5 ClickUp Automations to Set Up for a Stress-Free Busy Season

Is your business ready for the busy season? Don’t wait until you’re right in the middle of a major Black Friday sale to check that your business is in good shape!

Instead, prepare your systems and workflows ahead of time by using tools like ClickUp Automations. That way, you can count on your biz to run like a well-oiled machine and focus on other priorities when it’s busy, like serving your clients and running sales smoothly.

You can use these five ClickUp Automations to set yourself up for success no matter when your busy season is, whether it’s the holidays or summertime!

#1 - Automatically Reassign Tasks and Adjust Due Dates

Manually reassigning tasks and adjusting due dates can slow down your workflow. With ClickUp, you can automate these updates and keep everything moving seamlessly. Not only will it speed up the process, but it will also stop tasks from getting stuck in the weeds unassigned with no due date to move forward in the pipeline.

Use Case Example:

Imagine an Instagram content process. When a task is moved to “Ready to Design,” ClickUp automatically reassigns it to the designer and updates the due date. Once it’s moved to “Ready for Review,” it’s reassigned to the reviewer (you, perhaps) with a new deadline. This ensures everyone knows what’s expected and when—without wasting time assigning tasks manually.

#2 - Send Automatic Email Updates

Stop spending hours in your inbox! Automate email updates with ClickUp to keep your team and clients informed.

Use Case Examples:

1. Internal Requests: For IT tickets, ClickUp can send confirmation emails when requests are submitted, updated, or completed. Each email includes dynamic fields like ticket IDs and reasons for approval or denial.
2. Client Communication: During the hiring process, ClickUp can send automatic emails to candidates, such as invitations to interviews or polite rejection notices. These automations save time while maintaining professionalism.

#3 - Apply Task or Checklist Template

In case you didn’t notice, we’re big fans of workflow templates here!

Templates are your secret weapon for maintaining consistency and quality across projects. ClickUp automations can apply a task or checklist template whenever a specific trigger occurs.

Use Case Example:

For a new course lesson: When a task is created, ClickUp applies a checklist template with subtasks like brainstorming, outlining, scripting, and reviewing. No detail is missed, and your team has clear instructions every time.

Bonus Tip: Automate the transition to the next step by triggering status updates when all checklist items are completed.

#4 - Automatically Add to a Designated List

Collaborating with contractors or freelancers? Streamline their access to relevant tasks without micromanaging.

Use Case Example:

A tricky part of collaborating with different team members is controlling their access. ClickUp can add a task to a specific List when a trigger occurs, giving your contractor or freelancer the access they need without micromanaging them, or sharing too many details. They can focus on the tasks that matter to them only. Neat, right?

#5 - Auto-update Task Status on Due Date

Got marketing tasks or scheduled tasks that don’t require your input? Scheduling a blog to be published or an email newsletter to be sent, for example. You’re not manually publishing or sending those items, but you still need to check them off your to-do list in ClickUp.

Use Case Example:

This ClickUp Automation automatically updates a task’s status when the due date arrives, so you don’t have to manually mark it as complete! It’s another creative Automation that saves time and reduces your workload, yet keeps your workflows running smoothly.

Let your ClickUp Automations do the work

It may be a busy season for your agency, but that doesn’t mean you have to deal with more busy work! Make more time for revenue-generating, client-facing work in your business with handy tools like ClickUp Automations. They’ll take care of the time-consuming and repetitive tasks, while you and your team focus on what matters most.

ClickUp Automations are a breeze to set up with templates from our shop! Grab our templates for tracking sales, hiring and onboarding, managing clients, and much more. They’re ready to use and can be accessed in just a few clicks.

Need a systems solution that’s a little more robust? We offer custom ClickUp builds, too! We’ll create and optimize your workflows, set up integrations, train your team on your new ClickUp — we take care of it all. Get started on your custom ClickUp build today!

‍