ClickUp, Gmail and Slack automations

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

194 scenarios

An invoice in ClickUp from a Typeform submission
A website lead: to the team chat, into a sheet, with an email to the client
Scenario failure alerts — to your messenger, inbox and a log
High-priority tickets alert every channel at once
Website inquiries: sheet, alert and one-click reply
CRM event alerts across channels — with a log
Sorting customer feedback by category with alerts
All work accounts for a new hire from one form
Unpaid-invoice control: task and email — on their own
Invoices from email — to storage and a log automatically
Lead scoring and routing: hot leads straight to sales
Urgent tasks that don't stall
Appointment approvals in one tap, with the client's email written for you
Workout journal with AI analysis
Track construction progress from site photos
Quote requests handled — from form to client reply
Sorting support requests by urgency
Support email triage: category, priority, a ticket and alerts for the critical ones
Auto-handle lead replies from email — CRM task and sales alert
Score inbound leads against your own ideal-client profile
Receipts from your inbox — into a spreadsheet and storage
Real-time sentiment from event feedback
Instructions from emails into the ledger — with a confirmation to the client
A post with a matching image, from a single topic
Email and form requests in one stream, prioritised and auto-answered
One article, repurposed into ready-to-publish posts
When a payment lands: receipt, CRM update and a team ping
Tickets prioritized by importance, tasks created for you
All customer inquiries in one place — from email and web forms
Weekly store sales analysis with AI
Shared-inbox emails routed to the right channels by topic
A social carousel from a single topic
Trading signals from email — straight to your messenger and a sheet
Social profile data into a sheet — from chat automatically
Invoice bookkeeping from PDFs: drop the file, the data appears
Mining leads from your inbox into a sheet
A personal post-purchase message to your customer — automatic
Data-load failure monitoring with tasks and alerts
Page SEO check with advice, into a spreadsheet
Bug reports turned into proper tickets
Run your online store from your messenger
A form lead: analysed in a sheet, answered by email, flagged in your chat
Website leads: scored and routed — hot ones to sales, the rest to nurture
A daily task-board summary in your chat — automatically
Weekly channel performance digest, delivered automatically
Cut the moments you need out of long recordings — with a library and an email
Data-privacy complaint handling: register, reply, notify
Contract renewal reminders: an email to the client, a task for the rep
Requests from messenger and email in one stream — with priority
New client onboarding — folder, tasks, channel, and email in a minute
Support inbox triage: urgent to the team, routine answered automatically
Lead qualification by robo-call — with a proposal for the good fits
A personal plan for every new lead — right after the request
New-issue triage: task, notification, reply to the author, and a logged row
Capture and route leads from every channel
Your morning AI brief from newsletters
Critical bugs from testing escalated straight to tickets and engineering chat
Onboard a new client in one move
Client renewal reminders — ahead of time
A personal AI assistant with a personality
A card photo becomes a contact in your sheet
Catching ad performance dips with same-day alerts
Client onboarding from an intake form — checklist, consultant and kickoff
Inbox triage with ready reply drafts
Resume screening for a vacancy — with a score for each
Intake and routing of service requests with appointment booking
Weekly sales review with trends and anomaly alerts
An expense claim — from receipts
Early warning when your pages start losing traffic
Cold-email reply triage: hot leads notified instantly
Collect client reviews and summarize them to chat automatically
Inbox triage: routine answered automatically, tricky handed to a person
A daily launch digest — with a task for each notable one
Applications get screened and strong candidates get invited at once
Onboard a new hire from one form: emails, access, documents
A daily numbers summary — to chat and email
Lead scoring, an instant reply and a nudge to sales
Release notes from closed tasks — into oneC and Slack on their own
Brand sentiment on social — summaries and alerts to chat
Competitor monitoring with a weekly digest
Money tracking straight from your inbox — with a Slack alert
Industry trends in one daily report: themes, signals, email
An FAQ base that grows itself from your support emails
Daily cloud spend control, with alerts on what's critical
Sensor monitoring with deviation alerts
Form feedback sorts itself: tasks, table, alerts
Data-quality watch that alerts only on real issues
Refund risk scoring on every order
The recording, emailed to everyone who missed the meeting
Payment receipts: sending, archive and ledger — automatically
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Multi-tier expense approval on autopilot
Support triage by urgency, done automatically
A business card photo — turned into a contact and a follow-up email
Cross-tool task dependencies, reconciled every night
Sales call breakdown: transcript, lead status, task
Procedures generated from raw documents — steps, register and delivery
AI social posts with an approval step
Invoice intake with reading, risk checks and approval
Ready-to-buy clients from social — on request