How to Use ClickUp for Post-Meeting Feedback Collection

Using ClickUp to automate post-meeting feedback collection helps you capture insights consistently, reduce manual follow-up, and improve how your team runs meetings over time.

This guide explains how to turn the Post-Meeting Feedback Collection AI Agent template into a working workflow you can customize for your team.

What the ClickUp Post-Meeting Feedback AI Agent Does

The Post-Meeting Feedback Collection AI Agent in ClickUp is designed to gather structured feedback after any internal or external meeting.

With this template, you can:

• Automatically send feedback prompts after meetings
• Capture responses in a consistent, structured format
• Store feedback where your team already works in ClickUp
• Use responses to refine agendas, facilitation, and follow-up actions

You can view the original template and details on the Post-Meeting Feedback Collection AI Agent page.

Before You Start in ClickUp

Make sure you have the right setup so your workflow runs smoothly.

Access and workspace preparation in ClickUp

• Confirm you have access to ClickUp AI features in your workspace.
• Decide which Space, Folder, or List will store feedback items.
• Align with your team on when feedback should be requested (after every meeting, specific project meetings, client calls, etc.).

Decide what feedback you want to collect

Before configuring the AI Agent, define your feedback goals.

• Meeting clarity and objectives
• Facilitation quality and participation
• Action item clarity and ownership
• Time management and pacing
• Suggestions for improvement

These decisions shape the prompts and structure you will configure inside ClickUp.

Step 1: Add the Post-Meeting Feedback Template in ClickUp

The first step is to bring the AI Agent template into your workspace.

1. Open your ClickUp workspace and navigate to the AI Agents area (or the templates area where AI Agents are listed).

2. Search for the Post-Meeting Feedback Collection AI Agent.

3. Select the template to open its details and description.

4. Choose the option to add or install the AI Agent into your workspace.

Once added, the AI Agent becomes available for customization and integration with your existing meeting workflows in ClickUp.

Step 2: Configure the AI Agent Behavior in ClickUp

Next, adjust the AI Agent so it matches your team’s process and tone.

Define the meetings that trigger feedback in ClickUp

Configure when the AI Agent should activate after a meeting. Common options include:

• After every calendar event linked to a specific List
• After tasks with a certain status (for example, “Meeting Completed”)
• After calls or sessions tracked in a dedicated meeting management List

Align the trigger rules with how you already manage meetings in ClickUp to avoid extra manual work.

Customize the feedback questions

Edit the AI Agent’s prompt so it asks the right questions for your organization.

• Open the AI Agent configuration panel.
• Locate the instructions or prompt section.
• Adjust the language to reflect your team’s tone.
• Include questions on clarity, participation, outcomes, and improvement suggestions.

Keep questions concise and consistent so responses stay structured and easy to compare across multiple meetings.

Set response format and structure

Define how the AI Agent should organize responses in ClickUp. For example:

• Use bullet points for key takeaways and issues.
• Store sentiment (positive, neutral, negative) as a field or tag.
• Capture improvement ideas in a dedicated section.

This structure makes it simpler to search, filter, and analyze feedback over time.

Step 3: Connect the AI Agent to Your Meeting Workflow in ClickUp

To make feedback collection automatic, integrate the AI Agent with your existing meeting process in ClickUp.

Link meetings to tasks or events

Decide where each meeting is tracked:

• As tasks in a Meetings List
• As recurring tasks for weekly or monthly check-ins
• As client call tasks tied to specific accounts or projects

Ensure the AI Agent trigger is aligned with the List or statuses connected to these tasks.

Automate post-meeting feedback prompts in ClickUp

Use automations and the AI Agent together.

1. Create or edit an automation that runs when a meeting task moves to “Done” or another completion status.

2. Add an action that calls the Post-Meeting Feedback Collection AI Agent.

3. Include dynamic fields such as meeting name, date, attendees, and owner in the AI instructions.

4. Specify where feedback should be logged (a separate Feedback List or a custom field on the meeting task).

This creates a repeatable pattern so every meeting follows the same feedback process in ClickUp.

Step 4: Capture and Store Feedback in ClickUp

Once the automation and AI Agent are configured, the next step is to define where and how feedback is stored.

Choose the best storage location

Common storage patterns include:

• A dedicated “Meeting Feedback” List that aggregates responses from every session.
• Subtasks or comments attached directly to the original meeting task.
• Custom fields capturing ratings and short responses.

Pick the approach that makes weekly review and reporting easiest for your team.

Standardize feedback entries

Instruct the AI Agent to follow a consistent layout, such as:

• Overall rating: 1–5 scale.
• What worked well: 2–4 bullet points.
• What could improve: 2–4 bullet points.
• Actionable suggestions: clear, owner-ready statements.

This structure keeps your feedback database in ClickUp clean and easy to scan.

Step 5: Review and Act on Feedback in ClickUp

Collecting feedback is only useful if you review and act on it regularly.

Create recurring review rituals in ClickUp

Use ClickUp tasks and views to organize regular reviews.

• Create a recurring task for a weekly or bi-weekly review of all new feedback.
• Use filters to show only feedback from the last time period.
• Identify patterns in issues or praise across multiple meetings.

Turn feedback into improvements

When you find concrete suggestions, convert them into work items.

• Create action tasks linked to the original meeting.
• Assign owners and due dates.
• Track changes in future feedback to see if improvements worked.

This creates a closed-loop system where feedback inside ClickUp leads directly to measurable improvements.

Best Practices for Using ClickUp AI Agents for Feedback

To get the most value from the Post-Meeting Feedback Collection AI Agent, follow these guidelines.

• Communicate expectations: Let participants know feedback will be collected and how it will be used.
• Keep prompts focused: Avoid overly long surveys that reduce response quality.
• Balance anonymity and accountability: Decide whether responses are linked to individuals or aggregated.
• Iterate prompts: Update questions over time as your team’s needs evolve.

If you want expert help designing scalable workflows, analytics, and AI-driven processes around meetings, you can explore consulting services at Consultevo.

Next Steps with ClickUp for Meeting Optimization

By configuring the Post-Meeting Feedback Collection AI Agent, your ClickUp workspace becomes a continuous improvement system for every meeting.

To go further, you can:

• Combine feedback data with performance dashboards.
• Layer in additional AI Agents for agenda creation and follow-up summaries.
• Standardize templates so every team runs meetings in a consistent way.

Review your current meeting process, decide where feedback adds the most value, and then use the AI Agent template in ClickUp to automate it from end to end.

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

“`