ClickUp Systems Architect and Automation Builder

ClickUp Systems Architect & Automation Builder

Category

Product Manager / Product
Alternative category: Project Manager, Business Analyst, No-code / Low-code, Automation

Short description

We are looking for a ClickUp Systems Architect who can build a full business operating system from scratch inside ClickUp. ClickUp must become our company database, source of truth, and automation hub. The role starts with a paid test task / small project. Long-term or full-time cooperation is possible after proven results.

About us

We are a U.S.-based trucking company. We want to rebuild and organize our company operations around ClickUp.

We are not looking for a basic project manager or someone who only creates simple tasks. We need a person who can understand business processes, design the full ClickUp architecture, build the system, automate workflows, connect tools, document everything, and take ownership of the final result.

Main goal

The main goal is to build our whole business operating system from scratch inside ClickUp.

ClickUp must become:

• The company database
• The main source of truth
• The central operations hub
• The place where tasks, statuses, responsibilities, workflows, SOPs, dashboards, and reports live
• The system that sends clean data to other tools through automations
• The system that receives important updates back from other tools

Other tools should support the system, but ClickUp should be the core.

What we want to build

We want to use ClickUp for:

• Company operations
• Department workflows
• Driver onboarding
• Recruiting
• Safety
• Dispatch
• Admin work
• Sales
• SOPs
• Knowledge base
• Employee training
• Forms and intake flows
• Dashboards and reporting
• Task automation
• AI-assisted workflows
• AI agents
• API integrations

How the system should work

The future system should work like this:

1. Data enters ClickUp from forms, emails, calls, messages, documents, or external systems.
2. ClickUp stores clean structured data in custom fields, tasks, lists, relationships, and dashboards.
3. ClickUp triggers tasks, assignments, reminders, workflows, and reports.
4. Automations send necessary data from ClickUp to other tools.
5. Other tools send updates back to ClickUp.
6. ClickUp remains the final source of truth.

Tools involved

Main system:

• ClickUp

Other tools may include:

• RingCentral
• Google Drive
• Gmail / Google Workspace
• Forms / driver applications
• n8n
• Make
• Zapier
• OpenAI / Claude / other AI tools
• APIs
• Webhooks
• Custom scripts
• Samsara
• Netradyne
• DataTruck
• Other trucking platforms

Examples of workflows we want

Example 1: Driver application

A driver application comes in. ClickUp creates a driver profile, onboarding tasks, document checklist, safety review, follow-up reminders, and status tracking.

Example 2: RingCentral call transcript

A call transcript is saved. AI summarizes it, finds the related driver/task/load, attaches the summary, updates ClickUp, and creates follow-up tasks.

Example 3: Gmail or form message

A message or form submission comes in. ClickUp updates the correct workflow, assigns responsibility, and tracks the next step.

Example 4: SOP and training

SOPs are connected to actual task templates, employee responsibilities, and real company workflows.

Example 5: AI assistant

AI can search company knowledge, calls, SOPs, tasks, driver history, and messages to help employees and managers.

Responsibilities

You will be responsible for:

• Understanding our business processes
• Asking the right questions
• Organizing messy operations into a clear system
• Designing the full ClickUp architecture
• Building ClickUp from scratch as the central database and source of truth
• Creating Spaces, Folders, Lists, statuses, custom fields, views, templates, relationships, dashboards, and automations
• Deciding what data should live in ClickUp
• Deciding what data should stay in external tools
• Designing how ClickUp sends data to other systems
• Designing how external tools send data back into ClickUp
• Building automations using ClickUp native automations, API, webhooks, n8n, Make, Zapier, or custom code
• Creating SOP and knowledge base structure
• Designing AI workflows and AI-agent opportunities
• Documenting the system
• Helping train the team
• Delivering working results, not just ideas

Must-have experience

Please apply only if you have real experience with several of these:

• Building ClickUp systems from scratch
• Advanced ClickUp workspace architecture
• ClickUp custom fields, statuses, views, dashboards, templates, relationships, and automations
• Using ClickUp as an operational database or source of truth
• ClickUp API and webhooks
• n8n, Make, Zapier, or similar automation tools
• Business process automation
• API integrations
• Google Workspace integrations
• AI automation, LLM workflows, AI agents, or RAG systems
• SOP / knowledge base systems
• CRM, ERP, or internal operations systems

Nice to have

• Experience with logistics, trucking, transportation, delivery, or field operations
• Experience with RingCentral or call transcript automation
• Experience with driver onboarding, recruiting, safety, compliance, or dispatch workflows
• Python / JavaScript / backend automation experience
• Experience building internal operating systems for small or medium businesses

Ideal candidate

We need someone who can think like a business systems architect, not only like a task manager.

The ideal person can:

• Build from scratch
• Take ownership
• Understand business needs
• Ask smart questions
• Propose the best structure
• Challenge weak processes
• Think independently
• Build step by step
• Communicate clearly
• Document everything
• Deliver finished working systems
• Work with a non-technical business owner

We do not want someone who only waits for exact instructions.

Work format

This role starts with a paid test task / small project.

We are not hiring immediately for a permanent full-time role. First, we want to see how you think, how you design ClickUp architecture, how independently you work, and how well you can deliver a working result.

If the test project is successful, this can grow into a larger project-based engagement and potentially long-term full-time cooperation.

Full-time cooperation is possible later, but only after successful project-based work and proven results.

Remote work.

Timezone overlap with U.S. Central Time is important.

Hiring process

1. Written answers to the application questions
2. Short interview call
3. Small paid test task
4. Review of your architecture, communication, and implementation quality
5. Larger project-based work
6. Possible long-term full-time role

Test task

The test task will be related to designing and building a small but real part of the ClickUp operating system.

Possible test task:

• Review one business process
• Design the ClickUp structure for that process
• Define Lists, statuses, custom fields, relationships, views, and dashboards
• Suggest automation logic
• Build a working prototype in ClickUp
• Explain what should be stored in ClickUp as the source of truth
• Explain what data should be sent to other tools through automations

The test task is not only about clicking buttons in ClickUp. We want to see system thinking, business understanding, architecture, and ability to deliver a working structure.

Compensation

The first step will be a paid test task / small project.

After that, compensation can be project-based, hourly, monthly, or full-time depending on experience, availability, and results.

Please include:

• Your hourly rate
• Your monthly rate if available full-time later
• Your estimated availability per week
• Examples of similar ClickUp systems or automations you built

Please answer when applying

1. Have you built a complete ClickUp system from scratch before? Please describe it.
2. Have you used ClickUp as a company database or source of truth?
3. How would you structure ClickUp for a business with multiple departments, workflows, employees, assets, tasks, SOPs, and reports?
4. What should live inside ClickUp, and what should stay in external tools?
5. How would you make ClickUp distribute data to other tools through automations?
6. What is your experience with ClickUp API, webhooks, n8n, Make, Zapier, or custom code?
7. Have you built AI workflows, AI agents, RAG systems, or LLM-based business automations?
8. Can you personally design the architecture and also implement the technical parts?
9. What would your first 2–3 weeks look like on this project?
10. Are you open to starting with a paid test task before larger project-based or full-time cooperation?
11. How many hours per week are you available?
12. What is your expected hourly rate and monthly rate?
13. Do you have experience with logistics, trucking, operations, CRM, ERP, or similar businesses?
14. Please share examples of similar systems or automations you built.