# ClickUp Automation with AI: 29 Workflows Source: https://maito.app/workflows/tool/clickup 29 AI workflows for teams using ClickUp, like turn a customer call into actions, run a new hire's first weeks, draft performance review summaries. Each shows the steps, an example and how to set it up. 29 workflows. Jobs Maito handles with ClickUp, from Slack or email. ClickUp connects through its MCP server, so setup is a sign-in. [Put Maito to work](https://maito.app/login?returnTo=%2Fworkflows%2Ftool%2Fclickup)[Book a demo](mailto:support@maito.app?subject=Maito%20demo) $149/month per workspace · Unlimited people · AI usage billed by your provider ## All ClickUp workflows. 29 workflows - [Start here Turn a customer call into actions After a customer call, the notes become tasks, a recap and CRM updates. Customer success · When something happens Works with Granola, Fireflies, HubSpot, Salesforce, Linear, Asana.](https://maito.app/workflows/turn-a-customer-call-into-actions) - [Start here Run a new hire's first weeks New hires get the right accounts, tasks and introductions on the right day. People and HR · When you ask Works with Linear, Asana, Gmail, Microsoft 365.](https://maito.app/workflows/run-a-new-hires-first-weeks) - [Start here Draft performance review summaries Pull together a year of feedback, goals and wins before writing a review. People and HR · When you ask Works with Box, Linear, Asana.](https://maito.app/workflows/draft-performance-review-summaries) - [Plan an offboarding When someone leaves, every account, device and handover is covered. People and HR · When you ask Works with Linear, Asana.](https://maito.app/workflows/plan-an-offboarding) - [Prep the month-end close checklist Know which close tasks are done, late or blocked. Finance · On a schedule Works with Linear, Asana.](https://maito.app/workflows/prep-the-month-end-close-checklist) - [Plan my week Turn your calendar, inbox and tasks into a plan for the week. Founders and leadership · On a schedule Works with Google Calendar, Microsoft 365, Gmail, Linear, Asana.](https://maito.app/workflows/plan-my-week) - [Close the loop after meetings After a meeting, notes go out, tasks get created and follow-ups are scheduled. Founders and leadership · When something happens Works with Granola, Fireflies, Linear, Asana, Google Calendar, Microsoft 365.](https://maito.app/workflows/close-the-loop-after-meetings) - [Weekly client status report Each Friday, a status report for every client project. Client delivery · On a schedule Works with Linear, Asana, Box.](https://maito.app/workflows/weekly-client-status-report) - [Turn meeting notes into client follow-ups After client meetings, send a recap and log actions. Client delivery · When something happens Works with Granola, Fireflies, Gmail, Microsoft 365, Linear, Asana.](https://maito.app/workflows/turn-meeting-notes-into-client-follow-ups) - [Write the monthly client report Report on work done and results for each client. Client delivery · On a schedule Works with Linear, Asana, Amplitude, Mixpanel.](https://maito.app/workflows/write-the-monthly-client-report) - [Start the project when a proposal is signed A signed proposal becomes a project with tasks, an owner and kickoff times to choose from. Operations · When something happens Works with HubSpot, Salesforce, Google Calendar, Microsoft 365, Linear, Asana.](https://maito.app/workflows/start-the-project-when-a-proposal-is-signed) - [Route accessibility requests to the right person Access and transport requests reach the person who can arrange them, with details kept private. Operations · When something happens Works with Linear, Asana.](https://maito.app/workflows/route-accessibility-requests-to-the-right-person) - [Turn a complaint into a linked rework task A quality complaint becomes one linked issue with evidence, an owner and a rework visit, so nothing floats. Operations · When something happens Works with Gmail, Microsoft 365, Linear, Asana.](https://maito.app/workflows/turn-a-complaint-into-a-linked-rework-task) - [Turn inspection notes into an action list After an inspection, turn notes and photos into tasks with severity, deadlines and evidence for you to review. Operations · When you ask Works with Box, Linear, Asana.](https://maito.app/workflows/turn-inspection-notes-into-an-action-list) - [Get early warning on lease deadlines Lease dates are pulled from the documents and put in front of you early, with the clause they came from. Operations · On a schedule Works with Box, Linear, Asana.](https://maito.app/workflows/get-early-warning-on-lease-deadlines) - [Make sure crews have the latest drawings When a new drawing revision arrives, Maito sends it out and tracks who confirmed they've dropped the old one. Operations · When something happens Works with Gmail, Microsoft 365, Box, Linear, Asana.](https://maito.app/workflows/make-sure-crews-have-the-latest-drawings) - [Turn walkthrough notes into a punch list Walkthrough notes become tasks by room and trade, and an item only closes when the inspector accepts it. Operations · When you ask Works with Linear, Asana, Box.](https://maito.app/workflows/turn-walkthrough-notes-into-a-punch-list) - [Get core charges back from suppliers Every refundable core gets a return task and a deadline, so the credit isn't left on a shelf. Finance · When something happens Works with Gmail, Microsoft 365, QuickBooks, Xero, Linear, Asana.](https://maito.app/workflows/get-core-charges-back-from-suppliers) - [Schedule machine maintenance before it breaks Machines due for service are listed from real hours and dates, with downtime picked around the work. Operations · On a schedule Works with Airtable, Microsoft 365, Google Calendar, Linear, Asana.](https://maito.app/workflows/schedule-machine-maintenance-before-it-breaks) - [Hand over a departing client's files When a client leaves, Maito builds the handover index and lists what to close, so nothing lingers. Operations · When something happens Works with Box, Linear, Asana.](https://maito.app/workflows/hand-over-a-departing-clients-files) - [Set up a new hire's first week Maito builds the new hire's checklist, sends the forms and tells you what is at risk. People and HR · When something happens Works with Linear, Asana, Gmail, Microsoft 365.](https://maito.app/workflows/set-up-a-new-hires-first-week) - [Close out a departing employee's access Maito lists accounts, keys and equipment to recover, assigns owners and shows what is still open. IT and admin · When something happens Works with Linear, Asana, Gmail, Microsoft 365.](https://maito.app/workflows/close-out-a-departing-employees-access) - [Collect client assets before kickoff Every new project gets a checklist of what the client owes, who owns each item and a reminder until it arrives. Operations · When something happens Works with Linear, Asana, Gmail, Microsoft 365, Box.](https://maito.app/workflows/collect-client-assets-before-kickoff) - [Track promises made to clients Candidate promises in email and call notes become tasks with an owner and date, so nothing gets buried. Customer success · When something happens Works with Gmail, Microsoft 365, Granola, Fireflies, Linear, Asana.](https://maito.app/workflows/track-promises-made-to-clients) - [Review automations that failed or double-ran A weekly log of failed and duplicate automation runs, with the time spent fixing them, so problems surface before customers find them. IT and admin · On a schedule Works with Datadog, Sentry, Linear, Asana.](https://maito.app/workflows/review-automations-that-failed-or-double-ran) - [Log payment promises and invoice disputes A reply like I'll pay Friday or this was damaged becomes a dated case, and the chase pauses until it's checked. Finance · When something happens Works with Gmail, Microsoft 365, QuickBooks, Xero, Linear, Asana.](https://maito.app/workflows/log-payment-promises-and-invoice-disputes) - [Track close blockers until sign-off A month-end checklist with owners, workpapers and blockers, so close finishes only when every item is signed off. Finance · On a schedule Works with Linear, Asana, QuickBooks, Xero.](https://maito.app/workflows/track-close-blockers-until-sign-off) - [Flag outdated procedures before staff use them Old instructions get flagged for review before a tech follows them, so the current way is the only way. Operations · On a schedule Works with Notion, Confluence, Linear, Asana.](https://maito.app/workflows/flag-outdated-procedures-before-staff-use-them) - [Queue old files for retention review Files that reach their review date go to the right person with holds checked. Nothing gets deleted on its own. IT and admin · On a schedule Works with Box, Notion, Confluence, Linear, Asana.](https://maito.app/workflows/queue-old-files-for-retention-review) ## Questions. ### How does Maito connect to ClickUp? Through ClickUp's MCP server. Connect it once in Maito; if it isn't connected yet, your agent sends you a link to sign in. ### Can it change things in ClickUp? Only what you allow. You choose which ClickUp actions Maito can use, and the workflows here prepare changes for a person to approve unless you set them to run on their own. ### Which teams use these workflows? Customer success, People and HR, Finance, Founders and leadership, Client delivery, Operations and IT and admin. ### How long does it take to set up? Minutes for the workspace: create it, connect your AI provider and connect Slack. Each workflow then takes one request to your agent, plus signing in to any tool it needs. ### Do we need a developer? No. You set up each workflow by asking your agent in plain words. A repository is only needed for coding work. ### What does it cost? $149 per workspace per month, with unlimited people and $20 in cloud credits each month. Your AI provider bills its usage separately. ## Put your AI teammate to work. Set it up in minutes. Start with one workflow, and let it earn the next one. [Put Maito to work](https://maito.app/login?returnTo=%2Fworkflows%2Ftool%2Fclickup)[Book a demo](mailto:support@maito.app?subject=Maito%20demo)