How to Use ClickUp AI Agents as an Email Campaign Designer

ClickUp gives marketing teams a guided way to design and manage email campaigns by turning AI Agents into an Email Campaign Designer that follows your playbooks and workflows.

This how-to guide walks you through setting up an AI Agent, defining your campaign process, and using structured prompts so your email work stays consistent, on-brand, and measurable.

Understand the ClickUp Email Campaign Designer Use Case

The Email Campaign Designer use case is built to help your team move from scattered tasks to an organized, repeatable system. It works by combining three parts:

• An AI Agent that acts as your Email Campaign Designer.
• Playbooks and workflows that describe how your team runs campaigns.
• Tasks and custom fields that store every detail of each campaign.

Instead of writing one-off emails, you turn your campaign process into a reusable framework that ClickUp AI can follow.

Prepare Your Workspace for ClickUp AI Agents

Before you configure an AI Agent for campaigns, prepare your workspace structure so the agent has a clear place to work.

Step 1: Create a Marketing Space

1. Create or open a Space dedicated to Marketing or Growth.
2. Add a Folder for Email Marketing or Email Campaigns.
3. Within that Folder, set up one or more Lists for specific campaign types, such as:

• Product launch campaigns
• Lifecycle or onboarding email flows
• Promotional or seasonal campaigns
• Newsletters or content highlights

Organized Lists make it easier for the AI Agent to keep work separated by purpose.

Step 2: Define Custom Fields for Campaigns

Next, design the data structure your Email Campaign Designer will use. Add custom fields to your campaign Lists to capture the most important details, for example:

• Target audience (segment, persona, or list name)
• Campaign goal (signups, upgrades, reactivation, traffic)
• Primary offer (discount, feature, content asset)
• Channel (email only, email + in-app, etc.)
• Send dates and sequence step (for multi-email flows)
• Subject line tests (A/B versions)

These fields give ClickUp AI structure so it can generate content and suggestions that actually fit each campaign.

Configure a ClickUp AI Agent as an Email Campaign Designer

With your workspace ready, you can now turn an AI Agent into a focused Email Campaign Designer.

Step 3: Create the AI Agent

1. Open the AI section in your workspace.
2. Create a new AI Agent and give it a clear name such as “Email Campaign Designer”.
3. Set its role description to reflect its purpose, for example: “You are a marketing strategist and Email Campaign Designer responsible for planning, drafting, and improving email campaigns based on our existing playbooks and tasks.”

This role description tells the AI Agent how it should behave inside ClickUp.

Step 4: Feed the Agent Your Playbooks

The Email Campaign Designer is most effective when it follows your own processes. Add your internal documentation so it can learn your standards:

• Campaign planning templates
• Brand voice and tone guidelines
• Copywriting frameworks (such as PAS, AIDA, or storytelling structures)
• Compliance rules (unsubscribe language, legal requirements, regional restrictions)
• Approval workflows and QA checklists

Store these as Docs or tasks, then connect them as reference material for the AI Agent. That way, the agent inside ClickUp can refer to your rules every time it designs an email.

Design a New Email Campaign in ClickUp

Once the AI Agent is configured, you can start designing campaigns directly from your Lists.

Step 5: Create a Campaign Task

1. Open the appropriate campaign List.
2. Create a new task named after your campaign, such as “Spring Upgrade Promo – Existing Customers”.
3. Fill in all relevant custom fields:

• Target audience and segment
• Campaign objective and KPI
• Offer details and constraints
• Important dates and deadlines

This task becomes the single source of truth for your Email Campaign Designer agent.

Step 6: Prompt the AI Agent From the Task

Use the AI panel or comments inside the task to call the AI Agent. Provide a structured prompt that references your fields, like:

• “Act as our Email Campaign Designer. Using the target audience, campaign goal, and offer fields in this task, outline a 5-email sequence, including subject lines, preview text, and the key message for each email.”
• “Based on this campaign, generate three subject line variations optimized for opens and two alternate calls-to-action for the main email.”
• “Review the email draft in the task description using our brand voice guidelines and suggest edits.”

The more you anchor your prompts to task data, the better the outputs inside ClickUp.

Refine Email Content With ClickUp AI

After the first version of your campaign content is generated, you can iterate quickly.

Step 7: Improve Copy and Strategy

Use the AI Agent to refine copy and campaign structure:

• Ask it to simplify complex copy while keeping the offer clear.
• Request alternative angles for subject lines or body copy.
• Have it adjust tone for different segments, such as power users versus new leads.
• Ask for a summary of the sequence so stakeholders can review the whole plan at a glance.

Because everything lives in ClickUp tasks and Docs, edits stay connected to the original campaign context.

Step 8: Create Assets and QA Checklists

The Email Campaign Designer agent can also help you:

• Generate bullet point briefs for designers (banners, illustrations, or product shots).
• Draft test plans for subject lines, send times, and CTAs.
• Create QA and review checklists so nothing is missed before launch.

Store these as subtasks or checklists under the main campaign task to keep execution tight.

Collaborate and Iterate on Campaigns in ClickUp

Campaign design rarely happens in isolation, so use collaboration features to keep work moving quickly.

Step 9: Assign Owners and Set Dependencies

• Assign writers, designers, and approvers to subtasks.
• Add due dates aligned with your send schedule.
• Use dependencies so downstream work waits until approvals are complete.

This approach keeps your Email Campaign Designer’s outputs aligned with the real production timeline in ClickUp.

Step 10: Document Learnings for Future Campaigns

After a campaign goes live, capture what worked and what did not so your AI Agent can improve:

• Add performance notes to the campaign task (open rates, click rates, conversions).
• Update Docs with lessons learned and winning variations.
• Reference these assets in the AI Agent’s instructions so future campaigns are informed by prior results.

Over time, this turns ClickUp into a living playbook for your entire email program.

Resources to Go Deeper

To see the specific Email Campaign Designer example and learn how AI Agents are structured, review the official use case overview on the ClickUp AI Agents Email Campaign Designer page.

If you want expert help building out complex marketing systems, automation, and AI-driven workflows, you can also explore consulting services at Consultevo, which specializes in advanced productivity setups.

By combining structured tasks, clear playbooks, and focused AI Agents, ClickUp becomes a powerful command center for planning, writing, and improving every email campaign your team ships.

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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