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When a task's status changes in ClickUp, run a task in Browse AI to gather project intelligence

Whenever a ClickUp task changes status, FlowMattic runs a task with your Browse AI robot, so the web data your project depends on, like a client site or a competitor page, is collected at that moment.

ClickUp Browse AI

2 steps Setup ~5 min Used on 2.1k sites Productivity Free to import

The When a task's status changes in ClickUp, run a task in Browse AI to gather project intelligence workflow on the FlowMattic canvas, with 2 steps across ClickUp, Browse AI
The workflow as it appears in the builder after import. Each step opens for editing.

What this workflow does

Some project stages depend on information outside ClickUp. A design review needs the client's live pages, a launch task needs a look at competitor listings, a QA step needs the current state of a site. This workflow lets a status change in ClickUp start a Browse AI robot that collects that information, so it is gathered at the point the project moves.

The ClickUp trigger fires when the status of a task is updated. It runs on every status change, not only when a task is completed, and the task's details, such as its name and new status, are passed on. Check a test run to see what your workspace sends.

Next, Browse AI starts a single task with a robot you trained. It ships unmapped: after import you connect your account, choose the robot and map ClickUp data into its inputs, for example a URL stored in a custom field on the task.

The robot's results stay in Browse AI. This template doesn't read them or write them back to ClickUp, so add a second workflow on Browse AI's Task Finished trigger if you want the data stored somewhere, such as a Google Sheets row.

Client site snapshot at review

A web agency moves a task to its review status and has a robot capture the client's live homepage content, so the reviewer sees what is actually published.

Competitor check at launch stage

A product team runs a robot over competitor pricing pages whenever a launch task changes status, keeping a dated record in Browse AI.

Listing checks for marketplace sellers

A seller who tracks product listings as ClickUp tasks runs a robot on the listing URL each time a task moves to a new stage.

How this workflow runs

What happens at each step once the workflow is on, and what you need before you import it.

  1. Step 1Trigger
    ClickUp Task Status Updated

    Fires each time the status of a ClickUp task is updated, in whichever direction it moves. The task's details and its new status are available to map into the Browse AI task.

  2. Step 2Action
    Browse AI Run Task

    Runs a task with the Browse AI robot you choose. Nothing is mapped in the template, so connect Browse AI, pick the robot and map ClickUp values, such as a URL custom field, into its inputs.

What you need

  • FlowMatticCore
  • ClickUp AccountAccount
  • Browse AI AccountAccount

After importing, map your own data. To keep the template universal, not every step is pre-filled. Open each step in the builder and connect your accounts and fields (channels, lists, sheets, recipients) before you switch the workflow on.

Make it yours

Changes worth making after you import it.

  • To run the robot only for one status, such as complete, put a Filter between the ClickUp trigger and the Run Task step that checks the new status. Treat that value as an example and use your own workspace's status name.
  • Keep the page you want scraped in a URL custom field on the ClickUp task, and check a test run that the field arrives with the task data before you map it into the robot's input.
  • Build a second workflow on Browse AI's Task Finished trigger that adds each result as a Google Sheets row, so every scrape is kept in one dated list.

Questions about this workflow

Does the Browse AI robot run every time a ClickUp status changes?

Yes, as imported. The Task Status Updated trigger fires on each change, so a task that moves through several stages starts several Browse AI tasks. Put a Filter between the ClickUp trigger and the Run Task step to pick one status.

What does "project intelligence" mean in this workflow?

Whatever your Browse AI robot is trained to collect, such as pricing, page text or listings. The workflow starts the robot; the data it gathers comes from the pages you set it up to visit.

Are the Browse AI results added to the ClickUp task?

Not by this template. The results stay in Browse AI until another workflow picks them up, for example one that starts on Browse AI's Task Finished trigger.

Import this workflow into your WordPress site

Download the JSON, import it from the Workflows screen and connect your accounts. Every run stays on your server, with no per-task fees.

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Customers who run it every day

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It's an exceptional product. Works great and extremely valuable. I saved thousands of dollard on Zapier, as Flowmattic makes me able to host the automation myself. And very deeply integrates with the products I need.

Tijn

Ease of use and terrific support from the founder. Tons of integrations and regular updates. The Flowmattic custom app is great especially if you want to integrate apps that aren't available yet inside Flowmattic.