Integrate Read AI with ClickUp to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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How Zapier works

Zapier makes it easy to integrate Read AI with ClickUp - no code necessary. See how you can get setup in minutes.

Select a trigger from Read AI

A trigger is an event that starts your Zap and runs the workflow. For example, with Read AI, a trigger could be "New Meeting Notes."

A trigger is the event that kicks off your automated workflow.

Setup an action from ClickUp

An action is what takes place after the automation is triggered. For example, with ClickUp, the action could be "Archive or Delete Task."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Read AI to ClickUp

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Triggers and actions are the main components of every automated workflow.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Set up your first integration

Quickly connect Read AI to ClickUp with a Zapier template.

Our most popular template

Create tasks in ClickUp for new meeting notes in Read AI
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Read AI + ClickUp
Organize new Read AI meeting notes by archiving or deleting tasks in ClickUp
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Read AI + ClickUp

Create tasks in ClickUp for new meeting notes in Read AI

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Read AI + ClickUp

Organize new Read AI meeting notes by archiving or deleting tasks in ClickUp

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Read AI + ClickUp

Make work flow with AI

Level up your Read AI to ClickUp integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Frequently Asked Questions about Read AI + ClickUp integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Read AI and ClickUp

How can I integrate Read AI with ClickUp?

To integrate Read AI with ClickUp, use our platform to set up a workflow where specific triggers and actions can be defined. For example, a Read AI trigger in a meeting can automatically create or update tasks in ClickUp to ensure all information is tracked.

What types of triggers are available for Read AI in this integration?

We support various triggers, such as when a meeting starts recording or notes are finalized in Read AI. These triggers can prompt actions like creating tasks or comments in ClickUp.

What actions can be performed in ClickUp using data from Read AI?

Our integration allows you to perform actions like creating new tasks, updating task descriptions, or adding comments in ClickUp based on your interactions with Read AI.

Is there a way to customize what happens in ClickUp based on different types of meetings recorded by Read AI?

Yes, you can customize workflows so that different types of meetings recorded by Read AI trigger specific actions within ClickUp. For instance, a sales meeting might create a follow-up task, whereas a team sync could update project notes.

Do I need any special permissions to integrate these two platforms?

You will need the necessary permissions granted within both Read AI and ClickUp accounts to allow the integration to access and perform actions like creating or updating content.

Can multiple users collaborate on the same integrations between Read AI and ClickUp?

Yes, our platform supports collaborative setups where multiple users can manage and interact with integrations between Read AI and ClickUp concurrently.

How do we keep data secure when integrating between these platforms?

Data security is prioritized by maintaining encryption protocols and requiring authorized API access for all interactions between Read AI and ClickUp.

Connect Read AI and ClickUp to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

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Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

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Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

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Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

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Connect Read AI and ClickUp to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Meeting Notes
Triggers when notes (summary, action items, etc) are available for a new meeting.
Trigger
Instant
Try It
- Reaction(s)
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It

- Workspace
  Required
Action
Write
- Message Text
  Required
- Include a link to this Zap?
Action
Write

- Workspace
  Required
Action
Write
- Workspace
  Required
- Checklist Name
  Required
Action
Write
- Workspace
  Required
- Comment
  Required
- Include a link to this Zap?
Action
Write
- Workspace
  Required
- File
  Required
Action
Write
- Workspace
  Required
- Checklist Name
  Required
Action
Write
- Workspace
  Required
Action
Write
Find Custom Fields
View the Custom Fields available on tasks in a specific Team / Space / Folder / List.
Action
Search
Find a List of All Tasks
Finds a list of all tasks created in Workspace/Space/Folder/List. Supports Custom Fields.
Action
Search
- Check_plan_bandage
- Workspace
  Required
- Field
  Required
- Value
  Required
Action
Search

- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Reaction(s)
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
- Checklist Name
  Required
- Checklist Item
  Required
Action
Write
- Include a link to this Zap?
Action
Write
- Field name
  Required
- Description
- Required in tasks
- Pinned
- Visible to guests
Action
Write
- Workspace
  Required
- Checklist Name
  Required
Action
Write
- Workspace
  Required
- Start
  Required
- End
  Required
Action
Write
- Workspace
  Required
- Checklist Name
  Required
- Task Description
- Markdown Content
- Assignee Emails
- Priority
- Due Date
- Start Date
Action
Write
- Task Id
  Required
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Find the Most Recent Task
Find the most recent task created in Workspace/Space/Folder/List.
Action
Search
Find Task by ID
Find an existing task by its ID.
Action
Search
- Workspace
  Required
- Space
- Folder
- List
- Document name
  Required
- Name match condition
- Include archived documents?
Action
Search

Learn how to automate Read AI on the Zapier blog

Learn how to automate ClickUp on the Zapier blog

About Read AI

Read AI makes meetings more effective and efficient with AI generated summaries, highlights, transcripts, and video playback for Zoom, Google Meet, and Teams.