n8n Workflow: ClickUp Client Sign-Off via Gmail, Claude & Slack

Automatically manage ClickUp client sign-offs—email outreach via Gmail, reply classification via Claude, and Slack alerts

This n8n workflow monitors ClickUp tasks in a “client review” process, sends review requests through Gmail, then uses Anthropic Claude to interpret client replies and automatically updates the task status and checklist—while keeping your team informed in Slack.

What this workflow does

• Runs on schedule: every 30 minutes and daily at 9:00 to check ClickUp for review-ready items and tasks tagged as “awaiting a reply.”
• Builds ClickUp search queries to locate tasks in the client review status and tasks awaiting response.
• Extracts review details from custom fields or task description (client email/name and the review link), then reads task comments to decide whether outreach is needed, waiting is required, or a problem should be logged.
• Sends or drafts review request emails using Gmail. For outreach tasks, it adds an “awaiting client reply” tag in ClickUp and records thread details to ClickUp and Slack.
• Processes incoming Gmail replies for awaiting tasks by fetching the corresponding Gmail thread and filtering for new client messages.
• Flags bounces and unknown senders by logging a ClickUp comment and sending a Slack alert when replies don’t match expected client behavior.
• Classifies decisions with Anthropic Claude (approved, changes requested, question, or unclear), extracting decision quotes and requested changes from the email.
• Ensures factual correctness by verifying Claude’s quoted text exists in the email and treating only unconditional approvals as approvals.
• Updates ClickUp: sets task status to approved or revisions and creates/updates a ClickUp checklist based on the extracted change requests.

Use cases

• Agencies or SaaS teams requesting client feedback and tracking approvals in ClickUp automatically.
• Reducing manual follow-ups by tagging tasks, detecting new Gmail replies, and notifying Slack immediately.
• Standardizing review outcomes by converting email language into structured ClickUp statuses and checklists via Claude.

Technical details

• Automation platform: n8n workflow
• Integrations / nodes: Gmail, Slack
• Logic nodes used: if, set, code, filter
• AI step: Anthropic Claude for reply classification and extraction

Category: n8n automation workflow