Case Study: DataAutomation unifies teams and workflows with ClickUp

How DataAutomation Brings Its Teams & Tools Into One Place With ClickUp

DataAutomation, a SaaS platform that automates software and processes for more than 186 companies worldwide, struggled to keep its Implementation, Sales, and Marketing teams aligned as it grew. Before ClickUp, the company relied on a patchwork of tools like Trello, Tettra, Streak, Google Docs, Sheets, and Forms, which created silos, made collaboration difficult, and reduced visibility across teams.

With ClickUp, DataAutomation consolidated work into a single shared workspace using Spaces, Folders, Lists, dashboards, templates, automations, and time tracking. The result was better cross-functional coordination, clearer ownership and transparency, faster response times, and a noticeable downward trend in “time in status,” showing that tasks were less likely to stall.

DataAutomation

Addison Clearwood

Project Manager