How to Build World Economic Forum–Style AI Agents in ClickUp

ClickUp makes it possible to design powerful AI agents that work like dedicated digital analysts, strategists, and project coordinators. This step-by-step guide shows you how to recreate the World Economic Forum–style AI workspace so your team can automate complex research, summarization, and decision support workflows.

Understand the World Economic Forum AI workspace in ClickUp

Before you start building, it helps to understand the structure of the World Economic Forum AI workspace demonstrated in the ClickUp example.

The reference workspace, described on the World Economic Forum ClickUp AI agents page, shows how to coordinate several specialized agents in one place.

At a high level, you will set up:

A centralized Space for AI agents and experiments
Lists for different research or initiative tracks
Tasks that represent specific questions, reports, or initiatives
AI agents that coordinate, research, and summarize information

Create your AI workspace structure in ClickUp

The first step is to reproduce a clear structure in ClickUp so your AI agents have a consistent environment to work within.

Step 1: Create a dedicated Space in ClickUp

Open your ClickUp workspace and select the option to create a new Space.
Name the Space something like World Economic Forum AI Lab to mirror the example.
Assign relevant team members, especially those who will design prompts, review outputs, and maintain structures.

Using a dedicated Space in ClickUp separates experimental AI work from everyday operational tasks and keeps your data organized.

Step 2: Add Lists for initiatives and research tracks

Inside your new Space, create Lists that represent the main themes or programs you want to analyze, just as a policy or economic forum would.

Global initiatives (e.g., environment, technology, health)
Regional programs (e.g., Europe, Asia-Pacific, Latin America)
Special projects (e.g., annual summit preparation, whitepapers)

Each List in ClickUp becomes the home for tasks that your AI agents will process and monitor.

Step 3: Design Task templates for AI requests

In every List, build a task template that standardizes how you ask AI agents to work.

Include core elements such as:

Title: a clear question or initiative name
Description: background context and objectives
Custom fields: region, topic, deadline, and priority
Subtasks: data collection, analysis, summary, and recommendations

By using templates in ClickUp, you make it easier for AI agents to understand context and produce consistent results.

Configure AI agents inside ClickUp

With your structure in place, you can configure the actual agents that will perform World Economic Forum–style analysis and automation.

Step 4: Define AI agent roles in ClickUp

Model your agents on the specialized digital roles highlighted in the World Economic Forum example. For instance, you might create:

Global Policy Researcher: focuses on international reports, trends, and data.
Strategic Briefing Writer: turns complex findings into short executive briefs.
Session Planner: suggests agendas, speakers, and themes for events.

Each role in ClickUp should have a clear purpose, boundaries, and expected outputs.

Step 5: Craft detailed prompts and guardrails

For every AI agent, define instructions that explain:

Who the agent is (e.g., “You are a senior policy analyst at a global economic forum”)
What sources or types of inputs it should prioritize
What format the response must follow (bullets, sections, or tables)
Any tone or style expectations for written outputs

Use example tasks from your World Economic Forum–style Lists to test and refine these prompts in ClickUp until the outputs meet your standards.

Step 6: Connect agents to tasks and workflows

Next, decide how your AI agents will interact with tasks in ClickUp.

Typical patterns include:

Triggering an agent when a task is created in a specific List
Running an agent when a custom status changes (e.g., from “Idea” to “In Research”)
Allowing users to manually invoke an agent from a task to request updates or new analysis

Map these behaviors carefully so agents work in predictable, auditable ways.

Automate research and reporting with ClickUp

Once agents are configured, focus on turning your ClickUp workspace into a repeatable research and reporting engine.

Step 7: Build automations that orchestrate AI agents

Use ClickUp Automations to sequence tasks across agents.

For example:

When a new policy research task is created, trigger the Global Policy Researcher agent to collect and summarize key data.
When the summary is complete and status changes to “Ready for Brief,” trigger the Strategic Briefing Writer agent to produce a one-page briefing.
When a briefing is approved, change status to “For Session Planning,” and have the Session Planner agent draft a potential event outline.

This kind of orchestration in ClickUp mirrors how teams at a global forum coordinate complex workflows.

Step 8: Standardize outputs and templates

To keep reports consistent, add templates inside tasks that your agents will fill or adapt. Templates might include:

Executive summary sections
Risk and opportunity matrices
Policy recommendation frameworks
Stakeholder mapping tables

Clear templates help ClickUp AI agents deliver content your stakeholders can compare across initiatives and time.

Review, refine, and govern AI agents in ClickUp

World Economic Forum–style analysis requires accuracy, transparency, and rigor. Treat your agents in ClickUp as systems that need governance and iteration.

Step 9: Add review checkpoints and approvals

Set up statuses and assignees that enforce human review at key points, such as:

Initial draft ready for expert review
Fact-checking and data verification
Legal or compliance review
Final approval for publication or internal circulation

Use ClickUp views and filters to track which tasks are waiting for human validation after AI work is complete.

Step 10: Monitor agent performance and improve prompts

Regularly evaluate how well your AI agents are performing by asking:

Are summaries capturing the right level of depth and nuance?
Do recommendations align with your organization’s standards and values?
Are there recurring errors or gaps in coverage?

When you notice patterns, refine prompts, update templates, or adjust automations in ClickUp to improve reliability over time.

Scale your AI ecosystem in ClickUp

After you replicate the initial World Economic Forum–style setup, expand your approach to more teams and use cases.

Options for scaling include:

Creating additional Spaces for other departments or partner organizations
Sharing agent configurations and task templates across Spaces
Documenting best practices in a centralized knowledge base folder
Training new users on when and how to involve AI agents in their projects

As you scale, maintain a consistent naming and documentation system in ClickUp so teams can discover and reuse successful AI workflows.

Next steps and additional resources

To see the original reference experience and explore more configuration ideas, review the official World Economic Forum AI agents example directly.

If you want expert help implementing advanced AI workflows, you can also consult specialized implementation partners such as Consultevo, who focus on productivity platforms and automation strategies.

By following these steps, you can transform your ClickUp workspace into a coordinated system of AI agents that supports research, strategy development, and executive decision-making at a level similar to a global economic forum.

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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