ClickUp and Compass automations

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

302 scenarios

New ClickUp tasks ping you in Compass
Completed ClickUp tasks — posted to Compass
Form responses into a sheet, with a heads-up to the team
Incident alerts — to everyone, everywhere at once
Website leads to your messenger and a sheet
An invoice in ClickUp from a Typeform submission
Website leads land in your list and in the team chat
Sort form feedback by sentiment
Scenario failure alerts — to your messenger, inbox and a log
Affiliate events — into chat and into a table
A website lead: to the team chat, into a sheet, with an email to the client
A form request — a tracker task and a team alert
Failure alerts: a message in chat and a row in the log
High-priority tickets alert every channel at once
New store orders — to chat and a sheet
Client onboarding: folder, record and team alert, automatically
Daily mention collection with a sentiment read
Booking handling: table, mailing list, notification
Store orders — straight into a sheet and your chat
A weekly store sales total in a sheet
Capturing ideas into your knowledge base
An hourly rate history in your own sheet, plus messages to your messenger
Website inquiries: sheet, alert and one-click reply
Ad copy and CTAs for a product — from a short form
Instant alerts for urgent events from your apps
Meeting notes and action items in your knowledge base, minutes after the call
New deals routed automatically — to the team, table, and slides
Bug reports from a form — into repository issues with an alert
Store buyers become newsletter subscribers automatically
Daily stock trade ideas, generated automatically
A landing-page lead — into CRM, a task and chat at once
Sorting customer feedback by category with alerts
Auto-saving reels to storage, with a log and an alert
Priority for big-budget leads — straight to the CRM and a team signal
CRM event alerts across channels — with a log
A task and an alert on every deal move in your CRM
Urgent tasks that don't stall
Lead scoring and routing: hot leads straight to sales
Workout journal with AI analysis
Lead capture with a multi-step form
Automatic bug triage: priority, ticket, team alert
Contract risk review from a PDF, logged and alerted
The day's economic calendar — the big events to your messenger, everything to a sheet
Unpaid-invoice control: task and email — on their own
Appointment approvals in one tap, with the client's email written for you
Meeting notes turned into tasks and a summary
Early churn-risk detection from Zendesk tickets
New bugs — straight to the right team
Quote requests handled — from form to client reply
Panic button: an instant alert with your location
Onboarding a hire from a form: chats, a task and access
Daily duplicate-customer detection in your payment system
Support email triage: category, priority, a ticket and alerts for the critical ones
Knowledge-base freshness monitoring — overdue articles come to you
Win back leads after missed calls
Site speed under watch — with history and alerts
Sorting support requests by urgency
A morning task plan from ClickUp to compass
One article — posts for every platform, automatically
Customer-feedback triage with tickets — automatically
Score inbound leads against your own ideal-client profile
Real-time sentiment from event feedback
Email and form requests in one stream, prioritised and auto-answered
Company market caps from the market — as a chart in your messenger
Client risk scoring the moment the form is submitted
Auto-handle lead replies from email — CRM task and sales alert
Fresh remote jobs in compass and a sheet
Public holidays across a distributed team — flagged in advance
Image posts from X — into your channel on their own
Fast-track VIP support tickets — instant task and alert
A post with a matching image, from a single topic
Daily matchup breakdown — every morning in your messenger
Instructions from emails into the ledger — with a confirmation to the client
Incoming messages routed to the right team
A morning briefing of today's tasks in your chat
A single-use meeting link — logged in a sheet and announced
A summary of a new video — into a vk post after approval
Influencer brand-safety check — automated
Trading signals from email — straight to your messenger and a sheet
All customer inquiries in one place — from email and web forms
A location database for shoots from a simple query — automatically
Weekly store sales analysis with AI
Automatic comment moderation under your posts
Pre-release readiness checks — on autopilot
One article, repurposed into ready-to-publish posts
Tickets prioritized by importance, tasks created for you
When a payment lands: receipt, CRM update and a team ping
Shared-inbox emails routed to the right channels by topic
Recaps of a channel's new videos — with approval before publishing
A daily store sales snapshot — in your chat and in your sheet
An idea from your notes into a ready plan to approve
Shield your AI assistant from malicious incoming messages
Round-the-clock answers to hotel guests, in their own language
Invoice data into a sheet — from PDFs automatically
Topic news monitoring with a digest to your messenger
Job matches with a ready cover letter
Page SEO check with advice, into a spreadsheet
Mining leads from your inbox into a sheet
Invoice bookkeeping from PDFs: drop the file, the data appears
Data-load failure monitoring with tasks and alerts