ClickUp integrates with MeetGeek to turn your meetings into ClickUp tasks and summaries automatically. Once connected, action items become tasks in the space, folder, and list you choose. Sync a past meeting on demand, or set a workflow to handle every future call.
In this guide:
Connect ClickUp to MeetGeek
In the MeetGeek dashboard, go to the Integrations & Automations page and click the ClickUp card.
Click Connect.
In ClickUp, choose the workspaces you want to use and click Connect Workspaces.
You'll be redirected back to the MeetGeek Integrations & Automations page. The integration is now active.
Set your default ClickUp settings
On the Integrations & Automations page, click the ClickUp card and select Settings to set your account defaults:
Note: These are account defaults. You can override them per workflow or when sharing a past meeting.
Share a past meeting manually
To share a meeting summary:
Open the meeting and click Share meeting.
Click the ClickUp logo, choose where the summary should land, and click Send.
To share only specific highlights (e.g. tasks), open the meeting's Highlights section, select the ones you want, and click Share highlights. Choose the ClickUp space, folder, and list, then click Send.
Set up an automated workflow
A workflow syncs each meeting or highlight to ClickUp automatically, right after the call is analyzed.
Note: Automated workflows are included in the paid MeetGeek plans, starting from Pro.
Go to the Workflows tab and click Create new workflow.
Set ClickUp as the destination. In Given a, choose Meeting to send the full summary, or Highlight to send only highlights.
Select all required fields, from Teams to Statuses.
Click Save workflow. Your next meeting syncs to ClickUp automatically.
Note: To sync tasks, MeetGeek needs to know the list and status to send to. A valid workflow must have every field set, from Teams to Statuses.
Disconnect ClickUp
Go to the Integrations & Automations page and find ClickUp in your connected apps.
Go to Settings > Disconnect > Save.
Note: Disconnecting removes all workflows set for ClickUp in MeetGeek.
Need Help?
If you have any questions or need assistance, reach out at [email protected] or use the chat messenger in the MeetGeek app.
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