How to Use ClickUp AI Market Trends Step by Step

ClickUp offers AI-powered market trend insights that help product teams transform scattered research into clear, launch-ready strategies. This step-by-step guide shows you exactly how to use the Market Trends template and AI agents to understand competitors, discover demand, and plan winning products.

What the ClickUp AI Market Trends Template Does

The Market Trends AI template in ClickUp is designed to turn raw market research into structured, actionable insight. Instead of manually stitching together competitor data, customer feedback, and industry reports, an AI agent does the heavy lifting and summarizes everything in one place.

With this template, you can:

• Analyze key market and industry trends
• Track competitor moves and positioning
• Identify unmet customer needs and demand
• Generate product concepts and launch ideas

The result is a dynamic market overview that can be reused and refreshed as your space evolves.

Before You Start: Accessing AI Agents in ClickUp

To use the Market Trends template, you need access to AI agents in your ClickUp workspace. Once AI is enabled, you can spin up dedicated agents that respond to prompts, analyze data, and organize research around your product initiatives.

If you want strategic help implementing this across a full workspace, you can also review consulting resources such as Consultevo for broader process design.

Step 1: Open the ClickUp AI Agents Library

Start by locating the AI agents section in your ClickUp environment.

1. Go to your ClickUp workspace home or main sidebar.
2. Open the AI or AI agents area, where available.
3. Look for the catalog or templates list for ready-made agents.

In this library, you will find specialized agents for product workflows, including Market Trends, Launch Plans, and more.

Step 2: Select the ClickUp Market Trends Template

Next, choose the agent that focuses on market analysis.

1. Search or scroll for the Market Trends AI agent template.
2. Open the template details to review what it does and what inputs it expects.
3. Confirm that it is designed for analyzing competitors, industry shifts, and customer demand.

This ClickUp agent is optimized for product teams that need an up-to-date view of their competitive landscape.

Step 3: Define Your Market and Product Focus

To get high-quality insights, you must clearly define the scope of your research.

1. Specify your target market or segment (for example, SMB project management or B2B SaaS analytics).
2. Describe your product or planned product category.
3. List any known competitors you want the agent to pay attention to.
4. Note geographies or customer profiles if they are important.

Entering this context in ClickUp gives the AI agent a strong starting point, helping it avoid generic findings and instead focus on your exact space.

Step 4: Provide Input Sources for the AI Agent

The Market Trends agent works best when it has clear, relevant data sources to analyze.

Within ClickUp, you can:

• Attach or reference existing research documents
• Paste links to public web resources, competitor sites, or reports
• Include internal notes, sales objections, or support summaries

Feed the agent the sources that best represent your market reality. The richer the input, the more reliable the trend summary will be.

Step 5: Run the Market Trends Analysis in ClickUp

Once your inputs and context are ready, you can ask the agent to generate its analysis.

1. Use the prompt field to tell the agent what you want, such as: “Summarize current market trends for this product space and highlight competitive gaps.”
2. Include any special focus areas, like pricing, positioning, or feature gaps.
3. Run the agent and wait for the structured output.

The ClickUp AI agent will synthesize your inputs and external sources into a concise overview, often grouping findings into trends, competitor actions, and opportunities.

Step 6: Organize Market Trends Inside ClickUp

After you have the first AI output, refine and structure it to make it easy for your whole team to consume.

Use common patterns such as:

• Sections by trend type (technology, customer behavior, pricing, regulation)
• Sections by competitor (who is doing what and why it matters)
• Sections by opportunity (unmet needs, under-served personas, emerging segments)

Store this summary in a ClickUp Doc, task, or list dedicated to strategic research so it can be referenced across roadmaps and product specs.

Step 7: Turn Trends into Product Opportunities

The power of using AI agents inside ClickUp is that you can quickly move from research to action.

1. Ask the agent to transform the trend summary into a list of potential product ideas.
2. Group the ideas by impact, complexity, or target persona.
3. Create tasks or subtasks for each promising idea directly in your workspace.

This makes it easy to connect trend insights with backlog items, hypotheses, and follow-up research activities.

Step 8: Validate Insights with Additional ClickUp AI Agents

Market Trends is just one of several AI agents that can work together in a product workflow. To build a complete picture, you can chain it with related agents.

For example, from the same ClickUp environment you can:

• Feed trend findings into an Idea Repository agent to cluster and prioritize concepts.
• Use a Product Requirements agent to turn top ideas into structured briefs.
• Run a Launch Plan agent to outline messaging and go-to-market activities.

By doing this, you connect the early research step to the full product development lifecycle.

Step 9: Keep Your Market Trends Updated in ClickUp

Markets evolve quickly, so your analysis should never be one-and-done.

1. Schedule a recurring review task in ClickUp (for example, monthly or quarterly).
2. Refresh the agent with new sources such as recent competitor launches or new customer interviews.
3. Ask the agent to highlight what has changed since the last analysis.

This rolling approach keeps your product roadmap anchored in current reality instead of outdated assumptions.

Best Practices for Using ClickUp AI Market Trends

To get consistent value from the Market Trends template, follow these practices:

• Be specific in prompts: The clearer your questions, the sharper the insights.
• Balance internal and external data: Combine customer feedback, sales notes, and public sources.
• Challenge the output: Treat AI as a synthesis engine, then validate with your own expertise.
• Connect to decisions: Always link findings to roadmap changes, experiments, or launch plans.

Learn More About ClickUp AI Agents and Market Trends

To see the full description of the Market Trends template and related product agents, review the official page at ClickUp AI Market Trends. There you can see how it fits alongside other AI-powered workflows for product leaders, including ideation, product requirements, and launch orchestration.

By combining the Market Trends agent with the rest of your workspace, ClickUp becomes a hub where research, strategy, and execution live together, giving your team a single source of truth for data-driven product decisions.

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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