- How to automatically send a prepared Gmail draft each time a new task is created in ClickUp
- 1. Set the ClickUp trigger as “Task created”
- 2. Add the “Send draft” step in Gmail
- 3. Activate your playbook
- Learn more about integrating with Gmail and ClickUp
- Related blog posts
- More how-to guides featuring Gmail and ClickUp
How to automatically send a prepared Gmail draft each time a new task is created in ClickUp
Set the ClickUp trigger as “Task created”
A playbook always starts with a trigger, which is responsible for detecting changes in your connected applications and responding accordingly.
Add the ClickUp trigger to initiate your playbook's actions whenever a new task is added. Click "Add trigger" in your playbook and choose "Task created" from the dropdown menu under ClickUp.
If you still need to connect your ClickUp account to Relay.app yet, a prompt will guide you through the process.
Add the “Send draft” step in Gmail
Integrate the Gmail automation into your playbook to ensure the prompt sending of a prepared Gmail draft each time a new task is created in ClickUp.
Click the "Add step" button, locate the “Send draft” automation for Gmail, and input the mandatory and relevant details.
If your Gmail account still needs to be connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your Gmail account.
Activate your playbook
Activating your playbook is the last step in the process. Once you turn it on, it will automatically send a prepared Gmail draft each time a new task is created in ClickUp.
To activate your playbook, click the toggle button at the header. Before activating, we recommend performing a test run of your playbook to ensure all the steps work seamlessly together.
What will you automate?
