How to automatically send a prepared email draft through Gmail whenever the status of a task changes in ClickUp

Relay.app is an automation tool that lets you automate actions across Gmail, ClickUp, and many other apps. In this guide, we'll show you how to automatically send draft in Gmail for each task status changed in ClickUp using Relay.app.
ClickUp logoClickUp > Gmail
Trigger
Last triggered
ClickUp logoTask status changed
Gmail logoSend draft
1

Set the ClickUp trigger as “Task status changed”

A playbook always starts with a trigger, which is responsible for detecting changes in your connected applications and responding accordingly.

Add the ClickUp trigger to initiate your playbook's actions whenever the status of a task changes. Click "Add trigger" in your playbook and choose "Task status changed" from the dropdown menu under ClickUp.

If you still need to connect your ClickUp account to Relay.app yet, a prompt will guide you through the process.

2

Add the “Send draft” step in Gmail

Integrate the Gmail automation into your playbook to ensure the prompt sending of a prepared email draft through Gmail whenever the status of a task changes in ClickUp.

Click the "Add step" button, locate the “Send draft” automation for Gmail, and input the mandatory and relevant details.

If your Gmail account still needs to be connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your Gmail account.

3

Activate your playbook

Activating your playbook is the last step in the process. Once you turn it on, it will automatically send a prepared email draft through Gmail whenever the status of a task changes in ClickUp without requiring manual intervention.

To activate your playbook, click the toggle button at the header. Before activating, we recommend performing a test run of your playbook to ensure all the steps work seamlessly together.

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