ClickUp is a cloud-based productivity platform that offers task management, time tracking, and collaboration tools for teams and individuals. ****

DocsAutomator integrates natively with ClickUp and allows for seamless document creation from your ClickUp tasks. Let’s find out how 🙂

<aside> 💡 Printed PDFs will be added as attachments to your tasks. Currently, new PDFs are added and there is no option yet to overwrite previous attachments (currently a limitation of ClickUp unfortunately).

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<aside> 🙏🏼 Your feedback is highly appreciated. Please reach out via in-app chat, Twitter or [email protected] and let us know what you think 🙂

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If you prefer a video walkthrough:

https://youtu.be/sJGVJ4nZDv4?si=tp9sKMjEqzu6os46

Table of contents:

1. Create Google Docs template
2. Create template in DocsAutomator (select “ClickUp” as data source)
3. Add Google Docs template + settings
4. Map your ClickUp data
5. Overview of available fields and formatting
6. Generate previews
7. Start creating documents from ClickUp 🎉

1. Create Google Docs template

Please visit the following page to learn more about how to set up a Google Docs template:

Create Google Docs template