Quick Start

1

Create an account and sign in

• Visit the app and register or log in.

• You land on the dashboard after authentication.

2

Connect ClickUp

• Go to Settings → ClickUp and click Connect ClickUp.

• Approve access and select the workspace(s) you want to use.

3

Create an automation

• Navigate to Automations → Create.

• Choose your ClickUp space and list. The fields from a sample task in that list will be displayed.

4

Map fields and insert placeholders

• Navigate to Field Mappings to see the list of loaded fields

• For each field, click the Copy button and paste the copied placholder into your .docx where you want it. The .docx file could be a Contract, Invoice, Proposal etc. For example, in document you could have Name of Applicant: {{ b4ef18cb-4cb2-4fbe-b7b6-11cdfbf31997}} where {{ b4ef18cb-4cb2-4fbe-b7b6-11cdfbf31997}} is the placeholder you copied from DocuUp.

• Optionally add transformers (date formatting, uppercase, currency, etc.).

• Optionally add tables

5

Upload your template (.docx)

• You can choose to convert generated files to PDF.

6

Save your automation

Without saving, the automation will not work.

7

Preview (optional)

• Click Generate Preview. DocuUp fetches a sample task to populate your tokens.

• Download the watermarked file (doesn’t affect usage) and verify formatting and data.

8

Webhook

• After uploading your document, a webhook is automatically generated. Copy and paste the generated webhook into your ClickUp automation