How to Use ClickUp AI Agents

/ ClickUp / By

How to Use ClickUp AI Agents for Email Newsletter Composing

ClickUp provides AI Agents that help you quickly compose, refine, and optimize email newsletters directly from your workspace, so you can move from idea to polished message in just a few steps.

This guide walks you through how to open the AI Agent modal, select the email newsletter template, customize your content, and reuse the workflow for consistent campaigns.

What You Need Before Using ClickUp AI Agents

Before you start composing newsletters with AI Agents in ClickUp, make sure you have the following in place:

  • Access to a ClickUp workspace with AI enabled
  • Permission to use AI within tasks, docs, or comments
  • A clear idea of your campaign goal, audience, and call to action

Having this context ready ensures that the AI Agent produces relevant, on-brand email content from the first draft.

Opening the ClickUp AI Agent Modal

You can trigger the AI Agent from supported ClickUp locations where text input is available. Typical entry points include task descriptions, Docs, or comment fields.

Steps to Access the ClickUp AI Agent

  1. Open the task, Doc, or comment area where you want to create your newsletter content.
  2. Click into the text editor to activate the formatting toolbar.
  3. Select the AI icon or AI-related option to open the AI Agent modal.
  4. Wait for the AI Agent panel to appear with available actions and templates.

The AI Agent modal is your central hub where you can browse actions, select the email newsletter composing template, and adjust your prompt details.

Selecting the Email Newsletter Template in ClickUp

Inside the AI Agent modal, you can choose a template specifically designed to help you compose email newsletters quickly and consistently.

How to Choose the Newsletter Action

  1. In the AI Agent modal, look for categories or a search bar.
  2. Type a keyword such as “email newsletter” or browse marketing-related actions.
  3. Select the email newsletter composing option from the list.
  4. Review the brief description of the action to confirm it matches your goal.

Once selected, the AI Agent will display fields where you can provide details for your newsletter, such as audience, tone, and key messages.

Providing Inputs to the ClickUp AI Agent

The quality of the AI-written newsletter depends on the context you provide. ClickUp AI Agents typically prompt you for core inputs that shape the outcome.

Key Details to Include for Best Results

  • Audience: Describe who will receive the newsletter (for example, new leads, existing customers, or internal teams).
  • Goal: Clarify what you want readers to do (click a link, register for an event, reply, or make a purchase).
  • Tone and Style: Specify if you want the email to be formal, friendly, concise, or promotional.
  • Main Topics or Highlights: List the main sections or news items you want covered.
  • Links and Assets: Mention any URLs or resources the message should reference.

Enter these details into the AI Agent fields or describe them in the prompt area, then proceed to generate your first draft.

Generating the First Draft with ClickUp AI

After you have configured the newsletter template and provided your inputs, you can let the AI Agent create a structured draft for you.

Generating and Reviewing the Draft

  1. Click the generate button in the AI Agent modal.
  2. Wait while the AI Agent composes the email newsletter content.
  3. Review the generated subject line, preview text, and body copy.
  4. Confirm the draft’s length, tone, and structure match your expectations.

The AI Agent will typically produce sections such as an introduction, main content blocks, and a closing call to action that you can further refine.

Editing and Refining the Newsletter in ClickUp

Use the AI Agent tools and the ClickUp editor to fine-tune the newsletter so that it fully aligns with your brand and objectives.

Ways to Polish the AI Draft

  • Regenerate Sections: Highlight a paragraph and use AI actions to rephrase, shorten, or expand it.
  • Adjust Tone: Ask the AI Agent to make the email more formal, casual, or enthusiastic.
  • Improve Clarity: Request a clearer version of complex sentences or technical explanations.
  • Optimize Calls to Action: Have the AI Agent test different CTAs for better engagement.

You can repeat these refinement steps until the newsletter reads exactly how you want it to appear in your email platform.

Structuring Email Sections with ClickUp AI

To make your emails easier to read, you can ask the AI Agent to organize the newsletter into clear, scannable sections.

Common Newsletter Structures You Can Generate

  • Welcome or Intro: A short opening that reminds readers why they are receiving the message.
  • Main Story or Feature: The primary announcement, promotion, or update.
  • Secondary Highlights: Additional items such as blog posts, product tips, or quick news bites.
  • Closing and CTA: A concise summary with a clear next step.
  • Footer Notes: Disclaimers, contact details, or links to preferences.

Use the AI Agent to rearrange or rewrite these sections, so your final newsletter has a logical flow from start to finish.

Reusing ClickUp AI Settings for Future Newsletters

Once you find a structure and tone that work well, you can streamline your future campaigns by reusing the same type of AI configuration in ClickUp.

Tips to Standardize Your Workflow

  • Keep a reference Doc that describes your preferred tone, brand guidelines, and recurring sections.
  • Use similar prompts each time you open the AI Agent to keep newsletters consistent.
  • Save example newsletters in tasks or Docs so you can show the AI Agent past work as context.

By standardizing, you can create new newsletters faster while staying aligned with your existing communication style.

Exporting and Publishing Your Newsletter Content

After finalizing the text inside ClickUp, you can move the content into your email service provider or marketing platform.

Handing Off the Newsletter

  1. Copy the final email subject line and body from the ClickUp editor.
  2. Paste the content into your email marketing tool’s template.
  3. Add images, buttons, and design elements as needed.
  4. Send test emails and make final micro-edits before launching the campaign.

This workflow lets you keep strategy, drafting, and collaboration in ClickUp while using your dedicated email system for distribution and analytics.

Learn More About ClickUp AI Agents

To deepen your understanding of how the AI Agent works and explore other automations, review the official documentation directly from the product team.

You can read additional details about AI Agents on the official page at this ClickUp AI Agents overview, which explains the email newsletter composing action and related capabilities.

If you want help designing a broader productivity or content workflow around your newsletters, you can also explore expert guides and consulting resources at Consultevo.

By following the steps in this how-to guide, you can confidently use ClickUp AI Agents to compose well-structured email newsletters, refine them collaboratively, and reuse your process for every new campaign.

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

“`

Verified by MonsterInsights