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ClickUp integration

Connect Sally AI with ClickUp to turn meeting insights into real work - directly in the right Workspace → Space → List. With the Sally ClickUp integration you can send action items, decisions, and follow-ups to ClickUp with one click, avoid double entry, and keep your team’s system of record up to date.


Quick Navigation

  1. How to connect ClickUp with Sally AI
  2. How to send insights to ClickUp

1. How to connect ClickUp with Sally AI​

Follow these steps to enable the Sally ClickUp integration.

  1. Open Settings in the left sidebar.

    Open Settings in Sally

    Figure 1: Go to Settings

  2. Go to Integrations.

  3. Click "+ Add integration" under "Your personal integrations".

    Open Integrations and click Add integration

    Figure 2: Add integration

  4. Select ClickUp and hit Connect. Complete the authorization flow in ClickUp.

    ClickUp in the integrations list with Connect button

    Figure 3: Choose ClickUp → Connect

  5. After a successful connection, ClickUp appears under "Your personal integrations".

    ClickUp listed under Your personal integrations

    Figure 4: ClickUp is connected

info

Personal integrations apply to your user account. Admins can also set up org-wide integrations under "Integrations (Organization)" if needed.

2. How to send insights to ClickUp​

Once ClickUp is connected, you can send meeting insights from Sally to ClickUp with a single click — so they land in the right Workspace, Space, and List.

You can:

When to use which?
  • Create task in ClickUp → New, owned work item with status and due date.
  • Add comment to ClickUp task → Additional context on an existing task, without changing ownership or dates.

2.1. Create a task in ClickUp​

Turn a Sally insight into a brand-new task in ClickUp.

  1. Open the desired meeting in Sally.

  2. Hover any insight, decision, next step, or task in the summary. Click the ClickUp icon, then choose "Create task in ClickUp".

    ClickUp action menu on hover with Create task / Add comment

    Figure 5: Choose Create task in ClickUp

  3. Fill in the creation form (required fields are marked with *). For ClickUp this typically includes:

    • Workspace*
    • Space*
    • List*
    • Responsible user / Assignee (recommended)
    • Status (optional)
    • Due date (optional)
    • Priority (optional)

    The description is prefilled from Sally and can be edited.

  4. Click Create to send it to ClickUp.

    Create task in ClickUp modal with Workspace, Space, List, Assignee, Status, Due date, Priority

    Figure 6: Fill the ClickUp task fields and Create

Best practice

Add as much context as possible (List, Assignee, Status, Due date, Priority, Tags). Richer tasks reduce follow-ups and improve reporting quality in ClickUp.

2.2. Add a comment to ClickUp task​

Attach meeting context to an existing ClickUp task - perfect for updates, decisions, or notes.

  1. Open the desired meeting in Sally.

  2. Hover the relevant item, click the ClickUp icon, and choose Add comment to ClickUp task.

    ClickUp action menu with Add comment to ClickUp task

    Figure 7: Choose Add comment to ClickUp task

  3. Fill in the creation form (required fields are marked with *). For ClickUp this typically includes:

    • Workspace*
    • Space*
    • List*
    • Responsible user / Assignee (recommended)
    • Status (optional)
    • Due date (optional)
    • Priority (optional)

    The description is prefilled from Sally and can be edited.

  4. Click Create to send it to ClickUp.

    Create task in ClickUp modal with Workspace, Space, List, Assignee, Status, Due date, Priority

    Figure 6: Fill the ClickUp task fields and Create