Time Stamps

[00:00] Welcome and introductions to the ClickUp team and overview of the workshop goals.
[03:32] Chris shares ClickUp’s growth journey, scrappy startup tactics, and teaser of unreleased AI features.
[09:23] Joe introduces SmartClick’s most common agency workflow and begins demo of ClickUp’s automation capabilities.
[14:00] Walkthrough of onboarding workflow: contract signing, client questionnaires, CRM setup, and folder creation.
[18:00] Demo of how ClickUp automates operations and client delivery spaces with Zapier and list creation.
[23:43] Introduction to ClickUp AI agents, showing how to create agents that assist with client questions and task updates.
[27:00]Walkthrough of ClickUp’s AI-assisted...