Integrations · Projects & tasks

ClickUp, kept current by your AI teammate.

Tasks created from the channel, statuses moved as work ships, the client's list kept honest without anyone updating it by hand.

ClickUpYour AI teammate manages tasks and status in ClickUp.
Connect a toolAcmeAcme's room
1 · Find1 · Find2 · Place2 · Place3 · Connect3 · Connect
01 · Find it
⌕HubSpot
HubSpot CRM & salesHubSpot CRM & sales
02 · Place it
Whole firm
One AI teammate
One client · AcmeOne client · Acme
Connect
✓HubSpot connected to Acme's room · reachable from there only
ClickUp, connected

What an AI teammate does with it.

Reading and reporting from day one. Actions that change something wait for your yes on that job.

  • Creates tasks with the details from the thread
  • Moves statuses as work ships
  • Posts the sprint or week summary
  • Flags stuck tasks
  • Logs time where you ask it to
Examples

In the client's channel.

Fictional clients. Real shape of the work.

Your firm
# client-northwind
Tom · Northwind09:14

We need the landing page copy updated for the new offer.

FridaAPP09:15

Task created in Northwind / Web: copy update, due Friday, assigned to Sam, your message attached.

Set-up

Live in three steps.

No integration project. A minute, and the AI teammate is working.

01

Find it

Pick the tool from the list, or ask the AI teammate to connect it.

02

Place it

With the whole firm, with one AI teammate, or with one client. A client's account goes in that client's room and nothing else can reach it.

03

Done

The AI teammate gets to work and reports back. Change or remove the connection any time.

FAQ

Questions people ask.

Which spaces can it see?

The ones the connected account shares, and a client's space connected to that client's room is visible only there.

Can the client create tasks by asking in Slack?

Yes. A request in the client channel becomes a task, for your team to confirm.

Get started

Hire your first AI teammate.

We take on a few firms at a time and set each AI teammate up with the firm that owns it.

Sign up