide to Automations in ClickUp (With 10 Use Case Examples)<\/div>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t<\/div><div class=\"ub_table-of-contents-extra-container\" style=\"\">\n\t\t\t<div class=\"ub_table-of-contents-container ub_table-of-contents-1-column \">\n\t\t\t\t<ul style=\"\"><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/automation-examples\/#0-what-are-automations-in-clickup\" style=\"\">What Are Automations in ClickUp?<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/automation-examples\/#1-benefits-of-workflow-automation\" style=\"\">Benefits of Workflow Automation<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/automation-examples\/#2-examples-of-clickup-automations-in-action\" style=\"\">Examples of ClickUp Automations in Action<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/automation-examples\/#9-elements-of-automations-in-clickup\" style=\"\">Elements of Automations in ClickUp<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/automation-examples\/#13-building-natural-language-automations-using-clickup-brain\" style=\"\">Building Natural Language Automations using ClickUp Brain<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/automation-examples\/#14-automating-task-summaries-and-updates-with-ai-custom-fields\" style=\"\">Automating Task Summaries and Updates with AI Custom Fields<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/automation-examples\/#15-clickup-automation-types\" style=\"\">ClickUp Automation Types<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/automation-examples\/#19-how-to-setup-automations-at-the-space-folder-and-list-levels-in-clickup\" style=\"\">How to Setup Automations at the Space, Folder, and List Levels in ClickUp<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/automation-examples\/#20-automation-examples-from-clickup-users\" style=\"\">Automation Examples From ClickUp Users<\/a><ul><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/automation-examples\/#21-1-construction\" style=\"\">1. Construction<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/automation-examples\/#22-2-finance\" style=\"\">2. Finance<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/automation-examples\/#23-3-hr\" style=\"\">3. HR<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/automation-examples\/#24-4-law\" style=\"\">4. Law<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/automation-examples\/#25-5-customer-support\" style=\"\">5. Customer support<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/automation-examples\/#26-6-software-development\" style=\"\">6. Software development<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/automation-examples\/#27-7-marketing\" style=\"\">7. Marketing<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/automation-examples\/#28-8-product-management\" style=\"\">8. Product management<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/automation-examples\/#29-9-sales\" style=\"\">9. Sales<\/a><\/li><li style=\"\"><a href=\"https:\/\/clickup.com\/blog\/automation-examples\/#30-10-quality-excellence\" style=\"\">10. Quality excellence<\/a><\/li><\/ul><\/li><\/ul>\n\t\t\t<\/div>\n\t\t<\/div><\/div>\n\n\n<h2 class=\"wp-block-heading\" id=\"0-what-are-automations-in-clickup\">What Are Automations in ClickUp?<\/h2>\n\n\n\n<p>Automations move a process forward in a step-by-step workflow to optimize task repetition so they can be logically executed without manual work. Whereas you can&#8217;t automate every task in your workflow, numerous decisions are made across tasks that repeat or are the exact same. And those could be easily automated to determine what comes next for them.<\/p>\n\n\n\n<p>With automations, you have <a href=\"https:\/\/clickup.com\/blog\/task-automation-software\/\">task automation software<\/a> performing automatic changes instead of you for many reasons. That might be because you:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Don&#8217;t have the time to do it<\/li>\n\n\n\n<li>May not be as precise as the automated software<\/li>\n\n\n\n<li>Need to take advantage of automation to significantly save time on repetitive work<\/li>\n<\/ul>\n\n\n\n<p>Now, you can automate only a part of a process or the entire process. It depends on how well-suited your tasks are for automation.<\/p>\n\n\n\n<p>Then, a highly manual process might not be the best process to automate. You might automate the decision approval part of that process.<\/p>\n\n\n\n<p>Oftentimes, automated tasks kickstart phases in a process. For instance, when a prospect becomes a client, or someone approves a final document.<\/p>\n\n\n\n<p>Also, parts of your workflow automation may not be the most complex. But they add up over time and free up your availability to handle major, more complex ones.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"ClickUp Automations\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/FG5gRvaFmiE?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"1-benefits-of-workflow-automation\">Benefits of Workflow Automation<\/h2>\n\n\n\n<p>When you <a href=\"https:\/\/clickup.com\/blog\/workflow-automation\/\">automate workflows<\/a> in ClickUp, you&#8217;re paving the way to boost your team&#8217;s productivity. That&#8217;s because Automations build momentum for employees, increases efficiency, and\u2014best of all\u2014reduces headaches from bumps in your processes.<\/p>\n\n\n\n<p>They also help ensure deliverables get to the right people at the right time. But let&#8217;s get straight to the primary motivation for setting up Automations in ClickUp.<\/p>\n\n\n\n<p>Routine tasks are tedious!<\/p>\n\n\n\n<p>And why would you waste time and memory reminding someone to perform a task as soon as an event happens if there&#8217;s software that can do it for you?<\/p>\n\n\n\n<p>ClickUp Automation features eliminate consistent, well-defined, repetitive tasks to save you time and effort. And all you have to do is fight the temptation to do those tasks yourself.<\/p>\n\n\n\n<p>Automating small, simple tasks that seem quick to do at first glance will pay off in the long run. Because automated tasks free up your time for more intricate, human-dependent tasks that require case-by-case decisions or manual work.<\/p>\n\n\n\n<p>Finally, team members and managers can also use Automation features in ClickUp to monitor processes. The goal is to make sure that a team follows steps and instructions as expected and previously described.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"2-examples-of-clickup-automations-in-action\">Examples of ClickUp Automations in Action<\/h2>\n\n\n\n<p>These are examples of Automations that you can set up in ClickUp regardless of your use case:<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"3-status-changes\">Status changes<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"674\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/06\/Status-change-automation-1400x674.png\" alt=\"\" class=\"wp-image-171221\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/06\/Status-change-automation-1400x674.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/06\/Status-change-automation-300x144.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/06\/Status-change-automation-768x370.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/06\/Status-change-automation-1536x739.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/06\/Status-change-automation-700x337.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/06\/Status-change-automation.png 2044w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/><figcaption class=\"wp-element-caption\">Customize automated workflow actions to streamline repetitive work in ClickUp<\/figcaption><\/figure><\/div>\n\n\n<p>In ClickUp, tasks have general statuses, such as &#8220;In Progress,&#8221; &#8220;Review,&#8221; &#8220;Accepted,&#8221; or &#8220;Rejected.&#8221; And Automations allow you to configure ClickUp to do certain things when statuses change.<\/p>\n\n\n\n<p>For instance, an Automation can assign the team leader to a specific task and send them an email when the status changes to &#8220;Completed.&#8221; You could even unassign the task or automatically add a comment to the task for someone specific to address.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"4-assignee-changes\">Assignee changes<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"738\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/11\/manage-automations-in-clickup-1400x738.png\" alt=\"managing existing automations in clickup\" class=\"wp-image-45710\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/11\/manage-automations-in-clickup-1400x738.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/11\/manage-automations-in-clickup-300x158.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/11\/manage-automations-in-clickup-768x405.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/11\/manage-automations-in-clickup-1536x810.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/11\/manage-automations-in-clickup-700x369.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/11\/manage-automations-in-clickup.png 1578w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/><figcaption class=\"wp-element-caption\">Select the Manage tab to edit existing Automations<\/figcaption><\/figure><\/div>\n\n\n<p>We just saw how Automation for statuses keeps work moving along your workflow. And the same happens with ClickUp Automation for assignees.<\/p>\n\n\n\n<p>You can set up ClickUp to do something when the person assigned a task shifts. For instance, you can define that when the assignee changes from the team leader to a team member, the status rolls back to &#8220;In Progress.&#8221;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"5-priority-changes\">Priority changes<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"955\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/11\/clickup-automation-for-priority-changes-1400x955.png\" alt=\"priority changes automation in clickup\" class=\"wp-image-45711\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/11\/clickup-automation-for-priority-changes-1400x955.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/11\/clickup-automation-for-priority-changes-300x205.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/11\/clickup-automation-for-priority-changes-768x524.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/11\/clickup-automation-for-priority-changes-1536x1048.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/11\/clickup-automation-for-priority-changes-2048x1397.png 2048w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/11\/clickup-automation-for-priority-changes-700x478.png 700w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/><figcaption class=\"wp-element-caption\">Automatically post a comment to task assignees when the priority changes in ClickUp<\/figcaption><\/figure><\/div>\n\n\n<p>Similarly to statuses, ClickUp tasks have priorities, such as &#8220;Urgent,&#8221; &#8220;High,&#8221; &#8220;Normal,&#8221; or &#8220;Low.&#8221; And you can configure ClickUp to react to priority changes in tasks.<\/p>\n\n\n\n<p>For instance, ClickUp can archive a task once its priority changes from &#8220;Normal&#8221; to &#8220;Low.&#8221; Or it can apply a template to the task, such as a blog post template.<\/p>\n\n\n\n<p>And one last example would be adding a tag to the task so you could categorize tasks and identify them by color in your workspace.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"6-due-date-arrives\">Due date arrives<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"718\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/11\/CleanShot-2022-11-29-at-18.00.28@2x-1400x718.png\" alt=\"date automation recipes in clickup\" class=\"wp-image-45712\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/11\/CleanShot-2022-11-29-at-18.00.28@2x-1400x718.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/11\/CleanShot-2022-11-29-at-18.00.28@2x-300x154.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/11\/CleanShot-2022-11-29-at-18.00.28@2x-768x394.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/11\/CleanShot-2022-11-29-at-18.00.28@2x-1536x788.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/11\/CleanShot-2022-11-29-at-18.00.28@2x-2048x1050.png 2048w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/11\/CleanShot-2022-11-29-at-18.00.28@2x-700x359.png 700w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/><figcaption class=\"wp-element-caption\">Try pre-formatted Due Date Automation recipes<\/figcaption><\/figure><\/div>\n\n\n<p>Generally speaking, tasks getting close to their due date should move up in the stack, right? That&#8217;s why ClickUp has Automations for when a task&#8217;s due date arrives.<\/p>\n\n\n\n<p>For instance, ClickUp can archive a task and remove its watchers once the priority changes from &#8220;Normal&#8221; to &#8220;Low.&#8221; It can also apply a template to a task, such as a <a href=\"https:\/\/clickup.com\/blog\/bug-report-templates\/\">bug report template<\/a> or a blog post template. Or add a tag to the task so you can identify it by color in your workspace.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"7-task-created\">Task created<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img decoding=\"async\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/11\/clickup-task-creation-automation-1400x913.png\" alt=\"task creation automation in clickup\" class=\"wp-image-45716\"\/><figcaption class=\"wp-element-caption\">Move ClickUp tasks to the next step in the workflow with Automations<\/figcaption><\/figure><\/div>\n\n\n<p>When you create a task in ClickUp, you must associate it with a List, which is a task container. Now, imagine that a new procedure determines that every new task must be associated with a given List. Did you know you could use ClickUp to do this automatically?<\/p>\n\n\n\n<p>That&#8217;s right!<\/p>\n\n\n\n<p>Task-creation Automation in ClickUp assists you with enforcing procedures and preventing errors when your team and yourself create tasks.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"8-moved-to-this-location\">Moved to this location<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1400\" height=\"633\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/11\/clickup-moved-to-this-location-automation-1400x633.png\" alt=\"applying a template automation in clickup\" class=\"wp-image-45717\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/11\/clickup-moved-to-this-location-automation-1400x633.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/11\/clickup-moved-to-this-location-automation-300x136.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/11\/clickup-moved-to-this-location-automation-768x347.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/11\/clickup-moved-to-this-location-automation-1536x694.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/11\/clickup-moved-to-this-location-automation-700x316.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/11\/clickup-moved-to-this-location-automation.png 1828w\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" \/><figcaption class=\"wp-element-caption\">Apply templates to a task when the List changes in ClickUp<\/figcaption><\/figure><\/div>\n\n\n<p>Do you want ClickUp to do something when a task is moved to a specific location? If so, then you need a &#8220;Moved to this location&#8221; Automation.<\/p>\n\n\n\n<p>That&#8217;s a mechanism that guarantees that, for instance, every task moved to your &#8220;Blog post&#8221; List that&#8217;s inside your &#8220;Monthly newsletter&#8221; folder automatically creates a new task to &#8220;Create blog post.&#8221;<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"9-elements-of-automations-in-clickup\">Elements of Automations in ClickUp<\/h2>\n\n\n\n<p>To <a href=\"https:\/\/clickup.com\/blog\/task-automation-software\/\">automate tasks<\/a> in ClickUp, you must follow the recipe of a ClickUp Automation. That&#8217;s &#8220;When this happens, then do this action.&#8221;<\/p>\n\n\n\n<p>And this means you need at least the two mandatory components of an Automation to create one: Triggers and Actions. But you can also apply Conditions to Automation. Let&#8217;s go over these three concepts now, one by one.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Automations Overview (ClickTips)\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/3ptLcZXWRbo?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<p>\u27a1\ufe0f In our <a href=\"https:\/\/docs.clickup.com\/en\/articles\/3904901-automations-overview\">Automations overview<\/a> help article, you&#8217;ll find further information about Triggers, Conditions, and Actions.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"10-automation-triggers\">Automation triggers<\/h3>\n\n\n<div class=\"wp-block-image is-resized\">\n<figure class=\"aligncenter\"><img decoding=\"async\" src=\"https:\/\/lh5.googleusercontent.com\/FcTSOkYHuncPdYwtvsA66mWGRBBuu8oVDy-yUOzYn0I8BzL-BlDCJBKBl2_PBKlHvr29Y9MJpqUXl4ykvFz8rq7K1xZO9oj2osGxshqQgCrsGkbUgEmR_T2flw4tt7nbI826X_rXebzBRRwOIG2qRzZBLkjfS84vb0wSJeBRWFBPvYBlsLsuV_h8KPoF3A\" alt=\"automation triggers in clickup\"\/><figcaption class=\"wp-element-caption\">ClickUp Automations respond to certain events happening called Triggers <\/figcaption><\/figure><\/div>\n\n\n<p>If you want your process to start at a specific moment, Triggers are the solution. They&#8217;re events, such as a status change or a due date. And those events initiate certain actions, which you define in the Automation too.<\/p>\n\n\n\n<p>If you prefer, think of Triggers as the &#8220;<strong>When this happens<\/strong>&#8221; part of ClickUp Automations. They start the Automation and originate an action (or series of actions).<\/p>\n\n\n\n<p>If you haven&#8217;t noticed yet, the generic examples of ClickUp Automation we mentioned in the previous section are Triggers! But we can give you other examples of triggers you can set up in ClickUp.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Assignee removed<\/strong> so no one works on a task for the time being<\/li>\n\n\n\n<li><strong>Custom Field changes<\/strong> such as ticking a true-or-false checkbox, choosing an option from a dropdown menu, uploading a file, a progress bar that reaches a certain point, or an item that&#8217;s rated with one point in a one-to-five scale<\/li>\n\n\n\n<li><strong>Checklists resolved<\/strong> when the last to-do item in a task&#8217;s checklist is ticked, provided that all the other checklists were already completed<\/li>\n\n\n\n<li><strong>Subtasks resolved<\/strong> or the moment when all of a task&#8217;s subtasks get done<\/li>\n\n\n\n<li><strong>Task linked<\/strong> or linking a task to a similar one to give visibility over the latter<\/li>\n\n\n\n<li><strong>Time tracked<\/strong> when a specific person tracked time in a task on ClickUp, via the Google Chrome extension, or an integrated app, such as Toggl<\/li>\n\n\n\n<li><strong>Task unblocked<\/strong> or when a task stops having other tasks preventing it from starting or finishing<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"11-automation-conditions\">Automation conditions<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><img decoding=\"async\" src=\"https:\/\/lh5.googleusercontent.com\/Xmgxw9jS6KXBvQqqUwZulXYac3ygCu56zNbcHPz7DRV0oxLqKsc-Yl56hSPTF1YaIWQ4-4OZS5mPUV1pdgVJsd_G-mftTGbG1oV4iwt7R4ZjlzgQnVLUZXx7zU2cSBbQjUP_Y9WfEUgIx2sP1a10V0-7LJvRTMfUP-CrrS8BeI2U8EFc1vcxAm2wfszFKA\" alt=\"automation conditions in clickup\"\/><figcaption class=\"wp-element-caption\">Conditions are additional criteria to determine if the Automation should proceed in ClickUp<\/figcaption><\/figure><\/div>\n\n\n<p>Conditions are optional in ClickUp Automations. They allow you to control your workflow in more detail than when you use Triggers only. And unless the criteria defined in the Condition are true, ClickUp won&#8217;t run the Automation.<\/p>\n\n\n\n<p>For instance, you can define a Trigger to reassign a task to the team leader when it&#8217;s three days overdue. Then, it&#8217;s easy to add a Condition on that Trigger to determine the reassign only happens when the current assignee is a specific team member who&#8217;s been delivering tasks late for some time.<\/p>\n\n\n\n<p>This is a Condition on assignees to filter them for particular users, but there are plenty of other possibilities. Here&#8217;s a list with a few more examples of Conditions:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><em>If the actions set up in the automation are triggered before or after a certain date<\/em><\/li>\n\n\n\n<li><em>If a certain custom field in the task has a specific value<\/em><\/li>\n\n\n\n<li><em>If the task should start within a fixed number of days from now or is due a fixed number of days before a certain date<\/em><\/li>\n\n\n\n<li><em>If the task doesn&#8217;t have a particular priority or is in a particular status<\/em><\/li>\n\n\n\n<li><em>If the task doesn&#8217;t contain any tags<\/em><\/li>\n\n\n\n<li><em>If the task&#8217;s time estimate is greater than a specific value<\/em><\/li>\n\n\n\n<li><em>If ClickUp notifies all members of a team of changes to the task<\/em><\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"12-automation-actions\">Automation actions<\/h3>\n\n\n<div class=\"wp-block-image is-resized\">\n<figure class=\"aligncenter\"><img decoding=\"async\" src=\"https:\/\/lh6.googleusercontent.com\/LZu4fFTuoVzU6HsUV0VGeaFUBE6tntMPA_C9V5eafC6U0Jm0n8XYpSnalfmPhgrUAPtTWLa6VjHY6qsdNTwSDebz4EDDO7JDnAjiZPtHyRCRTsmjOegd1CZMsmfbihsUVDp3yh6ZRfPOzn4LtbX4MDOo3x03L8g2ZHz0UNdaVWPUwOcYNqB2OQTUn6YFDQ\" alt=\"automation actions in clickup\"\/><figcaption class=\"wp-element-caption\">Actions are final results completed if the Trigger and Conditions are met in ClickUp<\/figcaption><\/figure><\/div>\n\n\n<p>We talked about actions before in this guide! Remember when changes in tasks resulted in changing their priority, assignee, or status? Or when changes to a task resulted in applying a template, adding a tag or comment to it, or sending an email?<\/p>\n\n\n\n<p>Well, there you go!<\/p>\n\n\n\n<p>All the things that happened after changing a task are examples of actions. That is, when ClickUp triggers an Automation, something occurs. And that something is the Automation action (or series of actions) or the &#8220;<strong>Then do this action<\/strong>&#8221; part of ClickUp task Automation.<\/p>\n\n\n\n<p>Actions are the work you automate via ClickUp, such as:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Changing a task&#8217;s due date<\/strong> to an exact date or the Trigger date, for instance<\/li>\n\n\n\n<li><strong>Changing a task&#8217;s start date<\/strong> so that the task starts, for instance, a certain number of days after ClickUp Triggers the Automation<\/li>\n\n\n\n<li><strong>Estimating time<\/strong> or defining how long individual tasks will probably take to complete, enabling managers to check project duration and make decisions<\/li>\n\n\n\n<li><strong>Moving a task to a list<\/strong> for instance, separate the tasks from a project plan into other Lists in your workspace, one for each project phase or one for each team<\/li>\n\n\n\n<li><strong>Setting a custom field on a task<\/strong> with the value that you want ClickUp to add to the task automatically<\/li>\n\n\n\n<li><strong>Tracking time on a task<\/strong> to monitor the time you or your team members spend on client meetings or working on particular tasks, to name a couple of possibilities<\/li>\n<\/ul>\n\n\n\n<p>\u27a1\ufe0f Read our article on how to use <a href=\"https:\/\/docs.clickup.com\/en\/articles\/3904933-use-automation-actions\">Automation actions<\/a>!<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"13-building-natural-language-automations-using-clickup-brain\">Building Natural Language Automations using ClickUp Brain<\/h2>\n\n\n\n<p>While ClickUp Automations already allow you to automate repetitive tasks, ClickUp Brain can now help you build them with natural language. Create custom automations simply by describing the process you want to automate. This makes it easier than ever to set up triggers, actions, and conditions for repetitive workflows.<\/p>\n\n\n\n<p><em>For example, you could tell the AI: <strong>&#8220;When a Task with Open status in the Improvements list is marked as High Priority, assign it to Cristina and set a due date for 2 days from now.&#8221;<\/strong><\/em><\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"769\" height=\"697\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/06\/Natural-language-automations-ClickUp.png\" alt=\"Natural-language-automations-ClickUp\" class=\"wp-image-171187\" style=\"aspect-ratio:1.103299856527977;width:835px;height:auto\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/06\/Natural-language-automations-ClickUp.png 769w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/06\/Natural-language-automations-ClickUp-300x272.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/06\/Natural-language-automations-ClickUp-700x634.png 700w\" sizes=\"auto, (max-width: 769px) 100vw, 769px\" \/><figcaption class=\"wp-element-caption\">Build custom automations using plain English with ClickUp Brain<\/figcaption><\/figure><\/div>\n\n\n<p>Understandably, not all Automations will run perfectly from the get-go. But, guess what? ClickUp&#8217;s AI will guide you through any steps requiring further clarification to refine the instructions and ensure your automation runs smoothly. <\/p>\n\n\n\n<p>In the above example, your ClickUp Space may have three kinds of Improvements lists\u2014app, editorial, and workflow improvements. So, the AI doesn&#8217;t know which one to choose. AI does the following:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>AI builds the Action part of the Automation<\/strong>: Change assignees to Cristina<\/li>\n\n\n\n<li><strong>For the Trigger part of the Automation, AI opens a dropdown<\/strong> to choose the right Improvements list<\/li>\n\n\n\n<li>Now, the project manager understands how to complete the Automation manually, and they can pick the correct list, let&#8217;s say app improvements<\/li>\n\n\n\n<li>Now, when an Open Task in App Improvements is marked as High Priority, it&#8217;s automatically assigned to Cristina<\/li>\n<\/ul>\n\n\n<div style=\"background-color: #d9edf7; color: #31708f; border-left-color: #31708f; \" class=\"ub-styled-box ub-notification-box wp-block-ub-styled-box\" id=\"ub-styled-box-896d4fe8-08bb-41da-8a1e-8f174639dbbf\">\n<p id=\"ub-styled-box-notification-content-\">\ud83d\udca1<strong>Tip<\/strong>: Read our step-by-step <a href=\"https:\/\/help.clickup.com\/hc\/en-us\/articles\/20690779238423-Build-Automations-with-ClickUp-AI\">guide to building ClickUp Automations using AI<\/a> to get started.<\/p>\n\n\n<\/div>\n\n\n<h2 class=\"wp-block-heading\" id=\"14-automating-task-summaries-and-updates-with-ai-custom-fields\">Automating Task Summaries and Updates with AI Custom Fields<\/h2>\n\n\n\n<p>Imagine getting instant task summaries or progress updates without ever opening a single Task. ClickUp&#8217;s AI Custom Fields, combined with Automations make this a reality. <\/p>\n\n\n\n<p><strong>What are AI Custom Fields?<\/strong><\/p>\n\n\n\n<p>These are two kinds of special text fields powered by ClickUp AI:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>AI Summary:<\/strong> Generates quick summaries of your tasks<\/li>\n\n\n\n<li><strong>AI Progress Updates:<\/strong> Generates updates on your task progress over a chosen timeframe (today, yesterday, this week, etc.)<\/li>\n<\/ul>\n\n\n\n<p>Let&#8217;s say you want the AI to summarize the entire progress report of the project once a project is completed, you can then build an Automation where the:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Trigger: When Task is marked &#8220;Complete&#8221;<\/li>\n\n\n\n<li>Action: Fill the AI Summary field, summarizing the project report<\/li>\n<\/ul>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"772\" height=\"701\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/06\/image-7-1.png\" alt=\"Automatic task summaries and updates using ClickUp AI\" class=\"wp-image-171185\" style=\"aspect-ratio:1.101283880171184;width:866px;height:auto\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/06\/image-7-1.png 772w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/06\/image-7-1-300x272.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/06\/image-7-1-768x697.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/06\/image-7-1-700x636.png 700w\" sizes=\"auto, (max-width: 772px) 100vw, 772px\" \/><figcaption class=\"wp-element-caption\">Automate task summaries and updates using specific triggers in ClickUp Automations combined with AI Custom Fields<\/figcaption><\/figure><\/div>\n\n\n<h2 class=\"wp-block-heading\" id=\"15-clickup-automation-types\">ClickUp Automation Types<\/h2>\n\n\n\n<p>You have three types of Automations in ClickUp:<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"16-automation-templates\">Automation templates<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img decoding=\"async\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/06\/image-44.png\" alt=\"ClickUp Automations library\" class=\"wp-image-171225\"\/><figcaption class=\"wp-element-caption\">Access the Move category through the ClickUp Automations library<\/figcaption><\/figure><\/div>\n\n\n<p>ClickUp offers a library of Triggers and Actions to browse from and apply as-is. Use them as a starting point and make customizations specifically for your team.<\/p>\n\n\n\n<p>Automation templates are an efficient way of configuring processes. And ClickUp has over 50 of them to apply to any Space, Folder, or List.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"17-custom-automations\">Custom Automations<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><img decoding=\"async\" src=\"https:\/\/lh3.googleusercontent.com\/MkyKqouXEEqiOTEptiDk8s3_j4d4gWVT_kX_9z6A8NMYQ7Sq-Wd9xdICbf_Ig-ofwV7fj6RPiI8hvC6RCUNrsabpOzljEjQXOOrd8ElEz4NJYrzMnLjLgJ9JESg0nUqwASJOdb_thE_KjhvOG4Gsnye1VBDGoAmzYrv_nq0Z0ktIiO-ZC6gE_JE4gEJtlA\" alt=\"creating a custom automation in clickup\"\/><figcaption class=\"wp-element-caption\">Create Automations for Sprint workflows in ClickUp<\/figcaption><\/figure><\/div>\n\n\n<p><strong>Pro Tip<\/strong>: With ClickUp&#8217;s custom Automations, you add Conditions and define multiple actions per Automations. But we don&#8217;t recommend using custom Automations unless you&#8217;re already comfortable applying Automations templates and haven&#8217;t found the Automations you need in our Automations templates repository.<\/p>\n\n\n\n<p>Combine ClickUp&#8217;s Triggers, Actions, and Custom Fields to create your own Automations. And customize them to meet the requirements of your own workflow.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"18-integration-templates\">Integration templates<\/h3>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><img decoding=\"async\" src=\"https:\/\/lh4.googleusercontent.com\/SkPbh6X3_3XdSf_yAgeZS55_viNe-6jE445x6k7tTkosRhjoOTC7t_thcRnbfOPb4le0V_spz7CNsvFBcEyuA_cNrapEx4ygTli05i_rauNcwlunAoKf0V-EYZ-6iM6giXArmcvBy_KXdUJVpvDV5LfXok_NYwJEgxQP1jKo0m96ub63VFqgVs2JewfF6Q\" alt=\"integration automation examples in clickup\"\/><figcaption class=\"wp-element-caption\">Set up Automations integrations in ClickUp<\/figcaption><\/figure><\/div>\n\n\n<p>ClickUp integrates with these external applications for you to configure Automations:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/help.clickup.com\/hc\/en-us\/articles\/6305547604759-Bugsnag-Automations\"><strong>Bugsnag<\/strong><\/a>: For instance, to create a ClickUp task when Bugsnag catches a new error in your product<\/li>\n\n\n\n<li><a href=\"https:\/\/help.clickup.com\/hc\/en-us\/articles\/6304789394711-Using-Calendly-Automations\"><strong>Calendly<\/strong><\/a>: For the creation of tasks in ClickUp based on events scheduled in Calendly<\/li>\n\n\n\n<li><a href=\"https:\/\/help.clickup.com\/hc\/en-us\/articles\/6312083386903-Create-an-email-Automation\"><strong>Email<\/strong><\/a>: When you need to automatically send emails from your ClickUp Workspace based on certain Triggers or Conditions, such as when a task is unblocked<\/li>\n\n\n\n<li><a href=\"https:\/\/help.clickup.com\/hc\/en-us\/articles\/6305836061463-GitHub-Automations\"><strong>GitHub<\/strong><\/a>: In case your (software) team needs to switch between GitHub and ClickUp to sync work, such as\n<ul class=\"wp-block-list\">\n<li>Updating a task status in ClickUp once someone commits a change to the main branch of a given GitHub repo<\/li>\n\n\n\n<li>Creating an issue in GitHub when a <a href=\"https:\/\/clickup.com\/blog\/bug-report-templates\/\">client reports a bug<\/a><\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><a href=\"https:\/\/help.clickup.com\/hc\/en-us\/articles\/6306093475735-Twilio-Automations-Send-SMS-text-messages-from-ClickUp\"><strong>Twilio<\/strong><\/a>: For instance, to automatically send text messages to a client from your ClickUp Workspace, informing them of a project&#8217;s status<\/li>\n\n\n\n<li><a href=\"https:\/\/help.clickup.com\/hc\/en-us\/articles\/7925934313111-HubSpot-integration\"><strong>HubSpot<\/strong><\/a>: To automate your workflows using deal-based triggers<\/li>\n<\/ul>\n\n\n\n<p>These integrations come with templates containing native Triggers, Actions, and Conditions that you can adapt to your needs. You can also use Custom Fields to fine-tune the Automations. <\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"19-how-to-setup-automations-at-the-space-folder-and-list-levels-in-clickup\">How to Setup Automations at the Space, Folder, and List Levels in ClickUp<\/h2>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><img decoding=\"async\" src=\"https:\/\/lh3.googleusercontent.com\/I8cyjXL4jKhQH4-wcmwKaKvC6rAmh6vCskXGQ3dr-hO2HF00ZO3vAMOvqdEjrzaj4EkVvFLcHKlOVAXN9mQ5D0N2r5JLzwyj1Rvev28h0PykBJYZH99OfoglaneWJIGRmhZFnIxL5MjbCvP_VM7J2XblsAq6BXyXT_HjsCzrfh-M7muCJfkkJ6gbVVMe8Q\" alt=\"clickup hierarchy breakdown\"\/><figcaption class=\"wp-element-caption\">Organize teams and break down projects using ClickUp&#8217;s Hierarchy structure<\/figcaption><\/figure><\/div>\n\n\n<p>ClickUp breaks work down into actionable items to structure your projects. Otherwise, you could have a hard time with <a href=\"https:\/\/clickup.com\/blog\/project-management-automation\/\">automated project management<\/a> on the platform.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Workspaces<\/strong>: Represent your company<\/li>\n\n\n\n<li><strong>Spaces<\/strong>: Correspond to the largest units of work in your ClickUp workspace. For instance, you can use spaces to divide your organization into departments, teams, initiatives, or clients. That&#8217;ll enable you to manage work according to different needs<\/li>\n\n\n\n<li><strong>Folders<\/strong>: Optional and contain lists and documents<\/li>\n\n\n\n<li><strong>Lists<\/strong>: split tasks into Sprints, <a href=\"https:\/\/clickup.com\/blog\/map-making-software\/\">geographic locations<\/a>, or project phases, for instance, and help clarify the tasks&#8217; purpose<\/li>\n\n\n\n<li><strong>Tasks<\/strong>: Might contain subtasks and nested subtasks<\/li>\n<\/ul>\n\n\n\n<p>Now, each space has its own set of enabled <a href=\"https:\/\/help.clickup.com\/hc\/en-us\/articles\/6304327753111-ClickApps-overview\">ClickApps<\/a> for you to manage certain features, such as Automations. And if you define a ClickUp Automation at the space level, all tasks within that space will inherit the Automation.<\/p>\n\n\n\n<p>The same goes for Folders and Lists.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>If you set up an Automation for a Folder, all tasks from the Lists in that Folder will inherit the Automation<\/li>\n\n\n\n<li>And if you associate an Automation with a List, only the tasks in that List will inherit the automation<\/li>\n<\/ul>\n\n\n\n<p>This is to say that when you create the Automation, you have to choose the Space, Folder, or List to which you want to apply the Automation.<\/p>\n\n\n\n<p>\u27a1\ufe0f Check out our <a href=\"https:\/\/www.youtube.com\/watch?v=ciI6p_KTi2M&amp;ab_channel=ClickUp\">ClickUp Automation webinar<\/a> for more details!<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"20-automation-examples-from-clickup-users\">Automation Examples From ClickUp Users<\/h2>\n\n\n\n<p>Over the years, we compiled an extensive list of ClickUp Automation examples from our users. And we&#8217;d love to share a few items in that list with you now.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"21-1-construction\">1. Construction<\/h3>\n\n\n\n<p>If you&#8217;re a <a href=\"https:\/\/clickup.com\/blog\/construction-project-manager-interview-questions\/\">construction project manager<\/a>, you can use ClickUp to:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Send RFIs to contractors one month ahead of the project&#8217;s start date<\/li>\n\n\n\n<li>Send a <a href=\"https:\/\/clickup.com\/blog\/project-management-software-for-architects\/\">message to your architect<\/a> once you approve the blueprints they elaborated<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"22-2-finance\">2. Finance<\/h3>\n\n\n\n<p>If you&#8217;re a payroll manager, ClickUp Automations can allow you to:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Create a payment task for the next month every time you pay a contractor on a monthly retainer<\/li>\n\n\n\n<li>Get notified by email when the actual spending of an employee goes over a certain threshold<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"23-3-hr\">3. HR<\/h3>\n\n\n\n<p>If you&#8217;re an HR manager, automate your recruitment workflow with ClickUp to:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Notify the hiring manager once a candidate accepts a proposal<\/li>\n\n\n\n<li>Send an <a href=\"https:\/\/clickup.com\/blog\/employee-engagement-software\/\">employee engagement survey<\/a> right after a new hire completes the last onboarding task remaining<\/li>\n<\/ul>\n\n\n\n<p>\u27a1\ufe0f Read more on <a href=\"https:\/\/clickup.com\/blog\/how-our-onboarding-team-uses-clickup\/\">how our Onboarding team uses ClickUp<\/a> Automations! <\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"24-4-law\">4. Law<\/h3>\n\n\n\n<p>If you&#8217;re a lawyer, you can manage your law firm with ClickUp by:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Creating a task with the information that a potential client just submitted via a Jotform form submission embedded in your website<\/li>\n\n\n\n<li>Deciding whether or not to take the case based on the information that ClickUp stored in the newly created task<\/li>\n\n\n\n<li>Sharing documents with case notes (and attached files) with clients via email as soon as you finish writing them<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"25-5-customer-support\">5. Customer support<\/h3>\n\n\n\n<p>If you&#8217;re managing a customer support team, you can define Automations in ClickUp to:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Create an issue in GitHub when a client reports a bug in your product<\/li>\n\n\n\n<li>Apply a bug report template to that task<\/li>\n<\/ul>\n\n\n\n<p>\u27a1\ufe0f Find out how our <a href=\"https:\/\/clickup.com\/blog\/how-clickup-customer-support-uses-clickup\/\">Customer Support team uses ClickUp<\/a> Automations!<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"26-6-software-development\">6. Software development<\/h3>\n\n\n\n<p>If you&#8217;re leading a software development team, set up ClickUp to:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Create a task as soon as someone submits a bug form in ClickUp<\/li>\n\n\n\n<li>Move the newly created task to the bugs list of the team that&#8217;ll fix it<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"27-7-marketing\">7. Marketing<\/h3>\n\n\n\n<p>If you&#8217;re a marketing manager, you can configure ClickUp to:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Assign a blog post creation task to your SEO specialist when the writer changes the task&#8217;s status to &#8220;Draft completed&#8221;<\/li>\n\n\n\n<li>Send a welcome email to a client once their onboarding started<\/li>\n<\/ul>\n\n\n\n<p>\u27a1\ufe0f Get more information on <a href=\"https:\/\/clickup.com\/blog\/how-clickup-marketing-team-uses-clickup\/\">how our marketing team uses ClickUp<\/a>!<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"28-8-product-management\">8. Product management<\/h3>\n\n\n\n<p>If you&#8217;re a <a href=\"https:\/\/clickup.com\/blog\/product-management-skills\/\">product manager<\/a>, ClickUp can help you:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Move unfinished tasks to the next sprint when ClickUp marks the current one as done<\/li>\n\n\n\n<li>Notify stakeholders by email when all the tasks in a feature launch checklist are in the &#8220;Completed&#8221; status<\/li>\n<\/ul>\n\n\n\n<p>\u27a1\ufe0f Learn <a href=\"https:\/\/clickup.com\/blog\/how-clickup-product-managers-use-clickup\/\">how ClickUp product managers use ClickUp<\/a> to do all of the above and more!<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"29-9-sales\">9. Sales<\/h3>\n\n\n\n<p>Are you managing a sales team? Rely on ClickUp to do this for you:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Create a task each time a lead schedules a product demo via HubSpot<\/li>\n\n\n\n<li>Automatically assign leads between your sales reps based on their pipeline or monthly goals<\/li>\n\n\n\n<li>Create a task immediately upon a customer signs up for a product trial or uses your product for the first time<\/li>\n\n\n\n<li>Send a team-wide email every time one of your sales reps closes a deal<\/li>\n\n\n\n<li>Automatically create a task to call a customer when they haven&#8217;t used the product for a certain amount of time <\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"30-10-quality-excellence\">10. Quality excellence<\/h3>\n\n\n\n<p>ClickUp can help you make sure your product is living up to your customer&#8217;s expectations by:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Adding the right managers as watchers of the right teams<\/li>\n\n\n\n<li>Adding team leaders as watchers of all the tasks assigned to members of their teams<\/li>\n<\/ul>\n\n\n\n<p>\u27a1\ufe0f Discover <a href=\"https:\/\/clickup.com\/blog\/how-our-quality-excellence-team-uses-clickup\/\">how our Quality Excellence team uses ClickUp<\/a>!<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"31-time-to-get-your-clickup-automations-going\">Time to Get Your ClickUp Automations Going!<\/h2>\n\n\n\n<p>Now that you know exactly what ClickUp Automations are and how they streamline processes and task management, here&#8217;s the plan:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Explore ClickUp&#8217;s built-in Automations<\/li>\n\n\n\n<li>Apply a few Automation templates to a test project so you can see them in action<\/li>\n\n\n\n<li>Set up your first custom Automation in ClickUp<\/li>\n<\/ul>\n\n\n\n<p>And if you didn&#8217;t find your line of business in the ClickUp Automation examples in this guide, reach out to us! We&#8217;d love to hear about your project and help you learn more about ClickUp Automations.<\/p>\n\n\n<div style=\"gap: 20px;\" class=\"align-button-center ub-buttons orientation-button-row ub-flex-wrap wp-block-ub-button\" id=\"ub-button-cff6fa71-c911-40a2-8136-6d0a6dcc22bd\"><div class=\"ub-button-container\">\n\t\t\t<a href=\"https:\/\/help.clickup.com\/hc\/en-us\" target=\"_self\" rel=\"noopener noreferrer  \" class=\"ub-button-block-main   ub-button-flex\" role=\"button\" style=\"--ub-button-background-color: #49ccf9; --ub-button-color: #ffffff; --ub-button-border: none; --ub-button-hover-background-color: #313131; --ub-button-hover-color: #ffffff; --ub-button-hover-border: none; padding-top: 10px; padding-right: 10px; padding-bottom: 10px; padding-left: 10px; border-top-left-radius: 10px;; border-top-right-radius: 10px;; border-bottom-left-radius: 10px;; border-bottom-right-radius: 10px;; \">\n\t\t\t\t<div class=\"ub-button-content-holder\" style=\"flex-direction: row\">\n\t\t\t\t\t<span class=\"ub-button-block-btn\">ClickUp Support<\/span>\n\t\t\t\t<\/div>\n\t\t\t<\/a>\n\t\t<\/div><\/div>","protected":false},"excerpt":{"rendered":"<p>Regardless of the company type, location, industry, or department, every single manager wishes to: Well, luckily, there&#8217;s an answer to these cravings\u2014ClickUp Automations! Sometimes, automations mean no more checking in with a team member before reassigning a task. Other times, automations mean requesting the approval of multiple stakeholders before completing a task. But process bottlenecks [&hellip;]<\/p>\n","protected":false},"author":126,"featured_media":45726,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"ub_ctt_via":"","cu_sticky_sidebar_cta_is_visible":true,"cu_sticky_sidebar_cta_title":"Start using ClickUp today","cu_sticky_sidebar_cta_bullet_1":"Manage all your work in one place","cu_sticky_sidebar_cta_bullet_2":"Collaborate with your team","cu_sticky_sidebar_cta_bullet_3":"Use ClickUp for FREE\u2014forever","cu_sticky_sidebar_cta_button_text":"Get Started","cu_sticky_sidebar_cta_button_link":"","_uf_show_specific_survey":0,"_uf_disable_surveys":false,"footnotes":""},"categories":[980,57,758],"tags":[],"class_list":["post-45595","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-automation","category-productivity","category-using-clickup"],"featured_image_src":"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/11\/Automation-Examples-in-ClickUp-feature-image-in-ClickUp-blog.png","author_info":{"display_name":"Pavitra M","author_link":"https:\/\/clickup.com\/blog\/author\/pavitra\/"},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Guide to Automations in ClickUp (With 10 Use Case Examples)<\/title>\n<meta name=\"description\" content=\"Learn how build Automations in ClickUp to automate any type of work, increase productivity, and leverage templates to save time.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/clickup.com\/blog\/automation-examples\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Guide to Automations in ClickUp (With 10 Use Case Examples)\" \/>\n<meta property=\"og:description\" content=\"Learn how build Automations in ClickUp to automate any type of work, increase productivity, and leverage templates to save time.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/clickup.com\/blog\/automation-examples\/\" \/>\n<meta property=\"og:site_name\" content=\"ClickUp\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/clickupprojectmanagement\" \/>\n<meta property=\"article:published_time\" content=\"2024-06-09T18:01:43+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-05-04T03:22:00+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/11\/Automation-Examples-in-ClickUp-feature-image-in-ClickUp-blog.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1400\" \/>\n\t<meta property=\"og:image:height\" content=\"1050\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Pavitra M\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@clickup\" \/>\n<meta name=\"twitter:site\" content=\"@clickup\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Pavitra M\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"18 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/clickup.com\/blog\/automation-examples\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/clickup.com\/blog\/automation-examples\/\"},\"author\":{\"name\":\"Pavitra M\",\"@id\":\"https:\/\/clickup.com\/blog\/#\/schema\/person\/1c7dc9ccf38b9ec0702f1a96df767221\"},\"headline\":\"Guide to Automations in ClickUp (With 10 Use Case Examples)\",\"datePublished\":\"2024-06-09T18:01:43+00:00\",\"dateModified\":\"2025-05-04T03:22:00+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/clickup.com\/blog\/automation-examples\/\"},\"wordCount\":3684,\"publisher\":{\"@id\":\"https:\/\/clickup.com\/blog\/#organization\"},\"image\":{\"@id\":\"https:\/\/clickup.com\/blog\/automation-examples\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/11\/Automation-Examples-in-ClickUp-feature-image-in-ClickUp-blog.png\",\"articleSection\":[\"AI &amp; 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