TickTick

• Sales

  Manually create follow-up tasks after each call

  A rep finishes a discovery call and spends 4–5 minutes opening TickTick, writing the task, setting the due date, and adding deal notes — repeated for every call in the pipeline.

  18 min/week
  Sales Agent

  Agent creates and assigns follow-up tasks instantly

  When a call ends in the CRM, the agent creates a TickTick task with the deal name, next-step notes, and due date pre-filled — the rep's list is updated before the call recording even finishes processing.
• Marketing

  Hand-enter campaign milestone tasks from the brief

  A campaign manager reads the approved brief and manually creates a TickTick task for each milestone — copy deadline, design review, launch day, post-launch report — one by one, with no consistent format.

  13 min/week
  Marketing Agent

  Agent builds the full milestone task list from the brief

  When a campaign brief is approved, the agent reads it, creates a TickTick task for every milestone with correct due dates and owners, and posts the task links to the campaign Slack channel.
• Customer Support

  Log every escalation as a manual TickTick task

  A support lead reads a priority email, decides it warrants tracking, switches to TickTick, recreates the context from memory, sets priority and due date, then returns to the helpdesk — 3–4 minutes per escalation.

  18 min/week
  Customer Support Agent

  Agent turns urgent emails into tracked tasks in seconds

  The moment a high-priority support email lands, the agent creates a TickTick escalation task with the full thread context, sets the SLA due date, and pings the lead in Slack — zero manual steps.
• Human Resources

  Copy onboarding action items into TickTick by hand

  When a new hire is confirmed, an HR coordinator manually creates a TickTick checklist — equipment order, system access, first-week schedule — from a template they keep in a separate document.

  7 min/week
  Human Resources Agent

  Agent generates the onboarding checklist automatically

  When a new hire record is created, the agent reads the onboarding template and creates every checklist task in TickTick with correct owners and due dates, ready for the first day.
• Finance

  Manually track finance deadlines in TickTick

  A finance analyst reads the planning calendar, identifies report and compliance deadlines, and creates TickTick tasks by hand — prone to omission when the calendar is busy or someone is on leave.

  13 min/week
  Finance Agent

  Agent converts every finance deliverable into a tracked task

  When a new deliverable is added to the finance planning page, the agent creates a TickTick task with the hard due date, a one-week-early reminder, and a priority flag — no deadline slips past unlogged.
• Operations

  Transfer spreadsheet action items to TickTick manually

  After a vendor review or audit, an ops coordinator copies each action item from the notes spreadsheet into TickTick one row at a time, manually setting priority, due date, and assignee for each entry.

  25 min/week
  Operations Agent

  Agent syncs action items from the spreadsheet automatically

  When a new row is added to the ops tracker, the agent reads the action item, checks for duplicates, and creates a TickTick task with correct priority and due date — the tracker and the task list stay in sync without anyone bridging them.
• Legal

  Manually log contract review tasks in TickTick

  A paralegal receives a new contract, opens TickTick, creates a review task with the contract name and deadline, and attaches the file separately — a four-step process repeated for every incoming agreement.

  6 min/week
  Legal Agent

  Agent creates the review task with the file already attached

  When a contract lands in the legal inbox, the agent creates a TickTick task titled with the contract name, sets the review deadline, and attaches the PDF — the reviewer opens one task with everything in place.

+ 100s of other automations your agent handles