With ClickUp Automations, you're able to set up combinations of Triggers and Actions to help automate repetitive actions - saving time and allowing you to focus on things that matter.

You can:

  1. Choose from hundreds of prebuilt templates
  2. Create your own custom Automations
  3. Use multiple Actions chained together [Business]
  4. Specify Conditions for when Automations should run

Here are some ideas for your own Automations!

  • Automatically assign people to tasks
  • Post a comment when a status or assignee changes
  • When a priority changes, add a tag to the task
  • When a due date arrives, change the status
  • or create your own! 🚀

Terminology

At it's core, it looks like this... When this happens (trigger) and this is true (condition) then do this (action). 

  1. Trigger: This must happen in order to start an Automation
  2. Condition: This must be true in order to continue the Automation
  3. Action: This is what happens after an Automation is started 

Read more about: Triggers, Conditions, and Actions.  

How to Create an Automation

  1. Open a List (or click the ellipsis button next to a Space or Folder in the sidebar)
  2. Locate the Automation icon next to the title
  3. Click +Add Automation  
  4. Choose a prebuilt Automation OR create a custom Automation
  5. Modify your Trigger  
  6. If on the Business Plan, add Conditions   
  7. Choose your Action
    - Add multiple Actions on the Business Plan
  8. Create your Automation!

If you want assignees or watchers to automatically be assigned to new tasks, use the Quick Automation panel on any List, Folder, or Space:

Third-Party Automations

ClickUp's native Automations also support workflows with external applications. Currently, we have options for:

How to Manage Your Automations

Keep track of all the Automations you have for a given location in the Manage tab of your Automation panel. 

  • View how many Automations are active in that location
  • Toggle on/off any Automations
  • Edit any existing Automation
  • Delete Automations you no longer want

Note: Preserve your Automations when duplicating or using a template in your Workspace!

Usage Limits

The amount of Automations you have available depends on your plan. After gathering more data and ensuring stability, we may increase limits and/or base limits per seat rather than per Workspace.

  • Free Forever: 10 actions/month
  • Unlimited: 1,000 actions/month
  • Business: 10,000 actions/month
  • Enterprise: 100,000 actions/month

Usage limits reset on the first of every month! Learn more about our various plans here.

How to purchase more Automation uses

Note: You must be on a paid plan to purchase more Automation uses.

  1. Click on your profile avatar and choose "Billing"
  2. Choose the automation add-on option that is right for you!

Usage alert emails

Usage alert emails will be automatically sent to owners and admins of Workspaces: 

  1. Approaching limit (90%)
  2. Exceeding limit (over 100%)

What happens when an Automation fails? 

If, for any reason, an Automation fails - we'll automatically pause the Automation and email the person that created it. They'll be given a link to fix the Automation. 

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