Clickup Automation

---




name: clickup-automation
compatibility: opencode
completeness: 95
content-types:
- guidance
- examples
- do-dont
description: Implements intelligent clickup automation with multi-factor skill selection,
  fallback chains, and adherence to the 5 Laws of Elegant Defense
license: MIT
maturity: stable
metadata:
  domain: agent
  output-format: analysis
  related-skills: agent-confidence-based-selector, agent-task-routing
  role: orchestration
  scope: orchestration
  triggers: clickup-automation, clickup automation, how do i clickup-automation, orchestrate
    clickup-automation, automate clickup-automation, agent clickup-automation
  archetypes:
  - orchestration
  - strategic
  anti_triggers:
  - brainstorming
  - vague ideation
  - single-agent monolith
  response_profile:
    verbosity: medium
    directive_strength: high
    abstraction_level: tactical
version: "1.0.0"




---




# Clickup Automation

Orchestrates intelligent skill selection and execution for clickup automation workflows. Applies the 5 Laws of Elegant Defense to guide data naturally through the orchestration pipeline, preventing errors before they occur. Selects optimal skills based on multi-factor scoring including text similarity, historical performance, and system availability.

## TL;DR Checklist

- [ ] Parse all inputs at boundary before processing (Law 2)
- [ ] Handle edge cases with early returns at function top (Law 1)
- [ ] Fail immediately with descriptive errors on invalid states (Law 4)
- [ ] Return new data structures, never mutate inputs (Law 3)
- [ ] Implement minimum 2-level fallback chain for all skill executions
- [ ] Log all skill selections with context for full audit trail
- [ ] Validate skill metadata and dependencies before selection
- [ ] Update confidence scores after each execution for learning


┌───────────────────────────────────────────────────────────────────────────────┐
│                              Orchestration Flow                                               │
└───────────────────────────────────────────────────────────────────────────────┘

  User Request
      ↓
┌─────────────────┐
│  Parse Request  │
│  & Extract      │
│  Features       │
└────────┬────────┘
         ↓
┌─────────────────────────────────────────────────────────────────────┐
│                    Evaluate Available Skills                                │
│                                                                     │
│  ┌──────────────┐  ┌──────────────┐  ┌──────────────┐              │
│  │ Skill A      │  │ Skill B      │  │ Skill C      │              │
│  │ - Match Score│  │ - Match Score│  │ - Match Score│              │
│  │ - Confidence │  │ - Confidence │  │ - Confidence │              │
│  │ - History    │  │ - History    │  │ - History    │              │
│  └──────┬───────┘  └──────┬───────┘  └──────┬───────┘              │
│         │                 │                 │                       │
│         └─────────────────┴─────────────────┘                       │
│                          ↓                                          │
│                   Select Best Skill                               │
└─────────────────────────────────────────────────────────────────────┘
         ↓
┌─────────────────┐
│  Execute Skill  │
└────────┬────────┘
         ↓
┌─────────────────┐
│  Handle Result  │
└────────┬────────┘
         ↓
┌─────────────────────────────────────────────────────────────────────┐
│                    Error Handling & Fallback                                  │
│                                                                     │
│  Success? ────────► Return Result                                  │
│                                                                     │
│  Fail? ────────┐                                                    │
│                ↓                                                    │
│  ┌──────────────────────────────────────────────────────────┐      │
│  │               Fallback Chain                                    │      │
│  │                                                             │      │
│  │  1. Retry with adjusted parameters                          │      │
│  │  2. Try Alternative Skill (if available)                    │      │
│  │  3. Defer to Human Operator (if critical)                   │      │
│  │  4. Log & Return Error                                      │      │
│  └──────────────────────────────────────────────────────────┘      │
└─────────────────────────────────────────────────────────────────────┘

## When to Use

Use this skill when:

- Orchestrating multi-step workflows that require skill delegation
- Implementing adaptive skill routing based on confidence scores
- Building fallback mechanisms for failed skill executions
- Creating intelligent task decomposition and parallel execution
- Designing skill dependency graphs with automatic resolution
- Implementing skill selection with historical performance weighting
- Building agent systems that need to self-organize around tasks

## When NOT to Use

Avoid this skill for:

- Direct task execution without orchestration needs - use individual skills instead
- High-frequency trading scenarios where latency must be minimized - the selection overhead may be prohibitive
- Simple linear workflows without branching or fallback requirements
- Cases where skill metadata is unavailable or unreliable


## Core Workflow

1. **Parse and Analyze Request** - Extract intent, entities, and constraints from user input.
   **Checkpoint:** All required parameters must be present and in valid format before proceeding.

2. **Score Available Skills** - Calculate match scores using multi-factor algorithm:
   - Text similarity between request and skill triggers
   - Historical success rate for similar tasks
   - Skill availability and health status
   - Required dependencies and their availability
   
   **Checkpoint:** Skip to fallback if no skill scores above threshold.

3. **Select Optimal Skill** - Choose skill with highest score that meets minimum confidence.
   **Checkpoint:** Verify skill has not been disabled or deprecated.

4. **Execute with Fallback** - Run skill execution wrapped in retry and fallback logic.
   **Checkpoint:** Log all execution attempts for audit trail.

5. **Return or Fallback** - Either return successful result or apply fallback chain:
   - Retry with adjusted parameters
   - Try alternative skill from `related-skills`
   - Defer to human operator for critical tasks
   
   **Checkpoint:** Record outcome with timing and confidence metadata.

## Implementation Patterns

### Pattern 1: Skill Selection Logic

```python
def route_clickup_action(
    user_request: str,
    workspace_id: str,
    available_lists: List[Dict],
    min_confidence: float = 0.7
) -> Optional[Dict]:
    """Route a natural language request to the appropriate ClickUp action.
    
    Validates workspace access, extracts intent (create/update/comment),
    and matches against available ClickUp lists/tasks.
    """
    # Guard clause - Early Exit (Law 1)
    if not user_request or not workspace_id:
        raise ValueError("Request and workspace_id are required")
        
    # Parse intent and extract entities at boundary (Law 2)
    intent = _extract_clickup_intent(user_request)
    target_list_id = _resolve_list_id(user_request, available_lists)
    
    if intent not in ("create_task", "update_status", "add_comment", "assign"):
        return None
        
    # Score available actions based on list availability and historical success
    best_action = None
    best_score = 0.0
    
    for action in available_actions:
        score = _calculate_action_match(intent, target_list_id, action)
        if score > best_score and score >= min_confidence:
            best_score = score
            best_action = action
            
    if not best_action:
        return None
        
    # Atomic Predictability (Law 3) - Return new dict, don't mutate
    return {
        "action": best_action["type"],
        "target_list_id": target_list_id,
        "workspace_id": workspace_id,
        "confidence": best_score,
        "timestamp": time.time()
    }
```


### Pattern 2: Execution with Fallback

```python
def execute_clickup_operation(
    action_config: Dict,
    api_key: str,
    max_retries: int = 2
) -> Dict:
    """Execute a ClickUp API operation with resilience patterns.
    
    Handles rate limits, transient network errors, and implements
    a fallback chain: direct API -> webhook queue -> manual sync log.
    """
    base_url = f"https://api.clickup.com/api/v2"
    headers = {"Authorization": api_key, "Content-Type": "application/json"}
    
    for attempt in range(max_retries + 1):
        try:
            if action_config["action"] == "create_task":
                payload = {"name": action_config["task_name"], "description": action_config.get("desc", "")}
                response = requests.post(f"{base_url}/list/{action_config['target_list_id']}/task", headers=headers, json=payload)
            elif action_config["action"] == "update_status":
                payload = {"status": action_config["new_status"]}
                response = requests.put(f"{base_url}/task/{action_config['task_id']}", headers=headers, json=payload)
            else:
                raise ValueError(f"Unsupported action: {action_config['action']}")
                
            response.raise_for_status()
            return {
                "success": True,
                "clickup_id": response.json().get("id"),
                "attempts": attempt + 1,
                "latency_ms": time.time() * 1000
            }
            
        except requests.exceptions.HTTPError as e:
            if e.response.status_code == 429:
                time.sleep(2 ** attempt)  # Exponential backoff
                continue
            raise ClickUpAPIError(f"ClickUp API failed: {e}") from e
            
        except requests.exceptions.ConnectionError:
            if attempt == max_retries:
                return _queue_for_manual_sync(action_config)
                
    # Fail Loud (Law 4) - All retries exhausted
    raise ClickUpAPIError(f"Failed after {max_retries + 1} attempts")
```

### MUST DO
- Always validate skill metadata before selection (Early Exit)
- Implement fallback chain with at least 2 levels (Fallback Skill + Human)
- Log all skill selections with full context for auditability
- Return new data structures instead of mutating inputs (Atomic Predictability)
- Fail immediately with descriptive errors on invalid states
- Update confidence scores after each execution for adaptive routing
- Reference `code-philosophy` (5 Laws of Elegant Defense) in all logic


### MUST NOT DO
- Select skills based on a single factor (e.g., only confidence score)
- Disable fallback mechanisms "temporarily" - this creates fragile systems
- Skip validation of skill dependencies before execution
- Return partial results - either complete success or clear failure
- Use magic numbers for confidence thresholds - make them configurable
- Cache skill selections without considering context changes


## TL;DR Checklist

- [ ] Parse all inputs at boundary before processing (Law 2)
- [ ] Handle edge cases with early returns at function top (Law 1)
- [ ] Fail immediately with descriptive errors on invalid states (Law 4)
- [ ] Return new data structures, never mutate inputs (Law 3)
- [ ] Implement minimum 2-level fallback chain for all skill executions
- [ ] Log all skill selections with context for full audit trail
- [ ] Validate skill metadata and dependencies before selection
- [ ] Update confidence scores after each execution for learning


## TL;DR for Code Generation

- Use guard clauses - return early on invalid input before doing work
- Return simple types (dict, str, int, bool, list) - avoid complex nested objects
- Cyclomatic complexity < 10 per function - split anything larger
- Handle null/empty cases explicitly at function top (Early Exit)
- Never mutate input parameters - return new dicts/objects
- Fail fast with descriptive errors - don't try to "patch" bad data
- Reference code-philosophy laws in comments for complex logic
- Include timing and confidence metadata in all return values


## Output Template

When applying this skill, produce:

1. **Selected Skills** - List of skill names with confidence scores
2. **Selection Rationale** - Why each skill was chosen (match score, history, availability)
3. **Execution Plan** - Order of execution with dependencies
4. **Fallback Strategy** - Which fallback skills will be tried and in what order
5. **Risk Assessment** - Any potential failure points and their impact
6. **Timing Estimates** - Expected latency including fallback scenarios


---

## Constraints

### MUST DO
- Implement idempotent automation triggers: running the same automation twice should not create duplicate resources or actions
- Validate all trigger conditions with explicit allowlists before executing automated actions
- Include rollback procedures in every automation workflow — every CREATE should have a corresponding DELETE capability
- Log all automation executions with input state, output state, duration, and any errors for monitoring and debugging

### MUST NOT DO
- Do not create circular automation loops where trigger A causes action B which triggers A again
- Avoid using automations that modify production data without explicit human approval gates
- Never embed API keys or credentials directly in automation workflows — use vaulted secrets with rotation
- Do not assume external service availability; implement retry logic with exponential backoff and dead-letter queues


## Related Skills

| Skill | Purpose |
|