Automate Workflow: ClickUp-->OneDrive-->AI-->Outlook
Budget: $30 – $250 USD
Project Title
Make.com expert – automate ClickUp → OneDrive → Perplexity AI → Outlook
Project Type
Fixed Price – Total budget: $200 USD (2 milestones)
Skills Tags
Make.com, Integromat, ClickUp, API Integration, Workflow Automation, OneDrive, Microsoft 365
Preferred Location
Serbia, Poland, North Macedonia, Ukraine, Bulgaria (or similar Eastern European countries)
Description
I run a one-man Danish building consultancy (nyBBR.dk). I use ClickUp as my case management system and want to automate parts of my workflow with Make.com.
I am looking for an experienced Make.com + ClickUp integrator to build 3 small, clearly defined scenarios:
Auto-name task
When I fill in an address field on a ClickUp task, the scenario should automatically set the task name to that address and generate a short Markdown description with basic client/case info.
Startup flow (case folder + welcome email)
When I change the status of a task from an initial “new inquiry” status to a “started” status, the scenario should:
Create a case folder structure in OneDrive
Save the folder link back on the ClickUp task
Call Perplexity AI via API with task data to generate a Danish welcome email
Create a draft email in Outlook (not send automatically)
Focus inheritance (parent → subtasks)
When I change a “focus” custom field on a parent task (for example to mark it as the active case), all its subtasks should automatically inherit the same value, so my ClickUp boards can filter on the currently active case.
I already have accounts for ClickUp, Make.com, OneDrive, Outlook and Perplexity API.
You do not need to speak Danish – I will provide all Danish email text and prompts.
What I want from you
Build the 3 scenarios in Make.com, using webhook triggers from ClickUp automations (no polling “watch tasks” triggers).
Make sure each scenario is robust and well-structured, with clear naming and minimal hardcoding.
Provide short documentation and a quick Loom video walkthrough.
Budget and Milestones
Total project budget: $200 USD.
Milestone 1 – $80 USD
Scenario 1 (auto-name task) + Scenario 3 (focus inheritance) implemented and tested with dummy data.
Milestone 2 – $120 USD
Scenario 2 (startup flow: OneDrive folder + Perplexity AI + Outlook draft) implemented and tested.
Requirements
Proven experience with Make.com / Integromat
Experience integrating ClickUp via Make.com
Good written English
Please include in your bid:
2–3 examples of previous Make.com projects
A short note about your experience with ClickUp automations and webhook-based triggers
Preferred freelancer location is Eastern Europe as listed above, but I’m open if you have strong Make.com + ClickUp experience.
Make.com expert – automate ClickUp → OneDrive → Perplexity AI → Outlook
Project Type
Fixed Price – Total budget: $200 USD (2 milestones)
Skills Tags
Make.com, Integromat, ClickUp, API Integration, Workflow Automation, OneDrive, Microsoft 365
Preferred Location
Serbia, Poland, North Macedonia, Ukraine, Bulgaria (or similar Eastern European countries)
Description
I run a one-man Danish building consultancy (nyBBR.dk). I use ClickUp as my case management system and want to automate parts of my workflow with Make.com.
I am looking for an experienced Make.com + ClickUp integrator to build 3 small, clearly defined scenarios:
Auto-name task
When I fill in an address field on a ClickUp task, the scenario should automatically set the task name to that address and generate a short Markdown description with basic client/case info.
Startup flow (case folder + welcome email)
When I change the status of a task from an initial “new inquiry” status to a “started” status, the scenario should:
Create a case folder structure in OneDrive
Save the folder link back on the ClickUp task
Call Perplexity AI via API with task data to generate a Danish welcome email
Create a draft email in Outlook (not send automatically)
Focus inheritance (parent → subtasks)
When I change a “focus” custom field on a parent task (for example to mark it as the active case), all its subtasks should automatically inherit the same value, so my ClickUp boards can filter on the currently active case.
I already have accounts for ClickUp, Make.com, OneDrive, Outlook and Perplexity API.
You do not need to speak Danish – I will provide all Danish email text and prompts.
What I want from you
Build the 3 scenarios in Make.com, using webhook triggers from ClickUp automations (no polling “watch tasks” triggers).
Make sure each scenario is robust and well-structured, with clear naming and minimal hardcoding.
Provide short documentation and a quick Loom video walkthrough.
Budget and Milestones
Total project budget: $200 USD.
Milestone 1 – $80 USD
Scenario 1 (auto-name task) + Scenario 3 (focus inheritance) implemented and tested with dummy data.
Milestone 2 – $120 USD
Scenario 2 (startup flow: OneDrive folder + Perplexity AI + Outlook draft) implemented and tested.
Requirements
Proven experience with Make.com / Integromat
Experience integrating ClickUp via Make.com
Good written English
Please include in your bid:
2–3 examples of previous Make.com projects
A short note about your experience with ClickUp automations and webhook-based triggers
Preferred freelancer location is Eastern Europe as listed above, but I’m open if you have strong Make.com + ClickUp experience.