Send transcripts and AI Notes to ClickUp

ClickUp is an all-in-one productivity platform that integrates task management, project management, document creation, and more. With the Notta integration, you can seamlessly sync meeting minutes to ClickUp and more effectively manage project progress and follow-up.

Prerequisites for using this feature
Plan: Available on all plans 
Role: Any role with Can edit and download or higher permissions
Platform: Notta Web

Manual data synchronization

1. In the bottom left of the Notta Web version, click Integrations & Apps.
2. Under ClickUp, click Connect, and follow the instructions to complete the integration.
3. Open a record in Notta, click the Send to icon in the top right corner, and select Send to Notes & Docs > ClickUp.
   
4. In the Select the database you want to send to field, specify the synchronization destination. Currently, you can select from the following: 
   • Everything view (Top-level option named after ClickUp workspace)
   • Space (Second level)
   • Folder (Third level)
     
     
     

     Notes:

     • You can only select synchronization destinations for which you have write permissions or higher in your ClickUp account. Synchronization destinations with read-only permissions or no access permissions are not displayed.
     • Currently, only ClickUp workspace owners and admins can select the Everything view as the synchronization destination.
5. Select the data you need to synchronize to ClickUp. The transcription text is synchronized by default. Data such as AI notes, timestamps, and speaker names are available as custom options.
   • Data that can be synchronized optionally:
     
     • AI Notes
     • Timestamps
     • Speaker names
     • Bookmarks
     • Comments
     • Public link (only selectable if public sharing is enabled)

      

   • Other options:
     • Merge full text

    

   Note: If you select "Timestamps" "Speakers", and "Merge full text" at the same time, only the timestamp and speaker of the first paragraph will be retained in the exported document. If you want to retain the timestamps and speakers of all paragraphs, uncheck "Merge full text".

6. Click Send to execute the data synchronization.
7. Open ClickUp, and the data synchronized from Notta will be displayed in the specified synchronization destination.
   

Automatic data synchronization

You can create automation rules to automatically synchronize data by specifying specific triggers and actions. For information on how to create automation rules, please refer to this article.