ClickUp integration
Arkeo agents for ClickUp
Arkeo agents work in your ClickUp alongside your team. They follow up on open tasks, set up new clients, warn you when someone has too much due, send each client a weekly status, and check hours against the budget.
15 minutes. You'll know which work agents can take off your team, the hours it frees up and what it costs.
What Arkeo agents do in ClickUp
Each agent does one job from start to finish. They start on their own, follow your process, and your team talks to them in Slack or Teams.
- ✓Reads email repliesas they land
- ✓Checks off the task in ClickUpright away
- ✓Flags what's lateevery morning
Nothing goes into ClickUp to die.
ClickUp
Gmail- ✓Writes the kickoff plan from the sales callper client
- ✓Sets up the project and taskssame day
- ✓Chases anything past its promised dateevery day
New clients start on time, without anyone chasing.
Microsoft Teams
HubSpotClickUp- ✓Counts what each person has dueevery Monday
- ✓Finds who has too much, or nothingper person
- ✓Tells the team lead what to moveMonday morning
Spread the work before deadlines slip.
ClickUp
Slack- ✓Pulls what got done and what's nextevery Friday
- ✓Writes a short update per clientper client
- ✓Sends it, or gives it to the owner to checkFriday afternoon
Clients stop asking "where are we?"
ClickUpGmail- ✓Adds up time tracked per clientevery week
- ✓Compares it to the budgetper client
- ✓Warns the owner before it runs overright away
Know a job is over budget before the invoice.
ClickUp
QuickBooksSlackWorks with the rest of your software
Agents carry the work from ClickUp into the other software your team uses, so nothing waits for someone to copy it over.
Google Drive
Harvest
ZoomBusinesses that run on ClickUp
How it connects
You make the key in your own ClickUp account. Nothing to install on your computers, and nothing to wait for.
Where
In ClickUp settings, under Apps. A ClickUp user makes an API token there, or a Workspace owner or admin creates an app and connects the Workspaces it can use.
Who can do it
Any ClickUp user can make a token. Only Workspace owners or admins can create an app.
Plan
Any ClickUp plan, including Free Forever. Adding or removing people needs Enterprise.
Agents can see
- Tasks, lists, folders and spaces
- Comments on tasks
- Due dates, owners and status
- Time tracked on tasks
Agents can change
- New tasks and subtasks
- Status, due dates and owners
- Comments on tasks
- Time entries
Agents can't
- See anything the connected user can't see.
- Add or remove people, unless you are on Enterprise and allow it.
- Get back in after you remove the app.
What this looks like at your business
Late tasksLate tasks found and sent to the owner with the reason.
Designed for firms that run on ClickUpClient statusEach client gets a short update from their ClickUp list.
Designed for firms that run on ClickUpHours over budgetTracked hours checked against the budget. The owner is warned early.
Designed for firms that run on ClickUpIs this you?
- You run client work in ClickUp
- Your team chases tasks and clients by hand
- You want to take on more clients without more staff
✕A team of one or two with a short task list: not the right fit yet.
In 15 minutes, you'll know
Book a 15-minute call
Want to see what agents would do in your ClickUp?
That's the reason to book. In 15 minutes you'll know which work agents can take off your team.
Questions about Arkeo and ClickUp
Is my customers' information safe?
Yes. Each agent sees only what its job needs. Client work never goes into public AI. Agents connect to AI through business-grade connections audited under SOC 2.
Do I need a paid ClickUp plan?
No. The ClickUp API works on all plans, including Free Forever.
Will the agents change my tasks?
They make the changes your process allows, like adding a comment or moving a status, and send the rest to your team.
Can I turn it off?
Yes. Remove the app or the token in ClickUp settings and the agents lose access right away.
What does it cost?
You get the price on the call, along with the hours it saves your team.