ClickUp Automations

ClickUp Automations are rules built into ClickUp. You pick a trigger, like a status changing or a task being created, add conditions if you need them, and choose an action, like assigning someone, changing a field or moving the task.

There are ready-made templates for the common ones, or you can build your own. They're brilliant for keeping things moving inside ClickUp without anyone having to remember.

Every plan has a monthly limit on Automation actions: 100 on Free Forever, 1,000 on Core, 10,000 on Business and 1 million on Enterprise and Max. Hit it, and your automations pause until the 1st of next month. Webhook, email, SMS and integration automations need Business or above.

My rule of thumb: if it happens inside ClickUp, I use a native automation. If it crosses into another app, like your CRM, inbox or accounts software, I use Zapier. That keeps each tool doing what it's best at.

I also plan native rules and Zaps together, so a busy month doesn't burn through the allowance. And I know the gaps. Native automations can't add a one-off checklist item (only a whole checklist template), for example, so I use a comment reminder instead.

1. When Status changes to Client Review
2. If Priority is Urgent
3. Then Assign the account manager and add a comment