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🚀 Complete Setup Guide

Follow these step-by-step instructions to configure AutoTask with your own API credentials. This ensures your data stays secure and private.

🔒 Privacy First: All your API keys and credentials are stored locally in your browser. Nothing is sent to our servers, ensuring maximum security and privacy.
1 Get Your Chipp.ai API Key

First, you'll need a Chipp.ai API key to power the AI email analysis.

  1. Go to app.chipp.ai and sign in
  2. Navigate to your Chipp app dashboard
  3. Click on the "Share" tab
  4. Find the "API Key" section
  5. Copy your API key (starts with live_)
⚠️ Important: Keep your API key secure. Don't share it publicly or commit it to version control.
2 Create Google OAuth Credentials

Set up Google OAuth to access Gmail emails securely.

2.1 Create a Google Cloud Project

  1. Go to Google Cloud Console
  2. Click "Select a project" → "New Project"
  3. Enter a project name (e.g., "AutoTask")
  4. Click "Create"

2.2 Enable Required APIs

  1. In your project, go to "APIs & Services" → "Library"
  2. Search for and enable these APIs:
    • Gmail API
    • Google+ API (for user profile)

2.3 Create OAuth 2.0 Credentials

  1. Go to "APIs & Services" → "Credentials"
  2. Click "+ Create Credentials" → "OAuth 2.0 Client IDs"
  3. If prompted, configure the OAuth consent screen:
    • Choose "External" user type
    • Fill in required fields (App name, User support email, Developer email)
    • Add scopes: ../auth/gmail.readonly, ../auth/userinfo.email, ../auth/userinfo.profile
  4. For Application type, select "Web application"
  5. Add the redirect URI:
Loading callback URL...
  1. Click "Create"
  2. Copy your Client ID and Client Secret
🔗 Redirect URI: Make sure to use the exact URL shown above. This URL is automatically generated based on your current deployment.
3 Create ClickUp OAuth App

Set up ClickUp integration to automatically create tasks.

  1. Go to ClickUp API Console
  2. Click "+ Create an App"
  3. Fill in the app details:
    • App Name: AutoTask (or your preferred name)
    • Description: Email to task automation
  4. Set the redirect URL:
Loading callback URL...
  1. Click "Create App"
  2. Copy your Client ID and Client Secret
✅ Pro Tip: ClickUp apps are private by default, so only you can use your OAuth app. Perfect for personal use!
4 Customize Your Chipp.ai System Prompt

Configure your Chipp.ai assistant to properly analyze emails and format ClickUp tasks.

  1. Go to your Chipp.ai dashboard
  2. Open your assistant/app
  3. Navigate to the "System Prompt" section
  4. Replace the existing system prompt with our optimized version:
You are an intelligent task creation assistant that analyzes email content and formats it into ClickUp task specifications. When processing emails, you should: 1. **Analyze the email content** to identify actionable items, requests, or tasks 2. **Extract key information** including: - Task title (concise, action-oriented) - Detailed description - Priority level (1=urgent, 2=high, 3=normal, 4=low) - Due date (if mentioned or can be inferred, format as Unix timestamp in milliseconds) - Task type/category - Any relevant tags 3. **Format the response as JSON** for the backend to process **Required Response Format:** You MUST respond with a JSON object in this exact format: ```json { "task": { "name": "Task title here", "description": "Detailed description including email context", "priority": 1, "due_date": 1734220800000, "tags": ["tag1", "tag2"] }, "analysis": { "summary": "Brief summary of what was extracted from the email", "actionable_items": ["item1", "item2"], "urgency_reason": "Why this priority was chosen" } } ``` **Priority Values:** - 1 = Urgent (red) - Immediate action required - 2 = High (yellow) - Important, needs attention soon - 3 = Normal (blue) - Standard priority - 4 = Low (gray) - Can be done when time permits **Critical Instructions:** - ALWAYS respond with valid JSON in the exact format specified above - Include the original email context in the task description - Choose appropriate priority based on urgency indicators in the email - Extract realistic due dates from email content when mentioned - If no specific deadline is mentioned, omit the due_date field - Include relevant tags that would help categorize the task
  1. Save your system prompt changes
  2. Test with a sample email to ensure proper JSON formatting
✅ Pro Tip: This system prompt ensures your Chipp.ai assistant outputs properly formatted JSON that AutoTask can process to create ClickUp tasks automatically!
5 Configure Your Settings

Now enter all your credentials in the AutoTask settings page.

  1. Go to the Settings Page
  2. Enter your Chipp.ai API Key
  3. Enter your Google Client ID and Client Secret
  4. Enter your ClickUp Client ID and Client Secret
  5. Click "Save Settings"
🔒 Security: All credentials are stored locally in your browser using localStorage. They never leave your device.
6 Test Your Setup

Verify everything is working correctly.

  1. Go back to the main app
  2. Click "Login with Google"
  3. Complete the Google OAuth flow
  4. You should see your Gmail emails listed
  5. Click "Connect ClickUp" to set up task creation
  6. Choose your default workspace and list
  7. Try creating a task from an email!
🎉 Success! You're now ready to convert emails into ClickUp tasks with AI-powered analysis!
❓ Troubleshooting

Common Issues:

Google OAuth Error:

  • Check that the redirect URI exactly matches the one shown above
  • Ensure Gmail API and Google+ API are enabled
  • Verify your OAuth consent screen is configured

ClickUp OAuth Error:

  • Verify the redirect URI in your ClickUp app settings
  • Make sure you're using the correct Client ID and Secret

Chipp.ai API Error:

  • Ensure your API key starts with "live_"
  • Check that your Chipp.ai account has API access

Settings Not Saving:

  • Make sure your browser allows localStorage
  • Try clearing your browser cache and re-entering credentials
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