The Acta.ai ClickUp integration transforms your meeting discussions into structured tasks, subtasks, and updates directly within your ClickUp workspace. This seamless connection ensures that all action items, follow-ups, and project developments from your conversations are automatically tracked in your productivity platform without manual entry.
How the Integration Works
Acta.ai uses its AI-powered meeting assistant to:
Analyze Meetings
Listen to and analyze the content of your meetings in real-time
Identify Tasks
Detect tasks, action items, and follow-ups as they're discussed
Extract Details
Capture assignees, due dates, priorities, and dependencies
Create ClickUp Tasks
Automatically create or update tasks in your ClickUp workspace
Link to Context
Connect tasks back to meeting recordings for complete context
Setting Up the Integration
Follow these steps to connect ClickUp with your Acta.ai account:
- 1
Log in to Acta.ai
Access your Acta.ai dashboard using your credentials
- 2
Navigate to Integrations
Go to the 'Settings' or 'Integrations' section in the left sidebar
- 3
Select ClickUp
Find the ClickUp integration card and click 'Connect'
- 4
Authenticate with ClickUp
You'll be redirected to authorize Acta.ai to access your ClickUp account
- 5
Select Workspaces
Choose which workspaces, folders, and lists you want to connect
- 6
Configure Preferences
Set up your task creation, field mapping, and automation rules
- 7
Save Settings
Apply your configuration and start using the integration
Key Features
Automatic Task Creation
Convert spoken action items into properly formatted ClickUp tasks
Subtasks & Checklists
Break down complex tasks into subtasks or checklist items
Custom Fields
Populate custom fields in ClickUp based on meeting context
Smart Routing
Assign tasks to the right lists and folders based on discussion topics
Timeline Integration
Set accurate due dates and time estimates from conversation context
Task Updates
Add comments or update existing tasks with new information
Priority Assignment
Set appropriate priority levels based on discussion urgency
Use Cases
Team Stand-ups
During weekly team stand-ups, Acta.ai automatically captures blockers and action items as they're discussed, creating assigned ClickUp tasks with appropriate priority levels. This eliminates the need for manual task creation after the meeting and ensures nothing gets forgotten.
Client Meetings
After client calls, Acta.ai creates tasks for deliverables, follow-ups, and client requests directly in the account's ClickUp list. Each task includes context from the meeting, ensuring that your team has all the information they need to execute effectively.
Marketing Campaign Planning
During marketing review meetings, Acta.ai breaks down campaign next steps into structured tasks and subtasks in ClickUp, assigning them to the appropriate team members with deadlines that align with campaign timelines. This keeps your marketing projects organized and on track.
Best Practices
- Clearly verbalize tasks and assignments during meetings for better AI detection
- Set up ClickUp spaces and lists that align with your meeting types
- Create custom fields in ClickUp that match information commonly discussed in meetings
- Establish naming conventions for tasks created from different meeting types
- Review automatically created tasks after important meetings to ensure accuracy
- Use Acta.ai's task creation notification feature to stay informed when new tasks are added
Troubleshooting
Connection Issues
If the integration stops working, reconnect your ClickUp account in the integration settings
Missing Tasks
Verify that your Acta.ai account has permissions to create tasks in the selected ClickUp spaces
Field Mapping Problems
Check that required ClickUp custom fields are properly mapped in your integration settings
Task Assignment Issues
Ensure that the ClickUp users mentioned in meetings match their usernames in your ClickUp workspace
Need Help With ClickUp Integration?
If you encounter any issues with the ClickUp integration, our support team is ready to assist you.