Our agency will build clickup automations and dashboards for your team

Top 5 Notion Consulting Partner, Certified Consultant
Vetted by Fiverr Pro
TheOptimalFlow was selected by the Fiverr Pro team for their expertise.
Vetted for
Project Management
About this Gig
At The Optimal Flow we make ClickUp do the work your team is still doing by hand inside it.
The workspace exists. The tasks are there. But statuses get updated manually, handoffs happen in comments someone has to notice, and the Monday report is still assembled by a person. The tool can do all of that itself when someone sets it up.
Who this is for
- Teams already on ClickUp whose processes still run on memory
- Leads who want dashboards instead of asking for status
- Ops people tired of moving cards another tool could move
What we build
- Automations for statuses, assignments, handoffs and recurring work
- Dashboards per team and per project, built on the data you already have
- Forms and intake flows that create work items correctly from day one
- Connections to your other tools where they earn their place
- Documentation and a walkthrough so the team can adjust rules themselves
Everything is built in your workspace, on your real projects, and nothing goes live without your approval.
Message us to scope it, or click Continue and tell us what still runs by hand.
Domain:
Programming & Tech
Industry:
Business services & consulting
•
Data analytics
Language:
English
•
Spanish
Clients We’ve worked with
Roche
Health Organization
Training in Notion, as well as building spaces for the Digital Innovation team.
Mar 2024
FAQ
Do you work inside our existing workspace?
Yes. We build on your real spaces and projects, not a demo. Changes are staged so nothing goes live without your approval.
Can you connect ClickUp to our other tools?
Yes. Native integrations first, automation tooling where needed. Tell us your stack and we will confirm what is possible before you order.
Will the automations break when we change things?
Rules are built on structure, not on hard coded names, and everything is documented. If you restructure heavily, the docs tell you what to review.
Can our team edit the rules afterwards?
Yes. ClickUp automations are visual, and the walkthrough covers how each rule works. Day to day changes stay in your hands.

