AgencyRequest Management
Requests turned into ClickUp tasks automatically, delivered faster
Landbot intake forms create structured ClickUp tasks with all details
100%
Requests captured
2 days
Faster delivery
0
Lost requests
System Architecture
Before
- ✕Client requests coming through 5 different channels
- ✕Project managers manually creating tasks from emails
- ✕Missing information causing back-and-forth delays
- ✕No standardized intake process
- ✕Tasks getting lost or duplicated
After
- Single conversational intake flow for all requests
- Tasks created instantly with all required fields
- Automatic assignment based on request type
- Clients get confirmation and tracking link immediately
- Zero manual task creation needed
What Was Built
- Landbot conversational form with conditional logic
- ClickUp API integration for task creation
- Automatic priority and assignee routing
- File attachment handling and storage
- Client notification with task link
- Duplicate detection and merging
- Weekly request analytics report
Tech Stack
Landbot
ClickUp
Slack
Zapier
Guardrails & Reliability
- Validation ensures complete submissions
- Fallback notification if ClickUp API fails
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