# ClickUp and Volty

> Volty answers clients from your ClickUp tasks and docs and creates tasks from their requests, with approval.

Volty tells clients where their work stands from ClickUp, answers from your ClickUp docs, and creates tasks from their requests when you allow it.

Talk to Volty · Free trial

Updated 2 Nov 2026

## When does the site go live

Volty reads the task, answers, and proposes a new task for the extra change.

MR

Megan Ross

WhatsApp · Customer

Hi, when will the new product pages go live?

Looked up ClickUp · Harbor Coffee website · Product pages · QA · Due 20 Nov

Volty Hi Megan, the product pages are in final testing and are due to go live on 20 November.

Could you also change the homepage banner photo?

Waiting for approval

New ClickUp task in Harbor Coffee website: swap the homepage banner photo

Approve · Edit · Decline

ClickUp task

Product pages

QA

List

Harbor Coffee website

Assignee

Kenneth Lau

Due

20 Nov

Checklist

6 of 8 done

Read from ClickUp during the conversation

## What Volty does with ClickUp

ClickUp holds a team's tasks, lists and docs in one workspace. Volty connects to ClickUp with one sign-in. It can read the tasks and docs it is given, so a client asking about their website build gets the status from the task, and colleagues can ask Volty what is due this week.

- Status from the task · Volty reads the task's status and due date before it replies.
- Requests become tasks · A client's change request becomes a task in their list.
- Answers from your docs · Volty reads ClickUp docs for how the team does things.
- Approval on every write · Writes start Off, and each can be set to wait for a colleague.

Connects with

One ClickUp sign-in

Volty reads

Tasks, lists, docs

Volty can change

Create tasks and add comments, when turned on

Setup

A few minutes

Category

Projects & tasks

Client requests land in the right list.

### What's due this week

An account manager asks Volty before the Monday call.

Accounts team

Volty · Team chat

C

Colleague

What client work is due this week?

Searched ClickUp · 6 tasks due by Fri 21 Nov

VoltyAPP

Six tasks. Harbor Coffee's product pages (Thu), two Northside Bakery social posts (Wed), and three for Elm Street Dental: the booking form, the FAQ page and the speed fixes (Fri).

## As an automation

Describe it to Volty in a sentence; it drafts the automation and an admin turns it on.

Client request to ClickUp task

- When · A client asks for a change · On WhatsApp
- Step 1 · Volty takes the brief · What, where, by when
- Step 2 · Creates the task · Approved by a colleague
- Step 3 · Confirms to the client · In the same conversation

What's due this week, without opening ClickUp.

## How Volty connects to ClickUp

An admin signs in to ClickUp from the Sources page and picks the tools Volty may use.

- 01 · Sign in to ClickUp · With the workspace Volty should see.
- 02 · Turn on the reads · Tasks, lists and docs.
- 03 · Choose the writes · Create task and add comment start Off.

### The tools Volty gets

Each one is a switch on the Sources page in Volty.

- Search tasks · Reads
- Read lists · Reads
- Read docs · Reads
- Create task · Changes
- Add comment · Changes

Reading tools can be turned on straight away. Anything that changes ClickUp starts Off, and once on it can be set to check with staff, so each change waits for a colleague.

## Common questions

### Can Volty read ClickUp docs?

Yes, the docs the account that signed in can see, once an admin turns that tool on.

### Can Volty change records in ClickUp?

Only when an admin allows it. Every tool has its own switch: tools that only read can be turned on, and tools that change a record start Off. A tool that is on can be set to check with staff, so each change waits for a colleague to approve it.

### How much does it cost to connect ClickUp with Volty?

Every Volty plan includes seats, active contacts and AI credits and starts with a free 7-day trial, and the plan prices are on voltade.com/pricing. Meta bills message charges separately for WhatsApp, Instagram and Messenger.

## Related integrations

- Asana Projects & tasks
- monday.com Projects & tasks
- Notion Docs & knowledge
- Google Docs Docs & knowledge
- Slack Team chat

All integrations

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## Links

- [Projects & tasks](https://voltade.com/integrations?category=projects)
- [AsanaProjects & tasks](https://voltade.com/integrations/asana)
- [monday.comProjects & tasks](https://voltade.com/integrations/monday)
- [NotionDocs & knowledge](https://voltade.com/integrations/notion)
- [Google DocsDocs & knowledge](https://voltade.com/integrations/google-docs)
- [SlackTeam chat](https://voltade.com/integrations/slack)
- [All integrations](https://voltade.com/integrations)
