How to Use ClickUp AI for Gmail

ClickUp offers a powerful AI extension for Gmail that lets you summarize long email threads, draft quick replies, and turn important messages into actionable tasks without leaving your inbox.

This step-by-step guide explains how to install the extension, connect your workspace, and start using AI agents to manage email more efficiently.

What You Need Before Using ClickUp AI in Gmail

Before you start, make sure you have access to the right tools and accounts so the setup is smooth.

• An active ClickUp account with workspace access
• Google Chrome or Microsoft Edge browser
• Access to Gmail on the web
• Permission to install browser extensions

Once these requirements are met, you are ready to connect your inbox to your productivity hub.

Install the ClickUp AI Gmail Extension

The first step is to install the official extension that brings AI agents into your email environment.

1. Open your browser and go to the extension marketplace (Chrome Web Store or Edge Add-ons).

2. Search for the ClickUp AI extension for Gmail.

3. Click the install or add to browser button.

4. Confirm permissions when prompted so the extension can work with Gmail.

After installation, you should see the ClickUp icon in your browser toolbar or inside your Gmail interface.

Connect Gmail to Your ClickUp Workspace

To enable AI features, you need to connect Gmail with your ClickUp workspace.

1. Open Gmail in your browser.

2. Look for the ClickUp AI panel or icon inside the Gmail interface.

3. Select the option to sign in to your ClickUp account.

4. Choose the workspace you want to link to Gmail.

5. Approve any requested permissions so AI agents can read thread content and create tasks as needed.

Once connected, the extension will be ready to help you work with messages using workspace context and existing projects.

Use ClickUp AI to Summarize Email Threads

Long email chains can slow you down. With AI agents, you can quickly understand what matters without reading every message.

Summarize Threads with ClickUp in One Click

1. Open a Gmail conversation you want to review.

2. Locate the ClickUp AI area in the email thread.

3. Choose the option to summarize the conversation.

4. Wait a moment while the AI agent scans the thread.

5. Review the generated summary, which should highlight key decisions, questions, and action items.

You can use these summaries to quickly catch up on ongoing projects or share a concise update with your team.

Improve Summaries with ClickUp Prompts

To refine AI output, you can use structured prompts inside the ClickUp panel, such as:

• “Summarize this thread focusing on deadlines.”

• “List open questions that still need answers.”

• “Extract tasks and owners mentioned in this email.”

Clear prompts help the AI agent produce results that match your workflow and expectations.

Draft Email Replies with ClickUp AI

The integration also supports AI-assisted drafting so you can respond to messages faster and with better clarity.

Generate Reply Suggestions with ClickUp

1. Open the email you want to answer in Gmail.

2. Click reply as you normally would.

3. In the ClickUp AI panel, choose an option to draft or suggest a reply.

4. Describe what you want the reply to include, such as next steps, confirmations, or status updates.

5. Let the AI agent create a draft based on the email content and your instructions.

After the draft appears, edit the text to match your tone and company style before sending.

Use ClickUp to Adjust Tone and Length

You can refine replies by asking the AI to:

• Make the message more formal or more friendly

• Shorten the response for quick updates

• Expand on details for detailed project summaries

These refinements help ensure every message is both professional and concise.

Turn Emails into Tasks with ClickUp AI

Important messages often contain work that needs to be tracked. The Gmail extension lets you convert those emails directly into tasks.

Create Tasks from Gmail Using ClickUp

1. Open an email that includes an action item, request, or deadline.

2. Open the ClickUp AI panel next to the message.

3. Select the option to create a task.

4. Review or edit the suggested task title and description.

5. Choose the list, assignee, and due date in your workspace.

6. Save the task so it appears in the appropriate space and list.

The AI agent can pull key details from the email body to help you set up tasks quickly and consistently.

Enhance Task Details with ClickUp AI

You can also ask the AI to enrich your new task by:

• Summarizing the email into a clear task description

• Listing subtasks based on bullet points in the message

• Highlighting dependencies or related work

This ensures your team has all the context needed without searching through inbox history.

Best Practices for Using ClickUp AI in Gmail

To get the most value from this integration, follow a few practical habits.

• Use AI for first drafts, then review manually before sending.

• Keep prompts specific, including tone, audience, and purpose.

• Convert any recurring requests into reusable task templates in your workspace.

• Regularly clean up your inbox and close out tasks linked to old threads.

By combining discipline with automation, your inbox becomes a reliable extension of your project management system.

Learn More About ClickUp AI and Gmail

For complete details on supported features, capabilities, and updates, review the official product page at ClickUp AI for Gmail.

If you need additional consulting, setup, or workflow design help, you can also explore expert services from Consultevo, a consulting provider that works with modern productivity platforms.

With the Gmail extension connected, ClickUp AI agents can help you process messages faster, keep your projects in sync with your inbox, and reduce the time spent on repetitive communication tasks.