How to Use ClickUp AI Agents

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How to Use ClickUp AI Agents for Social Media and PR

ClickUp offers AI Agents built to streamline social media and PR work, helping you manage content planning, approval, and publishing in one organized workflow. This guide walks you through how to use these AI-powered tools to run a complete social and PR process from a single workspace.

Understand ClickUp AI Agents for Social Media

Before you begin, it helps to understand what the Social Media & PR AI Agent does inside ClickUp. This agent is designed to support your end-to-end workflow instead of acting as a one-off chatbot.

From the source page at ClickUp Social Media & PR Specialist AI Agent, you can see that the focus is on:

  • Creating structured social campaigns
  • Generating and refining content drafts
  • Coordinating with stakeholders for review
  • Tracking deliverables and publishing dates

The agent works within tasks, docs, and views so that every post, brief, and announcement lives in an organized ClickUp space.

Set Up Your ClickUp Space for Social and PR

To get the most value from the agent, first configure your ClickUp hierarchy around social media and PR activities.

Create a ClickUp Space for Communications

  1. Create a new Space dedicated to Marketing, Communications, or Social & PR.

  2. Add folders for core categories such as:

    • Campaigns
    • Social Calendar
    • Press & Announcements
    • Influencer or Partner Content

  3. Within each folder, create Lists for specific initiatives, for example:

    • Product Launch Social
    • Brand Awareness Campaigns
    • Quarterly PR Announcements

This structure makes it easier for the ClickUp AI Agent to reference related tasks and keep planning, content, and approvals tightly connected.

Define Custom Fields in ClickUp

Use custom fields to capture details the AI Agent should consider when drafting social or PR content.

  • Channel (X, LinkedIn, Instagram, TikTok, etc.)
  • Audience or Persona
  • Campaign Name
  • Priority and Status
  • Publish Date and Time

These fields give the ClickUp AI Agent extra context so it can generate more targeted and consistent messaging.

Start a Social or PR Workflow in ClickUp

Once your structure is in place, you are ready to start a repeatable workflow for each campaign or announcement.

Create a Campaign Task in ClickUp

  1. Create a high-level task for your campaign or announcement.

  2. Add a short summary describing the goal, audience, and main message.

  3. Attach any brand guidelines, creative assets, or briefs as task attachments or links.

  4. Assign the task to the owner and apply due dates and custom fields.

This parent task will become the hub that the ClickUp AI Agent uses to generate and organize related work.

Use the ClickUp AI Agent to Plan the Campaign

Inside the campaign task or doc, open the AI tools and prompt the Social Media & PR Agent to build your plan.

  1. Ask the agent to outline a multi-channel social plan, including:

    • Recommended channels
    • Post frequency
    • Core content themes
    • Key PR milestones

  2. Request a content calendar for a specific time frame.

  3. Have the agent convert the plan into a bullet list that you can quickly turn into subtasks for each post or deliverable.

When you are satisfied with the outline, convert each item into ClickUp tasks to track drafting, design, review, and publishing.

Draft Social and PR Content with ClickUp AI

With tasks created for each piece of content, you can use the ClickUp AI Agent to draft and refine copy faster.

Generate First Drafts in ClickUp Tasks

  1. Open a content task for a specific post or press item.

  2. Include key details in the task description or custom fields, such as:

    • Target channel
    • Angle or hook
    • Call to action
    • Required links or hashtags

  3. Launch the Social Media & PR AI Agent and request:

    • Social captions tailored to the selected channel
    • Variations for A/B testing
    • Short and long-form copy options

The AI Agent will produce drafts directly inside the ClickUp task or doc, allowing you to keep context and copy in one place.

Refine and Optimize Content in ClickUp

Once you have drafts, guide the ClickUp AI Agent to polish them.

  • Ask it to adapt tone (professional, casual, bold, etc.).
  • Request alternative headlines or hooks for PR announcements.
  • Shorten or expand content to fit specific channel limits.
  • Localize language or adjust messaging for different audiences.

You can run multiple refinement passes until the output matches your brand voice and campaign objectives.

Collaborate and Approve Content in ClickUp

Social and PR work often involves reviews from marketing, legal, and leadership. The ClickUp AI Agent supports this by keeping everything centralized.

Use ClickUp Comments and Proofing

  1. Invite collaborators to the Space or relevant Lists.

  2. Use comments and @mentions to request feedback on specific sections of copy.

  3. Attach creative assets and use ClickUp proofing to annotate visuals.

  4. Summarize long feedback threads with the AI Agent to create clear action items.

The agent can help convert feedback into a concise checklist so nothing is missed before publication.

Track Approvals with ClickUp Statuses

Configure statuses that mirror your approval process, such as:

  • Drafting
  • In Review
  • Approved
  • Scheduled
  • Published

Move tasks through these stages as they progress. This gives everyone involved a shared, real-time view of campaign status in ClickUp.

Schedule and Report on Campaigns in ClickUp

After content is approved, you can organize publishing schedules and performance insights in the same workspace.

Build a ClickUp Calendar or Timeline View

  1. Create Calendar or Timeline views on your Social Calendar List.

  2. Group or color-code tasks by channel or campaign using custom fields.

  3. Use the publish date custom field to visualize when each post goes live.

  4. Adjust dates by dragging tasks on the calendar as plans change.

This helps your team see exactly how social and PR activities are distributed over days, weeks, and months.

Summarize Results with ClickUp AI

After your campaign ends, you can use the ClickUp AI Agent to assemble a recap.

  • Collect performance metrics in a dedicated results doc or task.
  • Ask the agent to create an executive summary, highlighting wins and lessons learned.
  • Turn the summary into a reusable template for future campaigns.

Storing these recaps in ClickUp builds a knowledge base you can revisit when designing new initiatives.

Extend Your Workflow Beyond ClickUp

For additional strategy, systems, and implementation support around marketing operations and AI workflows, you can also leverage specialized consulting resources.

An example is Consultevo, which focuses on helping teams optimize digital processes and technology stacks to make better use of tools like ClickUp and AI assistants.

By combining a strong workspace structure with the Social Media & PR AI Agent, you turn ClickUp into a central command center for planning, drafting, approving, and reporting on every campaign you run.

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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