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Streamlining ClickUp Project Notifications with Make.com and Slack

Streamlining ClickUp Project Notifications with Make.com and Slack

Efficient communication is critical in any project-driven organization. At Flologix AI, we recently worked on a project to enhance real-time updates for a manufacturing company using ClickUp, Make.com, and Slack. The result? An automated workflow that keeps teams informed at every stage of their projects, saving time and boosting collaboration.

The Challenge

The manufacturing company managed projects through ClickUp, tracking them across six critical stages:

  1. Design Stage
  2. Procurement Stage
  3. Assembly Stage
  4. Testing and Validation
  5. Packing
  6. Shipped

Although ClickUp organized tasks efficiently, there was no real-time system to notify team members when projects moved between stages. Manual updates via emails or meetings were time-consuming and prone to delays.

The Solution

We implemented an automation using Make.com that triggers Slack messages whenever a project's status changes. The automation pulls data from ClickUp and crafts tailored messages for the relevant team, ensuring everyone stays informed.

How It Works

  1. Webhook in ClickUpA webhook is triggered in ClickUp whenever the project stage is updated. The webhook sends project data such as:
    • Project Name
    • Current Stage
    • Assigned Team
    • Due Dates
  2. Data Parsing in Make.comThe webhook triggers a scenario in Make.com, where the project data is parsed and prepared for Slack messaging.
  3. Real-Time Slack NotificationsA Slack message is sent to the corresponding team channel, notifying them of the status change.Example Notification:

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Hello Engineering:
Project Number 512344 for John Doe OEM is ready to be designed. The Design is due in 2 weeks.

The Workflow in Action

Stages and Messages

  • Design Stage: Alert design teams with due dates and priorities.
  • Procurement Stage: Notify procurement teams about required materials and timelines.
  • Assembly Stage: Inform assembly teams to begin production.
  • Testing and Validation: Update QA teams on testing schedules.
  • Packing: Notify logistics teams to prepare shipments.
  • Shipped: Confirm delivery and notify stakeholders.

The Impact

  1. Improved Communication: Every project update was instantly shared with the relevant team, reducing bottlenecks and delays.
  2. Streamlined Collaboration: Slack channels became hubs for real-time updates, enhancing team coordination.
  3. Increased Efficiency: Automating manual updates freed up time for teams to focus on more strategic tasks.

Conclusion

This ClickUp-Make-Slack integration showcases how automation can simplify communication in complex workflows. By automating notifications, our client saw immediate improvements in operational efficiency and team alignment.

At Flologix AI, we specialize in automation solutions that optimize business processes for OEMs and manufacturers. If you’re ready to unlock efficiency with tools like ClickUp and Slack, let’s connect!

Would you like us to help you implement a similar workflow? Feel free to reach out!