How to Use ClickUp AI Agents for Performance Management

ClickUp includes powerful AI Agents that help teams automate performance management, streamline reviews, and maintain a single source of truth for all employee data and feedback.

This how-to guide walks you through setting up and using these AI-powered features so managers and People Ops teams can save time, reduce manual work, and improve visibility across the entire performance lifecycle.

Understand ClickUp AI Agents for HR and Ops

Before you start, it helps to understand how AI Agents fit into performance management and people operations.

On the official ClickUp AI Agents performance management page you can see how these agents act as specialized teammates that work across your workspace to handle recurring and complex tasks.

• They collect and summarize information from tasks, docs, and goals.
• They surface the right context during performance cycles.
• They help HR and managers maintain consistent processes and documentation.

These agents are designed to work for org-wide operations such as HR, People Ops, and management reviews, making them ideal for centralized performance programs.

Plan Your Performance Management Workspace in ClickUp

Before configuring AI Agents, design a clear performance management structure in ClickUp so the agents have the right data to work with.

Define your performance hierarchy in ClickUp

Set up a simple, organized hierarchy for reviews and goals:

1. Create a Space for People Ops or HR.
2. Add Folders for topics like Performance Reviews, Continuous Feedback, and Goals.
3. Use Lists to represent review cycles, such as Quarterly Reviews or Mid-Year Check-ins.

This structure lets AI Agents reliably find and reference the data they need to support your workflows.

Standardize review templates in ClickUp

Use Docs and task templates to maintain consistency:

• Create a review template Doc for managers to complete during each cycle.
• Build task templates for reviews, one-on-ones, and feedback sessions.
• Attach these templates to the appropriate Lists and workflows.

Standard templates make it easier for AI Agents to analyze information and keep performance data aligned over time.

Set Up ClickUp AI Agents for Performance Management

Once your workspace is structured, you can configure AI Agents to support performance processes.

Identify key performance workflows for ClickUp AI Agents

Start by listing the HR and performance workflows that take the most time or are highly repetitive:

• Preparing review packets and summaries.
• Collecting peer feedback.
• Tracking goals and OKRs across teams.
• Aggregating data for calibration meetings.

Each of these workflows can be partially automated or supported by AI Agents inside ClickUp.

Connect AI Agents to the right data in ClickUp

AI Agents rely on access to the right information. Make sure performance data is stored where the system can use it:

1. Attach relevant Docs to performance Lists and tasks.
2. Use custom fields for ratings, competencies, and calibration tags.
3. Organize goals and key results in a structured Goals area.

With clearly organized data, AI Agents can generate useful summaries, insights, and context during each performance cycle.

Use ClickUp AI Agents During Review Cycles

After setup, you can use AI Agents to manage and streamline active review periods.

Prepare performance review packets with ClickUp

During a review cycle, AI Agents can assist with gathering and summarizing data for each employee:

• Collect historical performance notes and tasks.
• Summarize project outcomes and key contributions.
• Aggregate peer feedback from multiple Lists or Docs.

This reduces the manual effort needed to prepare review materials and gives managers a clear, unified view of performance.

Support calibration meetings using ClickUp

For calibration, AI Agents can help centralize and standardize data across teams:

1. Pull ratings and comments into a single view.
2. Highlight patterns and discrepancies across managers.
3. Support consistency by referencing agreed-upon criteria.

With central data and AI support, calibration sessions become more efficient and fair.

Improve Ongoing Feedback With ClickUp

Performance management works best when feedback is continuous, not just tied to annual reviews. AI Agents can support this ongoing process.

Streamline one-on-ones in ClickUp

Organize one-on-one workflows and let AI Agents provide context:

• Create recurring one-on-one tasks for each manager–direct report pair.
• Attach shared Docs for meeting notes and action items.
• Use AI Agents to summarize previous discussions and open tasks.

This helps managers and employees stay aligned and ensures that important topics carry forward from one meeting to the next.

Centralize feedback and recognition in ClickUp

Use Lists or forms to capture feedback in a structured way:

1. Build a Feedback or Recognition List where team members can submit input.
2. Tag relevant employees and link to the projects or goals involved.
3. Enable AI Agents to surface this information during reviews and career conversations.

By housing feedback in one place, you create a reliable history that AI Agents can reference.

Measure and Optimize Performance Processes in ClickUp

Over time, you can refine your performance management system to be more efficient and more aligned with business goals.

Track performance operations metrics in ClickUp

Use tasks, custom fields, and dashboards to monitor HR and People Ops performance operations:

• Measure time to complete review cycles.
• Track completion rates for self-reviews and manager reviews.
• Monitor alignment between goals and delivered results.

AI Agents can help summarize trends and highlight areas where processes are slowing down or getting stuck.

Continuously refine workflows with ClickUp

As you collect data, iterate on your workflows:

1. Update templates when you see recurring gaps in feedback.
2. Adjust Lists and custom fields to reflect new competencies or frameworks.
3. Train teams on improved processes and highlight how AI Agents support them.

This continuous improvement loop helps People Ops and HR teams deliver better experiences for managers and employees.

Learn More About ClickUp AI Agents for Performance Management

You can explore more details and examples of AI-supported performance management on the official product page at ClickUp AI Agents for performance management.

For organizations looking for additional guidance on implementing performance operations and AI-driven workflows, you can also consult external experts such as Consultevo, which specializes in modern operations and productivity systems.

By thoughtfully structuring your workspace, standardizing templates, and activating AI Agents across key workflows, ClickUp becomes a powerful hub for performance management that supports HR, People Ops, and managers throughout the entire employee lifecycle.

Need Help With ClickUp?

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

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