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Library / Tasks & Project Management

Tasks & Project Management

Collect client sign-off on ClickUp tasks via Gmail, Claude and Slack

Every 30 minutes, emails clients review links for ClickUp tasks in review, reads their replies with Claude, and posts approval updates to Slack.

What it does

## Get client sign-off on ClickUp tasks by email with Claude, Gmail and Slack ### Who is it for Agencies, studios and freelancers who run client work in ClickUp and lose days chasing approvals. Built for the account or project manager who sends work for review every week. ### How it works 1. Every 30 minutes, each task in your review status gets a review email to the client with the link to the work. By default it is saved as a Gmail draft so you can check the address and link before pressing Send. Tasks missing the client's email or the link are flagged once. 2. Claude reads each reply and labels it: approved, changes, question or unclear. 3. Check Reply Against Email is plain code. It confirms every quote is in the email and only lets a clear, unconditional approval through. A reply with a "but", a condition or a request comes to you instead. 4. Approvals move the task to your approved status. Change requests move it to your revisions status with the client's words as a checklist. The full reply is noted on the task and posted to Slack. 5. Bounces, out of office replies and replies from people not on the task never change anything. A waiting tag and a limit of 3 emails per task a day stop double emails. 6. Each morning you get one Slack summary, and quiet clients get a reminder saved as a Gmail draft, never sent. ### How to set up - [ ] On each task, add the client's email and the review link as custom fields, or as description lines such as "Client Email: name@company.com" and "Review Link: https://...". - [ ] Fill in Config: your workspace ID (the number after app.clickup.com/ in your browser), your three status names as ClickUp shows them, your name, business name and Slack channel ID (at the bottom of the channel details). - [ ] Connect ClickUp, Gmail, Slack and Anthropic. Tags must be turned on in your ClickUp space. - [ ] Publish, then move a task into your review status. ### Requirements ClickUp, Gmail, Slack and an Anthropic API key. The 30 minute schedule uses about 1,500 runs a month. ### How to customize the workflow Set sendMode to send to skip the drafts, and change the reminder days, approval phrases or lists in Config. Edit the email wording in Work Out Review State. To send a fresh review email for a task, remove its waiting tag.

The steps

  1. Every 30 Minutes
  2. Config
  3. Check Your Settings
  4. Get Tasks in Client Review
  5. List Review Tasks
  6. Work Out Review State
  7. Get Task Comments
  8. Combine Comment Pages
  9. Loop Over Review Tasks
  10. Route by Review State
  11. Add Waiting Tag
  12. Send Review Request Email
  13. Log Request on Task
  14. Send Request Alert on Slack

49 steps in total.

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