ClickUp Task Triage Agent with Hermes

The shape of this job is high volume and low stakes per item: dozens of small requests a week, each needing a tag, an owner and a reply naming the two things it is missing. That is repetitive judgement rather than difficult reasoning. Hermes handles it hosted, with your ClickUp space and Slack channel wired in as tools and open Hermes models underneath.
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Free to start · guided setup · switch agents any time.

Live demo

Watch it work before it's live

Run a staged conversation — no account needed. The agent handles it for real while a simulated world answers its tool calls; nothing touches real accounts, and nothing is actually sent.

Landing page for the October 8 partner webinar

TO DOA

created by Aisyah Rahman

We need this live by September 24 for the partner webinar on October 8. Copy and speaker headshots sit in the shared drive folder linked below, registration should post to HubSpot form 4412. Budget code is MKT-Q4-08.

What you'll need

Set up in minutes

Using this template drops you into a guided setup. It asks exactly this, nothing else:

  1. Connect ClickUp

    One sign-in. The agent acts through your account, scoped to what this template uses.

  2. Connect Slack

    One sign-in. The agent acts through your account, scoped to what this template uses.

  3. Intake rules

    How your intake actually works - which list new requests land in, the tags you sort them into, what a request must contain before work can start, and which requests deserve a Slack ping.

  4. Team map

    Each type of request paired with the ClickUp member who should own it, plus the person who catches anything matching nothing on the list.

  5. Runs on Hermes

    Preselected for this page — connect your Hermes account during setup, or switch to NoClick's built-in models with one click.

  6. Watch it handle a test run

    A staged conversation against a simulated world — then it’s live.

A considered pairing

Why Hermes for this agent

Repetition without a rota

The same sorting decision made forty times a week is precisely the work people postpone. An agent does not postpone it, so the requester gets an answer on the day they asked.

Nobody outside sees this

No customer reads any of this output. Your own team's intake is a low risk place to find out how faithfully an open model follows rules you wrote.

Good to know

Before you fork

What is it flatly not allowed to do?

Close, delete or archive a task, rewrite a title or description, coin a tag, or set a deadline nobody typed. Its entire output is existing tags, an assignee, one comment and the occasional Slack line. The worst case is a wrong tag you clear in a click, with the task still sitting where you can see it.

Other editions

Run it with a different agent

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Make it yours

Put ClickUp Task Triage Agent to work on Hermes.

Free to start. Guided setup, a staged test run, and a workflow you can change at every step.