Integrations / Productivity
Connect ClickUp to WhatsApp: tasks, guests and folders by chat
Flann is an AI agent your business talks to on WhatsApp. Connect ClickUp once, then ask Flann to look things up in it or get work done in it, by text or voice note. Each morning, Flann can tell you what is due, what slipped and who is waiting on whom in ClickUp. Ask and it answers.
162 actions in ClickUp. 63 only look things up, and 99 create, update, send or delete. You connect with a one-click sign-in.
What you can ask Flann to do in ClickUp
Send any of these on WhatsApp, in your own words. Flann finds the right ClickUp action and fills in the details from the conversation.
“Look up the task in ClickUp.”
“Look up the doc page content in ClickUp.”
“Show me my lists in ClickUp.”
“Create a task in ClickUp.”
“Create a folder in ClickUp.”
“Create a doc page in ClickUp.”
What Flann can work with in ClickUp
ClickUp gives Flann 162 actions across 55 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Guests | addlook upinvitedeleteupdate | 10 |
| Tasks | addcreatedeletelook upmoveupdate | 9 |
| Chat channels | createdeletelook upupdate | 5 |
| Folders | createdeletelook upupdate | 5 |
| Tags | addlook updelete | 5 |
| Chat messages | createdeletelook upupdate | 4 |
| Comments | createdeletelook upupdate | 4 |
| Space tags | createdeletelook upupdate | 4 |
Doing it yourself, wiring up a rule, or asking an agent: here is how they compare for ClickUp.
| Compare | Opening ClickUpLog in, find it, do it | A fixed workflowTriggers built in advance | ClickUp through FlannAsk and get it done |
|---|---|---|---|
| Getting started on a job | Log in and click through the screens | Only what was wired up in advance | Text or voice note, in your own words |
| Looking things up about tasks | By hand, screen by screen | Only the look-ups someone built | 63 look-ups, answered straight away |
| Creating and updating | Typed in by hand | Run unchecked once built | 99 changes, made from a message |
| ClickUp records | All of them, one screen at a time | Only the ones you wire up | 55 kinds, from one chat |
| Set-up | Nothing new to set up | Someone builds and maintains each flow | One sign-in to ClickUp |
YesPartlyNo
Step by step: ClickUp jobs you can hand to Flann
Each step below names the ClickUp action Flann actually runs.
Create a task from a voice note
- You message Flann on WhatsApp: “Create a task in ClickUp with these details.”
- Flann runs
Get taskin ClickUp and shows you what it found. - Flann runs
Create a taskin ClickUp. - Flann creates it in ClickUp and confirms in the chat.
Fix a guest without opening ClickUp
- You message Flann on WhatsApp: “Change the guest in ClickUp: here is what is different.”
- Flann runs
Get guestin ClickUp and shows you what it found. - Flann runs
Edit guest on workspacein ClickUp. - Flann makes the change in ClickUp and confirms in the chat.
Clean up folders you no longer need
- You message Flann on WhatsApp: “Which folders in ClickUp are out of date? Remove the ones I confirm.”
- Flann runs
Get folderin ClickUp and shows you what it found. - Flann runs
Delete folderin ClickUp. - Each removal is confirmed in the chat.
Repetitive ClickUp work Flann takes off your plate
These are the jobs that come back every day or every week. Message Flann instead, and keep the decisions for yourself.
Turning a voice note into tasks
Today
Ideas and jobs come to you while driving or walking the floor. By the time you are at a screen to put them into ClickUp, some have gone.
With Flann
“Put everything from this voice note into ClickUp as tasks for this week.”
Flann transcribes the voice note, splits it into separate jobs, gives each a clear title and suggests a due date and an owner from your team in ClickUp. You see the list as one card.
What you stop doing: Remembering jobs until you get to a screen is no longer required.
Starting a new client project from the template
Today
Each new client or job means copying your template project in ClickUp, renaming it, adjusting dates and assigning people. Small mistakes slip in, like the last client’s name in a task.
With Flann
“New job for Clarke Dental, starts on the first. Set it up from our fit-out template in ClickUp.”
A copy of your template in ClickUp is renamed, dated from the start you gave and assigned to the usual people for each stage. Anything that still mentions the previous client is flagged.
What you stop doing: Copying and adjusting the template by hand for each new job is no longer on your desk.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to ClickUp
- In Flann, go to Connectors and find ClickUp.
- Sign in to your ClickUp account on the secure page that opens and allow access. There is no developer account or API key to set up.
- Go back to WhatsApp and ask for what you need. Flann chooses the ClickUp action and fills in the details.
Look-ups run as soon as you ask and change nothing in ClickUp. You can disconnect ClickUp from Connectors at any time.
Ways to use ClickUp with Flann
What is due today
Ask Flann what is overdue or due today. It reads ClickUp and sends you the list.
Close things off
Tell Flann a job is done. It prepares the update in ClickUp so the list stays honest.
Capture tasks as they come up
Send Flann a voice note with the job. It prepares the task in ClickUp and asks you to confirm.
Everything Flann can do in ClickUp
The full list of ClickUp actions available to Flann once you connect it.
Looks up 63
- Get Doc Page Content
- Get task
- Get accessible custom fields
- Get all tags from time entries
- Get authorized teams workspaces
- Get authorized user
- Get bulk tasks time in status
- Get chat channel
- Get chat channel followers
- Get chat channel members
- Get chat channels
- Get chat message reactions
- Get chat message replies
- Get chat message tagged users
- Get chat messages
- Get chat view comments
- Get custom roles
- Get custom task types
- Get Doc Content
- Get Doc Page Listing
- Get Doc Pages
- Get filtered team tasks
- Get folder
- Get Folder Available Fields
- Get folder views
- Get folderless lists
- Get folders
- Get goal
- Get goals
- Get guest
and 33 more
Changes 99
- Create a task
- Create Doc
- Create Doc Page
- Create folder
- Create list
- Create task comment
- Create threaded comment
- Delete chat channel
- Delete task
- Move task to new home list
- Update task
- Add dependency
- Add guest to folder
- Add guest to list
- Add guest to task
- Add tag to task
- Add tags from time entries
- Add task link
- Add task to list
- Change tag names from time entries
- Create a time entry
- Create chat channel
- Create chat message
- Create chat reaction
- Create chat view comment
- Create checklist
- Create checklist item
- Create direct message channel
- Create folder view
- Create folderless list
and 69 more
More Productivity apps Flann works with
Common questions
What can Flann do with guests in ClickUp?
Flann can add, look up, invite, delete and update guests in ClickUp, using 10 actions (Add guest to folder, Add guest to list, Add guest to task, Get guest and more). Looking up runs straight away and changes nothing. The other actions create or change guests in ClickUp.
What can Flann do with tasks in ClickUp?
Flann can add, create, delete, look up and move tasks in ClickUp, using 9 actions (Add task to list, Create a task, Create task from template, Delete task and more). Looking up runs straight away and changes nothing. The other actions create or change tasks in ClickUp.
How does Flann connect to ClickUp?
Open Connectors in Flann, choose ClickUp and sign in to your ClickUp account on a secure page. There is no developer account or API key to set up. Once it is connected, Flann can use 162 actions in ClickUp.
Can I use ClickUp from WhatsApp?
Yes. You talk to Flann on WhatsApp or in the Flann app, by text or voice note, and Flann works in ClickUp for you. You do not need to open ClickUp.
Which Flann plan do I need for ClickUp?
Any of them. Every Flann plan includes ClickUp and every other app.