Automate Project Management (Using Zapier & ClickUp)

📝 BLUEPRINTS
https://jonocatliff.gumroad.com/l/rcynl

📚 SUMMARY
In this video we talk about how you can automatically create project management systems for clients in ClickUp, with a click on a button. Whether you're using a Google Sheet or a CRM, easily transfer data back and forth between different apps.

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🎯 1:1 CONSULTING
Book a time → https://jonocatliff.com/consultation

🚀 AUTOMATION AGENCY
Get help with your business → https://automatable.co

🔗 LINKS (some of these make me money - thanks in advance!)
• Apify → https://jonocatliff.com/apify
• Zapier → https://jonocatliff.com/zapier
• PandaDoc → https://jonocatliff.com/pandadoc
• Make.com → https://jonocatliff.com/make
• Go High Level → https://jonocatliff.com/gohighlevel

👋 ABOUT ME
Hey everyone, my name is Jono. I run a 7-figure service business that offers DJ, photo, video services (#1 largest in Canada), and spent years figuring out how to automate every part of it (and hired the roles that I couldn't). Conservatively, I used to work 80+ hours per week, before sunrise till long after sunset; missing gatherings, family events and everything in between. Through automation though, I was able to replace my job. My goal is to help share what worked for me, in a dream of helping others find true success with their passion.

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⌛ TIMESTAMPS
0:00 Intro
1:59 Concept overview
2:30 Automation with Zapier.com
7:35 Creating Zapier workflow
8:20 Google Sheets Zapier trigger
10:00 Filter in Zapier
10:37 Clickup in Zapier
17:10 Formatting dates in Zapier
21:03 Two step lookup in Zapier
21:50 Update Google Sheets spreadsheet row
24:00 Update Clickup project management software over time with Zapier
32:20 Generating Delayed Tasks in Clickup
36:35 Conclusion

#zapier #clickup #automation #projectmanagement