Autopilot and ClickUp automations

Ready-made scenarios where Autopilot and ClickUp work for you: pick one — a copy appears in your account and runs on its own.

34 scenarios

New lead in Autopilot becomes a task in ClickUp
New Autopilot projects become tasks in ClickUp
Autopilot submissions become tasks in ClickUp
Deal moves a stage in Autopilot — a task appears in ClickUp
New CRM deal, task in your task manager
A new contact — instantly a card on your task board
Contacts from Autopilot into ClickUp audiences
New Autopilot land in ClickUp by themselves
New Autopilot contacts — into ClickUp audiences
Data shaped to the table format — prepared automatically before writing
New deals routed automatically — to the team, table, and slides
Lead scoring and routing: hot leads straight to sales
Win back abandoned Shopify carts by email and in CRM
Contacts tagged by role and seniority — automatically
High-value lead alerts — to chat, sheet and calendar
A lead replies — the CRM card updates and a task lands on a rep
Scoring and routing leads from form submissions
Capture and route leads from every channel
Client renewal reminders — ahead of time
Score event RSVPs and route them to sales
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Shipping quotes delivered right in the customer chat
Campaign and deal analytics — in one table
Re-engaging quiet clients — weekly, without manual tracking
Automatic follow-ups for prospects who went quiet
Invoices from email into accounting, with approval
Tell customers their bug is fixed — the moment the issue closes
Incoming lead sorting and routing — automatically
Auto-booking demos for high-intent leads
Lead verification, enrichment and sorting — automatically
Personal emails to new contacts — built from their own socials
Feedback triage and customer replies — automatically
AI marketing outreach with reply handling — on autopilot
A personal assistant in your messenger: email, calendar, tasks, expenses