ClickUp AI Agents Setup Guide

How to Use ClickUp AI Agents Marketplace

The ClickUp AI Agents Marketplace makes it simple to discover, install, and use AI agents that automate work and enhance productivity across your workspace.

This step-by-step how-to guide walks you through accessing the marketplace, finding the right agents, and understanding how they help your team get more done with less manual effort.

What Is the ClickUp AI Agents Marketplace?

The ClickUp AI Agents Marketplace is a centralized hub where you can browse and learn about intelligent agents designed to work on your behalf inside your workspace.

These agents can be trained to understand your work context and then handle tasks such as:

  • Summarizing content from tasks, docs, and comments
  • Generating updates, notes, or drafts based on existing work
  • Answering questions about your workspace information
  • Helping you stay organized by surfacing what matters most

Instead of switching between tools, your team can rely on embedded AI agents that work directly with the information you already store and manage.

How to Open the ClickUp AI Agents Marketplace

To start using AI agents, you first need to open the marketplace inside your workspace.

  1. Sign in to your workspace using your existing account.

  2. Navigate to the AI experience or AI section available from your main interface.

  3. Look for the dedicated area or link that takes you to the AI Agents Marketplace, where you can explore available agents.

Once you are in the marketplace, you can browse featured agents, explore categories, and open individual agent pages for more detail.

How to Explore ClickUp AI Agents

Inside the ClickUp marketplace, each AI agent has its own profile or listing. Use these listings to understand how the agent works and what problems it solves.

Reviewing a ClickUp AI Agent Listing

When you open an agent listing, carefully review the information provided so you can decide whether it matches your workflow needs.

Typical details you may find include:

  • Agent overview – A description of what the agent does and the type of work it can automate.
  • Key capabilities – Examples of tasks, actions, or workflows the agent can perform.
  • Best use cases – Suggestions on where the agent fits best in your process, such as project tracking, support, writing, or reporting.
  • Access requirements – Any conditions that may apply to using the agent within your workspace.

Use this information to shortlist the agents that align with your team’s goals.

Comparing Multiple ClickUp Agents

Before you enable an agent, compare it with others that provide similar capabilities.

Consider:

  • Which agent best matches your existing workflows
  • Whether the agent supports your most common task types
  • How each agent will help save time for specific roles

By comparing agents, you can select the option that gives your team the most immediate value.

How to Enable AI Agents in ClickUp

After you choose the AI agents that fit your needs, you can enable them from the marketplace view.

  1. Open the selected agent’s page from the AI Agents Marketplace.

  2. Look for an option to add, enable, or activate the agent in your workspace.

  3. Confirm any prompts to complete setup so the agent can start interacting with your work.

Once enabled, the agent becomes available in supported areas of your workspace, where it can analyze content and help you act faster.

How ClickUp AI Agents Work With Your Data

AI agents function as smart assistants that use content from your workspace to provide useful outputs without requiring you to manually copy or move information.

They can interact with:

  • Tasks and sub-tasks
  • Docs and notes
  • Comments and updates
  • Other supported items in your workspace

Each agent is designed to handle specific patterns of work, such as summarizing updates, suggesting next actions, or answering questions about your projects.

Getting Better Results From ClickUp AI Agents

To get the most value from AI agents, focus on how you structure your information.

  • Use clear task titles and descriptions so agents can understand your work.
  • Keep docs organized by topic or project.
  • Add context in comments when you ask for help or clarifications.

The clearer your workspace structure, the easier it is for agents to return accurate, context-aware results.

Practical Ways to Use ClickUp AI Agents

Here are practical examples of how your team can apply AI agents in daily work.

Project Updates and Summaries

Use agents to simplify status reporting and information sharing:

  • Generate quick summaries of long task threads.
  • Turn raw notes into organized meeting minutes.
  • Create brief updates pulled from multiple related tasks.

This reduces the time you spend compiling information and lets you focus on decision-making.

Knowledge and Workspace Questions

AI agents can also help team members quickly find answers based on data already stored in your workspace.

  • Ask questions about specific projects or tasks.
  • Locate references inside docs without manual searching.
  • Clarify what was decided in previous discussions.

Instead of hunting through multiple views, your team can interact with agents to surface what matters.

Content and Communication Support

Agents are also helpful for drafting and refining content based on existing work.

  • Turn bullet points into polished updates.
  • Rephrase content for different stakeholders.
  • Draft outlines based on existing docs or plans.

By automating these steps, your team can move from idea to final deliverable more quickly.

Best Practices for Managing ClickUp AI Agents

To maintain a streamlined and effective AI environment, manage agents intentionally rather than enabling too many at once.

Start Small, Then Expand

Introduce AI agents gradually so your team can adapt.

  1. Begin with one or two agents that address your highest-impact use cases, such as status summaries or knowledge questions.

  2. Gather feedback from the people using them most often.

  3. Based on results, decide whether to add more agents or adjust your setup.

Review Agent Impact Regularly

Review how agents affect productivity and clarity in your workspace.

  • Ask team members whether agents save time and reduce manual work.
  • Check whether summaries, answers, and suggestions are accurate.
  • Refine how you create and organize tasks or docs to improve outcomes.

Continuous review helps you align agents with your processes and goals.

Where to Learn More About ClickUp AI Agents

To explore the full set of AI agents and stay up to date as new options are released, use the official marketplace and supporting resources.

  • Visit the ClickUp AI Agents Marketplace to browse available agents, read detailed descriptions, and see how they fit into your workflows.
  • Work with experienced consultants or solution partners who specialize in implementing AI-driven workflows. For example, you can explore services from Consultevo to get expert help optimizing your workspace.

As you experiment and refine your setup, the marketplace will remain your central place to find, evaluate, and enable new agents that match your evolving business needs.

Next Steps

Now that you understand how the AI Agents Marketplace works, your next steps are straightforward:

  1. Open the marketplace within your workspace.

  2. Review agent listings and choose the ones that align with your goals.

  3. Enable selected agents and test them on real projects.

  4. Collect feedback from your team and adjust your configuration over time.

By following these steps, you can use intelligent agents to streamline work, reduce manual tasks, and get more value from the information already stored in your workspace.

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

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