How to Build Personalized Offer Generation in ClickUp
ClickUp makes it possible to automate personalized offer generation using AI Agents so your sales team can qualify leads faster, tailor proposals, and close more deals with less manual work.
This step-by-step guide walks you through how to replicate the Personalized Offer Generation solution shown on the official product page and adapt it to your own sales process.
What the ClickUp Personalized Offer Generation Flow Does
The example flow from the ClickUp AI Agents page shows how you can move from an initial lead interaction to a customized proposal with minimal human intervention.
At a high level, the workflow can:
- Qualify and score incoming leads based on their responses
- Identify their core needs and budget range
- Generate tailored, value-focused offers
- Summarize the offer for quick review and follow-up
This structure lets your team focus on strategic conversations while automation handles repetitive analysis and writing steps.
Prepare Your Workspace in ClickUp
Before you start configuring AI Agents, you need a clear structure in your workspace so the automation can access all required information.
Set Up a Sales Space in ClickUp
Create a dedicated Space to host your sales process and offer generation pipeline. Inside that Space, add a Folder and List to collect leads and track opportunities.
- Space: Sales or Revenue Operations
- Folder: Lead Management or Opportunities
- List: New Leads or Inbound Requests
Define Custom Fields for Offers
To support AI-driven decisions, add custom fields in ClickUp to capture structured data, such as:
- Lead source
- Industry or segment
- Company size
- Budget range
- Priority level
- Offer status
These fields give the AI Agent context so it can tailor proposals more accurately.
Collect Lead Inputs Inside ClickUp
Use Forms or connected tools to capture lead inputs into your List. Typical fields might include:
- Business challenges
- Desired outcomes
- Timeline to implement
- Decision-making role
Each new submission should create a task in ClickUp with all relevant details stored in task fields and description.
Configure the ClickUp AI Agent for Offer Generation
Once your workspace is ready, you can configure an AI Agent in ClickUp to automate the personalized offer generation flow.
Create a New AI Agent in ClickUp
- Open your ClickUp workspace.
- Navigate to the AI Agents section from the main navigation or AI settings.
- Select the option to create a new AI Agent.
- Assign a clear name such as Offer Generation Agent or Sales Proposal Agent.
Your AI Agent will now be ready to receive instructions and connect to workflows.
Define the Agent’s Role and Goals
In the configuration screen, describe the mission of your ClickUp AI Agent. For example:
- Qualify leads based on the information captured in tasks
- Segment leads by fit and urgency
- Draft personalized proposals using the lead’s context
- Summarize the final offer for internal review
Clear instructions help the AI Agent behave consistently and stay on-brand.
Set Up Input and Output for the Agent
Align the agent’s inputs and outputs with how data is stored in ClickUp:
- Inputs: Task description, custom fields, past conversation notes
- Outputs: Offer draft in a comment, updated task fields, or a proposal summary added to a document
Decide whether the agent should write full proposals, bullet-point recommendations, or both.
Build the Personalized Offer Flow in ClickUp
With the AI Agent configured, combine triggers and actions to build the full personalized offer generation pipeline inside ClickUp.
Step 1: Trigger the Offer Generation
Choose when the workflow should start:
- When a new lead task is created
- When a lead status changes to Qualified
- When a form submission is marked as complete
This trigger ensures the AI Agent runs only when the lead has provided enough information.
Step 2: Qualify and Score the Lead
Configure an action that sends the task data to your AI Agent. The agent can then:
- Review the lead’s business challenges and goals
- Identify fit based on segment, budget, and timing
- Assign a lead score or priority
Store the result in custom fields so your sales team can see it directly in ClickUp.
Step 3: Generate a Personalized Offer Draft
Next, set an action for the same AI Agent (or a second specialized agent) to create a proposal draft based on the qualification result.
The draft might include:
- Summary of the lead’s pain points
- Recommended solution or package
- Pricing guidance or ranges
- Key benefits matched to the lead’s goals
- Suggested next steps for the sales rep
Have the AI Agent post the draft as a task comment or add it to a linked document for further editing.
Step 4: Summarize the Offer for Internal Review
To help managers and account executives quickly understand each proposal, add a final action where the agent:
- Produces a concise summary of the personalized offer
- Highlights critical risks or open questions
- Suggests follow-up questions to ask the lead
Store this summary in a dedicated field or section in the task so it is always visible in ClickUp.
Optimize and Iterate on Your ClickUp Offer Workflow
After your first version is live, monitor results and feedback to refine the automation.
Align the Flow With Your Sales Playbook
Compare the AI-generated offers with your existing proposal templates. Adjust agent instructions to better reflect:
- Your sales messaging and positioning
- Pricing rules or discount limits
- Industry-specific language or compliance requirements
Iterative updates in ClickUp help the AI Agent become more accurate over time.
Use ClickUp Reporting to Track Performance
Leverage dashboards and reporting features to track:
- Conversion rates for AI-assisted proposals
- Average time from lead creation to offer sent
- Close rates by lead score or segment
These insights show whether your personalized offer automation is delivering measurable value.
Collaborate With Your Team in ClickUp
Encourage sales, marketing, and operations teams to collaborate directly in tasks:
- Add comments with feedback on specific offers
- Tag team members to request edits or approvals
- Create subtasks for follow-up activities
Keeping all collaboration inside ClickUp ensures that your AI Agent always has the most complete context available.
Resources to Help You Extend ClickUp Offer Automation
To explore broader workflow design and automation strategies that complement your ClickUp setup, you can review implementation resources from experienced consulting partners such as Consultevo.
For detailed product visuals and the original configuration example of the Personalized Offer Generation AI Agent, refer to the official solution page at ClickUp Personalized Offer Generation.
By combining structured data, clear processes, and AI Agents, ClickUp gives you a powerful foundation to automate personalized proposals, scale your sales efforts, and deliver more relevant offers to every prospect.
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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