How to Use ClickUp AI Agents for a Creative Pitch

ClickUp makes it simple to turn a client brief into a polished creative pitch using AI Agents that understand your instructions and work alongside your team.

This step-by-step guide walks you through using AI Agents on the Creative Pitch template page so you can generate, refine, and finalize pitch content faster.

What You Need Before Using ClickUp AI Agents

Before you start, make sure you have access to the Creative Pitch workspace in ClickUp and the AI features enabled for your account.

• Access to the Creative Pitch template page
• Permission to use AI features
• Your client brief details ready to paste or reference

If you need help with workspace setup or broader implementation, you can explore consulting resources such as Consultevo for strategic guidance.

Understanding the Creative Pitch Page in ClickUp

The Creative Pitch page is a prebuilt environment in ClickUp where AI Agents can guide you through drafting a pitch from a client request.

On the source page, available at this ClickUp Creative Pitch example, you will see a scripted interaction that demonstrates how AI Agents respond to a user’s questions and instructions.

The layout typically includes:

• A main content area where the conversation with AI happens
• Sections that show how the brief is transformed into a pitch
• Prompts and responses illustrating best practices

Step 1: Open the ClickUp Creative Pitch Experience

Start by navigating to the Creative Pitch AI experience in ClickUp.

1. Log into your account.
2. Open the AI section or any workspace that includes the Creative Pitch demo.
3. Click the Creative Pitch experience to load the scripted flow.

Once open, you will see how AI Agents collaborate with you to turn raw information into clear pitch content.

Step 2: Review the Sample Client Brief in ClickUp

On the Creative Pitch page, you are shown a sample client request. This brief gives context to the pitch the AI creates.

To mirror this process with your own work:

• Identify the client’s goals and target audience.
• Collect any brand guidelines or tone preferences.
• Note deliverables such as formats, channels, or timelines.

Keep these details nearby, as the AI Agent in ClickUp will perform best when you supply a clear, concise brief.

Step 3: Ask the ClickUp AI Agent Clarifying Questions

The Creative Pitch example shows the AI Agent asking and answering clarifying questions that would arise in a real pitch process.

To follow the model:

1. Read through the existing conversation on the page to understand how questions are structured.
2. Note the way the AI Agent confirms assumptions before drafting content.
3. Plan your own list of clarifying questions to ask, such as budget, timeline, or platform preferences.

Using this style of interaction inside ClickUp helps you avoid rework and ensures the final pitch aligns with the client’s needs.

Step 4: Generate the First Draft of Your Creative Pitch in ClickUp

After clarifying the brief, the AI Agent in ClickUp can generate a first draft of your creative pitch.

To replicate the behavior shown on the source page:

• Provide your full brief to the AI Agent in clear, numbered bullets.
• Specify the format you need, such as a slide outline, email pitch, or proposal.
• Request sections like objectives, insight, big idea, channels, and timeline.

On the example page, the AI Agent organizes information logically and presents it in a client-ready structure. Use similar phrasing in your prompts to get structured output.

Step 5: Refine the Pitch Using ClickUp AI Suggestions

The Creative Pitch example illustrates iterative refinement, where you react to what AI drafted and ask for targeted improvements.

Within ClickUp, you can:

1. Highlight any section that feels unclear or off-brand.
2. Ask the AI Agent to simplify, rewrite, or expand specific parts.
3. Request alternative headlines or big ideas to compare directions.

Typical refinement prompts include:

• “Make this tone more conversational but still professional.”
• “Shorten this section for a slide deck.”
• “Add two alternative concepts for social content.”

Repeat this cycle until each section of the pitch matches your client’s voice and objectives.

Step 6: Structure the Final Pitch for Delivery in ClickUp

Once the draft is strong, organize it into a final format that can be shared directly from ClickUp or exported.

Use the following structure inspired by the Creative Pitch flow:

• Executive Summary – One to two paragraphs summarizing the opportunity and idea.
• Objectives – Clear goals tied to the client brief.
• Audience & Insight – What you know about the audience and the key insight.
• Big Idea – The central creative concept, with a concise statement.
• Execution Plan – Channels, formats, and timeline.
• Measurement – How success will be evaluated.

Ask the AI Agent inside ClickUp to format bullet lists, headings, and short paragraphs so the pitch is easy to skim.

Step 7: Collaborate With Your Team in ClickUp

After the pitch is drafted, use collaboration features in your workspace to finalize it.

• Tag teammates for creative, strategy, or account reviews.
• Add comments on sections where feedback is needed.
• Track edits and decisions directly on the pitch document.

The Creative Pitch example demonstrates how AI can perform the heavy lifting of drafting while your team focuses on refinement and approval.

Best Practices for Using ClickUp AI Agents

Give Clear, Structured Inputs in ClickUp

AI Agents respond best to organized prompts. When working in ClickUp:

• Use numbered lists to separate requirements.
• Specify the audience, tone, and format upfront.
• Share examples of past successful pitches if available.

Iterate Quickly With Short Feedback Cycles

Follow the pattern from the Creative Pitch page by giving focused feedback:

• Change one section at a time.
• Ask for alternatives instead of a full rewrite.
• Confirm each change before moving on.

Keep the Client Brief Visible in ClickUp

Pin or attach the brief in your ClickUp workspace where the AI Agent works. This helps you and the AI stay aligned with the original request throughout the process.

Conclusion: Turn Briefs Into Pitches Faster With ClickUp

By following the scripted Creative Pitch example and applying the same steps in your workspace, you can use ClickUp AI Agents to transform any client brief into a clear, compelling pitch. Start with a well-structured brief, iterate with targeted feedback, and collaborate with your team to finalize a pitch that’s ready to present.

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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