I Saved 5 Hours A Week With ClickUp Automations

Looking to save time and streamline your team's workflow? Check out these simple ClickUp automations that save my team 5 hours every week!

In this video, Yvonne Heimann walks you through 5 beginner-friendly ClickUp automation ideas that can save you at least 5 hours every week and keep your projects running smoothly.

Here’s what you’ll learn about ClickUp automations:

✅ How to automate task handoffs
✅ How to eliminate manual project setup with ClickUp task templates
✅ How to automate lead capture and follow-up
✅ How to streamline digital file management
✅ How to automate task assignees so nothing ever gets overlooked

Set up just one ClickUp automation and watch the chaos disappear!

Want to skip the manual setup? Check out my ClickUp Templates:

🔗 https://askyvi.com/clickup-templates/

Want to start using out Make.com? Check it out in here:

🔗 https://askyvi.tips/make

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📚MY WEBSITE📚

👉🏻 https://askyvi.com/

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*DISCLAIMER: This video and description contain affiliate links, if you click on one of the product links, I'll receive a small commission.
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⏰ TIMESTAMPS ⏰

00:00 | Why ClickUp automation saves hours
00:59 | Automation #1: Stage handoff (auto-reassign tasks)
01:42 | Setup demo: Trigger automation with custom fields
02:42 | Save hours by eliminating manual pings & updates
03:35 | Automation #2: Task templates for repeatable projects
04:30 | Example: YouTube & podcast production task templates
05:47 | Automating due dates, assignments & project workflows
07:04 | Scaling content with 3 clicks (podcast + YouTube)
08:00 | Automation #3: Lead management & ClickUp CRM automation
08:45 | Capture & qualify leads automatically with forms
10:49 | Automation #4: Organize & Automate Google Drive + ClickUp
11:38 | Step-by-step: Webhooks for Google Drive folder creation
14:20 | Bonus automation: Auto-assign tasks & due dates
15:46 | Never lose tasks: safety net automation explained
16:40 | Client success story: Cutting admin time in half
17:10 | Your challenge: Set up 1 automation this week

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Видео I Saved 5 Hours A Week With ClickUp Automations канала Ask Yvi | Simple Systems That Scale