What Horizon can see
Workspaces, spaces, folders, lists, tasks, subtasks, comments, custom fields, goals and time entries.
ClickUpCRM and pipeline software
AI automation inside ClickUp.
Give teams one approved view of delivery work and prepare task changes without jumping between lists.
Cross-list overdue worklist
PN
@Horizon, show me overdue tasks across these client lists and group them by owner and blocker.
On it. Checking ClickUp now.Tasks checked in ClickUpAnything overdue flaggedCross-checked and compiled into one list
A cross-list overdue worklist.
Task briefing
MD
@Horizon, summarise this task's comments, time spent and remaining work.
On it. Checking ClickUp now.Task and work checked in ClickUpCross-checked and compiled into one briefing
A current task and effort briefing.
Update pack
ER
@Horizon, prepare the task update, assignee and due date from this meeting, but wait for approval.
On it. You approve before anything is saved.
The approved details read from this threadDraft task prepared for ClickUpNothing saved in ClickUp until you approve
A ClickUp update pack ready to approve.
Works alongside
The connection
How does Horizon actually get into ClickUp?
Horizon connects through ClickUp's official API. Your team approves which records Horizon can use and what it may prepare before the build starts.
Microsoft TeamsYour team asks here
The official doorwayYour organisation approves access
01Seeapproved records02Prepareyour approval first03Startagreed trigger or schedule
ClickUpYour approved records
What Horizon can prepare
Horizon shows your team supported tasks, comments, assignments, dates, status and time entries for team review before saving.
How work can start
ClickUp can notify Horizon about selected task and workspace changes, while scheduled checks cover reporting.
What we confirmed about the ClickUp connection
- The connection sees only the ClickUp work available to the approved user.
- The account plan determines how quickly large checks can run.
- Tasks can live in more than one list, so reports must preserve their home list and shared locations.
Checked against official ClickUp information on .
Day to day
Use ClickUp without jumping between systems.
ClickUp stays in place as the software your team already uses. Your team asks in Teams, Copilot, Claude or ChatGPT, and Horizon answers with only the approved records that request needs.
We connect one workflow first, prove it with your team on real review steps, then expand.
Often paired with
Software we connect with ClickUp.
Common questions
Using Horizon with ClickUp, answered.
What could our team ask Horizon to do with ClickUp?
Give teams one approved view of delivery work and prepare task changes without jumping between lists. Typical results include a cross-list overdue worklist, a current task and effort briefing, and a ClickUp update pack ready to approve.
Can our team use ClickUp from Microsoft Teams?
Yes, after the agreed access is approved. Your team asks Horizon in Teams, Horizon checks the approved ClickUp information and connected systems, then returns the answer or proposed action for review.
Can Horizon use ClickUp with Outlook, SharePoint or our other software?
Yes. We design one workflow around ClickUp and the other approved systems your team relies on, so the result can use the relevant information without staff opening each system separately.
Can Horizon prepare changes in ClickUp, not just answer questions?
Yes, where ClickUp supports the agreed action. Horizon prepares the change, shows it to the right person and applies it only under the permissions and review rules agreed for the workflow.
What would we start with in ClickUp?
We start with one useful, controlled request such as: @Horizon, show me overdue tasks across these client lists and group them by owner and blocker. The first version stays narrow enough to test with real staff and real review steps.
What access is needed before work starts?
A ClickUp user or administrator approves the connection. It can use only the workspaces, lists and tasks available to that access.
Does Horizon replace ClickUp?
No. ClickUp remains the system your team uses. Horizon connects only the approved data and actions needed for the agreed workflow.
How does Horizon keep the ClickUp workflow safe?
We agree exactly which records, people and actions are in scope. We test one limited workflow with approved examples, keep important changes behind human review and expand only after the pilot is working properly.
The audit costs nothing
Put AI to work inside ClickUp.
Tell us the ClickUp job you would rather not do yourself.
30 min with our Director. No sales rep, no follow-up.