AI-native automation
Automate work across
ClickUp and 
Emailwith Caddi AI Agents.
Connect ClickUp and Email: Send email in Email when new task in ClickUp. Teach Caddi the job once, the way you'd train someone new, and it runs end to end. No workflow builder.
Discover, automate and govern the work between ClickUp and Email
Caddi AI Agents find the repetitive handoffs between ClickUp and Email, learn them the way a new hire would, and run them for you, with every run on the record. No workflow builder, no code.
Discover repetitive work
across all your tools.
Train an AI agent to do the work
over a video call.
Search mailMatters / Whitmore HoldingsGovern every AI agent,
every decision.
Discover repetitive work
across all your tools.
Train an AI agent to do the work
over a video call.
Search mailMatters / Whitmore HoldingsGovern every AI agent,
every decision.
Discover repetitive work
across all your tools.
Train an AI agent to do the work
over a video call.
Search mailMatters / Whitmore HoldingsGovern every AI agent,
every decision.
What Caddi is and how it works
An AI teammate that runs your back-office loops.
- Doesn't break. Caddi reads intent, so when fields move or UIs change, your loop keeps running.
- Taught like a new hire. Walk Caddi through the work once. Tweak it later by chat, with no workflow builder to re-architect.
SOC 2 attested · Human-in-the-loop · Full audit trail · 150+ tools across legal, finance, and operations
Practical ways to use ClickUp and Email together
- 01
Send email in Email when new task in ClickUp.
Caddi watches ClickUp for new task and send email in Email. No copy-paste, no missed records.
- 02
Create task in ClickUp when new email received in Email.
Caddi watches Email for new email received and create task in ClickUp so the two systems stay in lockstep.
- 03
Reply to email in Email from ClickUp events.
When status changed happens in ClickUp, Caddi reply to email in Email with the right context attached.
Actions Caddi can take across ClickUp and Email
- ClickUp
New task
Triggers when a task is created in a list.
- ClickUp
Status changed
Triggers when a task moves to a new status.
- ClickUp
Task due
Triggers when a task reaches its due date.
- ClickUp
Create task
Add a task with fields, assignee and due date.
- ClickUp
Update task
Change status, fields or assignee on a task.
- ClickUp
Add comment
Post a comment on a task.
- Email
New email received
Triggers when a new email arrives in a watched inbox.
- Email
New email matching subject or sender
Triggers on inbound emails matching a search rule.
- Email
New attachment received
Triggers when an email arrives with one or more attachments.
- Email
Email flagged or labeled
Triggers when an email is flagged for follow-up or labeled.
- Email
Send email
Send a new email from your business inbox.
- Email
Reply to email
Reply within an existing email thread.
- Email
Forward email
Forward an email to one or more recipients.
- Email
Save attachments
Save email attachments to your document system.
- Email
Apply label or move
Apply a label to an email or move it between folders.
Common questions
How does Caddi connect ClickUp and Email?
ClickUp and Email just run together. You teach Caddi the way you'd teach a new hire: walk it through how you use them today, with no workflow builder to wire up. Caddi turns that walkthrough into a verified loop and runs it against ClickUp and Email end-to-end.
Do I need engineering help?
No. Whoever does the work today walks Caddi through it on a call, the same way they'd train a new hire. Caddi builds the loop. No code, no IT ticket.
Is my data safe?
Yes. Caddi is SOC 2 attested. The AI watches and builds the automation, and once the loop ships it runs as deterministic code, repeatable and logged, with any model step scoped and reviewable.
Can Caddi connect ClickUp and Email to other tools too?
Yes. Most Caddi loops span 3–6 tools. Once the first ClickUp + Email loop is live, Caddi suggests other tools and other workflows to fold in.
How fast can it go live?
Typical first loops ship within a week of that first walkthrough. The Caddi team reviews every loop before it runs in production.
Ready to automate ClickUp and Email?
Drop your work email and we'll show you Caddi running end-to-end against ClickUp, Email, and the rest of your stack.
Or skip the demo: sign up free and build it yourself.