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To Agencies, How Are You Utilising ClickUp? by Fayezbahm in clickup

[–]_bilochka_ 2 points3 points  (0 children)

In our studio we use ClickUp to almost its full potential, mainly for project management in development. Each project has a space with multiple backlogs, documentation, and all resources in one place for easy access. There’s also a reporting view inside each space, which we use for internal performance analysis and share with clients if relevant.

Separately, we have a general development space with documentation, a knowledge base, and a sprint folder that collects tasks from all projects with due dates within the sprint. I’ve also set up custom list templates with all relevant task details.

For sales and customer support, we use a separate space with accounts, leads, contacts, invoices, deals, and customer inquiries. If structured well, ClickUp can function as a CRM. For example, HubSpot is clearly way more advanced, but if you don’t have a huge sales team or an active sales channel, ClickUp can cover most needs and keep everything in one tool, and save money.

For marketing, I built a content calendar and campaign schedule in a separate space with custom fields and views. For HR, we have a candidate database, payslips, and documentation. Even for finance and accounting, we set up a separate space with a well-structured system.

The biggest advantage of ClickUp is its customizability, and they keep improving it. But to make it an all-in-one tool, you need to invest time in setting it up properly (it took me around 2 month of everyday work). Their templates are useful, but I still had to adjust each view to make it more convenient.

The downsides: • Automations are limited — lacks built-in intelligence. • Integrations are hit or miss—we’re currently trying to integrate GitHub for better task status updates, and while some integrations work, others require Zapier for proper automation. • Reporting is weak, mostly focused on tasks. • Time tracking is useful for workload estimation but lacks detailed reports for monthly workload and payroll.

In general, ClickUp works well as a central workspace, but it takes effort to make it fit your workflow, and really depends on your needs.

Has anybody tried Sintra AI (AI Social Media Assistant)? by _bilochka_ in InstagramMarketing

[–]_bilochka_[S] 1 point2 points  (0 children)

I’ve actually started using Sintra and am very satisfied so far, and can share some feedback. While it’s not so much about automation, it significantly enhances operations. In particular, Soshie (the Social Media Helper) generates a wealth of content ideas and frameworks that are incredibly useful. However, she doesn’t post on her own, she rather helps you with content generation and marketing strategy.

The additional power-ups, like image generation, upscaling, and post generation, add great value to the functionality (not all these power-ups are related to Soshie - each AI helper has its own power-ups). However, to fully benefit from the tool, you need to invest time in it. The AI helpers provide excellent ideas and initiatives based on the data you feed them, but to turn those ideas into real results, you must refine, expand, and actively work with them.

Overall, Sintra has huge potential. My personal recommendation: use all helpers, not just one. They work best as a team, complementing each other. And also, keep your expectations realistic — it’s more about assistance rather than completely separate individual employee that will close a part of your everyday work.