OTHER
Nudge stalled onboarding milestones from ClickUp
Scans ClickUp onboarding tasks each morning, finds milestones past their due date with no recent activity, and posts a per-customer nudge to the owning CSM in Slack.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekday morning schedule
- ActionFetch overdue ClickUp onboarding tasksClickUp
- LogicKeep tasks with no recent activity
- LogicGroup stalled tasks by owner
- OutputDM each owner their stalled milestonesSlack
What it does
Every weekday morning this workflow checks your ClickUp onboarding list for milestones that have slipped — due date passed, no status change or comment in the last few days — and pings the assigned implementation owner in Slack with the exact customer, milestone, and how many days it has been stuck.
When to use it
Run it when onboarding lives in ClickUp and milestones quietly stall because no single person watches every account. It turns silent slippage into a daily, owner-addressed nudge instead of a quarterly surprise.
How it works
- 1A daily schedule fires on weekday mornings.
- 2The flow queries ClickUp for onboarding tasks whose due date is in the past and whose status is not Complete.
- 3A filter keeps only tasks with no activity (status change or comment) in the configured stale window.
- 4For each stalled task it resolves the assignee and groups by owner.
- 5It posts a Slack DM to each owner listing their stalled customers, milestones, and days overdue, with a deep link back to ClickUp.
Set it up
What you configure once, before turning it on.
- 1Connect ClickUpDocs + tasks + chats in one workspace.
- 2Connect SlackChannels, DMs, threads, mentions.
- 3Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 4Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 5Test, 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.
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