ClickUp + Phano
Phano reads your ClickUp projects to inform delivery progress and the moment to widen the account.
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What Phano reads in ClickUp
All-in-one project management. Synced continuously, tied to the right account, then crossed with your other sources.
Tasks and onboarding milestones per account
Delivery workloads and delays
Signals of an account ripe for an extension
Connect ClickUp in a few minutes
Secure connection via OAuth, no development and no password stored.
Create your Phano account or sign in, then open Integrations in the menu.
Click "Connect ClickUp": a ClickUp window opens. Authorise Phano with read-only access, no password stored.
Sync starts right away: Phano ties your ClickUp data to the right account.
The first diagnostic arrives the same day, delivered straight into your tools.
What it powers
Onboarding and delivery progress sheds light on real health and the right moment to widen scope.
These signals feed Phano's composite AI, which crosses six techniques on every account, and its four agents: Defense, Expansion, Field and Strategy. The same benefit for a Customer Success Manager protecting retention and an Account Manager arbitrating their key accounts.
Delivered where you already work
The diagnostic arrives on your five channels, plus API and MCP access, in the format suited to each. No extra tool to open.
Morning digest sorted by priority
Slack
Concise alert, one-click feedback
Teams
Adaptive card in your channels
CRM
Enriched fields on the account record
Webhook
Signed JSON payload to your tools
API and MCP
On-demand access for your agents
Your data stays yours
Security, isolation and compliance by default. Not an add-on.
Per-organization isolation
Every organization is partitioned by Row Level Security at the database level, with a double membership check server-side.
AES-256 encryption
All data is encrypted at rest across the entire database, and in transit.
Anonymization before AI
Emails and phone numbers are masked before any model call. The original data never leaves our European servers.
GDPR compliance
Export and deletion of your data on demand. Transfers outside the EU governed by Standard Contractual Clauses.
Frequently asked questions
How do I connect ClickUp to Phano?
Connect ClickUp in a few clicks from your Phano workspace, no development. Sync starts right away and the first diagnostic arrives the same day, delivered into your tools.
What data does Phano read in ClickUp?
Phano reads in particular: tasks and onboarding milestones per account; delivery workloads and delays; signals of an account ripe for an extension. Sensitive data such as emails and phone numbers is anonymised before any model call, and stays encrypted at rest and in transit.
Is ClickUp enough on its own?
Phano works from a single connected source, but it is the crossing of several tools that makes the diagnostic most reliable: a single signal can be dismissed, it is their convergence that surfaces the real risks and the real opportunities.
Connect ClickUp, get your first diagnostic.
The first diagnostic arrives the same day, in your tools.