productivity

Add ClickUp to your AI agent

ClickUp unifies tasks, docs, goals, and chat in a single platform, allowing teams to plan, organize, and collaborate across projects with customizable workflows

Things your agent can do in ClickUp
162

Things your AI can do in ClickUp

Your FormWise AI can handle any of these in ClickUp — on its own, without you needing to click a button.

  • Create Doc

    Popular

    Tool to create a new ClickUp Doc in a Workspace (v3 Docs API) and return the new doc_id for follow-up page/content operations. Use when you need to create a new document in ClickUp.

  • Create Doc Page

    Popular

    Tool to create a page in a ClickUp Doc (v3 Docs API). Use when you need to add a new page to an existing document, either as a root page or as a sub-page under a parent page.

  • Create folder

    Popular

    Creates a new ClickUp Folder within the specified Space, which must exist and be accessible.

  • Create list

    Popular

    Creates a new list in ClickUp within an existing folder. This action requires a folder_id - lists cannot be created directly in a Space using this action. If you need to create a list directly in a Space (without placing it in a folder), use the 'CLICKUP_CREATE_FOLDERLESS_LIST' action with space_id instead.

  • Create a task

    Popular

    Creates a new ClickUp task in a specific list, optionally as a subtask if a `parent` task ID (which cannot be a subtask itself and must be in the same list) is provided.

  • Create task comment

    Popular

    Adds a comment to a ClickUp task; `team_id` is required if `custom_task_ids` is true.

  • Create threaded comment

    Popular

    Tool to create a threaded reply to a comment in ClickUp. Use when you need to respond to an existing comment with context.

  • Delete chat channel

    Popular

    Tool to delete a chat channel in ClickUp. Use when you need to permanently remove a chat channel from a workspace.

  • Delete task

    Popular

    Permanently deletes a task, using its standard ID or a custom task ID (requires `custom_task_ids=true` and `team_id`).

  • Get Doc Page Content

    Popular

    Tool to fetch a single ClickUp Doc page's content and metadata by workspace_id + doc_id + page_id (v3 Docs API). Use when you need to read the content of a specific page without fetching the entire Doc.

  • Get task

    Popular

    Retrieves comprehensive details for a ClickUp task by its ID, supporting standard or custom task IDs (requires `team_id` for custom IDs).

  • Move task to new home list

    Popular

    Tool to move a task to a new home List using ClickUp Public API v3. Use when you need to change a task's home list (not just add to additional lists).

Show 150 more things it can do
  • Update task

    Popular

    Updates attributes of an existing task; `team_id` is required if `custom_task_ids` is true, use a single space (" ") for `description` to clear it, and provide at least one modifiable field.

  • Add dependency

    Adds a 'waiting on' or 'blocking' dependency to a task, requiring either `depends_on` (task becomes waiting on) or `dependency_of` (task becomes blocking), but not both; `team_id` is required if `custom_task_ids` is true.

  • Add guest to folder

    Adds a guest to a folder with specified permissions; requires a ClickUp Enterprise Plan.

  • Add guest to list

    Shares a ClickUp List with an existing guest user, granting them specified permissions; requires the Workspace to be on the ClickUp Enterprise Plan.

  • Add guest to task

    Assigns a guest to a task with specified permissions; requires ClickUp Enterprise Plan, and `team_id` if `custom_task_ids` is true.

  • Add tag to task

    Adds an existing tag to a specified task; team_id is required if custom_task_ids is true.

  • Add tags from time entries

    Associates a list of specified tags with one or more time entries within a given Team (Workspace).

  • Add task link

    Links two existing and accessible ClickUp tasks, identified by `task_id` (source) and `links_to` (target).

  • Add task to list

    Adds an existing task to an additional ClickUp List; the "Tasks in Multiple Lists" ClickApp must be enabled in the Workspace for this.

  • Update Doc Page

    Tool to update/edit a ClickUp Doc page's title and/or content via the v3 Docs API. Use when you need to modify a Doc page's name or content programmatically.

  • Create a time entry

    Creates a new time entry for a specified team.

  • Create chat channel

    Tool to create a chat channel in a ClickUp workspace. Use when you need to set up a new communication channel for team collaboration with configurable visibility.

  • Create chat message

    Tool to send a message in a ClickUp chat channel. Use when you need to post messages to team chat channels. Supports both regular messages and structured posts with optional assignments, followers, and reactions.

  • Create chat reaction

    Tool to add a reaction to a ClickUp chat message. Use when you need to react to a message with an emoji.

  • Create chat view comment

    Posts a new comment to a specified ClickUp Chat view; the 'view_id' must correspond to an existing and accessible Chat view.

  • Create checklist

    Creates a new checklist with a specified name within an existing task, which can be identified by its standard ID or a custom task ID (if `custom_task_ids` is true, `team_id` is also required).

  • Create checklist item

    Creates a new checklist item within a specified, existing checklist, optionally setting the item's name and assigning it to a user.

  • Create direct message channel

    Tool to create a direct message channel in ClickUp. Use when you need to start a direct message conversation with up to 15 users. A Self DM is created when no user IDs are provided.

  • Create folder view

    Creates a new, highly customizable view within a specific ClickUp folder using its `folder_id`.

  • Create folderless list

    Creates a new folderless list (a list not part of any Folder) directly within a specified ClickUp Space.

  • Create goal

    Creates a new goal in a ClickUp Team (Workspace).

  • Create key result

    Creates a new Key Result (Target) for a specified Goal in ClickUp to define and track measurable objectives towards achieving that Goal.

  • Create list comment

    Adds a new comment with specific text to an existing and accessible ClickUp List, assigns it to a user, and sets notification preferences for all list members.

  • Create list from template in folder

    Creates a new list from a template in a specified ClickUp folder. Use this when you need to instantiate a list based on an existing template within a folder structure.

  • Create list view

    Creates a new, customizable view (e.g., list, board, calendar) within a specified ClickUp List, requiring an existing list_id accessible by the user.

  • Create Location Chat Channel

    Tool to create a Channel on a Space, Folder, or List in ClickUp. Use when you need to create a location-based chat channel.

  • Create reply message

    Tool to create a reply to a chat message in ClickUp. Use when replying to an existing chat message. Requires workspace_id, message_id, type, and content.

  • Create space

    Creates a new ClickUp Space within a specified Workspace, allowing feature configuration which defaults to Workspace settings if unspecified.

  • Create space tag

    Creates a new tag (name, foreground color, background color) in an existing ClickUp Space.

  • Create space view

    Creates a customizable view (e.g., List, Board, Gantt) within a specified ClickUp Space, allowing configuration of grouping, sorting, filtering, and display settings.

  • Create task attachment

    Uploads a file as an attachment to a specified ClickUp task using multipart/form-data.

  • Create task from template

    Creates a new task in a specified ClickUp list from a task template, using the provided name for the new task.

  • Create team

    Creates a new team (user group) with specified members in a Workspace; member IDs must be for existing users, and be aware that adding view-only guests as paid members may incur extra charges.

  • Create webhook

    Creates a ClickUp webhook for a Team (Workspace) to notify a public URL on specified events (at least one, or '*' for all), optionally scoped to a Space, Folder, List, or Task; the endpoint must accept requests from dynamic IPs.

  • Create workspace Everything level view

    Creates a new, customizable view (e.g., List, Board) at the 'Everything' level for a specified Team (Workspace ID), encompassing all tasks within that Workspace.

  • Delete chat message

    Tool to delete a chat message in ClickUp. Use when you need to permanently remove a specific message from a workspace chat.

  • Delete chat reaction

    Tool to delete a reaction from a chat message in ClickUp. Use when you need to remove an emoji reaction that was previously added to a chat message.

  • Delete checklist

    Permanently deletes an existing checklist identified by its `checklist_id`.

  • Delete checklist item

    Permanently deletes an existing item, identified by `checklist_item_id`, from an existing checklist, identified by `checklist_id`.

  • Delete comment

    Deletes an existing comment from a task using its `comment_id`.

  • Delete dependency

    Removes a dependency relationship for a task. Provide exactly one of: `depends_on` to remove a 'waiting on' dependency (task_id is blocked by another task), or `dependency_of` to remove a 'blocking' dependency (another task is blocked by task_id). `team_id` is required if `custom_task_ids` is true.

  • Delete folder

    Permanently and irreversibly deletes a specified folder and all its contents (Lists, Tasks) if the folder_id exists.

  • Delete goal

    Permanently removes an existing Goal, identified by its `goal_id`, from the Workspace.

  • Delete key result

    Deletes an existing Key Result, also referred to as a Target within a Goal, identified by its `key_result_id`.

  • Delete list

    Permanently deletes an existing List and all its contents; this action is destructive and irreversible via the API.

  • Delete space

    Permanently deletes a specified Space in ClickUp; this action is irreversible as the Space cannot be recovered via the API.

  • Delete space tag

    Deletes a Tag from a Space, identified by `tag_name` in path; precise matching of Tag details in the request body (`tag_name_1`, `tag_tag_fg`, `tag_tag_bg`) is generally required for successful deletion.

  • Delete task link

    Deletes an existing link, effectively a dependency or relationship, between two ClickUp tasks; set `custom_task_ids=true` and provide `team_id` if using custom task IDs.

  • Delete team

    Permanently deletes an existing Team (user group) from the Workspace using its `group_id`.

  • Delete a time entry

    Deletes an existing time entry, specified by `timer_id`, from a Workspace identified by `team_id`.

  • Delete time tracked

    Deletes a time-tracked interval from a task; use this legacy endpoint for older time tracking systems.

  • Delete view

    Permanently and irreversibly deletes an existing View in ClickUp, identified by its `view_id`.

  • Delete webhook

    Permanently removes an existing webhook, specified by its ID, thereby ceasing all its event monitoring and notifications.

  • Get access token

    Exchanges a ClickUp OAuth 2.0 authorization code (obtained after user consent) for an access token.

  • Get accessible custom fields

    Retrieves all accessible Custom Field definitions for a specified ClickUp List using its `list_id`.

  • Get all tags from time entries

    Retrieves all unique tags applied to time entries within a specified ClickUp Team (Workspace).

  • Get authorized teams workspaces

    Retrieves a list of Workspaces (Teams) the authenticated user can access.

  • Get authorized user

    Retrieves the details of the currently authenticated ClickUp user.

  • Get bulk tasks time in status

    Retrieves the time spent in each status for multiple tasks; requires the 'Total time in Status' ClickApp to be enabled in the Workspace.

  • Get chat channel

    Retrieves details for a specific chat channel in a ClickUp Workspace. Use when you need information about a particular chat channel.

  • Get chat channel followers

    Tool to retrieve followers of a ClickUp chat channel. Use when you need to list users following a specific channel in a workspace.

  • Get chat channel members

    Tool to get members of a chat channel. Use when you need to retrieve the list of members in a specific ClickUp chat channel.

  • Get chat channels

    Tool to retrieve chat channels in a ClickUp workspace. Use when you need to list available chat channels, DMs, or group chats in a workspace. Supports pagination via cursor and filtering by follower status, closed channels, and recent activity.

  • Get chat message reactions

    Tool to retrieve reactions on a ClickUp chat message. Use when you need to see who reacted to a message and with what emoji.

  • Get chat message replies

    Retrieves replies to a chat message in ClickUp. Use when you need to fetch responses to a specific message in a workspace chat.

  • Get chat message tagged users

    Tool to retrieve users tagged in a ClickUp chat message. Use when you need to get a list of users mentioned in a specific chat message.

  • Get chat messages

    Tool to retrieve messages from a ClickUp chat channel. Use when you need to fetch chat messages for a specific channel within a workspace.

  • Get chat view comments

    Retrieves comments from a specified Chat view in ClickUp, supporting pagination via `start` and `start_id` to fetch comments older than the default 25 most recent.

  • Get custom roles

    Retrieves all Custom Roles, which allow granular permission configurations, for a specified Workspace (Team).

  • Get custom task types

    Retrieves all custom task types available within a specified Workspace (team_id).

  • Get Doc Content

    Tool to fetch the full content of a ClickUp Doc including metadata and all page contents in markdown format. Use when you need to read or summarize a Doc's content given workspace_id and doc_id.

  • Get Doc Page Listing

    Tool to fetch the page listing structure of a ClickUp Doc by workspace_id and doc_id. Use when you need to discover the hierarchical structure of pages and subpages within a Doc without fetching the actual content.

  • Get Doc Pages

    Tool to fetch pages belonging to a ClickUp Doc. Use when you need to list all pages in a doc with their content and structure.

  • Get filtered team tasks

    Retrieves a paginated list of tasks (up to 100 per page) from a specified workspace based on various filter criteria, respecting user access permissions. Unexpectedly missing tasks may indicate permission restrictions rather than filter issues. Task comments are not included; use CLICKUP_GET_TASK_COMMENTS for complete context. No keyword/text search is supported; filter client-side on returned results.

  • Get folder

    Retrieves detailed information about a specific folder in ClickUp.

  • Get Folder Available Fields

    Tool to view custom fields available in a ClickUp folder. Use to discover what custom fields can be used when working with tasks in this folder. Only returns folder-level custom fields, not list-level fields.

  • Get folder views

    Retrieves all configured views (like List, Board, Calendar) for a specified, existing Folder in ClickUp.

  • Get folderless lists

    Retrieves all Lists within a specified Space that are not located in any Folder.

  • Get folders

    Retrieves Folders within a specified ClickUp Space, ensuring `space_id` is valid, with an option to filter by archived status.

  • Get goal

    Retrieves detailed information for an existing ClickUp Goal, specified by its unique `goal_id`.

  • Get goals

    Retrieves goals for a specified ClickUp Workspace (Team); the `team_id` must be valid and accessible.

  • Get guest

    Call this to retrieve detailed information for a specific guest within a Team (Workspace), ensuring the `guest_id` is valid for the given `team_id`; this action requires the ClickUp Enterprise Plan.

  • Get list

    Retrieves detailed information for an existing List in ClickUp, identified by its unique `list_id`.

  • Get list comments

    Retrieves comments for a specific ClickUp List, supporting pagination using `start` (timestamp) and `start_id` (comment ID) to fetch earlier comments; omits them for the latest 25.

  • Get list members

    Retrieves all members of a specific, existing ClickUp List by its ID.

  • Get list views

    Retrieves all task and page views for a specified and accessible ClickUp List.

  • Get lists

    Retrieves all lists within a specified, existing ClickUp folder, optionally filtering by archived status.

  • Get running time entry

    Retrieves the currently active time entry for a user in a Workspace; a negative 'duration' in its data indicates it's running, and the response may be empty if no entry is active.

  • Shared hierarchy

    Retrieves the hierarchy of tasks, Lists, and Folders shared with the authenticated user within an existing ClickUp Team (Workspace), identified by its `team_id`.

  • Get space

    Retrieves detailed information for an existing Space in a ClickUp Workspace, identified by its unique space_id.

  • Get space available fields

    Retrieves all custom fields available in a ClickUp Space, identified by space_id. Returns Space-level custom fields only.

  • Get space tags

    Retrieves all tags for tasks within a specified ClickUp Space, requiring a valid `space_id`.

  • Get space views

    Retrieves all task and page views for a specified Space ID in ClickUp.

  • Get spaces

    Retrieves Spaces for a Team ID; member information for private Spaces is returned only if the authenticated user is a member.

  • Get post subtype IDs

    Tool to retrieve post subtype IDs (Announcement, Discussion, Idea, Update) for a ClickUp Workspace. Use when you need subtype IDs to send messages with type: post.

  • Get task comments

    Retrieves up to 25 comments for a specified task, supporting pagination using `start` and `start_id` to fetch older comments.

  • Get task members

    Retrieves users with explicit access (directly assigned or shared) to a specific existing task, excluding users with inherited permissions.

  • Get task templates

    Retrieves task templates for a specified Workspace (Team ID), supporting pagination.

  • Get task s time in status

    Retrieves the duration a task has spent in each status, provided the 'Total time in Status' ClickApp is enabled for the Workspace.

  • Get tasks

    Retrieves tasks from a specified ClickUp list; only tasks whose home is the given list_id are returned. Closed and archived tasks are excluded by default. Key task attributes may appear only in the response `custom_fields` array, not top-level fields. Fields like `space`, `folder`, `list`, and `custom_type` may be absent; apply null checks. High-volume paginated calls may return HTTP 429; honor the `Retry-After` header.

  • Get team available fields

    Retrieves all custom fields available in a ClickUp Workspace (Team), identified by team_id. Returns Workspace-level custom fields only.

  • Get teams

    Retrieves user groups (Teams) from a ClickUp Workspace, typically requiring `team_id` (Workspace ID), with an option to filter by `group_ids`.

  • Get threaded comments

    Retrieves threaded replies to a parent comment. Use when you need to fetch conversation threads under a specific comment.

  • Get time entries within a date range

    Retrieves time entries for a specified Team (Workspace ID) within a date range (defaults to the last 30 days for the authenticated user if dates are omitted); active timers are indicated by negative durations in the response.

  • Get singular time entry

    Fetches a specific time entry by its ID for a given team; a negative duration in the response indicates an active timer.

  • Get time entry history

    Retrieves the modification history for an existing time entry within a specific ClickUp Team (Workspace).

  • Get tracked time

    Retrieves tracked time for a task using a legacy endpoint; prefer newer Time Tracking API endpoints for managing time entries.

  • Get user

    Retrieves detailed information for a specific user within a ClickUp Workspace (Team), available only for Workspaces on the ClickUp Enterprise Plan.

  • Get view

    Fetches details for a specific ClickUp view, identified by its `view_id`, which must exist.

  • Get view tasks

    Retrieves all tasks visible in a specified ClickUp view, respecting its applied filters, sorting, and grouping.

  • Get webhooks

    Fetches webhooks for a Team (Workspace), returning only those created by the authenticated user via API, for a `team_id` they can access.

  • Get workspace everything level views

    Retrieves all task and page views at the 'Everything Level' (a comprehensive overview of all tasks across all Spaces) for a specified ClickUp Workspace.

  • Get workspace plan

    Retrieves the details of the current subscription plan for a specified ClickUp Workspace.

  • Get workspace seats

    Retrieves seat utilization (used, total, available for members/guests) for a ClickUp Workspace (Team) ID, which must be for an existing Workspace.

  • Invite guest to workspace

    Invites a guest by email to a ClickUp Workspace (Team) on an Enterprise Plan, setting initial permissions and optionally a custom role; further access configuration for specific items may require separate actions.

  • Invite user to workspace

    Invites a user via email to a ClickUp Workspace (Team), optionally granting admin rights or a custom role; requires an Enterprise Plan for the Workspace.

  • Remove custom field value

    Removes an existing value from a Custom Field on a specific task; this does not delete the Custom Field definition or its predefined options.

  • Remove guest from folder

    Revokes a guest's access to a specific ClickUp Folder, optionally unsharing items explicitly shared with them within it; requires an Enterprise Plan.

  • Remove guest from list

    Revokes a guest's access to a specific List, provided the guest currently has access to this List and the Workspace is on the ClickUp Enterprise Plan.

  • Remove guest from task

    Revokes a guest's access to a specific task; only available for Workspaces on the ClickUp Enterprise Plan.

  • Remove guest from workspace

    Permanently removes a guest from a specified Workspace, revoking all their access; this destructive operation requires the Workspace to be on the ClickUp Enterprise Plan.

  • Remove tag from task

    Removes a tag from a specified task by disassociating it (does not delete the tag from Workspace), succeeding even if the tag is not on the task.

  • Remove tags from time entries

    Removes tags from specified time entries in a team, without deleting the tags from the workspace.

  • Remove task from list

    Removes a task from an extra list (not its home list); the 'Tasks in Multiple Lists' ClickApp must be enabled.

  • Remove user from workspace

    Deactivates a user from a specified ClickUp Workspace, revoking their access (user can be reactivated later); requires the Workspace to be on an Enterprise Plan.

  • Search Docs

    Tool to search and list Docs metadata in a ClickUp workspace. Use after confirming the workspace ID to quickly locate relevant meeting notes before fetching pages.

  • Set custom field value

    Sets or updates a Custom Field's value for a task; the new value (with type-dependent structure, e.g., `{"value": "text"}` or `{"value": 123, "value_options": {"currency_type":"USD"}}`) is provided in the JSON request body.

  • Start a time entry

    Starts a new time entry (timer) in the specified Team (Workspace), optionally associating it with a task, adding a description, setting billable status, or applying tags (tags feature requires Business Plan or higher).

  • Stop a time entry

    Stops the authenticated user's currently active time entry in the specified Team (Workspace), which requires an existing time entry to be running.

  • Track time

    Records a time entry for a task using ClickUp's legacy time tracking system; newer endpoints are generally recommended.

  • Update chat channel

    Tool to update a ClickUp chat channel's properties including name, topic, description, visibility, and location. Use when you need to modify an existing chat channel's settings. The endpoint requires both workspace_id and channel_id.

  • Update chat message

    Tool to update a ClickUp chat message's content, assignee, or resolved status via the v3 API. Use when you need to edit an existing chat message.

  • Edit checklist

    Updates an existing checklist's name or position, identified by its `checklist_id`.

  • Edit checklist item

    Updates an existing checklist item, allowing modification of its name, assignee, resolution status, or parent item for nesting.

  • Update comment

    Updates an existing task comment's text, assignee (who must be a valid workspace member), or resolution status, requiring a valid existing comment_id.

  • Update folder

    Updates the name of an existing folder in ClickUp.

  • Update goal

    Updates attributes of an existing ClickUp goal, identified by its `goal_id`.

  • Edit guest on workspace

    Modifies the details and permissions of an existing guest user within a specific Workspace.

  • Edit key result

    Updates an existing key result's progress or note in ClickUp, where the key result measures progress towards a goal.

  • Update list

    Updates attributes of an existing ClickUp list, such as its name, content, due date, priority, assignee, or color status, identified by its `list_id`.

  • Update space

    Updates an existing ClickUp Space, allowing modification of its name, color, privacy, and feature settings (ClickApps).

  • Edit space tag

    Updates an existing tag's name and colors in a ClickUp Space; requires current tag name for identification, and new values for tag name, foreground color, and background color, all of which are mandatory for the update.

  • Update team

    Updates an existing ClickUp User Group (Team) using its `group_id`; note that adding a view-only guest as a paid member may incur charges.

  • Update a time entry

    Updates an existing ClickUp time entry. Requires team_id (workspace ID) and timer_id (time entry ID). Optional fields: description, tags, tag_action, start/end times, duration, tid (task ID), billable status. Note: start and end times should be provided together. This is an Advanced Time Tracking feature that may require a Business Plan or higher.

  • Change tag names from time entries

    Updates the name, background color, and/or foreground color for an existing time entry tag, identified by its current `name` and `team_id`.

  • Edit time tracked

    Edits a legacy time-tracked interval for a task (identified by `task_id` and `interval_id`) to update its start/end times and duration; `team_id` is required if `custom_task_ids` is true.

  • Edit user on workspace

    Updates a user's username, admin status, or custom role in a Workspace; requires the Workspace to be on an Enterprise Plan.

  • Update view

    Updates an existing ClickUp view's settings such as name, type, grouping, or filters; ensure `parent_id` and `parent_type` define a valid hierarchy, and that specified field names (e.g. for sorting, columns) are valid within the ClickUp workspace.

  • Update webhook

    Updates the endpoint URL, monitored events, and status of an existing webhook, identified by its `webhook_id`.

  • Update workspace ACL

    Updates privacy and access control list (ACL) permissions for a workspace object or location. Use this to make objects private/public or manage user/team permissions for spaces, folders, lists, tasks, and other ClickUp objects.

Built for the way you actually work

No code, no engineers

Connect in a few clicks and start using your AI right away. If you can use the apps you already love, you can do this.

Sounds like you, not like a bot

Train your AI on your offer, your voice, and the way you actually talk to clients — it picks up where you leave off.

Plugs into the stack you already use

No need to rip out your CRM, your scheduler, or your email tool. Your AI works inside the apps running your business today.

Your data stays yours

Client conversations, lists, and credentials are scoped to your workspace. Nothing gets shared, sold, or used to train anyone else’s AI.

What you can do once ClickUp is connected

Onboard new clients without lifting a finger

When someone signs up, your AI greets them, sets up their next step in ClickUp, and keeps the momentum going — even at 2am.

Reply to leads in seconds, not days

Your AI watches ClickUp for new inquiries, answers questions in your voice, and books the call before they cool off.

Get your weekends back

Hand off the repetitive ClickUp work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.

How to connect ClickUp to your agent

  1. 1

    Start using FormWise for free

    Sign up in under a minute.

  2. 2

    Find ClickUp in your connected apps

    Inside FormWise, go to Settings → Connected Services and look for ClickUp.

  3. 3

    Hit "Connect"

    Click "Connect ClickUp" and log in like you normally would. We only ask for the permissions your AI actually needs.

  4. 4

    Tell your AI what to do in ClickUp

    Build a quick AI Agent (it's like writing instructions, not code), and pick the ClickUp actions you want your AI to handle.

  5. 5

    Watch it run

    Send it a real-world task and watch your AI take care of ClickUp for you. Tweak the wording until it feels just right.

Powered by the AI you already trust

Your ClickUp workflow runs on the same world-class AI used by ChatGPT, Claude, and Gemini. We handle the technical part — you just tell your AI what to do, in plain English.

  • OpenAI
  • Anthropic Claude
  • Google Gemini

Questions other ClickUp users had before signing up

Do I need to know how to code?

Not even a little. If you can use ClickUp today, you can set this up. You'll connect ClickUp, tell your AI what it should help with, and you're live. The whole thing is built for coaches, course creators, agencies, and operators — not engineers.

Will my clients know they're talking to an AI?

Only if you want them to. Your FormWise AI is trained on your voice, your offer, and the way you actually communicate — so it sounds like a thoughtful team member, not a clunky chatbot. Most people can't tell.

Can I make it sound like me?

Yes. You can give your AI examples of how you write, the questions you usually ask new clients, the way you handle objections, and the language you use about your offer. The more you give it, the more it sounds like you wrote it.

What if I want to take over a conversation?

You're always in control. You can step in at any point, take over from your AI, or stop it from sending messages until you've reviewed them. Think of it as a teammate, not a replacement.

Is my client data safe?

Yes. Your ClickUp login and client information stay scoped to your workspace. We don't sell it, we don't share it, and we don't use your data to train anyone else's AI. You can disconnect ClickUp or delete everything any time.

What happens when ClickUp updates their app?

We handle it. When ClickUp adds new features or changes how something works, we update the integration in the background. You don't have to do anything — your AI just keeps working.

How fast can I actually get this running?

Most people are up and running the same day they sign up. Connecting ClickUp takes a few minutes. Teaching your AI to handle the work the way you'd want it done is the part worth slowing down for.

What is FormWise?

FormWise is the AI agent builder for coaches, course creators, and agencies. You connect the apps you already use — like ClickUp — train your AI on your offer and voice, and let it handle the work you've been doing manually: onboarding, follow-ups, support, admin. No code, no developers, no engineering team required.

Can I sell AI agents to my clients?

Yes. A lot of FormWise users build AI assistants and sell them as part of their offer — done-for-you AI setups, white-label assistants for client businesses, custom GPTs trained on a client's brand. You can charge a setup fee, a monthly retainer, or both.

Can I embed my AI on my website or in my course?

Yes. Every AI you build in FormWise can be embedded on your site, dropped into your course platform, or shared as a standalone link. Your clients and students just open it like any other web page — no app to download, no login hoops.

Do I need to know anything about AI to use this?

No. If you can describe what you want your AI to do in plain English — "greet new clients, ask these 3 questions, book them a call" — FormWise can build it. We handle the models, the prompts, the connections. You handle the part you already know: what your business actually needs.

About ClickUp on FormWise

ClickUp unifies tasks, docs, goals, and chat in a single platform, allowing teams to plan, organize, and collaborate across projects with customizable workflows

Connect ClickUp once and your FormWise AI gets 162 things it can do inside it. That means your AI can handle the ClickUp work in your business — the messages, the updates, the follow-ups, the admin — the way you would, just faster and around the clock.

You don't need to know how any of it works under the hood. We take care of keeping the connection alive, retrying if something fails, and making sure your data only ever moves where you tell it to.

New to ClickUp? Take a look at clickup.com.

Stop doing the ClickUp work yourself

Hand it off to an AI assistant that sounds like you, works around the clock, and never forgets a follow-up. Free to start.