ClickUp
ClickUp is your agency's project system. Agenteous uses it in up to four ways, depending on which features your agency has turned on: it creates tasks from meeting follow-ups, watches time and budgets on tasks, reads time for billing and client status, and takes in work orders. The ClickUp Plan Builder tool also pushes whole project plans into it.
What the Agents Do with ClickUp
Meeting Follow-Up Tasks
After a meeting, the Meeting Assistant posts the action items it found as a checklist card in Slack. Ticking a box creates a ClickUp task for that item, and unticking it deletes the task it created. You choose which items become tasks.
All tasks land in one default list that your agency picks, not in a separate list for each client. The checklist is interactive only in the Slack card; the Meetings page in the app shows the action items without controls. If task creation is not set up, the card reports a task-dispatch error instead of creating anything.
Time and Budget Monitoring
The PM Assistant checks ClickUp on a short cycle. It sends time-tracking reminders, warns when a task reaches 90 percent and 100 percent of its budget, and posts regional catch-ups and an end-of-day summary.
Time and Billing
When the billing feature is turned on, ClickUp time entries sync into the client hours the billing portal shows, and the nightly client status reads that synced time. See Airtable and n8n for how the sync reaches the billing data.
Work-Order Intake
Work-order intake is off unless your agency has turned it on. When it is on, incoming work orders become ClickUp tasks in the list set up for them.
ClickUp Plan Builder
The ClickUp Plan Builder tool turns a document, a saved quote or a work order into a project plan and pushes it to ClickUp as a new list. That push writes real tasks.
Which Agents Use This Connection
| Agent or tool | How it uses ClickUp |
|---|---|
| Meeting Assistant | Creates one task per ticked follow-up item |
| PM Assistant | Reads time and estimates for reminders and budget warnings |
| ClickUp Plan Builder | Pushes a generated project plan as a new list |
The Principal Assistant and the Concierge do not create ClickUp tasks.
How to Tell It Is Connected
In the Operator Console, under Agency, Connections has two ClickUp cards: Project Management, used for time and budgets, and Task Dispatch, used for creating tasks. Both show Connected when their credentials are stored.
When task dispatch works, ticking a box on a Meeting Assistant card creates a task in ClickUp. If boxes are active but no task appears, or the card shows a task-dispatch error, contact support@agenteous.com.