1.Monitors new calendar events
Integrate Microsoft Outlook to capture event subject, start and end times, and attendee context for task creation.
Create meeting tasks from events that match criteria
Automatically detect new calendar events across Microsoft Outlook and route qualifying meetings to ClickUp. Create and update tasks when subject matches, attendee criteria fits, or event tags appearβso you can assign owners, set due dates, and log work without manual task entry.
How this automation turns meetings into traceable tasks
When new calendar events are added, irrelevant meetings can still require manual setup and follow up. This automation monitors event details and filters qualifying records, then creates ClickUp tasks and assigns ownersβso your team gets traceable work fast.
Microsoft Outlookor swap with your favorite app
2.Filters qualifying calendar events
Integrate Filter by Zapier to continue only for records that match your configured subject or attendee criteria.
Filter by Zapieror swap with your favorite app
3.Creates and assigns ClickUp tasks
Integrate ClickUp to create a task with the mapped name, schedule dates, description, and assignee from attendees.
ClickUpor swap with your favorite app
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Step 1
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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