How to Create Polls and Surveys with ClickUp AI Agents

ClickUp makes it simple to build structured polls and surveys using AI Agents so your team can collect feedback and make decisions faster without leaving your workspace.

This step-by-step guide walks you through how to use AI Agents for poll and survey creation, from drafting questions to organizing responses.

What You Need Before Using ClickUp AI Agents

Before you start, confirm you have access to the features required to build polls and surveys with AI Agents inside ClickUp.

An active ClickUp Workspace.
Access to ClickUp AI Agents in your plan.
Permission to use AI inside Docs, tasks, or other supported locations.

If you are unsure about availability or pricing, review the official AI Agents information on the ClickUp AI Agents poll and survey page.

Accessing ClickUp AI Agents for Poll and Survey Creation

You can access AI Agents from supported areas where you write content, such as Docs or task descriptions. The exact entry point may vary, but the general flow is similar.

Open a task, Doc, or supported view where AI Agents are enabled.
Locate the AI or AI Agents icon in the editor toolbar.
Click the icon to open the AI Agents panel or command menu.

Once the panel is open, you can choose an agent or prompt type that helps you draft polls and surveys.

Using ClickUp AI Agents to Draft a New Survey

AI Agents can generate complete survey drafts based on your topic, audience, and goals. This accelerates setup so you can focus on fine-tuning questions.

Step 1: Define Your Survey Goal in ClickUp

Start by clearly stating what you want to learn. This helps the AI Agent generate relevant questions.

Examples of goals you might provide to the agent:

Measure customer satisfaction after a product launch.
Collect team feedback on a new process.
Prioritize features for an upcoming release.

In your AI prompt, include:

The audience (customers, team members, stakeholders).
The main topic or product.
How detailed you want responses to be.

Step 2: Ask the ClickUp AI Agent to Create Questions

Use a prompt that instructs the AI Agent to create a structured survey. For example, you might say:

“Create a 10-question customer satisfaction survey with a mix of rating scales and open-ended questions.”
“Draft a team feedback survey about our new sprint planning workflow with multiple choice and short answer questions.”

The AI Agent will generate a survey draft with:

Question text.
Suggested answer formats (rating scale, multiple choice, text input).
Logical ordering from general questions to specific ones.

Step 3: Review and Edit Survey Questions in ClickUp

After the AI Agent generates the survey, read through each question to ensure it fits your goals.

Check for:

Clarity of wording.
Balanced answer choices.
Logical flow between questions.
Appropriate length for your audience.

You can make manual edits or send follow-up prompts to the AI Agent such as:

“Shorten these questions.”
“Add one more question about support experience.”
“Convert questions 3 and 4 to multiple choice.”

Creating Polls with ClickUp AI Agents

Polls are shorter than surveys and are great for quick decisions or fast feedback. AI Agents help you create concise, targeted polls directly in ClickUp.

Step 1: Describe the Decision You Need to Make

Begin by telling the AI Agent what you are trying to decide. For example:

“We need to choose a date for a team offsite.”
“We are deciding which feature to build next.”
“We want to pick a theme for our next webinar.”

The more context you give, the better the poll options will be.

Step 2: Generate Poll Options with ClickUp AI

Prompt the AI Agent to suggest clear, non-overlapping options. For example:

“Generate a simple poll with up to 5 clear options for this decision.”

The AI Agent can provide:

Distinct options that avoid confusion.
Short labels that are easy to scan.
Optional descriptions if you need more context.

Step 3: Refine Poll Question and Options

Once you see the first draft:

Edit any unclear wording.
Remove redundant options.
Add an “Other” or “Not sure” option if needed.

If you want the AI Agent to adjust the poll, you can say:

“Reduce to three options.”
“Make the language more casual.”
“Add an option for people who are undecided.”

Structuring Your Polls and Surveys in ClickUp

Good structure improves response quality and completion rates. Use AI Agents to help organize and format your questions.

Organize Questions by Section

Ask the AI Agent to group questions logically. For example:

General information.
Experience and satisfaction.
Open feedback and suggestions.

You can prompt the AI Agent with something like: “Group these questions into 3 sections and add section headings.”

Standardize Answer Scales with ClickUp AI

Consistent scales make results easier to analyze. You can instruct the AI Agent to:

Use a 1–5 or 1–10 rating scale.
Apply the same labels across all rating questions.
Convert free-text questions into scaled questions where appropriate.

This keeps your survey format uniform and easier to compare across questions.

Improving Poll and Survey Quality with ClickUp AI Agents

AI Agents can also audit your draft to catch confusing wording, bias, or unnecessary complexity.

Ask ClickUp AI to Simplify Language

If your questions feel too technical or long, provide a command like:

“Rewrite all questions in clear, simple language for a general audience.”
“Shorten every question to one sentence.”

The agent will return a revised version using more accessible wording while keeping the intent intact.

Check for Leading or Biased Questions

Biased questions can skew results. You can ask the AI Agent to:

Highlight any leading or loaded questions.
Suggest neutral alternatives.
Balance answer options so they are not one-sided.

This helps you maintain reliable, objective data collection.

Using ClickUp to Organize and Analyze Responses

Once your poll or survey is ready, you can share it and then organize responses inside ClickUp for follow-up work.

Typical next steps might include:

Turning key findings into tasks or action items.
Creating Docs summarizing feedback themes.
Assigning owners for follow-up improvements.

AI Agents can assist with summarizing open-ended responses, extracting themes, and drafting insights you can share with stakeholders.

Summarize Open Responses with ClickUp AI

After collecting responses, you can paste feedback into a Doc or supported area and ask the AI Agent to:

Summarize common themes.
Highlight top requests or issues.
Create a brief executive summary for leadership.

Best Practices for Poll and Survey Creation in ClickUp

To get the most from AI Agents while working in ClickUp, follow these guidelines:

Be specific in your prompts about audience, tone, and length.
Always review and edit AI-generated content before sending it out.
Test your poll or survey with a small group first.
Use consistent scales and clear answer options.
Lean on AI Agents to simplify, translate, or clarify questions when needed.

Where to Learn More About ClickUp AI Agents

For additional examples and details directly from the platform, you can explore the official ClickUp AI Agents poll and survey creation page.

If you want expert help implementing AI-powered workflows, optimization, or documentation around ClickUp usage, you can also visit Consultevo for professional consulting and support.

By combining ClickUp AI Agents with clear goals and thoughtful review, you can create effective polls and surveys that capture meaningful insights and drive better decisions across your teams.

Need Help With ClickUp?

If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.

Get Help

“`