meeting notes to ClickUp

ClickUp: from meeting to ClickUp task

Acta reviews your meetings for potential new ClickUp tasks, so the follow-ups from standups, client calls and planning sessions land in ClickUp where your team works.

Connect ClickUp free How it works

Acta + ClickUp in three steps

  1. 1

    Connect ClickUp

    Click Connect on the ClickUp card in Acta's Integrations, then Settings on the card to choose where tasks go.

  2. 2

    Record the meeting

    On Zoom, Google Meet or Teams, with the desktop app, Chrome extension, notetaker or mobile app.

  3. 3

    Find it in ClickUp

    After the meeting, Acta sends new tasks from the meeting to ClickUp.

What Acta sends to ClickUp

  • New tasks from the meeting

Works well for

  • Daily standups
  • Agency client calls
  • Sprint and roadmap planning

Pairs well with

Record without a bot from the desktop app or Chrome extension, or send the notetaker from your calendar.

More integrations

JiJiraTicketingActa reviews your standups, sprint planning and bug triage meetings for new Jira tickets, with type, priority, assignee and due date.See the Jira integration AsAsanaTicketingActa reviews your meetings for new Asana tasks, so the work agreed in a call lands in Asana.See the Asana integration MoMonday.comTicketingActa reviews your meetings for new Monday.com items, so the work agreed in a call shows up on your boards.See the Monday.com integration HSHubSpotCRMConnect Acta to HubSpot and sync meeting summaries and action points from your Zoom, Google Meet and Teams sales calls, with or without a bot.See the HubSpot integration SaSalesforceCRMSend meeting summaries, action points and deal reports from Zoom, Google Meet and Teams calls to Salesforce with Acta.See the Salesforce integration ZCZoho CRMCRMSend meeting summaries and deal summaries from your Zoom, Google Meet and Teams calls to Zoho CRM with Acta.See the Zoho CRM integration

All integrations

Frequently asked questions

How does Acta work with ClickUp?

Acta reviews your meetings for potential new ClickUp tasks, so the follow-ups from standups, client calls and planning sessions land in ClickUp where your team works.

What does Acta create in ClickUp?

New tasks from the work discussed in your meetings.

Can I choose the ClickUp list?

Yes. Click Settings on the ClickUp card in Acta's Integrations to choose where tasks go.

Which AI meeting assistant works with ClickUp?

Acta records Zoom, Google Meet and Microsoft Teams meetings, with or without a bot, and sends new tasks from the meeting to ClickUp.

Can I send meeting notes to ClickUp without a bot in the call?

Yes. The Acta desktop app and Chrome extension record from your own computer, so no bot joins, and Acta still sends the results after the meeting.

Is it free to try?

Yes. Acta has a 15-day free trial, and you can connect your tools during it.

Meeting notes in ClickUp, without the typing.

Free for 15 days. Works with Zoom, Google Meet and Microsoft Teams.

Start for free