Guide

How to create a new ClickUp task whenever a file is added to a specific Google Drive folder

Seeking to automate your task creation process based on file uploads in Google Drive? When a new file is added to a specified folder in Google Drive, Relay.app promptly generates a new task in ClickUp. This seamless connection ensures that your tasks are automatically initiated in response to file uploads.
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1

Create your Relay.app playbook

Begin by setting up the steps that coordinate between Google Drive and ClickUp for your workflow.

First, sign up for Relay.app and go to your dashboard. Click on the "New playbook" button to initiate the playbook creation process.

Name your playbook with a unique title like "Sync Google Drive files as ClickUp tasks" and select a relevant emoji, such as 📝, to easily identify it.

2

Set the Google Drive trigger as "File added to folder"

Every playbook starts with a trigger. The trigger detects changes in your connected apps and initiates your playbook's actions.

Click "Add trigger" and select "File added to folder" under Google Drive automation. Then, select the parent folder where files are added. This will allow your playbook to automatically detect the files added to a folder in Google Drive and initiate necessary actions.

If this is your first time using a Google Drive integration in Relay.app, a prompt will guide you through the connection process.

3

Add the "Create task" in ClickUp automation

Integrate the ClickUp automation into your playbook to ensure the prompt creation of a new task for each file added in a specific folder in Google Drive.

Click the "Add step" button, then locate the "Create task" automation for ClickUp and input the mandatory and relevant details.

If your ClickUp account isn't already 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 ClickUp account.

4

Activate your Relay.app playbook

Activating your playbook is the final step to automate the creation of a new task in ClickUp. Once turned on, it will respond to a file added to a specific folder in Google Drive by creating a corresponding task in ClickUp without manual intervention.

To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are being sent correctly.

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