Specialty-Based (Type of Work) Round Robin Task Routing in ClickUp

Route incoming ClickUp tasks to the right team member based on their specialty. When your marketing agency handles multiple services—SEO, Paid Media, Web Development, and Content Marketing—each task needs to reach a specialist in that area.

This guide shows you how to set up intelligent task assignment using EnforcedFlow’s AI Select field type integrated with Zapier. The AI analyzes task content to automatically classify which specialty it belongs to, then distributes tasks among team members using round-robin rotation.

Before you begin, ensure you have:

An account with EnforcedFlow (Sign up here)
A ClickUp workspace
Zapier account (Starter plan or higher)

Part 1: Configure EnforcedFlow

After signing up, you’ll land on the EnforcedFlow dashboard where you can configure your round-robin group.

Create an Advanced Round Robin Group

Navigate to the Advanced Round Robin section and click to create a new group:

Enter a descriptive name for your group (e.g., “Agency Task Routing”)
Click Create Group

Add Agent Information Fields

You need to add a field to store each agent’s ClickUp User ID. This allows EnforcedFlow to identify which ClickUp user corresponds to each agent.

In your group, under the Settings tab, find the Agent’s Information Fields section. Type clickup_user_id in the Add New Field input and click Add.

Once added, you’ll see the field listed under Agent’s Information Fields.

Add an AI Select Field for Specialty

Switch to the Fields tab to add an AI Select field for intelligent routing.

Click Add a New Field to open the field modal:

Select AI Select as the field type
Enter Specialty as the Display Label
Add context in Field Configuration to guide the AI’s classification
Add options with AI Instructions describing when each should be selected
Click Save

Use these values when configuring your AI Select field:

Specialty	AI Instruction
SEO	Select if the task involves search engine optimization, keyword research, backlinks, or organic traffic
Paid Media	Select if the task involves paid advertising, PPC, Google Ads, Facebook Ads, or ad campaigns
Web Development	Select if the task involves website updates, coding, development, or technical implementation
Content Marketing	Select if the task involves blog posts, copywriting, content creation, or editorial work

Add Your Agents

Switch to the Agents tab to add your team members:

Click the Agents tab
Click Add Agent to open the agent form

You’ll need each agent’s ClickUp User ID before adding them.

Finding ClickUp User IDs

Before adding agents, you’ll need each team member’s ClickUp User ID. Navigate to your team members in ClickUp:

Click Teams in the left sidebar
Select All People to see all workspace members
Hover over a team member’s card to reveal the more options (three dots)

Click the three dots and select Copy member ID.

Adding an Agent

Fill in the agent form:

Agent Name - Enter a display name for this agent
ClickUp User ID - Paste the user ID you copied earlier
Specialty - Select the specialty this agent handles (e.g., SEO)
Click Add Agent to save

Repeat for each team member.

Part 2: Assign Tasks on Creation

This automation triggers when a new task is created in ClickUp. The AI analyzes the task content to determine which specialty it belongs to.

Step 1: Set Up the ClickUp Trigger

Create a new Zap in Zapier, then:

Select ClickUp as the app
Choose New Task as the trigger event
Connect your ClickUp account
Click Continue

Configure the Trigger

Select your Workspace
Click Continue

Optionally, select a Space to limit the scope and set Include Subtasks to True if needed.

Test the Trigger

Click Find new records to pull recent tasks from ClickUp
Select a test task from the list

Then click Continue with selected record.

Step 2: Add the EnforcedFlow Action

Click the + button to add a new step.

Search for the EnforcedFlow app:

Type EnforcedFlow in the search box
Select EnforcedFlow from the results

Configure the action and connect your account:

Select Get Next Agent (Advanced Round Robin) as the action
Connect your EnforcedFlow account
Click Continue

Select the Round Robin Group

Select your round-robin group:

Click on Round Robin Group dropdown
Select your group from the list

Configure AI Select Field Mapping

Map the content for AI classification:

Click on the Specialty field
Select the text field(s) from your trigger that contain content to analyze (e.g., Task Name, Task Description)
Click Continue

The AI will analyze this content to classify the task and route it to the right agent.

Test to Retrieve Agent Data

Click Test step to retrieve agent data. This is required for the next step to work properly.

Step 3: Update the Task with the Assignee

Add another step and configure it:

Select ClickUp as the app
Choose Update Task as the action
Click Continue

Connect your ClickUp account if prompted.

Note: Zapier may show a warning about potential loops. This is safe to ignore as long as your trigger is “New Task” and you’re using “Update Task” (not “Create Task”).

Configure the Update Task Action

Configure the workspace and task field:

Select your Workspace
For the Task field, click to switch to Custom mode

Map the task from the trigger:

Expand 1. New Task in ClickUp from Previous Steps
Select Task Id

The Task field should now show the mapped Task Id. Configure the assignee:

Scroll down to Add Assignees and click the three dots menu
Select Custom to enter a dynamic value

Select the agent’s ClickUp User ID:

Expand 2. Get Next Agent (Advanced Round…)
Select Agent Meta Clickup User Id

Both fields should now be configured:

Task mapped to the Task Id from the trigger
Add Assignees mapped to the ClickUp User Id from EnforcedFlow

Publish the Automation

Test the step to verify it works, then click Publish to activate the automation.

Summary

You’ve now set up AI-powered specialty-based task assignment for ClickUp:

Component	Purpose
EnforcedFlow Group	Stores agents with their specialty and ClickUp IDs
AI Select Field	Classifies tasks into specialties (SEO, Paid Media, Web Development, Content Marketing)
Zapier Automation	Routes new tasks to agents with the detected specialty

How it works:

A new task is created in ClickUp
Zapier triggers and sends the task content to EnforcedFlow
AI analyzes the task name and description to classify the specialty
EnforcedFlow finds an agent with that specialty (using round-robin among specialists)
The task is automatically assigned to that agent

This ensures SEO tasks go to SEO specialists, Paid Media tasks go to media buyers, and so on—with fair rotation within each team. No manual tagging required!