How to Use ClickUp AI for Underwriting Workflows
ClickUp offers AI agents and workflows that help underwriting teams collect data, standardize evaluations, and keep decisions consistent across financial risk reviews.
This how-to guide walks you through setting up underwriting work management using AI, based strictly on the capabilities shown on the official underwriting solution page.
Understand the ClickUp AI Underwriting Use Case
The underwriting solution is designed for teams that need to analyze borrower or customer risk, manage documentation, and keep review processes auditable. It brings together work management, automation, and AI to speed up repetitive underwriting tasks.
Using the official underwriting page at ClickUp AI agents for underwriting, you can see how work is centralized into clear workflows that combine tasks, approvals, and AI-powered assistants.
Core goals of underwriting in ClickUp
- Organize intake of applications and requests
- Automate data collection and enrichment
- Standardize risk assessments and decision summaries
- Track approvals and exceptions in one workspace
Plan Your Underwriting Workflow in ClickUp
Before building structures with ClickUp AI agents, outline the stages of your underwriting process. The solution page highlights how underwriting work can be broken into phases that flow from intake to decision.
Map underwriting stages
Create a simple list of the stages you want to manage:
- Intake and triage
- Document collection
- Data verification and analysis
- Risk assessment
- Approval, decline, or conditional decision
- Post-decision follow-up
This process map will guide how you structure Lists, tasks, fields, and AI agent prompts.
Define underwriting data requirements
Next, document what information your team needs at each step:
- Applicant or customer profile details
- Financial statements and credit data
- Risk ratings, scores, and flags
- Policy rules and decision criteria
- Supporting notes and justifications
These data points can be captured and organized using custom fields and task templates in ClickUp.
Set Up Underwriting Spaces and Lists in ClickUp
With your stages and data defined, you can configure ClickUp to match your underwriting process. The solution page highlights how underwriting work is grouped into organized views for teams.
Create an underwriting Space
- Create a dedicated Space named “Underwriting”.
- Enable features you need, such as tasks, custom fields, automation, and dashboards.
- Invite stakeholders such as risk analysts, underwriters, and approvers.
Build Lists for underwriting stages
Within the underwriting Space, you can create Lists that reflect your flow. For example:
- New Applications
- In Review
- Additional Information Needed
- Approved
- Declined
Each List can display underwriting tasks with custom fields, statuses, and AI-generated summaries that mirror what is described in the underwriting solution page.
Configure ClickUp Custom Fields for Underwriting Data
Custom fields are crucial for capturing structured underwriting data. The underwriting page emphasizes data consistency across applications, which is supported by standardized fields.
Recommended underwriting custom fields
- Applicant Name (text)
- Deal Type (dropdown)
- Requested Amount (currency)
- Risk Rating (dropdown or numeric)
- Policy Exceptions (yes/no)
- Decision Status (dropdown)
- Follow-up Date (date)
By adding these fields to your ClickUp Lists, AI agents can reference them in prompts, summarize information, and generate consistent underwriting notes.
Use ClickUp AI Agents to Streamline Underwriting
The underwriting solution page highlights how AI agents can handle repetitive tasks and analysis. You can configure ClickUp AI agents to assist with summarizing documentation, preparing draft decisions, and organizing tasks.
Common underwriting tasks for ClickUp AI
- Summarize financial statements into risk-focused bullet points
- Create standardized underwriting memos from task data
- Generate checklists of required documents based on deal type
- Draft follow-up emails for missing information
Design prompts for underwriting automation
When setting up AI agents, write clear instructions that align with your policies. For example:
- Explain the applicant’s risk profile in 5–7 bullet points based on the attached documents and custom fields.
- Generate a concise underwriting summary that covers strengths, weaknesses, and key risk drivers.
- List any missing information required to complete this underwriting review.
These prompts ensure ClickUp AI agents deliver consistent output that matches your underwriting standards.
Automate Underwriting Workflows in ClickUp
Automation connects events like status changes to actions such as AI summaries, field updates, or notifications. The underwriting AI agents page shows how workflows can reduce manual coordination.
Example underwriting automations
- When a task moves to “In Review”, trigger an AI-generated summary of all uploaded documents.
- When “Risk Rating” is above a threshold, automatically assign a senior reviewer.
- When “Decision Status” is set to “Approved”, notify stakeholders and update a follow-up date.
These automations help maintain a clean audit trail and reduce repetitive work in ClickUp.
Use ClickUp Views and Dashboards for Underwriting Oversight
The underwriting page emphasizes visibility across requests and risk decisions. Views and dashboards give managers insight into workload and risk exposure.
Helpful ClickUp views for underwriting teams
- List view for structured data and quick inline edits
- Board view for visualizing stages like New, In Review, Approved, Declined
- Table view for filtering by risk rating, amount, or decision status
- Dashboard with charts for volumes, turnaround times, and risk distributions
Combine these views with AI-generated task summaries so underwriters and leaders can scan information quickly without opening every record.
Keep Underwriting Work Compliant and Consistent in ClickUp
Consistency and auditability are highlighted benefits on the underwriting solution page. By centralizing work management and AI in one place, you make it easier to review how each decision was made.
Best practices for underwriting in ClickUp
- Use standard task templates with required custom fields.
- Document all key decisions and exceptions in task comments or description.
- Have AI agents create summaries, but require human review before final decisions.
- Regularly review automations and prompts to ensure they match policy updates.
Following these practices strengthens governance while still using AI to remove manual effort.
Next Steps for Optimizing ClickUp Underwriting
Once your basic underwriting structure is live, you can refine it using metrics and feedback. Adjust AI prompts, custom fields, and automations based on how underwriters actually work.
For strategic help implementing and optimizing this kind of solution, you can work with a consulting partner such as Consultevo, which focuses on advanced workflow and AI adoption.
Use the official ClickUp underwriting AI agents page as your reference for features and examples, then configure your workspace so that every underwriting decision is faster, clearer, and better documented.
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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