Convo sends Slack meeting summaries, action items, and key insights straight to ClickUp. No manual note-taking, no copy-pasting, no forgotten follow-ups. Your ClickUp stays up to date after every call without extra work.

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Sync Slack Meeting Notes to ClickUp Automatically

20M+ people use Slack every day for meetings. But after each call, there's manual work—copying notes, updating ClickUp, chasing action items.

How it works

HOW IT WORKS

How Convo connects Slack to ClickUp

Convo listens to your Slack calls, captures everything automatically, and syncs structured notes to ClickUp through Zapier, Make, or IFTTT. Zero manual work after setup.

[01]
Record with Convo

Slack audio is transcribed and summarized automatically

[02]
Connect an automation

Connect Convo to ClickUp using Zapier, Make or IFTTT to send call notes automatically.

[03]
Map your data

Choose which fields — summaries, action items, transcripts — flow to ClickUp

Choose what data flows to ClickUp

Pick exactly what you need — send everything or just specific fields.

Transcript
Full speaker-attributed conversation
Summary
Key points organized by topic
Action Items
Tasks with owner and priority
Decisions
Key decisions from the discussion
Follow-up Email
AI-drafted email from meeting content
Custom AI Query
Ask any question about the meeting

What you can do with Slack + ClickUp

Convert talk into tasks

Someone says "we need to..." on Slack—it becomes a ClickUp task with assignee and due date automatically.

Update sprint status

Standup mentions from Slack calls update task status in ClickUp boards without manual clicking.

Link related discussions

When Slack meetings reference specific ClickUp tasks, Convo creates bidirectional links for context.

Track blockers and dependencies

"Blocked by..." or "waiting on..." phrases trigger ClickUp dependency flags automatically.

FAQ

Common questions

How does Convo access my Slack calls?

Convo runs locally on your computer, capturing Slack system audio. It never joins as a visible bot—other participants don't see it. Audio processes on your device before syncing to ClickUp.

Will other people on the Slack call know I'm using this?

No. Unlike Fireflies or Otter, Convo doesn't add a "recording bot" to your Slack call. It's completely invisible. Only you know it's running.

How does the data actually get to ClickUp?

Convo connects to ClickUp through automation platforms — Zapier, Make, or IFTTT. After your Slack meeting, Convo triggers your configured automation, which sends the data you've chosen (transcripts, summaries, action items) to ClickUp. Set it up once, then it runs automatically. Developers can also use Convo's REST API directly — see docs.itsconvo.com for details.

How does Convo know who to assign tasks to in ClickUp?

It listens for "John will..." or "@Sarah can you..." on Slack and maps names to ClickUp user accounts. You can review assignments before they're created.

Can it update existing ClickUp tasks or only create new ones?

Both. If a Slack discussion references a ClickUp task ID or name, Convo updates that task. Otherwise, it creates new tasks with proper linking.

What happens if the AI misinterprets a task on Slack?

You get a review screen before ClickUp sync. Edit the task, change assignees, adjust due dates. Over time, corrections train Convo to be more accurate for your team.

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Automate Slack to ClickUp in minutes