How to share a Google Drive folder for a new ClickUp task

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 "Task created" under ClickUp automation. Then, select details like the list. This will allow your playbook to automatically detect new tasks created in ClickUp and initiate necessary actions.

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

Integrate the Google Drive automation into your playbook to ensure the specific Google Drive folder is promptly shared for each task created in ClickUp.

Click the "Add step" button, then locate the "Share folder" automation for Google Drive and input the mandatory and relevant details.

If your Google Drive 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 Google Drive account.

Activating your playbook is the final step to automate sharing the specific Google Drive folder. Once turned on, it will respond to a new task created in ClickUp by sharing the specific Google Drive folder 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.