How to Use ClickUp AI Agents with the Goldman Sachs Guide

ClickUp can transform dense Goldman Sachs reports and research into clear, repeatable workflows your team can actually use. This how-to guide walks you through using AI agents inspired by the Goldman Sachs guide to turn complex insights into practical project plans.

The steps below are based on the structure, examples, and recommended workflows outlined in the Goldman Sachs AI Agent guide, adapted into a practical process you can follow inside your own workspace.

Step 1: Understand the Goldman Sachs ClickUp AI Use Case

Before you start building, review how the Goldman Sachs guide structures work with AI agents. The source page shows how research-heavy content becomes organized, actionable steps and templates.

Open the detailed guide in a new tab for reference:

• Goldman Sachs AI Agent guide

Use it as a model for how you will design your own workflows, prompts, and documentation.

Step 2: Plan Your ClickUp AI Agent Workflow

Before configuring anything, outline what you want your AI agent to do. The Goldman Sachs example follows a clear, repeatable pattern you can mirror in ClickUp.

Define your objectives in ClickUp

Start by writing down the core outcomes you expect from your AI-powered process:

• Summarize long-form reports into executive-ready briefs
• Create step-by-step implementation plans from research
• Generate reusable playbooks for common initiatives
• Standardize how your team interprets complex findings

Align these outcomes with how you already structure Spaces, Folders, and Lists so the AI outputs drop into your existing system smoothly.

Map your inputs and outputs

Using the Goldman Sachs model as a guide, sketch the flow your AI agent should follow:

1. Inputs: research documents, market analyses, strategy decks
2. Processing: summarization, classification, extraction of key recommendations
3. Outputs: tasks, subtasks, checklists, and documentation inside ClickUp

This map becomes the backbone of your prompts and templates.

Step 3: Prepare Your ClickUp Workspace

A well-structured workspace makes AI-generated content from Goldman Sachs style reports easier to use and maintain over time.

Set up Spaces and Folders for AI outputs

Create dedicated locations where your AI agent will save work:

• A Space for Research & Insights
• Folders for Market Reports, Strategy Briefs, and Implementation Plans
• Lists for each key topic or business unit

This mirrors how the Goldman Sachs guide separates narrative insight from action items and project execution.

Create ClickUp templates for consistency

Use task, doc, and checklist templates to standardize AI-generated results:

• Insight Summary template: for executive overviews
• Action Plan template: with stages, owners, and timelines
• Risk & Assumptions template: capturing what might impact the plan

These templates help your agent produce output that plugs directly into your real-world projects.

Step 4: Design AI Prompts Based on Goldman Sachs Structure

The Goldman Sachs AI Agent page shows how structured prompts turn unorganized reports into clear deliverables. You can reproduce that logic in your own ClickUp prompts and documentation.

Build a ClickUp prompt for report summarization

Use a detailed, step-by-step prompt pattern like this when asking your AI to process a report:

1. Identify the main thesis in two to three sentences.
2. List three to five key insights with evidence-based support.
3. Translate each insight into a concrete business action.
4. Organize recommended actions into project phases.
5. Highlight major risks, dependencies, and data gaps.

Save this as your standard Research to Action prompt so your team gets consistent output every time.

Design prompts for ClickUp task creation

To move from insights to execution, create prompts that produce tasks and subtasks ready to live in your Lists:

• Ask the AI to group actions by theme or workstream.
• Request realistic durations and effort levels for each task.
• Include acceptance criteria for every subtask.
• Map tasks to roles or departments you already use.

These details mirror the structured, implementation-focused approach in the Goldman Sachs agent example.

Step 5: Turn AI Outputs into ClickUp Projects

Once your AI has processed a report, turn the results into concrete project plans following the style of the Goldman Sachs guide.

Create projects from AI-generated plans

Use the summarized recommendations to spin up Lists and tasks:

1. Create a new List for each major initiative identified.
2. Convert each recommendation into a top-level task.
3. Break tasks into subtasks that mirror the phases your prompt produced.
4. Apply your Action Plan template to keep structure uniform.

This approach helps you maintain a reliable, audit-ready trail from original research to real execution work in ClickUp.

Build repeatable ClickUp playbooks

When you notice similar patterns appearing across different Goldman Sachs style analyses, capture them as reusable playbooks:

• Save recurring sequences of tasks as task templates.
• Document common decision points in ClickUp Docs.
• Create checklists for approvals and stakeholder reviews.

Over time, this turns individual AI sessions into a living library of proven processes.

Step 6: Review, Refine, and Collaborate in ClickUp

The Goldman Sachs AI guide emphasizes moving from insight to action with human oversight. Build that review loop directly into your workspace.

Set up human review checkpoints

Before executing AI-generated plans, have subject matter experts validate the work:

• Add a Review status to your workflow.
• Assign a reviewer for each new AI-driven project.
• Use comments to refine assumptions, scopes, and timelines.

This keeps quality high while still benefiting from AI speed.

Track performance of AI-driven work

Use native features to monitor how your AI-assisted projects perform:

• Dashboards to track task completion and cycle time.
• Custom fields for marking initiatives as AI-sourced.
• Views that compare AI-generated plans versus traditional ones.

You can then refine prompts, templates, and workflows to match what delivers the best outcomes.

Step 7: Extend Your System with Expert Support

Once you have an initial Goldman Sachs style framework working, you can optimize it further with specialized support.

For help designing advanced workflows, prompt libraries, and workspace architecture tailored to your organization, you can work with consultants experienced in AI and workspace design such as Consultevo. They can help you scale from a single research workflow to a fully integrated system that spans departments.

Recap: Building a Goldman Sachs Style ClickUp AI System

Using the Goldman Sachs AI Agent guide as a model, you can design a practical, repeatable system that transforms complex research into execution-ready plans.

• Study the original AI Agent structure for inspiration.
• Plan your workflow from inputs to outputs.
• Prepare Spaces, Folders, and Lists for AI results.
• Design structured prompts that reflect your business needs.
• Convert AI insights into projects and reusable playbooks.
• Keep humans in the loop through review stages.
• Continuously refine your system based on real performance.

With this approach, you can use ClickUp to bridge the gap between deep research and real-world execution, turning complex insights into clear, trackable work your entire organization can follow.

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