Agents › Operations
ClickUp Task Follow-up Agent
It reads email replies as they land, checks off the task in ClickUp when the work is done, and flags what's late each morning. Your task list stays true without anyone updating it by hand.
15 minutes. You'll see how it would run at your business, the hours it frees up and what it costs.
- ✓Reads email repliesas they land
- ✓Checks off the task in ClickUpright away
- ✓Flags what's lateevery morning
Nothing goes into ClickUp to die.
ClickUp
GmailHow it works
The agent does the job from start to finish, on its own schedule. Your team talks to it in Slack or Teams.
Reads replies as they land
It reads new email and replies in Gmail from clients and your team.
Finds the task it belongs to
It matches the email to the open task in ClickUp by client, subject and owner.
Updates the task
If the reply shows the work is done, it checks off the task. If not, it adds the reply as a comment.
- 4
Checks due dates each morning
It looks at due dates and status in ClickUp and finds the tasks that are late or about to be.
Flags what's late
Each owner gets one email with their late tasks, and the manager gets the full list.
What you get
Done work gets checked off, so the list shows what is really open.
Owners hear about late tasks before the client asks.
Your team does the work and replies to email. The agent keeps ClickUp current.
What this looks like at your business
Done tasks checked offTasks closed as soon as the reply shows the work is done.
Designed for consulting firmsLate tasksLate and almost late tasks listed for each owner.
Designed for consulting firmsReplies on tasksEmail replies saved as comments on the matching task.
Designed for consulting firmsBuilt for your company
Your version, set up around how you work
No two businesses run this job the same way. Your ClickUp Task Follow-up Agent follows your process, your rules and your software, not a template.
The replies that close a task, and the ones that only get added as a comment.
What time the morning check runs, and how many days before a due date it warns.
The task owner, the manager, or the lead on the client.
ClickUp and Gmail today. If your team uses Outlook or Asana, your version works there.
Works in the software you use
You make the key in your own accounts. Nothing to install on your computers.
Part of a team of agents
Agents pass work to each other, so a job keeps moving without someone on your team handing it along.
Sets up the project and tasks the day a client signs, and the Follow-up Agent keeps those tasks up to date.
New clients start on time, without anyone chasing.
See this agent →
Flags missing time each Friday and builds the invoice from billable hours, after the Follow-up Agent has checked off the work.
No more lost hours at month end.
See this agent →Built for
Book a 15-minute call
Get your version of the ClickUp Task Follow-up Agent
Bring how your team does this job today. In 15 minutes you'll know how your version would run, the hours it frees up and what it costs.
Questions about the ClickUp Task Follow-up Agent
Is my customers' information safe?
Yes. The agent reads only the email and tasks its job needs, in your own Gmail and ClickUp. Client details never go into public AI. Agents connect to AI through business-grade connections audited under SOC 2.
Will it change my tasks?
It checks off tasks, adds comments and nothing more, unless your rules say so. It can't see anything the connected user can't.
Can it follow our way of working?
Yes. You set what counts as done, when a task is late, and who hears about it.
Can I turn it off?
Yes. Remove the app in ClickUp and the agent loses access right away.
What does it cost?
You get the price on the call, along with the hours it saves your team.