How to Use ClickUp to Replace Beautiful.ai

ClickUp can power a complete AI presentation workflow, from collecting ideas to collaborating on final decks. By combining task management, docs, and whiteboards, you can build a repeatable system that replaces traditional Beautiful.ai style tools while keeping everything connected in one workspace.

This step-by-step guide walks you through building that workflow using ideas inspired by Beautiful.ai alternatives, so you can manage every part of your slide process with more control and visibility.

Why Use ClickUp for Presentation Workflows

Before you set up the system, understand what ClickUp brings to an AI-driven presentation process.

Centralized hub for slide ideas, content drafts, and assets
Flexible views for planning and tracking multiple decks
Built-in docs and whiteboards for storyboarding
Automation to keep deadlines and reviews on track
Scalable structure for teams, clients, and stakeholders

Instead of locking your content into a single slide designer, you can make ClickUp the command center and connect it to any AI design or presentation tool you prefer.

Step 1: Create a ClickUp Space for Presentations

Start by creating a dedicated Space in ClickUp so all decks and slide assets live in one organized area.

Create a new Space and name it something like “Presentations” or “Slide Production.”
Set Space-level sharing and permissions for your team or clients.
Add key ClickUp views (List, Board, Calendar) at the Space or folder level to support different workflows.

Keeping all presentations in a single ClickUp Space lets you report across decks, track workloads, and standardize your process.

Step 2: Build a ClickUp List Template for Decks

Next, structure a List that will represent a single deck pipeline, then save it as a reusable ClickUp template.

Recommended ClickUp task statuses

Backlog (ideas and requested decks)
Briefing
Content Draft
Design in Progress
Review & Feedback
Final Approval
Delivered / Archived

Helpful ClickUp custom fields for presentations

Deck Type (pitch, training, webinar, sales, report)
Priority (low, normal, high, urgent)
Owner / Presenter
Audience (internal, client, executive, public)
Due Date and Event Date
Slide Count Estimate

After you configure statuses and custom fields, save this List as a ClickUp template so you can spin up a new deck workflow in a few clicks.

Step 3: Capture Ideas and Requests in ClickUp

Use ClickUp tasks as the single source of truth for every deck request.

Create an “Intake” List inside your presentation Space.
Build a ClickUp Form tied to that List with fields for requester, purpose, audience, due date, and must-have content.
Embed the Form in your intranet or share a public link so stakeholders can request decks without leaving their usual tools.

Each form submission automatically becomes a ClickUp task with all the information you need to move it through your standard workflow.

Step 4: Plan Deck Structure with ClickUp Docs

Once a request is approved, use ClickUp Docs to outline the story before you ever start designing slides.

How to outline a deck in ClickUp

Open the deck task and create a linked Doc named “Slide Outline.”
Use headings for major sections (Problem, Solution, Proof, Next Steps, etc.).
Under each heading, add bullet points for slide-by-slide talking points.
Mention decision-makers in the ClickUp Doc comments to gather early feedback.

ClickUp Docs help you validate messaging early, reducing revisions later when slides are already designed.

Step 5: Storyboard Slides on ClickUp Whiteboards

Visual thinkers can turn that outline into a storyboard using ClickUp Whiteboards.

Using ClickUp Whiteboards for visual planning

Create a Whiteboard connected to the deck task.
Add sticky notes for each slide with title and key message.
Group notes into sections to mirror your Doc outline.
Attach reference images or example slides alongside each note.

This Whiteboard acts like a canvas version of your deck. When you move to an AI slide tool or designer, you already have a clear visual plan anchored in ClickUp.

Step 6: Connect ClickUp to AI Slide Tools

You can integrate ClickUp with AI presentation tools or manual design workflows without losing control.

Attach exported PDFs or slide files from tools like Beautiful.ai to the deck task.
Paste share links from your chosen slide platform directly into the ClickUp task description.
Use ClickUp subtasks to track individual slide batches, image sets, or design variations.

By keeping all context and files in ClickUp, you can swap AI design tools as needed without changing how your team manages work.

Step 7: Run Reviews and Approvals in ClickUp

ClickUp simplifies reviews, approvals, and version control across multiple stakeholders.

Set up review workflows in ClickUp

Add reviewers as Watchers on the deck task so they receive updates.
Use checklists for content review, brand review, and legal sign-off.
Create automation to move the task to “Review & Feedback” when files are attached.
Collect comments in the task thread or Doc comments instead of scattered emails.

When the deck is approved, move the ClickUp task to “Final Approval” and attach the final slide file or link. This creates a reliable record you can reference later.

Step 8: Track Analytics and Iterations in ClickUp

After a presentation is delivered, use ClickUp to capture performance insights and improvements for next time.

Add a custom field for “Outcome” (won deal, signups, attendance, feedback score).
Log notes from the presenter or audience in the task comments.
Create follow-up tasks for content updates or spin-off materials.

Over time, you can build dashboards inside ClickUp to understand which deck types, presenters, and audiences produce the best results.

Step 9: Use ClickUp Dashboards for Portfolio Visibility

As your catalog of decks grows, dashboards become critical for visibility and planning.

Helpful ClickUp dashboard widgets

Tasks by Deck Type to see workload distribution
Tasks by Status to monitor progress across all active decks
Workload by Assignee to balance designers and writers
Calendar widget to map key presentation dates

Dashboards give managers, executives, and clients a real-time snapshot of all presentation work powered by ClickUp.

Step 10: Standardize and Scale with ClickUp Templates

Once you refine your workflow, turn every part of it into reusable ClickUp assets.

List templates for different deck types (sales, investor, onboarding)
Doc templates for outlines, briefs, and speaker notes
Whiteboard templates for storyboards and content maps
Dashboard templates for team or client reporting

Standardization helps you deliver consistent, on-brand decks quickly, even as teams grow or client volume increases.

Extend Your ClickUp System

If you want expert help optimizing this setup, you can work with specialists who focus on workflow design and AI tooling. For example, Consultevo offers consulting around productivity systems and automation that can complement your ClickUp environment.

Conclusion: Make ClickUp Your Presentation Command Center

By turning ClickUp into the central hub for planning, drafting, reviewing, and tracking presentations, you gain far more control than with a single-purpose design tool. You can still use any AI slide generator or design app you like, but ClickUp becomes the system of record that holds briefs, outlines, assets, approvals, and performance data together in one place.

Follow the steps in this guide to build your own repeatable presentation workflow in ClickUp and adapt it to your team’s structure, tools, and scale.

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

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