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QuippyAI user guide

Keep execution, creative work, and time connected to the client commitment.

QuippyAI keeps the promise, request, or follow-up in one place. ClickUp owns execution after linking, while Canva remains the home of the design.

Limited

ClickUp

Create or link one execution task per commitment and bring recognized status changes back into QuippyAI.

Limited

Canva

Attach one or more existing designs, edit them in Canva, and track a QuippyAI review stage.

Limited

Toggl Track

Link recorded time to clients and commitments, review uncertain matches, and plan from your own history.

Before you begin

Connections belong to the active QuippyAI workspace. Choose the right workspace and provider account before authorizing anything.

Choose the workspace

Switch to the QuippyAI workspace that should own the connection.

Confirm access

Use a ClickUp or Canva account that can reach the intended work.

Check billing

The workspace needs an active trial, subscription, or complimentary grant.

Coordinate changes

Ask a workspace owner or administrator to manage shared connections.

Do not switch QuippyAI workspaces, sign out, or close the authorization flow while connecting a provider. If the Integrations card is missing, ask your deployment owner to enable it.

Connect and map ClickUp

First connect one ClickUp account and Workspace, then map each QuippyAI client to the ClickUp List where new tasks should go.

Connect the ClickUp Workspace

  1. 1
    Open Settings → Integrations in the intended QuippyAI workspace.
  2. 2
    Select Connect ClickUp, sign in, and authorize the Workspace or Workspaces QuippyAI may access.
  3. 3
    If more than one Workspace was authorized, choose the intended one after returning to Settings.
  4. 4
    Confirm that the badge says Connected and the right Workspace name appears.

Map a client to a ClickUp List

  1. 1
    Open the destination List in ClickUp. Its List ID is the number immediately after/l/or/li/in the address.
  2. 2
    In QuippyAI, open Clients and select the client.
  3. 3
    Paste the ID into ClickUp List ID. Add an optional friendly label.
  4. 4
    Select Save mapping, then create one manual test task.
ClickUp List ID instructions

Create, link, and refresh ClickUp tasks

Accept an AI suggestion before using its integration controls. Suggested commitments stay under human review until you approve them.

Create a new ClickUp task

  1. 1
    Open Commitments and accept the suggestion if needed.
  2. 2
    Confirm that its client has a ClickUp List mapping.
  3. 3
    Select Create ClickUp task.
  4. 4
    When the link finishes creating, use Open in ClickUp.

Link an existing ClickUp task

  1. 1
    Open the task in ClickUp and copy its raw task ID.
  2. 2
    Paste the ID into Link ClickUp task URL.
  3. 3
    Select Link. A client List mapping is not required.
  4. 4
    Use the raw ID if a copied full ClickUp URL does not work.

What QuippyAI sends when creating a task

The ClickUp task receives the commitment title, description, client and requester context, deadline when present, and a secure link back to QuippyAI. Repeated clicks are designed not to create duplicate tasks.

Recognized ClickUp statuses

Custom statuses remain visible, but QuippyAI does not guess what they mean.

ClickUpQuippyAI
To do, OpenOpen
In progressIn progress
Client reviewWaiting on client
Internal review, ReviewWaiting internally
Complete, Closed, DoneDone

Refresh

Pull the latest ClickUp status and assignee now.

Open

Continue execution in the linked ClickUp task.

Unlink

Remove the relationship without deleting the ClickUp task.

Status flow is mainly ClickUp → QuippyAI. QuippyAI status, owner, deadline, and priority edits do not update ClickUp in this release. Use manual refresh for an immediate update; background reconciliation is not real time.

Connect Canva

QuippyAI requests access to design metadata, folders, and asset metadata. The design content remains in Canva.

Authorize the Canva account

  1. 1
    Open Settings → Integrations in the intended QuippyAI workspace.
  2. 2
    Select Connect Canva, sign in, and approve the requested access.
  3. 3
    Return to QuippyAI and confirm that the Canva badge says Connected.
  4. 4
    If shown, a client-level Canva folder ID is optional and currently acts as a saved reference only.

The connected Canva account must already be allowed to open a design. Attaching a design in QuippyAI does not grant new Canva permissions to teammates.

Attach and manage Canva designs

Attach an existing design to an accepted commitment. A single commitment can hold several Canva design links.

Attach a design

  1. 1
    Open the design in Canva and copy its normal browser URL or raw design ID.
  2. 2
    In QuippyAI, open Commitments and accept the suggestion if needed.
  3. 3
    Paste the URL or ID into Attach Canva design link.
  4. 4
    Select Attach. QuippyAI verifies access through the connected Canva account.

Use the design controls

  • Edit in Canva opens the design in Canva.
  • Refresh design metadata refreshes the saved title and temporary edit/view links.
  • Unlink removes the QuippyAI association without deleting the design.
  • Creative review state records a workflow stage in QuippyAI only.

QuippyAI creative review states

DraftInternal reviewClient reviewChanges requestedApprovedDelivered

These labels do not change Canva approvals, comments, permissions, or design state.

Canva edit and view links are temporary. If a link or title is stale, select Refresh design metadata. There is no background Canva refresh in this release.

Connect Toggl and add time context

Toggl Track remains the source of truth. Quippy imports recorded time, asks you to confirm uncertain mappings, and uses your organization’s own history for planning ranges.

Connect the workspace

  1. 1
    A workspace owner or administrator opens Settings → Toggl time intelligence.
  2. 2
    Copy the API token from the intended Toggl profile, paste it into QuippyAI, and select Connect Toggl.
  3. 3
    Choose the Toggl Workspace before importing time, then map each QuippyAI client to its Toggl client or project IDs.
  4. 4
    Select Sync now, then review any time that Quippy could not confidently map.

Let teammates use timers

  1. 1
    Each teammate connects their own Toggl API token under Your Toggl account.
  2. 2
    Open Time or an eligible commitment and select Start timer.
  3. 3
    Stop the timer in QuippyAI or Toggl. Quippy writes time only for a timer action the person explicitly requests.
  4. 4
    Disconnecting a personal token removes that person’s timer access without disconnecting the workspace integration.

Review first

Uncertain time stays out of client totals and financial metrics until someone confirms its mapping.

Plan with ranges

Commitment estimates show a low-to-high range, confidence, and comparable-work evidence instead of false precision.

Control financial access

Labor cost settings and detailed team-time controls stay with workspace owners and administrators.

Toggl availability depends on deployment configuration. API tokens are encrypted, never displayed again, and disabled or removed when disconnected.

Troubleshooting

Integrations is missing

Ask the deployment owner to enable and configure the provider.

Connecting opens Billing

The active workspace needs an active trial, subscription, or access grant.

Reauthorization required

Select Reauthorize in Settings and approve access again.

Create ClickUp task is missing

Accept the commitment, assign its client, select a ClickUp Workspace, and map the client to a List.

A ClickUp URL will not link

Paste the raw task ID and confirm that the connected account can access it.

ClickUp is stuck on Creating or Sync error

Unlink it, verify the List ID and permissions, then create the task again.

Missing in ClickUp

Check whether the task was deleted or archived. The QuippyAI commitment is preserved.

A Canva design will not attach

Use a normal Canva design URL or raw ID and confirm access through the connected account.

Canva title or edit link is stale

Select Refresh design metadata.

Toggl is missing

Ask the deployment owner to enable Toggl time intelligence.

No Toggl time was imported

Confirm that an administrator selected a Toggl Workspace, then select Sync now.

A timer will not start

Connect your own Toggl API token and confirm that it belongs to the connected Toggl Workspace.

Time is missing from client totals

Open Time and confirm or manually assign the entry; uncertain matches are excluded by design.

Current release boundaries

Use the manual creation, linking, attachment, and refresh controls as the dependable workflows for this release.

  • ClickUp automatic task creation may be visible, but it is not wired end to end.
  • Real-time ClickUp webhooks and ClickUp task import do not have user controls.
  • Creating, exporting, browsing, or commenting on Canva designs is not available in QuippyAI.
  • Automatic Toggl webhook updates depend on deployment configuration; Sync now remains the dependable manual refresh.
  • Each QuippyAI workspace supports one ClickUp connection and one Canva connection.

Ready to connect?

Open the active workspace, go to Settings, and connect the provider your team is ready to use.

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