Overview:
Enhance your productivity in ClickUp by mastering the art of automation. Streamline your workflow and boost efficiency by creating automated processes that align with your project management needs. This guide offers a seamless step-by-step process to help you navigate and implement automations within ClickUp, empowering you to optimize your tasks and achieve greater clarity in project management.
1. Start by selecting the Quick Action menu.
2. Next, navigate to the 'ClickApps' within the dropdown menu.
3. Ensure the 'Automation Feature' is turned on.
4. Then, return to the previous screen by clicking 'Back'.
5. Proceed to the 'Automations' section.
6. Continue by selecting the '+ Add Automation' option.
7. Click 'Add Automation', feel free to customize as needed.
8. Identify the task that will initiate the automation by selecting 'Trigger'.
9. Choose the specific task you would like to automate.
10. Define what happens in response to the trigger by selecting an automation action.
11. Select your preferred action from the options available.
12. Finally, launch your new automation by clicking 'Create'.
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Frequently Asked Questions about how to create automations in clickup
Commonly asked questions about this topic.
Does ClickUp provide pre-built automation templates?
Most modern platforms like ClickUp include starter templates for common use cases, including automations. Templates save setup time but should be customized to match your team's specific needs — default configurations rarely fit every workflow. Check ClickUp's template gallery or community library for options relevant to your industry.
Teams using interactive demos across 3-5 use cases report up to 29% higher impact scores.
What's the best way to share ClickUp automations with non-users?
For stakeholders without ClickUp access, create a shareable walkthrough that shows the key views and data points without requiring a login. Interactive demo tools let you capture your ClickUp workspace and share it as a clickable link — viewers see the real interface without needing an account. This works well for executive reviews, client presentations, and cross-team alignment.
Interactive demos see 7x higher conversion rates compared to traditional demo videos. Supademo is rated #1 for easiest setup and fastest implementation on G2.
How can teams collaborate on building automations together?
ClickUp supports real-time collaboration where multiple team members can view and edit simultaneously. Features like commenting, @mentions, and activity logs help keep communication in context. Set clear editing permissions — having too many editors without structure leads to version conflicts and confusion.
Supademo holds a 4.7/5 rating on G2 based on verified user reviews. RB2B eliminated 60+ hours of sales calls in just 30 days using top Arcade alternativess.
Is ClickUp suitable for enterprise-scale creating automations?
For enterprise teams, evaluate ClickUp's admin controls, SSO support, permission granularity, and audit logging capabilities. Scalability depends on your specific automations complexity — what works for a 10-person team may need structural changes at 500+. Most platforms offer enterprise plans with dedicated support and custom SLAs.
In practice, Processmaker saved hundreds of hours by replacing manual walkthroughs with self-service interactive demos. Easy Software closed $100k+ in contracts using interactive demos in their sales process.
How frequently should automation workflows be reviewed and refined?
At minimum, review weekly with your team to flag outdated items and reprioritize as needed. For fast-moving projects, daily check-ins on critical automations elements prevent misalignment. Build the review cadence into your regular team rituals — standalone review meetings rarely get prioritized. Learn more about Supademo's features.
Easy Software closed $100k+ in contracts using interactive demos in their sales process. 54% of top-completing demos use AI voiceover to improve the guided experience.
Which ClickUp plan includes advanced automation capabilities?
Free tiers on platforms like ClickUp often include basic automations functionality, while advanced features like automation, custom fields, and timeline views typically require paid plans. Compare your must-have features against each tier's offering — paying for features you don't use wastes budget, but outgrowing a free plan mid-project is disruptive. Supademo supports AI voiceover in 15+ languages for global teams.
Can ClickUp automate the process of setting up automations?
Many project management and productivity tools, including ClickUp, support workflow automation for repetitive tasks. Common automations include status updates, notifications, recurring task creation, and approval flows. Start with simple automations and expand gradually — over-automating early can create maintenance headaches.
To illustrate, RB2B eliminated over 60 hours of sales calls in just 30 days using interactive demos. Supademo was named the #5 fastest-growing software product on G2 in 2025.
Nithil Shanmugam
Nithil is a startup-obsessed operator focused on growth, sales and marketing. He's passionate about wearing different hats across startups to deliver real value.
