Advanced Conditional Logic (And/Or) for Automations
future
Mubde ABSI
Logical operators in Actions are necessary such as AND, OR, XOR, etc... for example, Custom Field Value Or another Custom Field Value
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Zach
Hey everyone,
We're exploring ideas how conditional logic could be integrated into a workflow design (we're currently in the exploration phases, nothing locked in).
Our primary goal is to provide the advanced conditional logic as you've requested, while also ensuring the experience is intuitive for managing complex automations. Please take a look and share your thoughts!
Is this heading down the right track? Is it too overwhelming? Is there anything we're missing? We'd love to hear your feedback!
Thanks, everyone!
Lesford “LJ” McKenzie
Zach yeah this is nice workflow style and would be nice to work with forms as well as Integration automations as well like how n8n or zapier work
Francisco Laferriere
Zach
I can't possibly provide feedback from a single Image.
Especially considering that current automations always had a "gotcha" moment whenever you wanted to do anything remotely complex, you can't, like trying to use an "OR" statement on the triggers...
If you had videos showcasing how you built that flow, if you have a demo page we can freely interact with, the feedback can be provided.
As is, hard to do.
Bests,
K
Karoline Kautz
Zach This looks great. Just one suggestion: each action lists a short description of what is does while the agents simply get a line about being an AI agent. Since there can be many different once, maybe a name or description for an agent would be useful as well as this can get pretty complex. Thanks
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Ralph Stokes
Zach so it's hard to tell from just a single image but yeah, I'd say this looks like a good start and heading in the right direction. I think that regardless of the conditional logic, it looks a lot cleaner and easier to use than the current way of setting up automations!
I'm confused as to how AND would look though, i.e. a number of things must be true in order for a certain action to be carried out (for example, custom fields - like time in status is greater than X days AND custom field is Y) I guess you would just chain them together in series but I could see that getting out of hand quick and creating very long strings of boxes from left to right. Maybe it would make more sense going from top to bottom?
Jennifer Hall
Zach AND/OR/IF statements both in trigger and action side are going to be important. And the ability to have multiple. When filters first worked you could do multiple but the all had to the be same statement (all ANDs or ALL ORs) you couldn't have if this and this or that then this and this. So I think with one screenshot not easy to tell and also I worry about anything that has a long automation with multiple ifs ors and ands being too long to visualize in a "mind map style" But again with one screenshot hard to tell how overwhelming that could be. Also this won't force one to use AI will it?
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Megan Justice
Zach the single image is really difficult to use to gauge feasability. Also, must AI be involved with everything? A simple if this then that if not this then the other that or, alternatively, If this set of things or that set of things than this other thing.
AI doesn't actually make life better. I just shift my time and focus from doing things to babysitting AI.
TaeLynn Perez
Zach Definitely a step in the right direction. The UI looks clean and the modules seem intuitive - not overwhelming imo. I'd be curious to dig more into reporting and error handling. Edit: I'd also like the option to rename steps in a flow like you can in Zapier.
Zach
You all are right! A single image is certainly not enough to form a full opinion on. I'll see if we can get a bit more of a demo, but keep in mind we are in the very, very early stages of ideating! I'll share more later. 😅
Elise Remissong
Zach The UI does not seem overwhelming and would support more complex, conditional automations. We'd love to see more of this direction in action to get a better feel for how much value it would add. Also, we would want AI features to be toggle-able so we can disable them when appropriate.
Alex Rizea
Zach definitely curious to see more, but from a UI perspective I see a lot of potential. curious if this path here would potentially enables us to have multiple triggers (trigger = A OR B) that can then have the same workflow running? often we need to have everything after the trigger happening exactly the same, but we're forced to create a duplicate of the automation just in case the trigger is different.
Konstantinos Tsiomos
Zach this is a great step forward and can't wait to see more. My only feedback would be to speed it up 😁
Susan Sloan
Zach I don't know if this is relevant to the image, but for me I would just love a basic IF/OR using the existing automations eg:
- IF task is X status do this, OR, do that
- IF task is X status do this, IF task is Y status do that, OR do other thing
Ideally I would like to see this include things like being moved to a specific list, or having a certain template applied.
Zach
marked this post as
future
Last updated on January 30, 2026
Thank you all for the feedback here!
We have big plans for condition logic (especially around the workflows use case), but aren't currently building this.
Please continue to follow this request for future updates.
— The ClickUp Product Team 🚀
Zach
This will unlock some really powerful workflows, I agree!
Could you tell me which tools you use or have used that you really appreciated the way they built their conditional logic? Screenshots would be amazing.
We are doing some scoping on this feature right now, and I want to make sure it's up to par for you.
Jackson James
Zach Doing this with a map-like approach, similar to ActiveCampaign and Zapier, would be amazing (screenshots attached).
However, since this would require a complete redesign of the ClickUp Automations UI, what if this was done similar to the Freshdesk automations UI?
This would be more comparable to how ClickUp’s automation UI is already laid out (screenshots attached).
In the screenshots, you can see the Freshdesk UI offers the following conditional operators:
• Match ANY / Match ALL
• By clicking “+ Add new condition” multiple AND operators can be added.
• By clicking “+ Add new filter” the user can add another AND/OR group of multiple conditions.
Example ClickUp automation for an Electrician:
• Match ANY
• If task is tagged “sales”
• AND Condition Group 1: Custom Field “Product” is “Full Home Service”, AND Custom Field “City” is “Sydney”
• OR Condition Group 2: Priority is “Urgent”
• Action: Assign task to Sales Team
Zach
Jackson James: Amazing feedback, thanks Jackson
Kolton White
Hey Zach, I like Jackson's note! Somewhat similarly - Jira had a map-like approach with if/then conditions and also branches.
I will say though that it was not the most user-friendly and there was no quick way to add simple automations. So even a hybrid approach where the current UI exists unless you click a prompt for conditional logic would be nice.
But I would definitely sacrifice some user-friendly design in favor of having more granular control over automations since its more of a set it and forget it experience.
Zach
Kolton White: Cool, noted your feedback and screenshots - thank you!
M
Miriam Daub
Zach while somewhat imperfect in terms of UI, I do like how Hubspot's workflows work. I have flexibility on triggers (with conditional logic from all fields within Hubspot), branching of actions based on conditions, multi-step actions, etc. I can provide more screenshots if helpful, but just two quick ones to show them
Wim Delfs
Hi Zach ! Really great to hear that you're working on conditional logic. That can truly unlock powerful workflow possibilities.
At the moment, all automations that aren't yet possible within ClickUp are handled through Make.com. We rely on it daily to build complex, dynamic workflows between different tools.
What we really appreciate about that platform:
- The visual canvas makes it easy to build and understand even large, multi-step workflows.
- It allows for very granular filters and conditions at every point in the flow.
- You can easily transform data along the way (e.g., formatting dates, splitting text, etc.).
- Real-time testing and step-by-step debugging save a lot of time during setup and troubleshooting.
- The flexibility with routers and branching makes it easy to structure complex logic without losing oversight.
If ClickUp builds something that enables this kind of logic natively, that would be a huge value-add for us.
Zach
Miriam Daub: perfect, thank you so much!
Zach
Wim Delfs: Wow, now that's a workflow haha! Well done.
Thank you so much for the feedback and screenshot, I'll take this back to our team.
H
Haeyoung Lee
+1 this would make it much easier to manage automations
JT
Please add this. So much work creating automations when you have to add...
- Existing Task Added = 1 Automation
- Task Moved here = 2nd Automation
- Task Created here = 3rd automation
All should be "Or" for one smooth automation for ANY task that shows up on a board run a automation
D
David Conquest
I'm trying to add an OR in automation but only see an AND. It would be very nice to see an OR added to this function.
Daniel John Southwood
I am using it to keep track of the years and months for specific tasks. Currently have over 100 automations, ranging from Vat submissions to Financial statements. Need the or condition when a task is created, and the custom field 1 is set to F/S, custom field 2 is 2024, set 2 to 2025, if 2025 set to 2026 and so. Currently, loads of errors are happening where the recurring happens, then my task gets moved to 2030 instead of just +1 to the year custom field. Quite annoying and counter productive
Mohit K
Would be great if we can add Conditions for dates as well, if Day is Saturday or Sunday, Change the day to Monday using automation
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Graham Finlay
Extending the logic operators will help reduce the number of automations used as well as being able to add more complex ones. I would say this is a very worthwhile development
Lê Thiên Công
THIS IS A VERY NECESSARY THING
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