×

Manage Automation Actions in ClickUp

Manage Automation Actions in ClickUp

Automation actions in ClickUp let your Workspace run repetitive tasks automatically so your team can stay focused on meaningful work. This guide explains how to track usage, what happens when you run out, how to purchase more Automation actions, and how billing works.

Understanding ClickUp Automation actions

Every time an Automation runs and completes its task, it uses one Automation action. Knowing how these actions are counted helps you plan your monthly usage and avoid interruptions.

  • Each Automation execution that performs a task counts as an action.
  • Automation actions reset every month on your Workspace billing date.
  • You can add more actions at any time if you reach your limit.

Workspace owners and admins can see overall usage and purchase additional actions when needed.

How ClickUp tracks monthly Automation usage

ClickUp tracks Automation actions on a monthly cycle tied directly to your billing date. When your monthly cycle restarts, the count of actions used also resets.

You can monitor how many actions your Workspace has used in the current cycle. This visibility makes it easier to decide when to adjust your Automation strategy or when to buy more actions.

Where to view ClickUp Automation usage

Workspace owners and admins can view current usage directly inside the platform. In the Automations area of ClickUp, there is a usage section that displays:

  • Total Automation actions included with your Workspace plan.
  • How many actions have been used so far this month.
  • How many additional actions have been purchased, if any.

If you are unsure about the exact navigation in your Workspace, refer to the official documentation on purchasing Automation actions at this ClickUp help center article.

What happens when your ClickUp actions run out

When your Workspace uses all of its available Automation actions for the month, new Automations stop running until either:

  • The next monthly reset occurs on your billing date, or
  • You purchase more Automation actions.

Your existing Automation configurations remain in place but will not execute until there are available actions again. This prevents unexpected charges and gives you control over your Automation budget.

Managing ClickUp Automations when close to your limit

If your Workspace is approaching its Automation limit, consider these options before actions fully run out:

  • Review Automations that run very frequently and see if they can be optimized.
  • Disable rules that are no longer needed.
  • Combine similar Automations into a single rule when possible.
  • Plan to purchase more actions if current usage is aligned with your business needs.

By managing these items proactively, you can avoid workflow interruptions.

How to purchase more ClickUp Automation actions

Workspace owners and admins can purchase additional Automation actions directly from within ClickUp. The process is simple and takes only a few steps.

Steps to buy additional actions in ClickUp

  1. Open your Workspace and navigate to the Automations area.
  2. Locate the section that displays your monthly Automation usage and available actions.
  3. Select the option to purchase more Automation actions.
  4. Choose the number of additional actions your team needs for each month.
  5. Confirm the purchase to add the actions to your Workspace.

Once the purchase is complete, the extra actions are immediately available, so paused Automations can resume running as soon as they have pending triggers.

How ClickUp bills extra Automation actions

Additional Automation actions are billed as an add-on to your existing Workspace subscription. Key points include:

  • Extra actions are charged per month, separate from seat count.
  • The cost is prorated if purchased in the middle of a billing cycle, depending on your plan.
  • Charges appear on the same invoice as your regular Workspace subscription.

You can adjust or remove additional actions in future billing cycles if your Automation usage changes.

ClickUp plan behavior and Automation availability

Each Workspace plan in ClickUp includes a core number of Automation actions. Higher-tier plans typically include more actions, making them better suited for Automation-heavy teams.

Because the exact included actions may change over time or vary by promotion, you should confirm the current allotments on the pricing page or in your Workspace billing settings.

How upgrades affect ClickUp Automations

When you upgrade your Workspace plan, your Automation allowance may increase automatically. Effects can include:

  • More included monthly Automation actions for the entire Workspace.
  • Potential changes to how many additional actions you need to purchase.
  • Better support for large volumes of Automations across multiple Spaces.

If you are considering a larger rollout of Automations, reviewing your plan level and Automation usage together will help you choose the right configuration.

Troubleshooting common ClickUp Automation issues

Sometimes Automations might not run as expected. Below are common reasons and what you can check within your ClickUp Workspace.

Automations stopped running in ClickUp

If Automations suddenly stop running, check the following:

  • Confirm your Workspace has not used all available actions for the month.
  • Verify that specific Automation rules are enabled and not paused.
  • Ensure trigger conditions are still being met as designed.
  • Check that connected apps or integrations referenced by the Automation are still authorized.

In many cases, restoring available Automation actions by purchasing more will immediately resolve the issue.

Automations consuming too many ClickUp actions

If you notice your actions being used up faster than expected:

  • Locate high-frequency triggers (for example, every status change) and see if they can be narrowed.
  • Adjust filters so that Automations run only on specific Folders, Lists, or task types.
  • Disable Automations that were created for temporary projects but are still active.

Optimizing these rules can extend the value of your purchased actions and reduce the need for frequent add-on purchases.

Planning ongoing Automation usage in ClickUp

A simple plan for Automation usage will help keep your Workspace efficient and predictable from a cost perspective.

Best practices for ClickUp Automation planning

  • Start by enabling Automations in the areas with the highest manual workload.
  • Track usage for the first one or two billing cycles to understand your baseline.
  • Set a usage review reminder a few days before each billing date.
  • Adjust additional action quantities based on real data from previous months.

For strategic help on scaling process automation and workspace configuration, you can explore consulting support from external specialists such as Consultevo.

By regularly reviewing usage, optimizing rules, and purchasing the right number of actions, you can keep Automations running smoothly in ClickUp and maintain a reliable, automated workflow across your entire team.

Need Help With ClickUp?

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

Get Help

“`

Verified by MonsterInsights