Is the ClickUp integration live?

Not yet. RecordX generates action items in the web app for every meeting; you paste them into ClickUp. The planned integration uses ClickUp API v2 to create tasks in the list you nominate with assignee, priority and due date from the action item.

Which ClickUp plan is needed?

ClickUp's API is available on every plan including Free Forever. Custom fields, Sprints and Automations on paid plans stay usable because RecordX writes standard task fields.

The initial plan creates top-level tasks. Subtasks under a parent task will follow, using a meeting tag or an in-conversation reference to pick the parent.

Default is Normal. If the action item wording contains 'urgent' or 'critical', RecordX will bump it to Urgent - otherwise your ClickUp automations take over.

What's the workaround now?

Copy the action-item block into a new ClickUp task. Or use ClickUp's Zapier connector plus the RecordX action-item webhook.

RecordX + ClickUp

Category: project management - Status: roadmap

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What it does today

The ClickUp sync isn't shipped yet. Every RecordX meeting produces an action-item list in RecordX - owner, verb, due date if it was spoken - and you paste them into ClickUp. The planned integration will call ClickUp API v2 to create tasks in a list you nominate, resolving assignee from workspace members and putting a link back to the RecordX meeting in the description.

Setup (once the sync ships)

Create your RecordX account at recordx.io/register.html.
Install the RecordX Chrome extension.
Open settings in the RecordX web app and click Connect ClickUp.
Sign in and pick the workspace to authorise.
Choose a default Space → Folder → List where new tasks will land.
Optionally map meeting tags to different lists.
Record a test meeting; check the task appears with owner and due date.

Data sync (planned)

Data	Direction	Notes
Action items	RecordX → ClickUp	One task per action item on the mapped list.
Task name	RecordX → ClickUp	First sentence of the action item.
Description	RecordX → ClickUp	Full text plus a link back to the RecordX meeting.
Assignees	RecordX → ClickUp	Resolved by name or email against workspace members.
Due date	RecordX → ClickUp	Set when a date is mentioned in the meeting.
Priority	RecordX → ClickUp	Defaults to Normal; bumped to Urgent on "urgent" / "critical" wording.
Tags	RecordX → ClickUp	Optional "recordx" tag so ClickUp automations can react.
Full transcript	Not synced	Kept in RecordX; the description link is the entry point.

Permissions and scopes

Connect uses ClickUp's OAuth 2.0 authorization code grant. The planned scope set is the read-and-write task scope on the workspace you nominate - RecordX can list Spaces, Folders and Lists to build the mapping picker and can create tasks; it doesn't request workspace-admin scopes.

Pricing and limits

RecordX doesn't charge extra for the ClickUp sync. ClickUp API v2 is available on every plan including Free Forever. ClickUp rate-limits per API token at 100 requests per minute; typical meeting volumes stay well under. Custom fields, Sprints, Goals, and Automations on paid plans work as normal because RecordX writes standard task fields and lets ClickUp automations do the rest.

Common gotchas

Custom Task Statuses vary per list - creation uses the list's first status unless mapped.
Required custom fields on a list will block creation; give them defaults or remap.
Guests in a meeting aren't ClickUp workspace members; their tasks land unassigned.
ClickUp AI enrichments and Sprint Points aren't set by RecordX - your own automations pick them up.

Alternatives while you wait

Zapier or Make: RecordX action-item webhook → ClickUp "Create task".
ClickUp's email-to-task address - forward a summary email.
Manual copy from the RecordX action-item block.
Asana, monday.com, Trello - same roadmap.

FAQ

Is the ClickUp integration live?: Not yet. RecordX generates action items in the web app for every meeting; you paste them into ClickUp. The planned integration uses ClickUp API v2 to create tasks in the list you nominate with assignee, priority and due date from the action item.
Which ClickUp plan is needed?: ClickUp's API is available on every plan including Free Forever. Custom fields, Sprints and Automations on paid plans stay usable because RecordX writes standard task fields.
Do subtasks work?: The initial plan creates top-level tasks. Subtasks under a parent task will follow, using a meeting tag or an in-conversation reference to pick the parent.
How is priority set?: Default is Normal. If the action item wording contains "urgent" or "critical", RecordX will bump it to Urgent - otherwise your ClickUp automations take over.
What's the workaround now?: Copy the action-item block into a new ClickUp task. Or use ClickUp's Zapier connector plus the RecordX action-item webhook.

Setup checklist

RecordX account and Chrome extension installed.
Meeting recorded and action items visible in the web app.
ClickUp workspace ready, default list decided.
Participants exist as workspace members for auto-assign.
Required custom fields on the destination list have defaults.

Related integrations

Asana, monday.com - closest peers.
Linear, Jira - engineering-focused alternatives.
Notion - task database alternative.
Zapier - build the sync yourself now.
See all integrations.

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