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Project title: I need a clickup automation expert
Posted by: External project from PeoplePerHour
Started: 25-Jan-2026 07:00 GMT
Description: ClickUp Automation Expert Needed for Lettings & Holiday Lets Business

Overview

I’m looking for an experienced ClickUp automation specialist to set up and configure a complete ClickUp workspace for a residential lettings and holiday lets business.

The goal is to automate key operational workflows, especially automated email communications, task creation, and tracking — to reduce manual admin and ensure nothing falls through the cracks.



Key Responsibilities

You will be responsible for designing, setting up, and testing the ClickUp system, including (but not limited to):

1. ClickUp Account & Workspace Setup
• Create a clean, scalable workspace structure (Spaces, Folders, Lists)
• Best-practice setup for a property / lettings business
• Clear statuses, custom fields, and views

2. Automated Email Workflows
Set up automated emails triggered by dates, statuses, or field changes, including:
• Rent reminder emails (before due date, on due date, overdue follow-ups)
• Holiday let guest emails (pre-arrival, check-in info, post-stay follow-ups)
• Maintenance notifications to internal teams or contractors
• Landlord updates (e.g. rent received, maintenance raised/completed)

Emails should be:
• Professional and customisable
• Triggered automatically
• Easy for me to edit later

3. Maintenance & Issue Tracking
• Workflow for logging maintenance issues
• Automatic task assignment to maintenance teams or contractors
• Status-based notifications and follow-ups
• Tracking resolution times and responsibility

4. Automations & Integrations
• Use ClickUp Automations effectively
• Integrate with email (Gmail / Outlook or ClickUp email)
• Suggest and implement any useful integrations where appropriate

5. Smart Suggestions
I want you to proactively suggest improvements, such as:
• Tenant onboarding workflows
• End-of-tenancy processes
• Cleaning schedules for holiday lets
• Compliance reminders (gas safety, inspections, etc.)
• Dashboard reporting (rent due, arrears, maintenance status)



Deliverables
• Fully functional ClickUp setup
• All automations tested and documented
• Simple explanation or walkthrough of the system
• Ability for me to manage and adjust workflows going forward



Requirements
• Proven experience with ClickUp automations
• Experience setting up email-based workflows
• Ideally experience with property, lettings, or service businesses
• Strong communication and ability to recommend best practices
• English fluency



Nice to Have
• Experience with holiday lets / short-term rentals
• Dashboard & reporting expertise
• Zapier or Make (Integromat) experience



To Apply

Please include:
• Examples of similar ClickUp automation projects
• Brief explanation of how you would approach this setup
• Confirmation you can handle email automations inside or alongside ClickUp
Project ID: 3467171
Project category:
Project budget:
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