How to Use ClickUp to Write Better Emails With AI

ClickUp gives you an AI-powered email assistant that helps you draft, edit, and manage professional emails directly inside your workspace, so you can communicate faster and stay organized.

This step-by-step guide shows you exactly how to use the platform to create high-quality emails, respond to messages quickly, and connect email workflows to your tasks and projects.

Why Use ClickUp for Email Workflows

As inboxes grow, manual email writing slows teams down. Using the AI email features in ClickUp lets you:

• Draft emails in seconds from short prompts
• Refine tone, grammar, and clarity automatically
• Summarize long email threads into key points
• Connect emails directly to tasks and documentation
• Collaborate on email copy with your team in one place

The AI assistant is designed to handle everyday communication, so you can focus on decisions instead of typing and retyping messages.

Getting Started With ClickUp AI for Email

Before you begin, make sure you have access to the AI features in your workspace settings and that the feature is enabled for your account.

Step 1: Open a Space Where You Want to Draft Emails

You can use the AI assistant in various places across ClickUp such as Docs, tasks, or comments. For focused email writing, a dedicated list or folder for communication is helpful.

1. Log in to your workspace.
2. Navigate to the folder, list, or Doc where you keep email drafts or templates.
3. Create a new Doc or open an existing one where you store email content.

This creates a single source of truth for all your email writing efforts.

Step 2: Launch the ClickUp AI Email Assistant

Within your Doc or text field, you can start using the assistant:

1. Click inside the editor where you want your email content to appear.
2. Use the AI toolbar or command to open the assistant panel.
3. Select an email-related prompt template if available, or write your own prompt.

The assistant will generate a first draft based on your instructions and context.

Writing New Emails With ClickUp AI

The email assistant can create complete messages from short descriptions. This is especially helpful for outreach, follow-ups, and status updates.

Step 3: Provide a Clear Email Prompt

Give the AI assistant enough detail so it can generate a relevant email. Include information such as:

• Email goal (e.g., follow up, introduce, request)
• Target audience or recipient role
• Key points or data that must be included
• Preferred tone (formal, friendly, concise, persuasive)

Example prompt you might enter into ClickUp:

• “Write a concise follow-up email to a potential client about a project proposal we sent last week. Highlight our timeline flexibility and invite them to schedule a call.”

Step 4: Generate and Review the Draft

After you submit your prompt:

1. The AI produces a full email body inside your editor.
2. Read the email carefully to ensure it is accurate and on-brand.
3. Use built-in commands to shorten, expand, or rephrase sections.

If the AI misses a key detail, update your prompt and regenerate, or manually edit the text in ClickUp to fine-tune the message.

Editing and Improving Existing Emails in ClickUp

You can also paste existing emails into a Doc or task description and use the assistant to improve them.

Step 5: Refine Tone, Grammar, and Clarity

Select the email text you want to improve within ClickUp and apply AI editing actions such as:

• Fix grammar and spelling: Clean up typos and punctuation.
• Make it more concise: Remove filler words and redundancies.
• Adjust tone: Make the message more formal, friendly, or direct.
• Improve structure: Turn long paragraphs into shorter, scannable sections.

Run these actions as many times as needed, then finalize your copy for sending from your email client.

Step 6: Translate or Localize Email Content

If you work with global clients, you can leverage the AI tools in ClickUp to assist with multilingual communication. Paste your original text and request translations or localized rewrites that keep the same meaning while adapting to different audiences.

Using ClickUp to Summarize Email Threads

Long email chains can hide vital information. The assistant can help you quickly understand what matters most.

Step 7: Summarize Long Emails

Copy a long email or thread into a Doc or comment in ClickUp and use AI to summarize it:

1. Paste the full text of the email conversation.
2. Ask the assistant to create a brief summary and list action items.
3. Review the output and add any missing details.

The summary can be stored as a task description, checklist, or note, so your team has instant context without opening the entire email string.

Connecting Email Content to Tasks in ClickUp

Keeping email content tied to your work makes it easier to track responsibilities and deadlines.

Step 8: Turn Emails Into Actionable Tasks

After summarizing or drafting an email, you can:

• Create a new task for each follow-up action.
• Attach the AI-generated summary or draft to the task description.
• Assign the task, set due dates, and add priority.

This approach ensures that important commitments from email conversations are visible in your ClickUp dashboards and views.

Step 9: Build Reusable Email Templates

To speed up future communication, create template Docs or task descriptions that store your best-performing emails. Use AI to adapt each template for different recipients while keeping the structure consistent.

• Template types you can store in ClickUp include:
• Client onboarding messages
• Project status updates
• Sales follow-ups
• Support responses

Over time, your workspace becomes a library of optimized email content that any team member can reuse.

Best Practices for AI Email Writing in ClickUp

To get more reliable results from the AI assistant, follow these guidelines:

• Always double-check facts, dates, and numbers before sending.
• Keep prompts specific: who, what, when, and why.
• Set a clear tone (professional, casual, empathetic, etc.).
• Use bullet points in your prompts when you have several requirements.
• Store final, approved versions as templates inside ClickUp.

Remember that AI output is a starting point. Your review and judgment turn each draft into a polished, accurate message.

More Resources on ClickUp AI for Email

If you want to see more examples and detailed feature explanations, explore the original guide on the ClickUp blog here: AI Email Assistant Overview.

For broader workflow optimization and strategic consulting around tools like ClickUp, you can also visit Consultevo for additional resources and services.

Start Streamlining Email With ClickUp Today

By combining structured Docs, tasks, and AI assistance, ClickUp turns email writing from a time-consuming chore into a fast, repeatable process. Use the steps in this guide to:

• Draft new emails with AI-generated content
• Edit and refine existing messages
• Summarize long threads into clear action items
• Connect email outcomes to your projects and tasks

Implement these practices in your workspace and you will spend less time writing emails and more time moving work forward.

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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