How to Replace Lindy AI With ClickUp Workflows

ClickUp gives you a unified workspace where you can plan, document, and automate your work instead of stitching together separate tools like Lindy AI, CRM apps, and project trackers.

This how-to guide walks you through using built-in features and ClickUp AI to recreate and improve on the core Lindy-style productivity workflows.

Step 1: Map the Work You Want to Run in ClickUp

Before you configure anything, define what you want to manage inside ClickUp instead of in Lindy or scattered apps.

Use a simple checklist:

• Sales or client outreach sequences
• Meeting preparation and summaries
• Task and project hand-offs
• Email and message drafting
• Research and documentation

Each of these will become a list, space, or folder in ClickUp with custom fields and automations that mirror your previous Lindy AI flows.

Step 2: Set Up Core Workspaces in ClickUp

Next, organize your workspace so every process has a clear home. Think in three layers:

1. Spaces for big areas like Sales, Operations, Product, or Marketing
2. Folders inside each space for sub-functions like Outreach, Onboarding, or Support
3. Lists for repeatable workflows like Sequences, Deals, or Sprints

For each list you migrate from a Lindy-style workflow, add structure that supports automation:

• Statuses that reflect real stages (e.g., To Do, In Progress, Waiting, Done)
• Custom fields for key data like owner, stage, priority, value, or deadline
• Views such as List, Board, or Calendar for different roles

ClickUp List Example for Outreach

Create a Sales space in ClickUp with a folder called Outreach and a list called Email Sequences. Add custom fields like:

• Sequence Type (cold, follow-up, nurture)
• Contact Name
• Company
• Last Touch Date
• Next Action

This structure sets you up for AI-assisted writing and automation later.

Step 3: Use ClickUp AI to Draft and Refine Content

Where Lindy AI might generate messages and responses, ClickUp AI can perform similar drafting work directly where tasks live.

Enable and Access ClickUp AI

Once ClickUp AI is active on your workspace, you can access it from:

• Task descriptions and comments
• Docs and meeting notes
• Fields where you need summaries or outlines

Common ways to use it:

• Turn bullet points into full emails
• Summarize long comment threads
• Rewrite content in a different tone
• Extract action items from notes

ClickUp AI for Email and Message Drafting

You can recreate typical Lindy email flows with these steps:

1. Open a task in your outreach list in ClickUp.
2. Add bullet notes about the prospect, goal, and key talking points.
3. Highlight your notes and open ClickUp AI.
4. Use a writing prompt such as “Draft a concise outreach email from these notes” or “Turn this outline into a follow-up message.”
5. Review, edit, and paste the message into your email client or connected tools.

Because the draft is created inside ClickUp, it remains tied to the task history, which improves traceability over using a standalone tool.

Step 4: Automate Routine Actions in ClickUp

Automation is where ClickUp can play a similar orchestration role to Lindy. Instead of having an AI agent trigger apps, you use rules and actions inside the platform.

Build ClickUp Automations for Repetitive Work

For any list, open the Automations panel and design basic rules such as:

• When status changes to In Progress → assign to a specific owner
• When a due date is approaching → post a reminder comment and tag the assignee
• When a custom field changes (e.g., Stage = Qualified) → move task to a new list or board column

These rules reduce manual updates and make your ClickUp workspace behave more like an automated assistant without needing a separate agent framework.

Use ClickUp for Approvals and Handoffs

To replace multi-step Lindy-style approval flows:

1. Add an Approval status or a separate Approval custom field.
2. Create automations to notify reviewers when items enter the Approval stage.
3. Use ClickUp AI to summarize key details at the top of the task or doc.
4. Track decision and next actions directly in comments or subtasks.

This gives managers a consistent review pattern for content, contracts, or deliverables in one place.

Step 5: Run Meetings and Notes in ClickUp

Instead of using Lindy AI plus separate note tools, you can manage the full meeting lifecycle inside ClickUp Docs and tasks.

Prepare Agendas With ClickUp AI

For each recurring meeting:

1. Create a Doc in the relevant ClickUp space.
2. Add a simple outline: goals, topics, decisions, and follow-ups.
3. Use ClickUp AI to flesh out the agenda, clarify objectives, or reorder topics.

Then link the Doc to meeting-related tasks or lists so context stays connected.

Summarize Meetings and Create Action Items

After the meeting:

1. Capture raw notes or transcript snippets in the same Doc.
2. Highlight them and ask ClickUp AI to summarize key points.
3. Have ClickUp AI extract action items and deadlines into a bullet list.
4. Convert bullets into tasks or subtasks in the appropriate ClickUp list.

This workflow mirrors an AI meeting assistant while keeping every outcome inside the workspace your team already uses.

Step 6: Track Results and Iterate in ClickUp

Once your ClickUp structure and automations are in place, periodically review how well they support your team.

• Use dashboards to view workload, status distribution, and cycle times.
• Refine custom fields and statuses to better reflect reality.
• Adjust ClickUp AI prompts based on the quality of generated content.
• Expand automations only when they consistently reduce manual effort.

The goal is to reach a setup where ClickUp quietly coordinates tasks, messages, and approvals while AI augments drafting and summarizing.

Learn More and Compare With Lindy AI

If you want to study how dedicated AI workflow tools position themselves versus integrated work hubs, review the detailed comparison and examples on the original Lindy AI article here: Lindy AI overview and alternatives.

For additional strategy help around work management platforms, automation design, and implementation best practices, you can also explore consulting resources at Consultevo.

By consolidating planning, documentation, automation, and AI into a single platform, ClickUp allows you to replace fragmented Lindy-style workflows with a more transparent and controllable system that scales with your team.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

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