MCP connector · Project management

AI sales agents that hand off every closed deal in ClickUp

Arrows connects to ClickUp as an MCP connector, so its agents can search tasks and docs, and create or update them. When a deal closes, it sets up the onboarding tasks and doc from what the buyer said. Before a call, it checks the status of anything your team promised.

Book an agent kickoff

How Arrows works with ClickUp

  • When a rep approves moving the HubSpot deal to Closed won

    Create the onboarding tasks in ClickUp and assign them to your onboarding team

    WorkingTasks createdRuns on its own

  • When the buyer says on a Gong call that they need a security review by the 15th

    Create a ClickUp task for your security team, due the 15th

    WorkingTask createdRuns on its own

  • When a customer check-in is on Google Calendar for tomorrow

    Check the account’s open ClickUp tasks and add their status to the pre-call brief

    WorkingBrief readyRuns on its own

  • When the buyer pushes kickoff back two weeks in a Gmail reply

    Move the due dates on the onboarding tasks in ClickUp

    WorkingTasks updatedRuns on its own

You decide what runs on its own

Every ClickUp action has its own setting. Internal work can run on its own. Anything a buyer would see can wait for a rep.

  • Allow Arrows does the work and logs the activity on the deal.
  • Ask first Arrows finishes the work, then waits for a rep to approve.
  • Off Arrows stays out of that tool.
ClickUpExample settings
  • Search tasks and docs
  • Create tasks
  • Update tasks
  • Comment on tasks
  • Create docs
  • Send chat messages

How Arrows connects to ClickUp

  1. In Arrows, open Connectors, then Marketplace, and choose ClickUp.
  2. Click Connect and sign in to ClickUp.
  3. Pick Off, Ask first, or Allow for each action. Your playbook can use it right away.

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Agent kickoff

Every tool. Every deal. No prompts.

An Agent Architect connects your stack and sets what Arrows can do in each tool. Then Arrows does the follow-through on every deal, and your reps approve what matters.

Book an agent kickoff

What happens on your agent kickoff:

  • We learn how your team works its deals today
  • We build your playbook from how your team already sells
  • We connect your CRM, email, calendar and call recorder
  • Agents start working your open deals, often on the same call