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ClickUp (via Zapier)
Automation integration
Live
Included on
Pro, Team & Enterprise

ClickUp (via Zapier)

Turn each TeamsMaestro meeting summary into a ClickUp task. The summary and meeting link are attached, so follow-ups are tracked where your team already works. It runs through the TeamsMaestro app for Zapier.

How it works

When TeamsMaestro finishes summarizing a meeting, the Zap creates a task in ClickUp. You choose the workspace and list once, and every future meeting is covered with no extra clicks.

Put the tasks in the list your team already reviews, like a sprint or a client's list, and the meeting's next steps show up in the same place as everything else.

Pick which meetings run it. The trigger has optional filters for the meeting title (contains, starts with, or matches exactly) and for the host or participants. You can combine conditions and run the Zap when any of them is met.

Set it up
  1. Open the template and sign in to Zapier. Connect your TeamsMaestro account, which shows up in Zapier as AI TeamsMaestro.
  2. Keep Meeting Summarized as the trigger, and add filters if you only want some meetings.
  3. Test the trigger. Zapier loads a recent meeting from your account so you can see the fields: title, platform, start and end times, organizer, attendees, summary, and action items.
  4. Connect ClickUp and choose the workspace and list for new tasks.
  5. Set the task name, for example the meeting title, and map the summary and meeting link to the task.
  6. Run a test, check the task in ClickUp, and publish the Zap.

New to Zapier and TeamsMaestro? The Zapier setup guide walks through a full example, and the Zapier integration page lists everything else you can connect.

Frequently asked questions

Which ClickUp list do the tasks go to?

The one you choose when you set up the Zap. Pick it once and every matching meeting after that lands there.

Can I send only some meetings to ClickUp?

Yes. Filter the trigger by meeting title, host, or participants, for example only meetings with your project name in the title.

Do I need a paid TeamsMaestro plan?

Yes. Zapier integrations are included on the Pro, Team, and Enterprise plans. They are not available on the Free plan.