ClickUp integration guide
Connect ClickUp with Dailybot to track activity about cards that are created and updated. Activity is surfaced in check-in reports so managers see task progress alongside daily updates.
Detailed setup
Step 1: Generate a ClickUp API token
- Navigate to ClickUp Settings → Apps
- Generate a new API token and copy it
Step 2: Configure Dailybot
- Go to Dailybot Settings → API & Integrations → ClickUp
- Paste your ClickUp API token
Step 3: Add workspace
- Click the Add workspace button that appears after entering the token
- Select the team you want to track
User matching
Dailybot matches ClickUp users to team members using this priority:
- Personal API token — Team members add their individual ClickUp API tokens on the Integrations page
- Automatic matching — Dailybot attempts to match by full name between both platforms
Token security: Users can regenerate compromised personal tokens in ClickUp’s settings. Note that applications using the old token will lose access upon regeneration.
Activity tracking in reports
- Open the check-in settings for the check-in you want to enhance
- Go to Sharing → Advanced Options
- Enable Activity tracking
Activity logged within 24 hours before a check-in response through the end of that day appears as an automatically added column in reports.