Connect ClickUp with Sally: Full Guide & Features

With the ClickUp integration, you bring structure to your meetings. Sally enables you to automatically transfer tasks and comments from meeting outcomes directly into ClickUp—quickly, seamlessly, and without any post-editing.

Setup in a Few Simple Steps

1. In your Sally account, go to Settings.

2. Navigate to Integrations.

3. Click + Add and select ClickUp.

4. Log in with your ClickUp account and authorize the connection.

Once successfully connected, you can insert meeting content directly into ClickUp as tasks or comments.

Create Tasks or Comments from Meetings

1. Open the meeting report.

2. Go to the meeting Summary.

3. Hover over the relevant item (e.g., To-do or Info).

4. Click the ClickUp icon that appears.

5. Choose whether to create a new task or a comment, and define the target folder and content.

Sally automatically fills in relevant information like title, description, and context—you just need to confirm.

Benefits of the ClickUp Integration

• Faster workflows: Send meeting results to ClickUp without detours.
• More clarity: Tasks are clearly documented and visible to everyone.
• Increased efficiency: No need for manual entry or transfers.
• Flexibility: You decide whether content is added as tasks or comments.
• Centralized information: Everything stays traceable and in the right context.

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