How to Automate Budget Tracking in ClickUp Using Make

In this video, I’ll show you how to automate monthly budget tracking in ClickUp using Make.com, so your team always knows exactly where things stand—without the manual work. You’ll see how to automatically total up hours across projects, update account health statuses as you approach retainer limits, and send alerts when your about to hit 80% or 100% of your set hours. Once it’s set up, account managers can instantly see which clients are healthy, at risk, or critical—no more manual checks, no more guesswork. I’ll walk you through the entire setup, explain each step, and share tips to customize it for your agency. Have a question or want to automate even more? Drop a comment below or reach out! 🔗 Learn more: https://www.bijli.org ➡️ Get started with ClickUp: https://clickup.pxf.io/AWG7nJ ➡️ Sign Up to Make.com: https://www.make.com/en/register?pc=bijli 🔴 Subscribe for more automation tips: https://www.youtube.com/@bijliedu?sub_confirmation=1 #ClickUp #MakeDotCom #Automation #ProjectManagement #ClickUpTutorial #TimeTracking #Make.com #Makeautomation #budgettracker