How to Use ClickUp AI Agents Dashboard

The ClickUp AI Agents dashboard lets you connect your apps, automate work, and collaborate with AI directly inside ClickUp. This step-by-step guide explains how to access the dashboard, understand each panel, and start building powerful workflows without code.

The instructions below are based on the official ClickUp AI Agents dashboard experience and will help you get productive fast.

Understanding the ClickUp AI Agents Dashboard

The AI Agents dashboard is divided into several key areas that show your existing agents, workflows, connections, and app directory. Each area gives you a different way to manage and expand your automation inside ClickUp.

Agents – overview of all AI agents in your workspace.
Workflows – automations and sequences your agents run.
Connections – integrations with your favorite tools.
App Directory – browse available apps you can connect.

Before building anything, review each section so you understand how your AI setup works across ClickUp.

How to Access the ClickUp AI Agents Dashboard

To begin using AI agents, you need to open the dedicated dashboard inside ClickUp. Follow these steps to access it quickly:

Log in to your ClickUp workspace.
Open the side navigation where workspace tools are listed.
Locate the section for AI or automations (labeling may vary by workspace setup).
Click the entry that opens the AI Agents dashboard panel.

Once opened, you will see the main dashboard view with tabs or tiles for Agents, Workflows, Connections, and the App Directory.

Managing Agents in ClickUp

Agents are the core of the AI experience in ClickUp. They connect your tools, interpret instructions, and take actions for you.

View Existing ClickUp AI Agents

The central dashboard view lists existing agents. Use it to review and manage automations already running in your workspace.

Scan the agents list to see which ones are active.
Check names and purposes to understand what each agent automates.
Open an agent to view its details and any workflows it powers.

By regularly reviewing this list, you keep your ClickUp environment organized and aligned with current processes.

Create a New ClickUp Agent (High-Level)

While the detailed creation flow is handled inside the dashboard interface, the overall process follows a consistent pattern:

From the Agents section, look for an option such as New Agent or Create Agent.
Give your agent a clear name and define its role or purpose.
Select which tools or apps it will connect to from the Connections or App Directory views.
Attach or configure workflows that describe the steps the agent should run.
Save and activate the agent.

This high-level approach helps you structure each new agent before you dive into more advanced settings.

Working With Workflows in ClickUp

Workflows define the sequence of actions an agent takes. In ClickUp, workflows can use multiple steps, triggers, and conditions to automate repetitive work.

Explore Existing Workflows

From the Workflows area of the dashboard, you can:

View all workflows currently available to your agents.
Identify which workflows are active and which are still in draft.
Open a workflow to inspect its steps and logic.

Understanding your existing workflows helps you avoid duplication and ensures that agents in ClickUp are using the most efficient automation design.

Create or Edit Workflows for ClickUp Agents

Although the interface provides visual controls, the core steps to shape a workflow are similar:

Choose New Workflow or edit an existing one.
Define the trigger, such as a task update, form submission, or schedule.
Add sequential actions your ClickUp agent will perform, like creating tasks, updating fields, or sending notifications.
Include conditions or branches if some actions should run only in specific scenarios.
Save and link the workflow to one or more AI agents.

As you refine workflows, you can test them in a safe context before rolling them out widely in your ClickUp workspace.

Using Connections in ClickUp AI Agents

Connections are how ClickUp AI Agents integrate with third-party apps and services. With the right connections, your agents can move information between tools automatically.

View and Manage Connections

The Connections section of the dashboard gives you a consolidated view of integrations available to your agents.

Review all active connections for your workspace.
Identify which apps are linked to particular agents or workflows.
Update, reconnect, or remove connections that are no longer needed.

Keeping this list clean ensures ClickUp agents work reliably and that data flows only where you intend.

Add New Connections From the Dashboard

To expand what your ClickUp agents can do, you can add new connections directly from the dashboard:

Open the Connections view.
Select an option to add or connect a new app.
Choose the service you want to integrate.
Follow the authentication prompts provided by the external app.
Confirm and test the connection so ClickUp agents can start using it.

After connecting a new service, return to your agents or workflows to incorporate actions that rely on that app.

Using the ClickUp App Directory With AI Agents

The App Directory within the ClickUp AI Agents dashboard serves as a catalog of apps you can connect and extend.

Browse the ClickUp App Directory

Use the App Directory to discover integrations that enhance your automations:

Search by app name or category.
Open an app listing to see what kinds of actions and data it supports.
Decide if the app fits your workflow needs before connecting it.

Exploring the directory helps you progressively scale what AI agents can achieve inside ClickUp.

Install and Use Apps With Agents

Once you find an app in the ClickUp directory that fits your use case, you can make it available to agents:

Select the app in the directory.
Click to install or connect it to your workspace.
Grant any required permissions.
Return to your Connections or Agents area and attach the app to relevant workflows.

By combining multiple apps, agents in ClickUp can coordinate complex cross-tool automations.

Best Practices for ClickUp AI Agents

To get the most value from AI agents while keeping your workspace manageable, apply the following recommendations.

Name agents clearly: Use descriptive names that explain each agent’s function.
Start simple: Begin with small, well-defined workflows before adding complexity.
Test thoroughly: Run test scenarios to ensure ClickUp automations behave as expected.
Review regularly: Periodically audit agents, workflows, and connections.
Document usage: Maintain internal notes or a knowledge base so your team knows what each agent does.

Where to Learn More About ClickUp AI Agents

For the latest interface details and feature updates, always refer to the official product page. You can visit the ClickUp AI Agents dashboard information at this official ClickUp resource.

If you want broader workflow strategy, automation planning, or implementation help around tools like ClickUp, you can also explore guidance from specialist consultancies such as Consultevo, which focuses on optimizing work management setups.

By understanding the Agents, Workflows, Connections, and App Directory views, you can configure ClickUp AI Agents to streamline processes, reduce manual effort, and create a more efficient workspace for every team.

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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