Your ClickUp Workspace is working against the team.
We connect via scoped OAuth and run our own audit engine across Spaces, Folders, Lists, Custom Fields, Automations, integrations and AI hooks — then hand you a prioritised roadmap covering cleanup, migrations, first-time setup and Claude-powered workflows. Nothing changed without your say-so.
Certified
Spaces, Folders & Lists
The hierarchy your teams actually live in.
What we inspect
- Space / Folder / List inventory against real team topology
- Duplicate Lists and overlapping ownership boundaries
- Templates vs ad-hoc structure; unused or abandoned Spaces
- Naming conventions, emoji noise and archive hygiene
- Everything view and Hierarchy filters that hide work
What it surfaces
Sprawl, shadow Spaces and no single place the team trusts for a given workflow.
- 01Connect
Scoped OAuth, read-only
You authorise ClickUp OAuth with read scopes only. Discovery never requests write access. Revoke it any time from your ClickUp integrations settings.
- 02Snapshot
Point-in-time baseline
Before anything else we capture a full inventory — hierarchy, statuses, Custom Fields, Automations, apps and Docs — as a timestamped baseline you keep. This is your undo button.
- 03Analyse
Our engine walks every layer
Custom scripts, orchestrated with Claude, systematically inspect Spaces, fields, Automations, integrations and AI surfaces — quantifying fill rates, fragmentation, automation health and agent readiness.
- 04Report
Findings + Health Score
You get a categorised findings report with a Workspace Health Score and sub-scores, plus evidence — field utilisation, Automation dependency maps, migration gaps and AI readiness notes.
- 05Remediate
Staged, reversible fixes
Cleanup, migration cutovers, onboarding templates and Automation rebuilds are proposed, approved, applied in controlled batches and logged. Archive over delete; nothing changes silently.
- 06Architect
Operate + AI roadmap
A forward operating model — hierarchy standards, Automation governance, integration map, and a plan for Claude Code / Cowork / MCP agents that write safely into the Workspace.
It depends on your ClickUp plan and the size of your Workspace — Spaces, Lists, Custom Fields, Automations and integrations all factor in. We confirm the price on the initial scoping call, before any work starts. Cleanup, migrations, greenfield setup and Claude agent work are scoped separately — but you own the roadmap either way.
ClickUp OAuth with read-only scopes for the discovery phase. You authorise it, you can see exactly what it can touch, and you can revoke it any time. We never request write access to analyse.
Yes. Migrations are part of the engagement model — field and status mapping, dual-run or cutover, cleanup of ghost data, and team onboarding so adoption sticks after go-live.
Yes. Greenfield Workspace architecture, permission groups, starter templates, ClickApps selection and a first-week onboarding path for the team — so you don't inherit sprawl from day one.
Yes. We design the task/Custom Field schemas agents need, scope MCP or API permissions, set human-in-the-loop checkpoints, and govern overlap with ClickUp's own AI features so agents write safely.
All of them. The audit adapts to what your plan exposes — deeper Automations, Dashboards, AI Autopilot and guest controls simply light up on the tiers that include them.
It depends on the size and complexity of your Workspace. A thorough audit is proper work — we'll give you a clear timeframe on the scoping call, then walk you through the findings before you decide what happens next.
See what's really in your ClickUp Workspace.
Book a short scoping call. We'll walk through your Workspace, agree the scope and price, and schedule your audit from there. Cleanup, migrations, setup and Claude integrations follow from the same roadmap.