Automate daily ClickUp status emails for stakeholders
They used Make to compile unfinished ClickUp tasks into daily email updates for stakeholders who do not use ClickUp.
- What they did
- They built their ClickUp setup around a main action list, plus separate lists for projects and contacts. Each task carried the relevant stakeholder email, and picking a project could bring in the right contact automatically. In Make, they arranged a 6 AM workflow that finds open tasks, steps through them one by one, groups them under the right project, and then sends one digest to the email field for that project. They checked the generated subject lines and message layout manually before turning it on.
- How it went
- The first build broke when the email content was filled with whole ClickUp objects, which made the message show JSON instead of readable task details. People in the discussion said the remedy was to map the individual fields and sort items by project name. There was no final success report or performance data.
- Tips
- Use a staging step before live delivery so you can inspect the recipient, subject, and message text first. Keep the workflow focused on the fields you actually want in the email.
Try it yourself with Make
Set up a Make workflow for my ClickUp [space/list] that checks for [incomplete/overdue/blocked] tasks at [time] each day. Sort the items into groups using [project field], turn each group into a clear email update, and send it to the stakeholder address tied to that project. Before any stakeholder email goes out, generate a test version for me and stop for approval before sending to others.
Fill in the [brackets]. Agents can make mistakes, so review anything before it is sent, paid or deleted.
Get 3 agent uses like this every morning
With the day's top AI news. Free, and one click to unsubscribe.
Related agent uses
Automate invoices from a sheet and template
A freelancer used Make.com to turn sheet entries into branded PDFs, email them, and update the invoice record automatically.
Sort unread email and hold replies for approval
They set up an email workflow that reviews new unread messages, organizes them, and waits for approval before any reply goes out.
Route Slack commands to email, calendar, and tasks
Set up a Slack-triggered agent to check Gmail, review Google Calendar, and add tasks in Notion with approval before anything is sent or deleted.
Use Codex Skills for tickets, analytics, and upkeep
They set up Codex Skills to draft Linear tickets from voice notes, check YouTube stats, and run routine self-improvement tasks.
Set up inbox triage and meeting prep with approval
A reviewer used Lindy to sort email, prep meeting notes, and update CRM records, but heavier use also caused missed messages and misplaced invites.
Use Telegram to run a VC research agent
Jonathan Shriftman wired OpenClaw to Telegram so he could ask it to research companies and help draft internal tools.