Marketing operations

Systems + tech

Business operations

Team operations

Client operations


I help service-based professionals and creative agencies build scalable backend operations that support growth and sustainability in business using ClickUp as the operational base.

Hi, I'm Jena

Feeling like you’re stuck in a never-ending loop of repetitive tasks? You’re not alone. Between onboarding clients, managing projects, and juggling communication, manual tasks can eat up valuable time and energy. But what if there was a way to automate the mundane and focus on the strategic? Enter ClickUp automations, your new best friend in the productivity game!

Hold Up, What Exactly Are Automations?

Before we dive in, let’s take a quick breather. The key to unlocking the magic of automations is understanding your workflow. Think of it like a recipe – every process, whether it’s onboarding a new client, integrating a teammate, or applying for your dream job, has its own unique steps.

So, the first step is to ask yourself: “What’s the flow here?” Identify any roadblocks or repetitive tasks, because that’s where automations swoop in like superheroes, ready to save the day!

Client Onboarding Gone Smooth (Thanks, Automation!)

Let’s use client onboarding as our example. Imagine this: you’ve got a bunch of crucial steps to complete before your new client is all settled in. Feeling overwhelmed? Don’t sweat it!

Here’s a simple automation trick that’ll have you saying “hallelujah”: apply a template when you create the initial onboarding task. This pre-populated template is like a magic cheat sheet, outlining every step specifically for that client. No more scrambling to remember what to do next – boom! Automation to the rescue, giving you back precious time and mental energy.

Final Thoughts

Remember, automation is all about breaking down your workflow and finding ways to make it more efficient. Consider it your tool for transforming repetitive tasks into automated workflows that run smoothly in the background. So, what are you waiting for? Start using ClickUp automations and watch your productivity increase!

P.S. Feeling stuck for automation ideas? ClickUp offers a wide range of pre-built templates to help you get started. And remember, the more you explore, the more you’ll find out how ClickUp automations can enhance your processes! And if you need more guidance, don’t hesitate to reach out – I’d be more than happy to guide you on your ClickUp journey.

Essential ClickUp Automation Guide: From Beginner to Workflow Master


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