TOOL · PROJECTSClickUp
ClickUp
with AI skills + agents
Tasks, projects, and deadlines. Here is what we automate in it and what we connect it to.
AT A GLANCE
CATEGORYProjects
SKILLS THAT USE ITCustom builds
WORKS WITHNotion
skills run inside ClickUp today.
1stack connect ClickUp to your other tools.Notion
01 · WHAT IT DOES
ClickUp + AI
ClickUp: Tasks, projects, and deadlines. It holds a lot of your business, but on its own someone still moves information in and out of it by hand.
We connect ClickUp to the rest of your stack with custom automations built on n8n, Zapier, or Make, plus Claude where writing or judgment is needed.
02 · THE PROBLEM
You pay for ClickUp, but your team still copies data out of it, re-types it somewhere else, and chases what is missing.
Sounds familiar?
You copy data out of ClickUp by hand
Someone re-types ClickUp info into another tool
You only use part of what ClickUp can do
Your team keeps asking "is that in ClickUp?"
That's us. Book a call →03 · HOW IT WORKS
What AI does in ClickUp
01We map what lives in ClickUp and where it gets copied by hand
02We connect it to your other tools with skills and agents
03It runs on its own, and every run is logged
04 · HOW IT CONNECTS
How it connects
Agents that log into it
DispatcherRuns on Hermes Agent. Schedules crews, turns daily logs into homeowner updates, and catches change orders.Stacks with ClickUp
ClickUp + NotionMeeting notes become ClickUp tasks with owners05 · QUESTIONS
Questions, answered.
Still not sure? Bring your question to a free 30-minute call. You'll leave with a written plan either way.
Book a 30-min ops callNo. We build on top of it. Your team keeps using ClickUp the way they do today.
Yes, through its API or an automation tool like n8n, Zapier, or Make, using only the access you approve.
We find the job that eats the most hours on the free call.
No. We build on the tools you already pay for, like JobTread, QuickBooks, and your CRM.
Anything that touches money or a client waits for your approval, and every run is logged so you can see exactly what happened.
After a free 30-minute call, you get a written plan with a fixed price and a timeline before you commit to anything.
AI answers from this site and can be wrong. David confirms anything that matters on the free call.