Email Automations can be used to automatically send emails from your ClickUp Workspace based on certain parameters! Automations eliminate the need for any manual input from you or any of your team members.
What you'll need
The Workspace admin or owner must enable the Automation ClickApp.
Guests can't set up Automations.
The Workspace admin or owner must enable the Email ClickApp.
All ClickUp Plans include an unlimited number of Automations
The number of automated Actions that can be completed per month depends on your Plan.
Business Plans and above can set up Conditions and add multiple Actions.
Paid Plans can purchase more Automations.
Create an email Automation
Once the Automation and Email ClickApps have been enabled for your Workspace, you can create an email Automation.
To create the Automation:
Click the ellipsis ... for any List, Folder, or Space and select Automations.
Select +Add Automation, then Email from the sidebar.
Once your desired Automation is selected, it will ask you to choose an account, or sign in.
Fill out all relevant details such as To, Subject, and Body.
Click Create and your Automation will be created.
Variable field options
You can also add organic and/or dynamic content to the body of your email Automation. This includes options for variable fields, signature, templated responses, emojis, and more!
Variable field options include the following options which can be added to the Subject and Body of an email:
Task ID
Task name
Task description
Assignees
Creator username
Creator email
Due date
Start date
Date created
Date updated
Date done
Date closed
Status name
Status color
Status type
Priority
Custom Fields
Note: Progress (auto), Formula, and Rollup Custom Fields are not currently available in the subject/body.
Want to learn more?
Learn all about using Email in ClickUp!
Read about how to create email templates.
Check out this article about the Automation ClickApp!