ClickUp + Storydoc

Create personalized Storydoc documents for new ClickUp tasks

Project kickoffs require detailed documentation, but creating custom project briefs, proposals, or client presentations for every new task pulls your team away from execution. This automation generates a tailored Storydoc document automatically whenever a new task is created in ClickUp, transforming task details into professional project briefs, client proposals, or team alignment decks. Keep your projects moving forward with polished documentation that's created instantly, letting your team focus on delivery instead of document formatting.

Project kickoffs require detailed documentation, but creating custom project briefs, proposals, or client presentations for every new task pulls your team away from execution. This automation generates a tailored Storydoc document automatically whenever a new task is created in ClickUp, transforming task details into professional project briefs, client proposals, or team alignment decks. Keep your projects moving forward with polished documentation that's created instantly, letting your team focus on delivery instead of document formatting.

  1. When this happens...
    ClickUpClickUp
    New Task

    Triggers when tasks are added.

    TriggerInstant
  2. automatically do this!
    StorydocStorydoc
    Create a New Story Version

    Creates a new story version for a specific prospect.

    ActionWrite
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Supported triggers and actions

    • Reaction(s)

    • WorkspaceRequired

    Trigger
    Instant
    Try It
    • WorkspaceRequired

    Trigger
    Instant
    Try It
    • Reaction(s)

    • WorkspaceRequired

    Trigger
    Instant
    Try It
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clickup logo

About ClickUp

ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.
Learn more

Related categories

  • Project Management

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storydoc logo
storydoc logo

About Storydoc

Storydoc is an AI platform for business professionals to easily generate, edit, track, and automate slide decks and documents at scale, directly from your CRM.

Related categories

  • Content & Files