Enable Doc creation from a saved Doc Template via API or Automation
A
Abayomi Afolabi
We need the ability to create Docs from saved templates using either:
- ClickUp Automations (e.g. “When folder is created → create Doc from template”)
- ClickUp API (e.g. POST /docs using template_id)
This is essential for:
Client onboarding (automated strategic briefs)
SOPs and internal documentation
Creative and marketing briefs
Currently, we can do this manually, but automation support would significantly streamline workflows and ensure consistency across projects.
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