Guide

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

Want to ensure seamless access to Google Drive folders for your ClickUp tasks? This integration simplifies the process. When a new task is created in ClickUp, Relay.app promptly shares a Google Drive folder with the necessary team members. This ensures that everyone involved has easy access to the files they need, saving time and promoting collaboration on your projects.
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1

Create your Relay.app playbook

Begin by setting up the steps that coordinate between ClickUp and Google Drive 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 "Share Google Drive folder for ClickUp tasks" and select a relevant emoji, such as 📝, to easily identify it.

2

Set the ClickUp trigger as "Task created"

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.

3

Add the "Share folder" in Google Drive automation

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.

4

Activate your Relay.app playbook

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.

Get started with Relay.app

Sign up now and get started with your playbook today