Getting Started with ClickUp AI Cards

ClickUp offers AI Cards to quickly capture, organize, and act on information from your Docs without reading every word. This guide explains how to use AI Cards to summarize content, extract key details, and build Smart Lists for faster workflows.

What ClickUp AI Cards Are

AI Cards are structured summaries generated from your Docs. Instead of manually scanning a long document, you can ask the AI to create focused cards that highlight specific insights or actions.

Each AI Card can represent an idea, task, takeaway, or data point pulled directly from your content. You can then organize these cards into Smart Lists to manage related information in one place.

How ClickUp AI Cards Work

When you open a Doc, you can send it to an AI Card session. The session gives you a workspace where you can ask questions, request summaries, or create cards based on prompts. The AI analyzes the Doc and produces cards that you can edit, save, and organize.

AI Cards are best used when you need quick answers, decision points, or structured notes from longer documents such as meeting notes, research, or project briefs.

Open a ClickUp AI Card Session from a Doc

Start by launching an AI Card session from any supported Doc.

Open the Doc you want to analyze.
Locate the AI options in the Doc toolbar.
Select the option to create AI Cards from the Doc content.
Wait while the AI reads the Doc and prepares the AI Card session workspace.

Once the workspace opens, you will see a panel where you can ask questions and generate new cards.

Use ClickUp AI to Create Cards

Inside the AI Card session, you can use prompts to guide the AI. The goal is to create meaningful cards tied to your Doc.

Common ways to prompt ClickUp AI

Ask for a high-level summary of the entire Doc.
Request key takeaways or bullet-point highlights.
Ask for decisions made or open questions captured in the Doc.
Request a list of action items or follow-ups.
Ask for risks, blockers, or dependencies mentioned.

For example, you might ask: “List the top five decisions from this meeting Doc” or “Identify all action items with owners and due dates.” The AI will generate cards that match your request.

Review and refine AI Cards

Each time the AI responds, it creates one or more AI Cards. You can:

Edit the card title and content to clarify details.
Delete cards that are not useful.
Merge or reorganize cards to better reflect your workflow.

Refining cards keeps the information trustworthy and ensures your Smart Lists stay relevant and actionable.

Organize ClickUp AI Cards into Smart Lists

AI Cards become more powerful when you group them into Smart Lists. A Smart List is a collection of related cards you can track and manage together.

Create a Smart List from AI Cards

In the AI Card session, select the cards you want to group.
Use the option to create a new Smart List from the selected cards.
Give the Smart List a clear name, such as “Project Alpha Decisions” or “Q2 Planning Action Items.”
Save the Smart List so you can return to it later.

The Smart List now acts as a focused view of your most important cards, all generated from your original Doc.

Use Smart Lists to manage work

After building a Smart List, you can:

Scan the list to understand decisions, tasks, or insights.
Update card details as work progresses.
Filter or sort cards to focus on specific topics or priorities.

Smart Lists help you move from static Docs to dynamic, structured information you can manage in your workspace.

Best Practices for ClickUp AI Cards

To get the best results from AI Cards, follow these recommendations.

Write clear Docs before using ClickUp AI

Use headings, bullet points, and consistent formatting in your Docs.
Capture decisions, owners, and dates explicitly.
Avoid mixing unrelated topics in a single document.

Well-structured Docs make it easier for the AI to produce accurate, meaningful cards.

Ask targeted questions in ClickUp AI sessions

Be specific about what you want: decisions, tasks, risks, or summary.
Use follow-up prompts to refine results.
Break large requests into smaller prompts if the Doc is long or complex.

Targeted prompts help the AI focus on what matters most to you and your team.

Maintain your AI Cards and Smart Lists

Review new cards after each AI session to confirm accuracy.
Archive outdated cards so Smart Lists stay current.
Update titles and descriptions to reflect the latest context.

Regular maintenance keeps your ClickUp workspace organized and reliable.

Access the Official ClickUp AI Cards Documentation

For the most detailed and current technical information, consult the official documentation for AI Cards on the ClickUp Help Center. You can find it here: ClickUp AI Cards article.

Improve Your ClickUp Workflow Strategy

If you want expert help designing workflows around AI Cards and other features, you can work with specialists who focus on optimizing ClickUp implementations. A consulting partner such as Consultevo can help you design processes, templates, and structures that make better use of AI-generated insights.

Next Steps with ClickUp AI Cards

AI Cards turn long Docs into structured information you can act on quickly. By opening an AI Card session, prompting the AI for summaries and action items, and organizing results into Smart Lists, you can streamline how your team reviews content and makes decisions.

Start by selecting one important Doc, creating an AI Card session, and building your first Smart List. As you refine your prompts and card organization, you will unlock faster, clearer workflows across your ClickUp workspace.

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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