Use ClickUp with AI
Connect nowAssign tasks and handovers.
Team work & knowledge
Using ClickUp in an agency
ClickUp can hold the marketing checklist for an instruction: photos, description, portal, vendor approval. Tick a step when it is done, not when it is drafted. The description task should link the draft, and the draft should still be read.
What your bots can do
You can connect it now. Bots don’t do work in it yet: these are the actions listed, and each one is switched on after it passes our tests.
- ReadRead team tasks and notes
- Update recordsCreate tasks and handovers
Before you connect
- Account you’ll need
- A ClickUp workspace
- Who connects it
- Connected once by an admin, for the organisation.
- Approval
- Anything that sends, publishes or changes a record waits for your approval unless you set a policy. Spending needs its own limit.
- Other charges
- Your own subscription, and any charges from the provider, are billed by them.
Questions
What account does ClickUp need?
A ClickUp workspace
Will a bot change ClickUp without asking?
No. Anything that sends, publishes or changes a record waits for your approval, and you see the account and the text. Connecting an app is not the same as a bot already doing tested work in it. The status on this page is the one to trust.
Is KeyAccess an official ClickUp partner?
No. You connect an account you or your agency already have, through ClickUp’s own sign-in, where that connection is in the catalogue.