Automation for folder and list creation
J
João Lucas Derze e Silva
Proposed Functionality & Requirements:
Automation Trigger: Form submission or new entry added to an intake list.
Dynamic Folder Naming: Ability to map the form's "Project Name" field to dynamically set the name of the newly created Folder.
Conditional Template Selection: Ability to select and apply a specific Folder Template (preserving all subfolders, lists, views, and custom fields) based on a tag or dropdown field (e.g., "Project Type").
Dynamic Location Routing: Ability to route the newly created Folder into a specific Space or Hierarchy location based on a tag or dropdown field (e.g., "Department").
Current Limitation:
Native ClickUp Automations currently lack the action to dynamically generate and name full Folders from templates or route them to specific locations using variable inputs from Form submissions.
Business Impact:
Eliminates manual project setup, prevents human error during intake, and guarantees standardized operational governance across departments.
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