ClickUp integration
Turn screen recordings into ClickUp Docs
Keep your how-tos in the same ClickUp Workspace as the work. Record a process once, and Clevera writes the step-by-step guide and publishes it as a ClickUp Doc in the Workspace you pick, ready to link from tasks, lists and onboarding checklists.
A ClickUp Doc per article
Several Workspaces
Same Doc on every update
No credits to publish
What you can do
Process docs next to the work,
not in a wiki nobody opens.
Teams that run projects in ClickUp want the instructions right there: the SOP beside the recurring task, the onboarding guide beside the new-hire checklist. Clevera writes those Docs from a screen recording, so the person who knows the process only has to show it once.
SOPs from a single take
Record the weekly report, the client handover or the refund process. Clevera writes a Doc with numbered steps and a link to every screenshot.
A real ClickUp Doc
The Doc and its page are named after the article and live in the Workspace’s Docs, where you can move them into any Space, Folder or List and share them like any other Doc.
Update in place
Publish an edited article again and Clevera rewrites the page it wrote last time. The Doc keeps its address, so links in tasks keep working.
Every Workspace you run
Agencies and multi-team companies can allow several ClickUp Workspaces at once and pick the right one for each article.
Steps people can follow
Numbered steps, tables, code, quotes and checklists come through, with callouts as quotes that start with an icon and a bold title.
Screenshots one click away
Each screenshot becomes a 🖼️ link with its caption, hosted by Clevera on a link that doesn’t expire.
How it works
From recording to ClickUp Doc
in four steps.
An owner or admin connects ClickUp once. Then anyone who can edit an article publishes it to a Workspace.
- 1
Connect ClickUp
Sign in with ClickUp and choose each Workspace Clevera may publish to. - 2
Clevera writes the Doc
From the screen recording, Clevera writes the guide: headings, numbered steps, callouts and screenshots. - 3
Pick the Workspace
In Share, open Publish, choose the ClickUp Workspace and click Publish to ClickUp. - 4
The Doc appears
A new Doc lands in the Workspace’s Docs, and Clevera links you straight to it.
See it in Clevera
Publishing to ClickUp,
from the article’s Share window.
The Publish tab sits next to the article’s link, embed and downloads. Choose ClickUp, pick a Workspace and publish.
Choose the Workspace
The list shows every ClickUp Workspace you allowed when you connected. The Doc is created in that Workspace’s Docs rather than inside a particular Space, Folder or List, so you can file it wherever your team keeps process docs.
Need another Workspace later? Reconnect ClickUp and choose it on ClickUp’s screen.
Rewrite the Doc, keep its link
Before it publishes, Clevera looks for a Doc with the same name in the Workspace. Update it and Clevera rewrites the page it wrote last time with the new version. Other pages in that Doc are left alone. Or create a second Doc under a new title.
Changes made to that page in ClickUp are overwritten by an update, so keep Clevera as the source.
ClickUp, Notion and Google Docs from one tab
If part of the company reads Notion or Google Docs, connect those too and send the same article to each, without rewriting it.
Filled in for you
What the ClickUp Doc contains
and what to expect.
ClickUp Docs accept a narrower set of formatting from outside apps than a wiki does. Here is exactly how each part of the article comes through.
- WorkspaceYou choose
- Any ClickUp Workspace you allowed when connecting, where your account can create Docs. The Doc is created as the person who connected ClickUp.
- Doc and page nameSet for you
- Both are named after the article. The page holds the whole article; the video it came from isn’t added.
- Text and structureConverted for you
- Headings up to level 4, bold, italic, strikethrough, inline code, links, lists, quotes, dividers and tables. Numbered steps become a numbered list with each step’s title in bold.
- Callouts and checklistsConverted for you
- Callouts become a quote that starts with an icon and the title in bold: ℹ️ info, 💡 tip, ⚠️ warning, 📝 note, ✅ success, 🚨 danger. Checklist items start with ☐ or ☑️.
- ScreenshotsLinked for you
- ClickUp doesn’t show pictures in a Doc created from outside, so each screenshot is a 🖼️ link with its caption underneath. The links don’t expire; paste an image into the Doc to show it inline.
- Code, toggles and videosConverted for you
- Code blocks come through without color highlighting, toggles become their title in bold with the content open, and videos become ▶ links with their titles.
Setup
Set up the ClickUp integration
in about two minutes.
You need a Clevera workspace on Pro or Custom and a ClickUp plan with Docs. Your ClickUp account must be able to create Docs in the Workspace you publish to. Publishing uses no credits.
- 1
Open Integrations
In Clevera, click your workspace name in the sidebar, choose Integrations, find ClickUp and click Connect. - 2
Choose the Workspaces
ClickUp asks which of your Workspaces Clevera may use. Choose each one you want to publish to and approve. - 3
Publish an article
In the editor, click Share → Publish, click the ClickUp tile, pick the Workspace and click Publish to ClickUp. - 4
Open it in ClickUp
When you see “Published to ClickUp.”, click Open in ClickUp and move the Doc into the Space or List where your team will look for it.
ClickUp integration questions
ClickUp doesn’t display pictures in a Doc created from outside ClickUp. Clevera adds a 🖼️ link per screenshot instead, to a copy it hosts on a link that doesn’t expire. To show a picture inline, open the link and paste the image into the Doc.
Not directly. The Doc is created in the Workspace’s Docs. Move it into any Space, Folder or List in ClickUp afterwards.
Clevera finds the Doc with the same name and asks what to do. Update rewrites the page Clevera wrote last time (or the Doc’s first page), and the Doc keeps its address. Other pages in the Doc are left alone.
Yes. Choose every Workspace you need when you connect; each one appears in the Publish tab. To add one later, choose Reconnect on your ClickUp account on the Integrations page.
No. Publishing only goes one way, and an update overwrites changes made to that page in ClickUp. Edit the article in Clevera and publish again.
No. It keeps working until someone disconnects it in Clevera or removes Clevera’s access in ClickUp.
Publishing to ClickUp is part of the Pro and Custom plans and uses no credits. In ClickUp, any plan with Docs works. See pricing.
Your next SOP, already in ClickUp.
Record the process once. Clevera writes the Doc and publishes it to your Workspace.