How to Use ClickUp for AI Meeting Minutes

/ ClickUp / By

How to Use ClickUp for AI-Powered Meeting Minutes

ClickUp makes it easy to turn any meeting into clear, shareable notes with AI, so your team never loses action items, decisions, or next steps again.

This how-to guide walks you through setting up AI meeting minutes, choosing the right templates, and creating a consistent workflow based on the features described in the official ClickUp AI minutes of meeting guide.

Why Use ClickUp for Meeting Minutes

Before you start, it helps to understand what ClickUp can do for your meeting documentation process.

Using AI-powered tools inside ClickUp lets you:

  • Capture notes during or after any meeting
  • Summarize long conversations into key takeaways
  • Extract action items with owners and due dates
  • Keep minutes searchable and organized by project or client
  • Share a clean recap with stakeholders in seconds

The result is a repeatable, automated workflow that removes manual note-taking and formatting work.

Set Up Your Workspace in ClickUp

To get reliable AI-generated meeting minutes, start with a clear structure in ClickUp.

Create a Space for Meetings in ClickUp

  1. Log in to your ClickUp workspace.
  2. In the sidebar, click + Space.
  3. Name the Space (for example, Client Meetings or Team Syncs).
  4. Choose who has access and set permissions.
  5. Save the Space.

Keeping a dedicated Space for meetings makes it easy to filter and report on past minutes.

Add Folders and Lists for Meeting Types

Inside your new Space, group meetings by categories so your ClickUp AI content remains organized.

  1. Create a Folder for each major area, such as Sales, Product, or Operations.
  2. Inside each Folder, create one or more Lists for specific meeting types, such as:
    • Weekly Team Standups
    • Client Check-ins
    • Project Kickoffs
    • Retrospectives
  3. Use a consistent naming convention so you can quickly find any meeting later.

Use ClickUp Docs to Capture Meeting Minutes

ClickUp Docs are the core of your AI-powered minutes workflow. Each meeting can have its own Doc or you can keep an ongoing Doc per recurring meeting.

Create a Meeting Minutes Doc in ClickUp

  1. Open the relevant Space, Folder, or List.
  2. Click + Doc to create a new document.
  3. Name the Doc with the meeting title and date, for example, Marketing Sync – 2026-01-14.
  4. Optionally, pin the Doc or add it to Favorites for quick access.

Using one Doc per meeting makes AI summaries and search more accurate.

Apply or Build a Meeting Template in ClickUp

The source article highlights how templates help you standardize your minutes. In ClickUp, you can create a reusable structure like this:

  • Meeting title and date
  • Attendees
  • Agenda
  • Discussion notes
  • Decisions
  • Action items
  • Next meeting details

To save this layout as a template:

  1. Open your Doc in ClickUp.
  2. Build the section headers once.
  3. Open the Doc settings menu.
  4. Choose the option to save the Doc as a template (if available in your plan).
  5. Use this template for all future meetings to keep AI output consistent.

Turn Raw Notes into Minutes with ClickUp AI

With your structure ready, you can let ClickUp AI convert messy notes into clear, formatted minutes.

Capture Raw Notes During the Meeting

You can type directly into the ClickUp Doc while you meet or paste in notes later. Try to include:

  • Key discussion points
  • Decisions and trade-offs
  • Questions raised
  • Agreed next steps
  • Any links or references shared

The richer your raw notes, the better your AI-generated minutes will be.

Generate an AI Summary in ClickUp

  1. Open the meeting Doc inside ClickUp.
  2. Highlight the section of raw notes you want summarized, or select the entire Doc.
  3. Click the AI icon (based on the features described in the ClickUp AI guide).
  4. Choose a prompt aligned with meeting minutes, such as:
    • “Summarize this meeting into key takeaways”
    • “List decisions and action items with owners”
    • “Create a structured meeting recap”
  5. Review the generated summary and adjust any details for accuracy.

This step mirrors the AI minutes generation process showcased in the original ClickUp article.

Format the Minutes Inside ClickUp

After AI generates a draft, clean it up for clarity and shareability:

  • Add headings for Summary, Decisions, and Action Items.
  • Convert long paragraphs into bullet points for quick scanning.
  • Link tasks, Docs, or Lists directly from your text.
  • Highlight dates and responsibilities so owners cannot miss them.

Because everything lives in ClickUp, your meeting minutes stay connected to your work management.

Create Action Items from Minutes in ClickUp

The real value of AI minutes is converting discussion into trackable work. ClickUp helps you create tasks straight from your notes.

Convert Notes to Tasks in ClickUp

  1. Scan the Action Items section of your minutes.
  2. For each item, highlight the text describing the task.
  3. Use the option to create a new task from highlighted text (as outlined in ClickUp documentation and AI examples).
  4. Select the correct List, priority, and due date.
  5. Assign the task owner and add watchers.

This keeps your minutes, tasks, and project plans fully synchronized within ClickUp.

Link Tasks Back to Your Meeting Minutes

To maintain context, link each new task to the Doc where the decision was made:

  • Add the Doc URL inside the task description.
  • Or, use the relationships feature to connect tasks and Docs (if available in your plan).
  • Mention the meeting date in the task name when helpful.

That way, anyone can see why the task exists and what was discussed.

Share and Store Meeting Minutes in ClickUp

Once your minutes are ready, share them directly from ClickUp so nobody has to dig through email threads.

Share ClickUp Minutes with Stakeholders

  1. Open the final meeting minutes Doc.
  2. Use the share controls to choose viewers and editors.
  3. Copy a public or internal link and send it to attendees.
  4. Optionally export or print if someone prefers offline access.

Centralizing minutes inside ClickUp keeps everything in one system of record.

Organize and Search Past Minutes in ClickUp

Over time, you build a rich history of meetings. To keep it usable:

  • Use a consistent naming pattern, such as [Team] – [Type] – [YYYY-MM-DD].
  • Tag Docs with relevant clients, projects, or teams.
  • Use global search in ClickUp to find topics, people, or decisions across all minutes.

This makes audits, handovers, and onboarding much easier.

Optimize Your ClickUp Workflow with Expert Help

If you want to design more advanced ClickUp workflows around AI minutes, reporting, and automation, you can explore specialized consulting at Consultevo, which focuses on optimizing tools and processes for digital teams.

Combined with the official guidance in the ClickUp AI minutes of meeting article, these steps give you a complete, scalable system for capturing and using meeting information across your organization.

By structuring your workspace, using Docs, leveraging AI, and turning minutes into actionable tasks, ClickUp becomes your central hub for meeting decisions and follow-through.

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

“`

Verified by MonsterInsights