How to Use ClickUp AI Agents and Luna
ClickUp now offers powerful AI Agents, including Luna, to help teams automate routine work, answer questions, and move projects forward faster. This how-to guide explains what AI Agents are, how they work inside ClickUp, and how to get the most value from Luna in your daily workflows.
What Are ClickUp AI Agents?
AI Agents in ClickUp are intelligent assistants that understand your workspace, content, and workflows. They combine AI automation with human-like reasoning to help teams stay on top of tasks, updates, and knowledge.
Luna is the first general-purpose AI Agent designed to work across your organization. Luna is built to support every department, from operations and project management to marketing, product, and more.
Core Capabilities of ClickUp AI Agents
Before using Luna in ClickUp, it helps to understand the core capabilities of these agents and how they assist your teams.
Workspace-Aware Assistance in ClickUp
Luna can access and understand information stored in your workspace, including:
- Tasks, subtasks, and statuses
- Docs, notes, and project briefs
- Lists, Folders, and Spaces
- Relevant historical context and updates
This allows Luna to give personalized, context-aware answers and suggestions rather than generic responses.
Autonomous Problem Solving
Luna can break down complex requests into smaller steps, reason through them, and work across tools to deliver clear outputs. For example, Luna can:
- Summarize long docs or project threads
- Locate relevant tasks and highlight blockers
- Draft plans or outlines informed by your data
- Suggest next steps for projects or initiatives
Multi-Tool Coordination
ClickUp AI Agents are designed to coordinate work across systems, not just inside one app. Luna can be configured to work with third-party tools so you can reduce toggling and manual updates.
How to Get Started With ClickUp Luna
Follow these high-level steps to start using Luna as your general-purpose AI Agent inside ClickUp.
1. Identify Use Cases for Luna in ClickUp
Begin by deciding how Luna can help your teams today. Common use cases include:
- Answering questions about projects and tasks
- Summarizing docs, updates, and meetings
- Drafting content, briefs, or task descriptions
- Helping new team members ramp up faster
- Surfacing risks, blockers, or priority changes
Clarifying your goals will help you prompt Luna more effectively.
2. Access Luna Inside ClickUp
Luna lives inside the ClickUp platform as an AI Agent. From eligible plans, you can access AI features directly within your workspace. Look for AI entry points such as:
- AI tools within Docs or task descriptions
- AI-powered commands in task views
- Dedicated AI sections for assistance and automation
Once you locate the AI Agent interface, you can begin interacting with Luna using natural language prompts.
3. Ask Luna Workspace-Specific Questions
To use Luna effectively, ask questions that leverage the context stored in ClickUp. For example:
- “Summarize the current status of the Q3 launch project.”
- “What are the highest priority tasks due this week for the marketing team?”
- “Explain the key decisions in the latest product doc.”
Luna will use information from your workspace to answer accurately and concisely.
Practical Ways to Use ClickUp AI Agents Daily
Once Luna is enabled, you can rely on AI Agents for a variety of daily tasks and workflows.
Use Luna to Speed Up Project Management in ClickUp
In project and operations teams, Luna can help you:
- Generate task lists from goals or briefs
- Turn meeting notes into actionable tasks
- Summarize project timelines and dependencies
- Highlight overdue work or potential bottlenecks
This keeps everyone aligned and reduces the time spent manually updating records.
Use ClickUp AI Agents for Documentation and Knowledge
Luna can assist with documentation and organizational knowledge by:
- Summarizing long docs into short briefs
- Creating FAQs from existing content
- Clarifying complex processes for new team members
- Surfacing related docs and tasks for quick reference
This is particularly useful for onboarding and cross-functional collaboration.
Support Cross-Functional Teams With ClickUp AI
Because Luna is a general-purpose AI Agent, it can support multiple teams:
- Marketing: summarize campaign results or draft briefs
- Product: organize feedback and release notes
- Operations: standardize processes and documentation
- Leadership: get quick rollups of progress across initiatives
Tips for Better Results With ClickUp AI Agents
To get the most reliable output from Luna and other AI Agents, follow these best practices.
Write Clear, Specific Prompts in ClickUp
Instead of vague questions, make prompts detailed and actionable. For example:
- Poor: “What’s going on with projects?”
- Better: “Summarize the top 5 active projects in the Operations Space, including current status and blockers.”
Clear prompts help Luna use the right data and produce useful answers.
Ask Luna to Show Its Reasoning Steps
When appropriate, request structured outputs, such as:
- Bullet-point summaries
- Numbered checklists
- Pros and cons lists
- Step-by-step plans
This makes it easier to review and apply what Luna generates inside your ClickUp workflows.
Iterate and Refine in ClickUp
If Luna’s first response is not exactly what you need, ask follow-up questions or refine the scope. For example:
- “Focus only on tasks assigned to the design team.”
- “Shorten this summary to three bullet points.”
- “Rewrite this description in a more concise tone.”
Iterative prompts help ClickUp AI Agents learn your preferences and improve relevance over time.
Why ClickUp AI Agents Like Luna Matter
AI Agents change how teams work by giving them an assistant that understands context, content, and goals. Inside ClickUp, Luna helps reduce manual effort, improves visibility, and keeps teams aligned across departments.
By leveraging Luna as your general-purpose AI Agent, you can:
- Reduce time spent searching for information
- Standardize documentation quality
- Turn unstructured notes into structured tasks
- Support faster decision-making with better summaries
To explore more details about Luna and other AI capabilities, review the official page at ClickUp Luna AI Agent.
Next Steps to Enhance Your ClickUp Setup
Once you start using AI Agents, consider improving your broader workspace structure, processes, and documentation. Optimized Spaces, Lists, and templates make it easier for Luna to retrieve the right information and provide accurate guidance.
If you need expert help with implementation, process design, or workspace optimization, you can work with specialized consultants such as Consultevo to level up your ClickUp environment and get the best results from AI.
By combining well-structured workspaces with Luna and other ClickUp AI Agents, your team can operate more efficiently, keep projects on track, and focus on high-impact work rather than repetitive tasks.
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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