PERSONAL PRODUCTIVITY

Slack Meeting Recap to ClickUp Tasks with DM Reminders

Triggers on a posted meeting recap in a Slack channel, parses the action items, creates ClickUp tasks, and DMs each assignee their personal to-do list.

CategoryPersonal Productivity
Enginesim
Difficultybeginner
Triggerevent
Steps6
Setup~5 min

How it runs

The automated pipeline, trigger to output.

  • TriggerRecap posted in Slack channelSlack
  • ActionRead recap message textSlack
  • ActionExtract action items + ownersOpenAI
  • ActionCreate ClickUp task per itemClickUpClickUp
  • LogicGroup tasks by owner
  • OutputDM each owner their task listSlack

What it does

Takes a meeting recap pasted into Slack and turns it into tracked work plus personal accountability. It reads the recap message, extracts the action items and who owns each, creates them as ClickUp tasks in the chosen list, then sends every assignee a Slack DM listing exactly what they signed up for.

When to use it

For teams that post a quick recap in Slack after every standup or client call and want those bullets to become real tasks without anyone copy-pasting. Ideal when accountability matters and a DM nudge drives follow-through.

How it works

  1. 1A message is posted to the designated Slack recap channel (or a recap emoji reaction fires).
  2. 2The flow reads the message text.
  3. 3OpenAI extracts action items, each with an owner mapped to a Slack user and an optional due date.
  4. 4For each item it creates a ClickUp task in the target list with the assignee and due date.
  5. 5It groups tasks by owner.
  6. 6As the final step it DMs each owner their grouped task list with ClickUp links so everyone leaves with a clear personal to-do.

Set it up

What you configure once, before turning it on.

  1. 1
    Connect SlackChannels, DMs, threads, mentions.
  2. 2
    Connect OpenAIModels, embeddings, files.
  3. 3
    Connect ClickUpDocs + tasks + chats in one workspace.
  4. 4
    Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
  5. 5
    Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
  6. 6
    Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.

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