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How to Use ClickUp AI Agents

How to Use ClickUp AI Agents for Content Topic Generation

ClickUp provides an AI agent flow that helps you quickly generate organized content topics and related metadata so your planning process is faster, clearer, and easier to reuse across different projects.

This how-to guide walks you through the complete setup, from connecting the agent to your content pipeline, to configuring prompts, to reviewing and reusing generated topics.

Overview of ClickUp AI Agent Content Flow

The content topic–generating AI agent in ClickUp is designed as a reusable workflow. It collects basic inputs, sends them to an AI step, then organizes the output into a structured format that your team can act on.

This flow is especially useful if you want a repeatable way to brainstorm ideas by audience, channel, or campaign, and then capture the output consistently across your workspace.

Preparing Your Workspace in ClickUp

Before you start using the AI agent, make sure your workspace is set up to receive the generated topics and details.

Set Up a ClickUp Space or Folder for Content

Create or select a space or folder where you intend to manage campaigns and ideas. This will help you keep everything generated by the agent in one place.

  • Decide whether you will store topics as tasks, subtasks, or list items.
  • Confirm who on your team needs access to the results.
  • Plan naming conventions so you can search and filter easily.

Decide What You Want the AI Agent to Produce

Clarify the type of content output you expect from the AI agent in ClickUp.

  • High-level topics or fully formed content briefs.
  • Metadata like audience, funnel stage, channel, and format.
  • Suggested titles, key talking points, or keyword angles.

Having these expectations clear will help you customize prompts and fields in the agent flow.

Accessing the Content Topic AI Agent in ClickUp

To use the predefined content topic–generating flow, start from the AI agents area in your workspace.

  1. Open your workspace and navigate to the AI agents section or automation area.
  2. Locate the content topic–generating template or flow that is based on the ClickUp AI agent configuration from the source page.
  3. Choose the option to use or duplicate this agent so you can tailor it to your process.

You can review the original setup and intent by visiting the source configuration at this ClickUp AI agent flow page.

Configuring the ClickUp AI Agent Flow

The flow typically follows a pattern of collecting inputs, invoking an AI step, then writing the results into a structured format.

Step 1: Define Input Fields

First, configure the inputs users will provide before triggering the AI step in ClickUp.

  • Primary goal: What the campaign or content series should achieve.
  • Target audience: Who the topics should speak to.
  • Channels: For example, blog, email, social, or video.
  • Constraints: Word count, tone, or industry specifics.

Use simple, clearly labeled fields so anyone can launch the agent without confusion.

Step 2: Customize the AI Prompt Inside ClickUp

Next, fine-tune the AI prompt. This is the instruction set the ClickUp agent sends to the model when generating topics.

  1. Open the AI step configuration in the flow editor.
  2. Describe the outcome you want, such as a structured list of topic ideas with supporting details.
  3. Reference the input fields directly in the prompt so the AI tailors results to each request.
  4. Specify response format, for example bullet lists, sections, or table-style responses.

Clear instructions here help ensure every run of the agent returns consistent and usable ideas.

Step 3: Map AI Output to ClickUp Fields

After the AI generates topics, decide where the information should live inside ClickUp.

  • Map topic titles to task names or custom fields.
  • Store descriptions or briefs in task descriptions.
  • Use custom fields for audience, channel, and funnel stage.
  • Create subtasks for subtopics or supporting assets.

By mapping outputs to structured locations, your generated topics instantly become actionable pieces of your content plan.

Running the Content Topic Agent in ClickUp

Once configuration is complete, your team can begin using the AI agent to generate new ideas on demand.

Step-by-Step Run Process

  1. Navigate to the view, task, or automation trigger where the agent is available.
  2. Fill in the required inputs: goal, audience, channels, and any constraints.
  3. Launch the AI agent and wait for the response.
  4. Review the generated topics, then save or refine them as needed.

Each run can be tuned with different inputs so you can generate topics for new audiences, product lines, or campaigns.

Reviewing and Editing Results in ClickUp

Use your standard review process to refine AI-generated ideas.

  • Adjust titles to align with your brand voice.
  • Merge overlapping topics or remove irrelevant ones.
  • Add priority, due dates, and assignees for approved ideas.
  • Tag tasks with labels for channel, campaign, or product area.

This review pass turns raw AI suggestions into a clear, prioritized backlog for your content team.

Best Practices for Using ClickUp AI Agents

To get consistent value from the content topic–generating workflow, follow these best practices when working in ClickUp.

Standardize Inputs and Templates

Create simple internal guidelines so your team always enters similar types of information into the agent.

  • Document example inputs that produce strong results.
  • Use templates for campaigns and briefs that align with the agent output.
  • Periodically update prompts based on what ideas perform best.

Iterate on the ClickUp Prompt Over Time

Treat the AI prompt as a living asset inside ClickUp.

  • Review which generated topics get approved or used.
  • Adjust the prompt to encourage more of what works.
  • Refine response formatting to reduce manual cleanup.

This continuous improvement loop gradually increases the quality and relevance of every agent run.

Integrating ClickUp AI Output With Your Strategy

AI-generated topics are most useful when they connect to your broader marketing or product strategy.

  • Link generated tasks to higher-level campaign epics or goals.
  • Use dashboards to monitor progress from topic to published asset.
  • Combine AI ideas with performance data to guide what to generate next.

For additional strategic frameworks and consulting support, you can explore resources such as Consultevo, which focuses on systems, planning, and optimization.

Next Steps With ClickUp AI Agents

By configuring the content topic–generating AI agent, mapping outputs to structured fields, and standardizing your inputs, you turn ClickUp into a repeatable engine for idea generation and campaign planning.

As you use this workflow more often, continue to refine prompts, templates, and field mappings so your team spends less time manually brainstorming and more time executing the highest-impact topics generated by your AI-powered ClickUp setup.

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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