Automatic Task Creation from Email or Form Submissions
Built an automated workflow that converts client requests into organized ClickUp tasks with instant confirmation updates.
Year
2025
Type of Project
Side Project
My Role
AI Automation Expert
Link
Case Study
Objective
The client needed a faster way to manage incoming requests by eliminating manual task creation and improving communication with clients.
Process
I developed an automation workflow using Make.com, Google Forms, Google Gemini, ClickUp, and Gmail. When a client submits a request, AI analyzes the information, extracts the important details, creates a structured task in ClickUp, and sends an automated confirmation email to the client.
Outcome
The business gained a more efficient request management process that reduces manual work, improves task accuracy, and keeps clients informed. Requests are automatically tracked from submission to task creation without delays.
Standout Features
Automated conversion of form submissions into ClickUp tasks
AI-powered request analysis and information extraction
Structured task creation with title, description, and priority details
Automatic client confirmation emails
Reduced manual data entry and task management workload
Improved tracking of client requests
Faster internal response and task organization
Consistent workflow between client communication and project management
End-to-end request automation using Make.com and AI