How to Use ClickUp AI as a Digital Library Curator
ClickUp provides an AI Agent template called the Digital Library Curator that helps you automatically organize, summarize, and manage your content so teams can find the right information faster.
This step-by-step guide explains how to set up and use the Digital Library Curator agent so you can maintain an accurate, searchable knowledge base with minimal manual work.
What the ClickUp Digital Library Curator Does
The Digital Library Curator is a prebuilt AI Agent designed to clean, categorize, and summarize information stored across your workspace.
When configured, it can:
- Scan your selected knowledge sources within ClickUp
- Automatically summarize long-form content
- Create structured documentation from scattered notes
- Improve searchability with clear titles and descriptions
- Standardize how information is presented to your team
This agent works best for workspaces that store documentation, project information, or research materials across many spaces, folders, and docs.
Prerequisites for Using ClickUp AI Agents
Before you start, confirm that the following are in place:
- An active ClickUp workspace with AI enabled
- Access permissions to the spaces and docs you want the agent to analyze
- Organized locations for your primary knowledge sources (docs, tasks, and spaces)
Proper access ensures the Digital Library Curator can read and process the content you want it to manage.
How to Access the ClickUp Digital Library Curator Template
The Digital Library Curator is one of many AI Agents available in the platform. To open and use it, follow these general steps based on the agent description provided on the official page at ClickUp’s Digital Library Curator page.
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Open your workspace AI hub or AI Agents area.
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Browse the available agent templates.
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Select the Digital Library Curator template.
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Review the agent description, capabilities, and recommended use cases.
Once you select the template, you can start configuring it for your unique knowledge base.
Configure the ClickUp Digital Library Curator
Configuration ensures the agent understands what content it should manage and how you want it to behave.
Step 1: Define the Agent’s Scope in ClickUp
Decide which parts of your workspace the agent should focus on. Typical options include:
- Specific spaces or folders dedicated to documentation
- Project spaces that contain research and briefs
- Shared knowledge bases or internal wikis
Keep the initial scope focused so you can evaluate the results before expanding.
Step 2: Set Clear Curation Goals
Your Digital Library Curator can be tuned for different outcomes. Based on the template’s intent, define goals such as:
- Summarize long documents into concise outlines
- Normalize titles and headings across related docs
- Tag or categorize items consistently
- Generate quick-reference overviews for complex topics
Document these goals in the agent’s instructions so its behavior stays consistent across your ClickUp workspace.
Step 3: Customize the Agent Instructions
The template provides a starting point with prewritten instructions describing how the agent should act as a digital librarian.
Refine these instructions by specifying:
- Preferred writing style (formal, concise, or instructional)
- Standard formatting for summaries and overviews
- Any terminology or acronyms specific to your organization
- How to handle outdated or duplicate information
The clearer your instructions, the more reliable the agent’s output across your ClickUp docs and tasks.
Running the ClickUp Digital Library Curator
After setup, you can run the agent on selected content or as part of a broader review process.
Step 4: Select Content for Curation
Choose where the agent should start:
- Key knowledge docs that are heavily used by your team
- Projects with large volumes of unstructured notes
- Existing wikis that need refreshing and reorganization
Prioritizing high-impact areas helps you quickly see how the curator improves your information structure inside ClickUp.
Step 5: Trigger the Agent and Review Outputs
Run the Digital Library Curator on your chosen content. Common outputs include:
- Summarized versions of long docs
- Clear, standardized titles and headers
- Structured lists, key takeaways, and action points
Review its work and adjust the agent instructions if you notice patterns you want to improve, such as summary length or level of technical detail.
Step 6: Iterate and Expand Within ClickUp
Once you are satisfied with the initial results, expand the agent’s scope to cover more spaces and folders.
As you scale up, continue to:
- Refine the agent prompts and goals
- Set expectations with your team on how curated content should look
- Establish a cadence for periodic re-curation of older materials
This iterative approach keeps your ClickUp knowledge base current and easy to navigate.
Best Practices for ClickUp Knowledge Curation
To get the most value from the Digital Library Curator, combine automation with lightweight governance.
- Maintain clear naming conventions: Provide examples in the agent instructions so it aligns with your existing ClickUp structure.
- Use tags and categories consistently: Ask the agent to propose or apply standard tags to related content.
- Pair AI with human review: Have subject-matter experts spot-check summaries for accuracy and tone.
- Schedule regular cleanups: Run the agent monthly or quarterly to refresh key areas of your library.
These practices prevent your workspace from becoming cluttered and help all teams trust the AI-curated information.
When to Use the ClickUp Digital Library Curator
Consider adopting this agent if you recognize any of the following scenarios:
- Your documentation has grown faster than your ability to organize it.
- Teams complain that they “know” information exists but cannot find it.
- Long project histories make it difficult to see the big picture.
- New hires struggle to identify the most current resources.
By implementing the Digital Library Curator, you transform scattered knowledge into a structured, accessible resource inside ClickUp.
Next Steps and Additional Resources
To see the latest capabilities and example use cases, review the official agent description on the ClickUp Digital Library Curator page.
If you need help designing a broader knowledge-management strategy, you can work with a consulting partner such as Consultevo to integrate AI-driven curation into your existing workflows.
With a thoughtful setup, the Digital Library Curator becomes a reliable assistant that keeps your ClickUp workspace organized, searchable, and ready to support fast, informed decisions across your teams.
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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