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Transform voice notes into organized ClickUp tasks across your entire workspace. Perfect for teams using ClickUp’s all-in-one workspace management system who want seamless integration with voice capture.
🟡 In Review — Coming soon to Zapier directory. Learn more about the template.

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Install Template

Create ClickUp tasks from Cleft notes

One-click setup for your ClickUp workspace. Takes 2 minutes.

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What It Does

Automatically create tasks in ClickUp from voice-captured checkboxes. Perfect for teams managing everything in ClickUp—work management, planning, and execution all in one place.

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How It Works

1

Voice Capture in Cleft

Create a note with your action items
2

Add Checkboxes

Format items as checkboxes:
- [ ] Update website copy
- [ ] Review design mockups
- [ ] Prepare Q4 presentation
3

Tag with 'tasks'

Add the tasks tag to your note. This is your human review checkpoint—review the items before they sync to ClickUp as tasks.
4

Trigger

Save the note to start automation
5

Extract

Python extracts all unchecked checkboxes
6

Create in ClickUp

Each checkbox becomes a ClickUp task
7

Workspace Ready

Tasks appear in your ClickUp workspace, assigned and organized

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Setup Requirements

  • ✅ Cleft Plus subscription
  • ✅ ClickUp workspace with project access
  • ✅ Zapier account (free tier works)

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Installation Steps

  1. Click Install Template above
  2. Connect your Cleft account
  3. Connect your ClickUp workspace
  4. Select your target list or space
  5. Configure assignments if desired
  6. Turn on the Zap
Important: When creating a note, add the tasks tag to trigger automation. This gives you a chance to review items before they sync to ClickUp as tasks. Start capturing your team’s work!

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Use Cases

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1. Team Planning → ClickUp Space

Voice your sprint planning directly into ClickUp. Checkboxes auto-populate your space as tasks. Time saved: 45 minutes per sprint (no manual task creation)

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2. Client Calls → Work Queue

Capture client requests in Cleft during calls. ClickUp tasks appear immediately for your team. Time saved: 30 minutes per call

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3. Standup Updates → Daily Tasks

Voice your standup notes with action items. Your ClickUp board stays current automatically. Time saved: 20 minutes per standup

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Customization

By default, only notes tagged with tasks will trigger automation (your human review checkpoint). To trigger from every note instead:
  1. Open the Zap in Zapier
  2. Edit the trigger step
  3. Remove the “tags contains tasks” filter
  4. Save and turn on
Now every note with checkboxes will auto-sync to ClickUp, with no review step.
Create separate Zaps for different ClickUp locations. Use filters to organize tasks by project or team.
Customize task assignments and priority levels directly in Zapier.
Use ClickUp’s custom fields for tracking status, effort, or other metadata.

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Checkbox Format

- [ ] Task 1
- [ ] Task 2
- [ ] Task 3
Each becomes a ClickUp task.

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Troubleshooting

  1. Checkbox format: Verify - [ ] text
  2. Zap is ON: Check Zapier
  3. ClickUp connection: Verify proper setup
Edit the Zap and select the correct ClickUp space/list.

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Template Details

  • Template ID: 255679464
  • Status: 🟡 In Review
  • Trigger Type: Note Created
  • Target Platform: ClickUp
  • Setup Time: ~2 minutes
  • Best For: All-in-one workspace management

Asana

For complex project workflows

Trello

For visual Kanban boards

Jira

For software development

GitHub

For developer workflows

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Support

Ready to automate your ClickUp workspace? View the template → (Coming soon)