PROJECT MANAGEMENT
Notify clients via Front when a slipped internal blocker affects their delivery
When a ClickUp internal blocker slips and is linked to a client deliverable, the workflow drafts a tailored delivery-update email with OpenAI and queues it as a Front draft…
How it runs
The automated pipeline, trigger to output.
- TriggerClickUp task due-date moved webhookClickUp
- LogicKeep only client-deliverable blocker tasks
- ActionLook up linked client and commitment dateClickUp
- ActionDraft revised-timeline update with OpenAIOpenAI
- OutputQueue Front draft for account owner reviewFront
What it does
When an internal blocker slips and that blocker feeds a client-facing deliverable, this workflow gets ahead of the awkward conversation: it drafts a clear, on-brand delivery update and queues it in Front for the account owner to review.
When to use it
Use it when slipped internal work has external consequences and you'd rather proactively notify clients with a revised date than have them discover the miss. The human still approves every message before it goes out.
How it works
- 1A ClickUp webhook fires when a task's due date moves later.
- 2A filter keeps only tasks tagged as a client-deliverable blocker.
- 3The workflow looks up the linked client and the affected deliverable's original commitment date.
- 4OpenAI drafts a concise, non-alarming update explaining the revised timeline and next checkpoint.
- 5It creates a draft message in the client's Front conversation, assigned to the account owner, who reviews and sends.
Set it up
What you configure once, before turning it on.
- 1Connect ClickUpDocs + tasks + chats in one workspace.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect FrontShared inbox, conversations.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
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