Finance & ops
An AI agent that keeps ClickUp moving.
Connect ClickUp and an OpenHelm agent can run the project-management upkeep nobody enjoys: chasing stale tasks, summarising progress across spaces, and keeping the backlog groomed with clear, deduplicated tickets.
What agents do with ClickUp. Recurring jobs, checked every run.
Stale-task chaser
Find tasks idle past their due date or with no updates in a set window, and nudge assignees with a short, specific prompt.
Weekly project digest
Summarise progress, blockers and slipped dates across selected spaces into one email before your planning meeting.
Backlog grooming report
Periodically flag duplicate tickets, missing descriptions and unestimated work, with suggested merges and rewrites for review.
Meeting notes to tasks
Turn action items from connected meeting tools into properly filed ClickUp tasks with owner and due date.
Connect ClickUp. A few minutes, once.
Connect ClickUp
Add ClickUp under Connections in the OpenHelm app and paste a scoped API key, or provision it programmatically with POST /v1/connections.
Describe the job in plain English
Tell OpenHelm what you want done and how often. It drafts a plan with a schedule, the tools it will use, and a clear definition of done.
Approve the plan
No job fires until you have reviewed the plan. Set the autonomy level to control whether writes execute directly or queue for your approval.
It runs, self-checks and reports
Runs execute in isolated cloud sandboxes on schedule. An independent evaluator scores each run against the goal, and results arrive as logs, emails or data-table rows.
Or provision it over the API (see the Connections API docs):
curl https://api.openhelm.ai/v1/connections \
-H "Authorization: Bearer oh_live_..." \
-H "Content-Type: application/json" \
-d '{ "name": "ClickUp", "type": "token", "secret": "<your ClickUp API key>" }'
# The secret is write-only: stored encrypted, injected only at run time.Questions
Will it spam my team with notifications?
No. Jobs run on the cadence you choose and batch their output, one digest or one nudge per person per run, and you can tune the thresholds any time.
How does OpenHelm connect to ClickUp?
With a scoped API key: create one in ClickUp, paste it into Connections in the OpenHelm app, or provision it programmatically with POST /v1/connections. The key is stored encrypted and injected only at run time inside an isolated sandbox, and you can rotate or delete it whenever you like.
Can the jobs run on a schedule without me?
Yes, that is the point. Jobs run once, on an interval, or on a cron expression. A scheduler fires them, a watchdog times out anything hung, and a separate evaluator checks each run actually advanced the goal. You approve the plan before anything runs for the first time.
Is my ClickUp data safe?
Each run executes in an isolated cloud sandbox with scoped, revocable credentials and no middle-layer copy of your data. Every action is logged per run, results come back with evidence, and the agent never fabricates data it could not verify.
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