All About Automations (and your managers)

Paywalls/Limitations

100

This user role is unable to set up Automations

Guests!

200

Workspaces on these plans have the ability to set up Automation Conditions. 

Business Plan, Business Plus Plan, Enterprise Plan!

300

True or False: Workspaces on the Business Plan receive up to 25,000 Automation Actions/month.

False. Workspaces on the Business Plan receive 10,000 Automation Actions/month.

400

Pain plans are able to purchase what as add ons?

Additional Automation Actions!

500

Up to how many Automation Actions can be added on Workspaces on the Business Plan and above?

Six Automation Actions

Automation Integrations

100

Name 1 non-custom, available Bugsnag trigger + action

- When moved to this location, then create issue

- When status changes, then create issue

- When task created, then create issue

- When due date arrives, then create issue

- When assignee changes, then create issue

- assigned removed, priority changes, all subtasks resolved, all checklists resolved, pull request merged are additional actions. 

200

What are the 6 available Automation Integrations?

Bugsnag, Calendly, Email, GitHub, HubSpot, Twilio

300

What is Calendly? Why might someone use the Calendly x ClickUp Automation Integration?

Calendly is a tool for scheduling appointments and events. Someone might use the Calendly automation integration to keep track of notes for every interview they have! (just an example)

400

If you could add one Integration to the Automation Integrations we have available, what would you add?

- Can be based on personal preference or something you see come up a lot in support tickets!

- Any platform/company/website that you would personally like to see added as an available Automation Integration. 

500

Describe a potential usecase for why someone might use the Twilio Automation Integration?

- Alternative way to give status updates to clients outside of CU

- Form submission confirmation

- Bug report status updates

Manage your Automations

100

Under what Automation tab do you see how many Automation Actions you have used?

The 'Usage' tab!

200

How much does it cost per month to buy +10,000 Automation actions?

$99.99 per month. 

300

True or False: When filtering for Automations, you are only able to filter for the Automations on the level you are viewing Automations on. 

True. 

400

Describe how Automation filters work.

From the manage tab of the Automations modal, you can filter by:

• Automation Status, including:
  • All: Displays Automations that are both Active and Inactive.
  • Active: Displays Automations that are toggled on.
  • Inactive: Displays Automations that are toggled off.
• Trigger: Select one or more Automation Trigger.
• Condition: Select one or more Automation Condition.
• Action: Select one or more Automation Action.
• Updated by: Select one more user.
  
  

This allows you to quickly find the Automation that you need to see!

500

True or False: You can choose the payment cycle (yearly/monthly) for your Automation add-ons. 

False. Automation add-ons are billed prorated, on the same cycle as your standard plan. 

All about Jacquie

100

What is the name of jacquies dog?

Carlita!

200

Jacquie has 3 and is the youngest. 

Siblings!

300

Jacquie has tattoos of these two animals. 

A penguin and a komodo dragon!

400

What are Jacquie's favorite sports teams? (football, basketball, baseball)

Indianapolis Colts, Brooklyn Nets, New York Yankees

500

Jacquie’s parents are from this island in South East Asia

Indonesia!

All about Jen

100

I started here at ClickUp in June of 2020. How many months do I have until I reach my sabbatical? 

~16 months

200

Jen has a tattoo of this bird on her ankle. 

Hummingbird!

300

I am on level 3300 of this popular app game. 

Candy Crush!

400

What are Jen's favorite sports teams? (baseball, football, soccer)

Boston Red Sox, New England Patriots, USWNT

500

There is only one other current ClickUpper that lives in my home state of Rhode Island. Who is that person?

Krista Chappell