How Fellow's ClickUp Integration Syncs Meeting Action Items With Your Project Workflows

Envision this: you finish a high-stakes strategy meeting, and the action items are trapped in a doc somewhere. Or worse, someone Slacks you a request, you flag it for later, and it gets buried in a digital inbox.

Suddenly, you have three different to-do lists across Outlook, chat apps, and your project management tool.

For Revenue Leaders and RevOps professionals, this fragmentation isn't just annoying—it’s a data hygiene nightmare. You shouldn't have to choose between focusing on strategy and managing administrative overhead. We built the Fellow + ClickUp integration to bridge this gap, ensuring that the decisions made in meetings instantly become tracked tasks in your workflow.

What is Fellow's ClickUp integration?

Fellow’s ClickUp integration is a robust two-way sync designed to eliminate the "middleman" between your meeting notes and your project execution. It ensures that your planning and your doing are always in lockstep.

Key features of the integration include:

• Bidirectional sync: We maintain a live connection between both platforms. You can push action items from Fellow directly to ClickUp, and import ClickUp tasks into Fellow.

• Contextual organization: Tasks can be organized by workspace, space, folder, and list structure, preserving the hierarchy you’ve already built in ClickUp.

• Automated flow: Instead of manual copy-pasting, action items detected by Fellow AI can be pushed to specific locations in your project management tool.

How Fellow + ClickUp work together

We designed this integration to be super simple so teams can get started immediately without complex API configurations for basic functionality.

The setup process

• User-level configuration: This is a user-level integration, meaning each individual team member configures it for themselves via their settings.

• Native integration: You can find the setup options directly in Fellow’s user settings under "App Integrations".

• Authentication: Simply click to connect and log into your ClickUp account to establish the link.

The workflow mechanics

• Pushing tasks: Once connected, you can send action items created in a meeting note directly to a ClickUp List.

• Task details: Tasks sync with the meeting name and basic details, ensuring the origin of the task is clear.

• Importing: You can pull existing ClickUp tasks into your meeting agenda to discuss status updates without switching tabs.

Why users love the Fellow + ClickUp integration

We speak with teams daily who are trying to streamline complex multi-platform workflows. Here is why leaders are adopting the Fellow + ClickUp sync, based on real feedback.

1. Eliminating manual task management

The administrative tax of moving data between tools is high. Leaders want speed.

By connecting the tools, the friction of assigning work drops significantly. As one user shared, while they still refine assignments in ClickUp, the ability to instantly push a task from a meeting note makes the process fast and easy, removing the barrier to recording the task in the first place.

2. Solving the "scattered action item" problem

Without integration, tasks live in silos. A customer described the common struggle of having "three different places with different to-do lists" - one in Slack, one in Outlook, and one in their project tool. This integration consolidates those streams. Leaders prioritize this sync to ensure that every "I'll do that" mentioned in a meeting lands in the system of record.

3. Reducing context switching

Sophisticated teams often juggle data between CRMs like HubSpot, project tools like ClickUp, and an AI meeting assistant like Fellow.

Leaders use this integration to ensure these tools talk to each other continuously. Instead of pausing a meeting to open a new tab and create a ticket, the task is created in flow, maintaining the momentum of the discussion.

Best practices for implementation

To get the most out of this integration and maintain clean data, we recommend the following strategies:

• Establish a folder strategy: Since custom field mapping and auto-tagging are not currently available in the native integration, use ClickUp Folders for account-based or project-based organization.

• Leverage descriptive meeting names: Tasks sync with the meeting name included. Ensure your team uses descriptive meeting titles so that when a task appears in ClickUp, the context is immediately obvious.

• Encourage individual setup: Because this is a user-level configuration, Managers and Admins should provide clear instructions to their teams to ensure everyone authenticates their own account.

• Use AI for "set and forget": Let Fellow’s AI take care of the AI meeting notes, detect action items, and push them to ClickUp, rather than relying on manual entry during the conversation.

Your meetings are where work is defined; ClickUp is where work is tracked. Bridging these two worlds is essential for high-performing organizations that value data integrity and execution speed. By implementing the Fellow + ClickUp integration, you remove the administrative overhead that plagues busy teams and ensure that every action item has a home.

Below are the answers to some frequently asked questions from our customers. Got more questions about Fellow's integrations? Book a personalized walkthrough.