CLICKUP AI

ClickUp AI that does real work.

We set up ClickUp AI to take repetitive work off your team. From one helpful agent to a whole process that runs from start to finish, with your team still making the calls that matter.

Let’s talk about what you want to build

Not using AI? See our other ClickUp services

VERIFIED CONSULTANT

ClickUp power user since 2018.

Workspaces that make sense, AI helpers if you want them, one-on-one setup, team training and support after launch. Not a template. Not a lecture.

Since 2018

200+ projects

CLICKUP AI, EXPLAINED

The plain-English version.

ClickUp AI comes in a few pieces. Here’s what each one does.

ClickUp Brain

The AI built into ClickUp. Ask it questions, get it to write or summarise, and it knows your workspace.

Super Agents

AI helpers with one job each. You tell them what to do, what they can see and when to step in.

AI Skills

Saved instructions so the AI does a task your way every time, without you explaining it again.

Workflows

A set of steps that run in order. AI does some steps, people approve others.

Artifacts

Dashboards, reports, slides and simple tools that AI builds from your real work. Some update themselves.

NO AI NEEDED

Automations

Simple “when this happens, do that” rules. These don’t need AI at all.

CLICKUP AI, SUPER AGENTS AND WORKFLOWS

Think bigger than summaries and first drafts.

With the right setup, AI can do much more than tidy up notes. It can get the next stage of work ready. It can keep several AI helpers working together. And it brings your team in when a decision needs a person.

These are just a few examples. They’re a small taste of what’s possible. We shape every process around your business, so yours could look quite different.

PROJECTS

From signed proposal to ready-to-start project.

When a client signs, AI reads what you agreed and builds the project for you: stages, tasks, rough time estimates and a space for the client. It drafts the welcome email and flags anything missing, so your team can check it all before work starts.

Not just a task with the client’s name on it. A project built around what you actually agreed.

Filled steps are where a person checks or decides.

Proposal signed

AI checks the scope and flags gaps

AI builds the project plan and client space

Your team checks and approves

Ready to start

HIRING AND ONBOARDING

From job application to a smooth first day.

Applications come in through a ClickUp Form. AI summarises each one against what the role needs, so the hiring team can compare them quickly. Once someone accepts an offer, AI sets up their onboarding: tasks for everyone involved, a first-week plan and a welcome message ready to send.

AI does the paperwork. People make every hiring decision.

Application received

AI summarises it against the role

Hiring team shortlists and decides

AI prepares the onboarding plan

New starter ready for day one

Candidate details stay in a private area only the hiring team can see.

SALES

From new enquiry to proposal ready to send.

A new enquiry comes in. AI looks up the business, pulls together what you already know and suggests questions for the first call. After the call, it turns your notes into a proposal draft and sets reminders so nobody forgets to follow up.

Less time on prep and paperwork. More time actually talking to people.

New enquiry

AI researches and preps the first call

You have the call

AI drafts the proposal from your notes

You review, send and follow up

From approved brief to a campaign plan.

AI turns an approved brief into a campaign plan, first drafts for each channel, production tasks and a review schedule. It follows your brand voice and content rules, so every piece starts in the right place.

A team of AI helpers, not one chatbot doing everything.

Give each AI helper one clear job, like research, planning, writing or checking work against what was agreed. They pass work along in order, and people make the decisions that matter.

START SMALL

Not ready for the big stuff? Start small.

Plenty of teams start with one thing.

Meeting notes into tasks

Every action from the meeting lands in ClickUp with an owner, without anyone typing it up.

A weekly update that writes itself

Progress, blockers and next steps pulled together from your tasks each week.

AI that writes in your style

Emails, proposals and posts that already sound like you before you edit them.

Once that’s working, it’s easier to see what’s next.

Let’s talk about a starting point

CUSTOM DASHBOARDS AND TOOLS

Not just work done. Things you can see and use.

Artifacts are dashboards, reports, slide decks and simple tools that ClickUp AI builds from the work already in your workspace. We design them, build them and make sure the numbers behind them are right.

Live dashboards

See project progress, workload or sales in one place, updated from your workspace every time you open it.

Client-ready reports and slides

Turn project data into a clean update or presentation for your clients or your board.

Simple tools for your team

Quote calculators, capacity planners or checklists your team can click through, built around how you work.

Reports that look the same every time

Save a finished report as a template, so next month’s version has the same layout with fresh numbers.

HOW IT WORKS

How we build them.

Work out what you need to see

We talk through the decisions you want to make and the numbers that help you make them.

Get the data right

We check your workspace and fix the fields, statuses and structure the Artifact needs.

Build and test it

We build the Artifact, test it with real data and adjust it until it’s useful.

Keep it working

When your workspace changes, Artifacts can quietly break. We can check and fix them as part of ongoing support.

Got a report you rebuild every month?

Tell us what you keep putting together by hand. We’ll tell you if an Artifact can do it for you.

Let’s talk about a custom build

WHY GET US TO BUILD IT?

A dashboard is only as good as the data behind it.

Anyone can ask AI for a dashboard. The hard part is making sure it shows the right numbers. If your custom fields are messy, your statuses don’t match the work or information lives in five places, the dashboard will show that mess back to you.

We sort out the workspace data first, then build the Artifact on top of it. So when you open it, you can trust what you see.

HOW WE MAKE IT WORK

The clever part isn’t the AI. It’s the setup around it.

We plan what happens before, between and after the AI steps. What information it needs. What rules it follows. Who checks its work. What happens when something’s missing or goes wrong.

Then we pick the right mix of ClickUp AI and other tools. We build it, test it on real work and fine-tune it. Your team learns how to use it and when to step in.

Map the process and agree what a good result looks like.

Set up the AI helpers: what they should do, what they can see and what they’re allowed to change.

Test the results, how work passes to the next person and what happens when something’s missing or goes wrong.

Train your team and keep improving the setup.

GOOD TO KNOW

A few honest notes.

ClickUp AI isn’t included on every plan. We’ll check what you have and what it costs before we recommend anything.

AI uses credits each time it runs. We’ll set it up so you’re not burning through them on jobs that don’t need it.

Some features, including Agent Workflows, are still in beta. We’ll tell you what’s ready to rely on and what isn’t.

Artifacts use AI credits when they’re created or changed. They also can’t pull information from tools outside ClickUp, so we’ll check your data lives in the right place first.

People stay in charge. We build in check points wherever a decision matters.

FAQ