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This workflow automates the process of turning content from ClickUp Docs into structured data in Airtable. When a new task is created in ClickUp with a link to a ClickUp Doc in its name, this workflow triggers, fetches the entire content of that Doc, parses it into individual records, and then creates a new record for each item in a specified Airtable base and table.
This template is perfect for content creators, project managers, and operations teams who use ClickUp Docs for drafting or knowledge management and Airtable for tracking and organizing data. It helps bridge the gap between unstructured text and a structured database.
* * *
and separate notes by looking for the "notes:" keyword.Set
Node: Open the "Configure Variables" node and set the following values:
clickupTeamId
: Your ClickUp Team ID. Find it in your ClickUp URL (e.g., app.clickup.com/9014329600/...
).airtableBaseName
: The exact name of your target Airtable Base.airtableTableName
: The exact name of your target Airtable Table.airtableVerticalsTableName
: The name of the table in your base that holds "Vertical" records, which are linked in the main table.Create New Record in Airtable
node (e.g., Text
, Status
, Vertical
, Notes
). You can customize the mapping in this node.Parse Content from Doc Pages
Code node. For example, you could change the delimiter from * * *
to something else.Create New Record in Airtable
node to map data to different fields or add more fields from the source data.Trigger on New ClickUp Task
node to respond to different events, such as taskUpdated
or taskCommentPosted
.