Use the Manage tab in the Automations modal to view, edit, or delete all of the Automations in each of your Spaces, Folders, and Lists.

Track the number of Actions used this month, and see how many you have left. When the limit has been exceeded, your Workspace's Automations are paused for that month. Your usage limits reset on the first of every month, Pacific Time!

You can also buy Automations add-ons or upgrade your Plan.

Learn all about the magic of Automations!

What you'll need

  • The Workspace admin or owner must enable the Automation ClickApp

  • Guests can't set up Automations

  • The number of automated Actions that can be completed per month depends on your Plan:

    • Usage alert emails are sent to owners and admins of Workspaces when an Automations usage is at 90% and again when usage is over 100%

    • Free Forever: 100 Actions / month

    • Unlimited: 1,000 Actions / month

    • Business: 10,000 Actions / month

    • Business Plus: 25,000 Actions / month

    • Enterprise: 250,000 Actions / month

    • Usage limits reset on the first of every month (PST)

  • Free Forever and Unlimited Plans can set up Triggers and Actions

  • Business Plans and above can also set up Conditions and add multiple Actions

We'll cover

Manage Automations

Keep track of all the Automations set up in a Space, Folder, or List in the Manage tab of the Automations modal.

To navigate to the Manage tab:

  1. Browse to the Space, Folder, or List

  2. Click the Automate button in the top right corner or select Automations from the Settings menu

    • You can also click the ellipsis ... icon and select Automations from the Settings menu

  3. Click Active automations at the top of the Shortcut menu

    Screenshot of number of Automations showing in Settings and Shortcut menus.


    Note: If there are active Automations set up in that location you'll see a number next to the Automations option in the Settings menus. You'll also see a number next to Active automations in the Shortcut menu.

  4. From the Automations modal, select the Manage tab

    Screenshot showing the Automations modal, Manage tab.
  5. From the Manage tab, you can:

    • Add a custom description. By default, the description summarizes the Trigger, Condition, and Action

    • Edit, delete, and turn it off or back on

    • View the person who last updated it

    • See the date and time it was last updated by hovering over the person's icon

Automations usage

Each triggered Automation counts as a use. Usage is calculated at the Workspace level per month.

Keep track of all the Automations uses you have left in the Usage tab of the Automations modal for the current month!

To navigate to the Usage tab:

  1. Click the Automate button in the top right corner or select Automations from the Settings menu

    • You can also click the ellipsis ... icon and select Automations from the Settings menu

  2. Click Active automations at the top of the Shortcut menu

    Screenshot of number of Automations showing in Settings and Shortcut menus.


    Note: If there are active Automations set up in that location you'll see a number next to the Automations option in the Settings menus. You'll also see a number next to Active automations in the Shortcut menu.

  3. From the Automations modal, select the Usage tab

  4. From the Usage tab, you can:

    • See the percentage of Actions you've used this month

    • See how many Automations uses per month you have on your Plan

    • Upgrade your Plan

    • Purchase add-on Automations if you are on the Unlimited Plan or above

Screenshot of Automations modal, Usage tab.

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

  • When the Workspace has used 90% of their monthly Automations

  • When the Workspace has used over 100% of their monthly Automations

Purchase Automations add-ons

Owners and admins can purchase add-ons right from the Billing page in Workspace settings.

  1. Click your Workspace avatar in the lower-left corner

  2. From the Settings menu, select Billing

  3. Scroll down to the Extra Automations section

  4. Click to select one of the three purchase options

    Billing page, Extra Automations section, choosing option 100,000 Automations for $299.99.
  5. In the Order Summary select your saved card or enter a new credit card

  6. Click Upgrade to purchase the add-ons

The amount of the add-on will be prorated to match the amount of time you have left in your billing cycle.

For example, if you have six months left in your yearly billing cycle and the total amount of the add-on is $400 per year, then you will be charged $200.


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