ClickUp + Grain + Filter by Zapier

Create ClickUp tasks from new Grain highlights

It's easy to lose track of action items during long meetings. Instead of going through the recording after it's processed and manually adding the action items to ClickUp, you can now automate the entire workflow. This Zap automatically generates a task in ClickUp for each new Grain highlight that contains a '#todo' tag.

When this happens...
Highlight AddedTriggers when a Highlight is created.
TriggerInstant
automatically do this...
Only continue if...Set up rules to specify when this Zap can continue running.
ActionFilter
then do this!
Create TaskCreates a new task.
ActionWrite

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- Include Transcript
- Include Speakers
Trigger
Instant
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- Include Transcript
- Include Speakers
Trigger
Instant
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Recording Deleted
Triggers when a Recording is deleted.
Trigger
Instant
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Story Added
Triggers when a new Story is created.
Trigger
Instant
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Story Updated
Triggers when a Story is updated.
Trigger
Instant
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- Recording ID
  Required
- Format
  Required
Action
Search
- Workspace
  Required
Trigger
Instant
Try It

- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Task
- Include subtask?
- Fetch task data?
Trigger
Instant
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- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Action
Write
- Message Text
  Required
- Include a link to this Zap?
Action
Write
- Document name (title)
- Subtitle
- Markdown Content
- Content
- Visibility
Action
Write
- Workspace
  Required
Action
Write
- Workspace
  Required
- Folder Name
  Required
Action
Write
- Workspace
  Required
- Comment
  Required
- Include a link to this Zap?
Action
Write
- Workspace
  Required
- File
  Required
Action
Write
- Workspace
  Required
- Task Name
  Required
- Custom task type
Action
Write
- Task Id
  Required
Action
Write
- Workspace
  Required
Action
Write
Find Custom Fields
View the Custom Fields available on tasks in a specific Team / Space / Folder / List.
Action
Search
Find a List of All Tasks
Finds a list of all tasks created in Workspace/Space/Folder/List. Supports Custom Fields.
Action
Search
- Check_plan_bandage
- Workspace
  Required
- Field
  Required
- Value
  Required
- Include all shared items?
Action
Search

Highlight Deleted
Triggers when a Highlight is deleted.
Trigger
Instant
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- Include Highlights
- Include Participants
- Include Calendar Event
- Include HubSpot
- Include AI Action Items
- Include AI Summary
- Include AI Sections
Trigger
Instant
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- Include Highlights
- Include Participants
- Include Calendar Event
- Include HubSpot
- Include AI Action Items
- Include AI Summary
- Include AI Sections
Trigger
Instant
Try It
Story Deleted
Triggers when a Story is deleted.
Trigger
Instant
Try It
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Only continue if...
  Required
Action
Filter
- Reaction(s)
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
Try It
- Reaction(s)
- Workspace
  Required
Trigger
Instant
Try It
- Workspace
  Required
Trigger
Instant
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- Workspace
  Required
- Checklist Name
  Required
- Checklist Item
  Required
Action
Write
- Workspace
  Required
- Thread
- Include a link to this Zap?
Action
Write
- Document
  Required
- Name
- Content
- Subtitle
Action
Write
- Field name
  Required
- Description
- Required in tasks
- Pinned
- Visible to guests
Action
Write
- Workspace
  Required
- List Name
  Required
Action
Write
- Workspace
  Required
- Start
  Required
- End
  Required
Action
Write
- Workspace
  Required
- Task Name
  Required
- Custom task type
- Task Description
- Markdown Content
- Assignee Emails
- Priority
- Start Date
- Due Date
Action
Write
- Workspace
  Required
Action
Write
- Name
- Subtitle
- Document
  Required
- Page
  Required
- Content
- Content edit mode
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Find the Most Recent Task
Find the most recent task created in Workspace/Space/Folder/List.
Action
Search
Find Task by ID
Find an existing task by its ID.
Action
Search
- Document name
  Required
- Name match condition
- Include archived documents?
Action
Search

About ClickUp

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

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About Grain

Grain joins your calls to take notes, document the next steps, and file automated meeting notes in platforms like Slack, HubSpot, and more.

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AI Meeting Assistants

About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

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Related categories

Developer Tools

Zapier

Related Zap Templates

Create tasks in ClickUp for new recordings added in Grain

Post a comment in ClickUp for every updated recording in Grain