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ClickUp quickstart guide

How to automatically create tasks in ClickUp.

Andrei Martin avatar
Written by Andrei Martin
Updated over a week ago

In this article, we will cover the steps to integrate MeetGeek with ClickUp, a productivity platform.

With this integration, MeetGeek can automatically connect to your ClickUp account, allowing you to automatically create tasks out of the action items you've been discussing during the meeting.

How to connect ClickUp with MeetGeek

  1. Go to the Integrations page and press on the ClickUp card.

  2. Click on the connect button.

  3. You will be taken to a screen in ClickUp where you should grant MeetGeek access to whatever workspace you want.

  4. Choose the workspaces and click on the "Connect Workspaces" button and MeetGeek will integrate with your ClickUp account. You will then be taken back to the MeetGeek Integrations page.

    The integration is active now and you're now ready to connect your meetings.

  5. (Optional) Set up the default ClickUp settings.

(Optional) Setting up the default ClickUp settings

To access the default ClickUp settings, go to the Integrations page on the MeetGeek dashboard. Click on the ClickUp card and select the "Settings" button. This will open a window with the default ClickUp settings, as shown in the following screenshot:

These settings will serve as the default settings for your account. However, you can still override the default settings if needed while setting up a workflow or sharing past meetings with ClickUp.

How to update ClickUp with assets from a past meeting

If you've recently had a meeting with your team and want to share the key decisions and action items discussed during the call, or provide a summary to your workspace in ClickUp, here's how you can do that in different ways.

- Share meeting summary with ClickUp

  1. Go to the meeting page of the call you want to sync with ClickUp.

  2. Click on the "Share meeting" button.

  3. You will see the popup with all the apps that are connected to your MeetGeek account. Click on the ClickUp logo.

  4. You will be asked to choose the place where you want the summary of this meeting to appear in your ClickUp workspace. Then click "Send" and it's done.

- Share meeting highlights (e.g. tasks) with ClickUp

It is also possible to share only certain highlights of your meeting with ClickUp and not the entire meeting summary.

To do this, go to the meeting page of that particular meeting and navigate to the “Highlights” section. From there, select all or specific highlights and click "Share highlights".

You will be prompted to select the ClickUp space, folder, and list to which you want to add highlights. Click "Send" and all tasks will immediately appear in your ClickUp workspace.

How to automatically update ClickUp with meetings

Now, let's review how to automatically connect every meeting or highlight with your ClickUp space, saving you hours of manual work each week. Let’s proceed with the creation of an automated workflow.

Note: Automated workflows are available for users on Pro and higher subscription plans. Review here.

  1. To proceed, head to the Integrations page in your MeetGeek account and enter the Workflows.

  2. Click on the "Create new workflow" button and you will see the setting popup:

  3. Fill in the fields based on your needs. By selecting “Meeting” or “Highlight” in the “Given a” dropdown you can decide whether to send the whole meeting or just the highlights to your ClickUp account.

    > Related articles: Automated workflows

Note: In order to sync your tasks, MeetGeek needs to know in which list and with which status to send. For that, you have to select all the settings, from Teams to Statuses. A valid workflow must have all these fields set.

That’s it! Click the "Save Workflow" button and you’ll automatically see your next MeetGeek meeting synchronized in your ClickUp account.

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