How I Use ClickUp Automations for Social Media Content Creation
Want to learn how to use ClickUp for workflow automation? Looking to streamline and automate your workflow using ClickUp? Hoping to make ClickUp your "business hub" for your self-managing team?
This ClickUp automation tutorial will show you the major steps to turn ANY workflow into a fully-automated ClickUp workflow...using just 6 ClickUp automations that I use in my own ClickUp workspace.
We'll walk you through how to (1) map your workflow for ClickUp; (2) turn your process into a ClickUp template; and (3) build ClickUp automations for a simple social media workflow.
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What we'll work on:
00:00 Introduction
00:37 - Example Automation Flow: Social Media
00:58 - FIRST: The Automation ClickApp
01:37 - How to map out your workflow, so you can automate it
06:23 - Getting your workflow into ClickUp
08:02 - Creating your first ClickUp Automation
09:56 - Adding conditions to your Automation
11:51 - Pro tip for Dropdown Custom Fields
12:29 - Using Automated Assigned Comments as Instructions
14:13 - Using an Automation to change the Due Date
16:05 - Using ClickUp Automations keep your statuses and stages in sync
17:14 - Automations to reinforce your workflow
19:42 - Changing your View and Filters
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