How to Use ClickUp AI for Media Pitches

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How to Use ClickUp AI for Media Pitch Creation

ClickUp lets you build a repeatable, AI-powered workflow for media pitch creation so your communications team can move from draft to send in minutes instead of hours. This guide walks you step by step through setting up and using the Media Pitch Creation AI Agent template.

This tutorial is based on the official Media Pitch Creation template page at ClickUp AI Agents for Media Pitches.

What the ClickUp Media Pitch AI Agent Does

The Media Pitch Creation AI Agent in ClickUp is designed to help communications and PR teams handle core pitching tasks at scale.

With this AI Agent, you can:

  • Generate tailored media pitch drafts for specific journalists or outlets
  • Align outputs with your brand guidelines and messaging
  • Save time on repetitive email writing tasks
  • Standardize tone, structure, and talking points across your team

The template acts as a ready-made starting point, so you can plug in your own brand rules and journalist data without building everything from scratch.

Before You Start in ClickUp

To get the most from the Media Pitch Creation AI Agent in ClickUp, prepare the following items:

  • Your core brand positioning and boilerplate
  • Key product or story details you want to pitch
  • Target journalist or outlet information (name, beat, past coverage)
  • Any tone of voice or style rules your team follows

Having these inputs ready will help you get high-quality, on-brand pitches from the AI Agent on the first try.

How to Access the Media Pitch Template in ClickUp

Follow these steps to find and open the Media Pitch Creation AI Agent template inside ClickUp:

  1. Log in to your ClickUp workspace with the correct permissions.
  2. Navigate to your AI Hub or AI Agents section (depending on your workspace setup).
  3. Search for the Media Pitch Creation AI Agent template.
  4. Select the template to open its details and configuration options.

Once the template is open, you can customize it to reflect your brand and pitching workflow.

Configuring the ClickUp Media Pitch AI Agent

Configuration is where you teach the AI Agent how your team writes and structures pitches. In ClickUp, you can tune several elements to make outputs reliable and consistent.

Define Your Brand and Messaging in ClickUp

Use the template fields to describe your brand clearly. Include:

  • Company description and industry
  • Primary product or story you are pitching
  • Core value proposition and differentiators
  • Mandatory talking points or boilerplate text

Enter this information once so the AI Agent can reuse it for every pitch, helping your ClickUp workflow stay consistent across campaigns.

Set Tone and Style Guidelines in ClickUp

Next, document how your communications team writes. Inside the AI Agent configuration, specify:

  • Preferred tone (e.g., professional, bold, friendly)
  • Reading level or complexity
  • Regional spelling preferences (e.g., US vs UK English)
  • Words or phrases to avoid

Clear rules ensure the AI Agent keeps every pitch in line with your brand voice while you work in ClickUp.

Customize Inputs for Journalists

The Media Pitch Creation template is built to personalize outreach. Configure input fields so you can quickly add:

  • Journalist name and publication
  • Beat or area of coverage
  • Reference to a recent article or post
  • Angle you want to emphasize

These structured inputs let the AI Agent generate emails that feel tailored instead of generic.

Running the Media Pitch AI Agent in ClickUp

Once configured, using the AI Agent from inside ClickUp is straightforward.

Step-by-Step: Generate a New Pitch

  1. Open the AI Agent for Media Pitch Creation in ClickUp.
  2. Fill in the required journalist and story fields.
  3. Review any optional fields for extra context or links.
  4. Click the button to run or generate the pitch.
  5. Wait a few seconds while the AI Agent composes your draft.

The output will appear directly in the ClickUp interface connected to your task, document, or workspace area, depending on how your admin has configured the AI Agent.

Refine and Iterate in ClickUp

If the first result is not exactly what you need, you can refine the pitch without leaving ClickUp:

  • Regenerate the draft with minor prompt tweaks
  • Ask the AI Agent to shorten or expand certain sections
  • Request alternate subject lines or hooks
  • Adjust tone from formal to more conversational

This iterative workflow keeps your editing process centralized and traceable inside ClickUp tasks or Docs.

Collaborating on Pitches in ClickUp

Collaboration is where the AI Agent becomes part of a broader communication workflow in ClickUp.

Use Tasks and Docs to Manage Feedback

Best practices for collaboration include:

  • Attach the generated pitch to a task for review
  • Mention stakeholders in comments directly on the draft
  • Track status changes (Draft, In Review, Approved, Sent)
  • Store final, approved templates in ClickUp Docs for reuse

This helps your team keep every pitch and decision in one system of record.

Create a Repeatable PR Workflow in ClickUp

Turn your AI Agent usage into a workflow by:

  • Building a pipeline view for media outreach tasks
  • Linking each pitch task to the AI Agent run
  • Logging which version of the pitch was ultimately sent
  • Capturing outcomes (opens, replies, coverage) as custom fields

Over time, you can analyze which approaches and tone guidelines work best and refine your ClickUp configuration accordingly.

Tips for Better Media Pitches with ClickUp AI

To get stronger results from the Media Pitch Creation AI Agent, keep these tips in mind:

  • Provide specific, concrete inputs rather than vague ideas
  • Reference the journalist’s past work wherever possible
  • Clarify your primary call to action (interview, briefing, demo, or coverage)
  • Limit each pitch to one main story angle
  • Update your brand messaging fields regularly as your narrative evolves

These habits help the AI Agent generate outputs that feel relevant and actionable from the first draft.

Scaling Your PR Operations with ClickUp

Once your team is comfortable with one AI Agent, you can extend your PR workflows in ClickUp by adding related agents and templates, such as:

  • Press release drafting agents
  • Follow-up email agents
  • Media list research or enrichment agents
  • Campaign recap and coverage summary agents

Combining these with your existing ClickUp views, automations, and reporting can give your PR and communications function a complete, AI-assisted operating system.

Next Steps

If you want strategic help designing an end-to-end, AI-powered PR workspace around ClickUp, consider working with a specialist consultancy like Consultevo, which focuses on building scalable workflows and LLM-driven systems.

To explore the official Media Pitch Creation AI Agent template and see everything it can do, go directly to the source page at ClickUp’s Media Pitch Creation template and start customizing it for your next campaign.

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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