How to Use ClickUp With Slack AI

Connecting ClickUp with Slack AI lets your team turn scattered chats into clear, trackable work without leaving your conversation. This guide walks you through how to set up the integration, use AI-powered summaries, and create tasks directly from Slack so you can keep projects moving smoothly.

Why Connect ClickUp and Slack AI

Slack is where conversations happen, but ClickUp is where work is organized and delivered. When you connect them, you remove friction between discussions and action.

By combining these tools, you can:

Capture decisions and action items from long threads
Assign owners and due dates without copy-pasting
Give everyone visibility into task status from chat
Use AI summaries to shorten time spent reading conversations

This guide adapts the core ideas from Slack AI workflows and shows you how to apply them to your ClickUp setup.

Step 1: Prepare ClickUp for Slack AI

Before you bring Slack AI into the mix, make sure your ClickUp workspace is structured to handle incoming tasks from chat.

Define your ClickUp spaces and lists

Decide where tasks created from Slack should live. For example:

A Support space for customer requests surfaced in channels
A Product space for feature ideas and bug reports
A Marketing space for campaign ideas shared in brainstorming threads

Create one or more dedicated lists in ClickUp specifically for items that originate in Slack. This keeps chat-sourced tasks easy to find and triage.

Set standard fields in ClickUp

Standardize how you capture work coming from Slack:

Status: To Do, In Progress, Review, Done
Priority: Low, Normal, High, Urgent
Assignee: Who owns the task created from the conversation
Due date: When work discovered in Slack should be completed

By defining these options in ClickUp first, you make it easier to maintain consistency when creating tasks from Slack threads.

Step 2: Connect Slack With ClickUp

Once your workspace is organized, connect Slack to ClickUp so conversations and tasks can sync.

Install the ClickUp app in Slack

Open the Slack App Directory in your workspace.
Search for ClickUp.
Select the ClickUp app and click Add to Slack.
Authorize the app to access your Slack workspace.

After installing, you will see ClickUp available in your Slack apps list.

Authorize your ClickUp account

In Slack, open the ClickUp app from the sidebar.
Click the option to connect or sign in.
Log in to your ClickUp account when prompted.
Select the workspace you want to connect to Slack.

Once authorized, Slack can send data to ClickUp, and you can create tasks from messages inside your channels.

Step 3: Use Slack AI to Summarize for ClickUp Tasks

Slack AI can generate concise summaries of long conversations that you can then turn into tasks in ClickUp.

Summarize threads before creating ClickUp tasks

Use Slack AI to extract the most important information from busy channels so your ClickUp tasks stay clear and focused.

In Slack, locate the thread you want to turn into a task.
Use Slack AI to generate a summary of the conversation.
Review the summary for: goals, decisions, deadlines, and owners.
Copy the summary text.
Create a new task in ClickUp and paste the summary into the task description.

This workflow prevents long, noisy messages from cluttering task details. Instead, your ClickUp tasks will contain a concise summary with only what matters.

Capture key decisions for ClickUp

When your team reaches a decision in Slack, use AI to capture it precisely before sending it into ClickUp:

Ask Slack AI to highlight decisions and next steps.
Use those highlights as the main checklist inside the task.
Assign each checklist item to the right person in ClickUp.

This way, your ClickUp tasks reflect accurate, AI-assisted summaries of what the team agreed to in Slack.

Step 4: Turn Slack Messages Into ClickUp Tasks

With the integration in place, you can create ClickUp tasks directly from Slack messages and threads.

Create a ClickUp task from a single message

Hover over a message in Slack that describes work to be done.
Open the message action menu (usually the three-dot icon).
Choose the option related to the ClickUp app, such as Create task in ClickUp (exact wording can vary).
Select the ClickUp workspace, space, and list where the task should go.
Edit the task name to clearly describe the work.
Paste or refine any Slack AI summary in the description field.
Set assignee, due date, and priority.
Save to create the task.

The original Slack message is now linked to a structured item in ClickUp that the team can track.

Create a ClickUp task from an entire thread

Open a busy Slack thread where the team discussed a problem or feature.
Run Slack AI on the thread to generate an overview.
Use the message action menu on the first or most representative message.
Select the option to send the thread to ClickUp.
Use the Slack AI summary as the main description in the ClickUp task.
Add a checklist for sub-tasks or follow-ups captured in the summary.

By pairing AI summaries with ClickUp tasks, you keep the essential context from Slack while avoiding information overload.

Step 5: Keep ClickUp Tasks and Slack in Sync

After you create tasks, keep your team up to date by sending ClickUp activity back into Slack channels where work was discussed.

Post ClickUp updates to Slack channels

To maintain context, send key changes back to the right Slack conversations:

Task created: Share the new ClickUp task link in the original Slack thread.
Status change: Post when high-priority tasks move from In Progress to Review or Done.
Comment added: Share important comments from ClickUp to keep everyone aligned.

This closes the loop: conversations in Slack lead to tasks in ClickUp, and updates from ClickUp return to Slack where people are paying attention.

Use ClickUp notifications wisely in Slack

Be intentional about which notifications you send to Slack so channels do not become noisy:

Send only high-impact updates, such as status changes or due date shifts.
Restrict notifications in general channels and use project-specific channels for detailed updates.
Encourage teammates to follow only the ClickUp tasks that matter to them.

With a thoughtful setup, Slack stays readable while ClickUp remains the single source of truth for work.

Step 6: Build Repeatable Workflows With ClickUp

Once the basic connection between Slack and ClickUp is working, you can design repeatable, AI-assisted workflows.

Standardize ClickUp templates for Slack-originated tasks

Create templates in ClickUp that match common patterns in your Slack channels:

Bug report template: steps to reproduce, expected vs. actual, screenshots, owner, priority
Feature request template: problem, proposed solution, impact, stakeholders
Meeting summary template: decisions, action items, due dates, responsible owners

When Slack AI summarizes a thread, quickly map the key points into the right ClickUp template so nothing is missed.

Use AI summaries to refine ClickUp documentation

Over time, use AI-generated Slack summaries as raw material for better documentation inside ClickUp:

Turn recurring Q&A from Slack into internal SOPs stored in ClickUp docs.
Convert resolved incidents into postmortem pages in ClickUp.
Transform high-signal conversations into project briefs attached to ClickUp tasks.

This process turns fast-moving chat into long-term knowledge, all accessible from your ClickUp workspace.

Best Practices for ClickUp and Slack AI Together

To get the most out of this setup, align your team on a few best practices.

Decide what belongs in ClickUp: Any work that takes more than a few minutes should become a task, not stay only in Slack.
Use AI as a helper, not a replacement: Always review Slack AI summaries before saving them into ClickUp.
Keep task names clear: Make sure ClickUp task titles can be understood without reading the full Slack thread.
Link back to Slack: Add the original Slack thread link in the ClickUp task for context when needed.

When everyone follows the same practices, your workspace remains clean and searchable.

Learn More About AI and Workflows

The ideas in this guide are inspired by how teams use generative tools with chat platforms. You can read more about Slack-specific AI features in the original guide at How to Use Slack AI.

If you want expert help designing advanced automations and AI-powered workflows across tools like ClickUp and Slack, you can explore consulting services at Consultevo.

By combining structured project management in ClickUp with the speed of Slack AI, your team can turn every important conversation into a clear, trackable plan of action.

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

“`