- How to upload a file in Google Drive for a new ClickUp task
- 1. Set the ClickUp trigger as "Task created"
- 2. Add the "Upload files" in Google Drive automation
- 3. Activate your Relay.app playbook
- Learn more about integrating with Google Drive and ClickUp
- Related blog posts
- More how-to guides featuring Google Drive and ClickUp
How to upload a file in Google Drive for a new ClickUp task
Set the ClickUp trigger as "Task created"
Every playbook starts with a trigger. The trigger detects changes in your connected apps and initiates your playbook's actions.
Click "Add trigger" and select "Task created" under ClickUp automation. Then, select the list. This will allow your playbook to automatically detect new tasks created in ClickUp and initiate necessary actions.
If this is your first time using a ClickUp integration in Relay.app, a prompt will guide you through the connection process.
Add the "Upload files" in Google Drive automation
Integrate the Google Drive automation into your playbook to ensure the prompt upload of files for each task created in ClickUp.
Click the "Add step" button, then locate the "Upload files" automation for Google Drive and input the mandatory and relevant details.
If your Google Drive account isn't already 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 Google Drive account.
Activate your Relay.app playbook
Activating your playbook is the final step to automate the uploading of new files in Google Drive. Once turned on, it will respond to a new task created in ClickUp by uploading it as files in Google Drive without manual intervention.
To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are being sent correctly.