How to Use ClickUp AI Step-by-Step

ClickUp gives teams a practical way to turn generative AI into everyday productivity. This guide shows you exactly how to use its AI features to write, summarize, and manage work more efficiently.

Following the steps below, you will learn how to access ClickUp AI, apply the right prompts, and connect AI outputs directly to tasks, docs, and projects.

Getting Started with ClickUp AI

Before using AI features, make sure your workspace is set up correctly and that the ClickUp AI add-on is enabled for the right users.

Step 1: Enable ClickUp AI in Your Workspace

1. Open your Settings in ClickUp.

2. Go to the billing or add-ons section, depending on your plan.

3. Locate the AI add-on and enable it for the members or teams who need access.

4. Confirm any plan changes and save your settings.

Once enabled, the AI features appear in Docs, tasks, comments, and selected views.

Step 2: Access ClickUp AI in Docs

One of the fastest ways to start is to open a ClickUp Doc and launch AI from the editor.

1. Create or open an existing Doc in your workspace.

2. Place your cursor where you want content to appear.

3. Use the AI icon or the appropriate keyboard shortcut to open the AI assistant.

4. Select a template or choose a blank prompt to begin generating content.

Docs are ideal for drafting long-form content, project briefs, meeting notes, or knowledge base articles with AI support.

Using ClickUp AI to Generate Content

The core strength of the AI in ClickUp is its ability to generate high-quality written content directly in your workspace.

Step 3: Choose the Right AI Template

ClickUp offers a range of pre-made AI templates tailored to common workflows. To use them:

1. Open the AI assistant in a Doc or task.

2. Browse the available templates (for example: blog ideas, outlines, emails, or summaries).

3. Select the template that matches your goal, such as writing a blog introduction or drafting a project recap.

4. Fill in any required fields with context about your project, audience, or product.

Templates help guide the AI to produce more relevant, structured content with fewer edits.

Step 4: Write and Refine Content with ClickUp AI

To create content inside a Doc:

1. Type a clear prompt describing what you need, such as: “Write a 300-word overview of our new feature launch for internal stakeholders.”

2. Run the AI and wait for the initial draft to appear in your Doc.

3. Use built-in AI options to:

   • Shorten or expand the text

   • Change tone (more formal, more casual, more persuasive)

   • Fix spelling and grammar

   • Improve clarity and structure

4. Edit the final text manually to align with your brand voice and requirements.

By combining AI suggestions with human review, you keep quality high while reducing drafting time.

Summarizing Work with ClickUp AI

AI in ClickUp is useful not only for writing from scratch but also for condensing information into clear, actionable summaries.

Step 5: Summarize Docs and Project Notes

To create quick summaries from long documents:

1. Open the relevant Doc that contains meeting notes, project plans, or research.

2. Select the portion of text you want summarized, or leave nothing selected to summarize the entire Doc.

3. Launch the AI assistant and choose a summarize option.

4. Specify the style you want, such as:

   • Executive summary

   • Bullet-point recap

   • Action-item list

5. Insert the summary into the Doc or copy it to another location.

This is especially valuable for leaders who need fast overviews of complex documentation.

Step 6: Summarize Tasks and Updates in ClickUp

You can also use AI within tasks to capture the key points from long descriptions or comment threads.

1. Open a task with multiple updates, attachments, or a long history.

2. Use the AI assistant to generate a task summary.

3. Ask the AI to focus on:

   • Current status

   • Decisions made

   • Dependencies and blockers

   • Next steps and owners

4. Save the summary in the task description or as a comment for visibility.

This keeps everyone aligned without reading every detail in the activity log.

ClickUp AI for Different Teams

ClickUp supports various roles across an organization. AI enhances each workflow in different ways.

Marketing Teams Using ClickUp AI

Marketing teams can speed up content production with AI-driven writing and planning.

• Brainstorm campaign concepts and taglines.

• Create blog outlines and draft articles in Docs.

• Generate social media copy variations for testing.

• Summarize campaign performance data into stakeholder-ready updates.

Keep all AI-generated materials connected to tasks and projects so writers and strategists can collaborate seamlessly.

Product and Project Teams Using ClickUp AI

Product managers and project leads can rely on AI to keep documentation clear and projects on track.

• Turn meeting notes into concise requirement summaries.

• Draft release notes and user-facing announcements.

• Summarize long feedback threads or research notes.

• Generate quick status reports for stakeholders directly from task data.

Because everything lives in ClickUp, AI outputs stay linked to roadmaps, sprints, and backlogs.

Operations and Support Teams in ClickUp

Operations and support teams can use AI to standardize communication and documentation.

• Create procedure drafts and SOP templates.

• Summarize policy changes into short announcements.

• Draft internal FAQs or canned responses.

• Convert scattered notes into clear, step-by-step processes.

This makes it easier to maintain consistent, up-to-date internal knowledge.

Best Practices for Prompts in ClickUp

To get reliable results from AI in ClickUp, focus on writing strong prompts and refining outputs.

Step 7: Write Clear, Context-Rich Prompts

When you ask the AI to generate or summarize content, include:

• The goal (e.g., brief update, detailed guide, meeting recap).

• The audience (e.g., executives, customers, technical users).

• The desired format (bullets, numbered steps, paragraph, email, etc.).

• Any constraints (length, tone, key points to cover).

For example: “Summarize this Doc into a bullet-point brief for senior leadership, highlighting major risks, decisions, and due dates.”

Step 8: Review, Edit, and Share Safely

AI results should be reviewed before sharing.

1. Read through AI-generated text to verify accuracy.

2. Adjust tone and terminology to match your organization.

3. Remove any outdated or sensitive information.

4. Share or assign the final version through ClickUp tasks or Docs so owners are notified.

Maintaining human oversight ensures high-quality, trustworthy content.

Connecting ClickUp AI to Your Workflow

To get the most value, embed AI into your existing processes rather than treating it as a separate tool.

• Include AI-generated summaries as a standard step after major meetings.

• Use AI to draft the first version of all project briefs.

• Adopt AI templates for common communications like status emails or sprint recaps.

• Keep all AI work inside ClickUp Docs and tasks for easy search and collaboration.

Over time, this turns AI into a core component of your daily work rather than an occasional extra.

Additional Resources on ClickUp and AI

To deepen your understanding of how generative AI supports productivity, review the original overview of AI examples from ClickUp at this resource on generative AI examples.

If you need expert help designing workflows, prompts, or integrations around ClickUp, you can also explore consulting services at Consultevo for tailored implementation support.

By following these steps and best practices, you can use ClickUp AI to generate content, summarize complex work, and streamline collaboration across every team in your organization.

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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