What does this automation do?
Every morning the board is listed, summarized into plain language, and emailed to the people who need the state without the grid.
What can you do with it?
- Answer "where are we?" without opening ClickUp
- Give non-users a way into the delivery picture
- Send the same summary every day without writing it
The Steps
This automation runs in 4 steps:
- When Schedule — Every Day
- Then ClickUp — List Tasks
- Then Taskade AI — Generate with AI
- Then Taskade — Send Email
Who is this automation for?
Built for managers and stakeholders who do not open the board. Every morning the board is listed, summarized into plain language, and emailed to the people who need the state without the grid.
How do you set it up?
- Open the "Automations" tab in your workspace.
- Click ➕ Add automation, then start from scratch.
- Add the trigger "Every Day" from Schedule.
- Add the action "List Tasks" from ClickUp.
- Add the action "Generate with AI" from Taskade AI.
- Add the action "Send Email" from Taskade.
- Enable the toggle in the top-right corner to activate the automation.
Prefer to describe it instead? Click Build this flow with AI above and Taskade wires the trigger, the steps for you.