ClickUp Automation Expert Needed for Lettings & Holiday Lets Business
Overview
I’m looking for an experienced ClickUp automation specialist to set up and configure a complete ClickUp workspace for a residential lettings and holiday lets business.
The goal is to automate key operational workflows, especially automated email communications, task creation, and tracking — to reduce manual admin and ensure nothing falls through the cracks.
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Key Responsibilities
You will be responsible for designing, setting up, and testing the ClickUp system, including (but not limited to):
1. ClickUp Account & Workspace Setup • Create a clean, scalable workspace structure (Spaces, Folders, Lists) • Best-practice setup for a property / lettings business • Clear statuses, custom fields, and views
2. Automated Email Workflows Set up automated emails triggered by dates, statuses, or field changes, including: • Rent reminder emails (before due date, on due date, overdue follow-ups) • Holiday let guest emails (pre-arrival, check-in info, post-stay follow-ups) • Maintenance notifications to internal teams or contractors • Landlord updates (e.g. rent received, maintenance raised/completed)
Emails should be: • Professional and customisable • Triggered automatically • Easy for me to edit later
3. Maintenance & Issue Tracking • Workflow for logging maintenance issues • Automatic task assignment to maintenance teams or contractors • Status-based notifications and follow-ups • Tracking resolution times and responsibility
4. Automations & Integrations • Use ClickUp Automations effectively • Integrate with email (Gmail / Outlook or ClickUp email) • Suggest and implement any useful integrations where appropriate
5. Smart Suggestions I want you to proactively suggest improvements, such as: • Tenant onboarding workflows • End-of-tenancy processes • Cleaning schedules for holiday lets • Compliance reminders (gas safety, inspections, etc.) • Dashboard reporting (rent due, arrears, maintenance status)
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Deliverables • Fully functional ClickUp setup • All automations tested and documented • Simple explanation or walkthrough of the system • Ability for me to manage and adjust workflows going forward
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Requirements • Proven experience with ClickUp automations • Experience setting up email-based workflows • Ideally experience with property, lettings, or service businesses • Strong communication and ability to recommend best practices • English fluency
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Nice to Have • Experience with holiday lets / short-term rentals • Dashboard & reporting expertise • Zapier or Make (Integromat) experience
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To Apply
Please include: • Examples of similar ClickUp automation projects • Brief explanation of how you would approach this setup • Confirmation you can handle email automations inside or alongside ClickUp
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