Email in ClickUp allows you to communicate with clients who aren’t in ClickUp without leaving your workspace!
You’ll get up and running fast with our…
Email Foundations Training
These tutorials provide you with the foundational elements you need to feel super confident about using the Email in ClickUp app right the first time.
You’ll learn the secrets to adding email to your hierarchy, using custom fields, and more!
High-five to both of these must-have features, right?!
You’ll email better with the…
Email Integration Tutorials
This five-part series will show you how you can fully use the Email ClickApp to send and receive emails, create tasks from outside your workspace, and integrate the email ClickApp with GMail and Outlook.
Easy Email Automations Workshop
This two-part training will teach you how to use automations to automatically send bookkeeping-specific emails to clients so that you can stay organized and on top of recurring deadlines every time.
Automating #allthethings is cool, right?
Writing the emails so that you can automate them? Ugh – not so much.
Don’t worry. I gotcha covered with some sweet bonuses:
You’ll email better with…
Bonus #1 – The Ultimate Guide to Writing Effective Emails
This time-saving guide will help you write response-worthy emails that clients answer so that you can stop chasing up client receipts, wasting time with email follow-up, and more!
Bonus #2 – Email Templates for Automation
Use my time-saving templates to write your own client emails you can use over and over again with a simple status or due-date change inside ClickUp.
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