Guide

How to upload a file in Google Drive for a new ClickUp task

Want to effortlessly sync file uploads between your ClickUp tasks and Google Drive? Whenever a new task is created in ClickUp, Relay.app efficiently uploads a file to your designated folder in Google Drive. This ensures that your files are seamlessly organized and accessible across platforms, saving you time and enhancing 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 "Upload files to Google Drive 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 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 "Upload files" in Google Drive automation

Integrate the Google Drive automation into your playbook to ensure the prompt upload of files for each task created in ClickUp.

Click the "Add step" button, then locate the "Upload files" 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 the uploading of new files in Google Drive. Once turned on, it will respond to a new task created in ClickUp by uploading it as files in Google Drive 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