How to Use ClickUp AI with Procore

ClickUp can work side by side with Procore to streamline construction project management, generate smart updates, and give teams AI-powered assistance without leaving their workspace. This guide walks you through how to connect the systems, set up automation, and use AI agents to reduce manual work.

What You Need Before Connecting ClickUp and Procore

Before you start, confirm you have the right access and information for both platforms. Proper preparation will make the connection process smoother and more secure.

• An active Procore account with admin-level permissions or equivalent rights to manage integrations
• Access to the Procore Developer Portal to create and manage API credentials
• A ClickUp Workspace with permissions to install or configure integrations and AI features
• Clear understanding of which projects, RFIs, submittals, or tasks you want to sync

Once you have these items, you are ready to configure the connection and start designing your first workflows.

Step 1: Create API Credentials in Procore

To let ClickUp AI agents interact with Procore, you must authorize secure access using Procore API credentials.

1. Sign in to your Procore administrator account.

2. Open the Procore Developer Portal from your account menu.

3. Create a new OAuth 2.0 Client or Service Account (depending on your security requirements).

4. Note the generated values:

   • Client ID
   • Client Secret
   • Authorization URL and Token URL, if shown

5. Confirm which company and project-level permissions are associated with the credentials so that your AI workflows only access the necessary data.

Keep these credentials secure. You will paste them into the ClickUp integration configuration in a later step.

Step 2: Connect Procore Inside ClickUp

The next step is to connect your Procore environment to your workspace so that ClickUp AI agents can read and update information.

1. Open your workspace settings in ClickUp.

2. Navigate to the integrations or apps section.

3. Choose the Procore integration option.

4. When prompted, enter the Procore Client ID and Client Secret you created earlier.

5. Authorize the requested scopes so the AI workflows can perform actions such as:

   • Reading project data
   • Retrieving RFIs, submittals, or change events
   • Creating or updating items in Procore when required

6. Save the integration and test the connection using a sample project to verify that data flows correctly.

If the connection test fails, double-check your credentials and verify that the Procore account used for the API client has access to the selected projects.

Step 3: Configure ClickUp AI Agents for Procore

Once the integration is live, you can configure AI agents that understand Procore data and automate repetitive tasks. These agents act as a bridge between your project information and day-to-day activities.

Define the Purpose of Your ClickUp AI Agent

Before creating an agent, decide what it should do. Common use cases for construction and field teams include:

• Summarizing project status based on RFIs, punch lists, and open issues
• Drafting daily reports from Procore updates
• Turning Procore activity into meeting notes or action items
• Helping answer on-site questions about project documents

A clear purpose helps you choose the right data sources and prompts for your agent.

Set Up a New Agent in ClickUp

1. Open the AI or automation section of your workspace.

2. Create a new AI agent and give it a descriptive name such as “Procore Daily Summary Agent.”

3. Select Procore as a connected data source so the agent can fetch relevant records during conversations or workflows.

4. Define what the agent is allowed to do with Procore data, such as:

   • Read-only access for reporting and Q&A
   • Read and write access for creating logs or updating items

5. Write clear instructions describing how the agent should respond, which project fields to prioritize, and how to format updates for your team.

By keeping the instructions specific and concise, your agent will generate more accurate and consistent results.

Step 4: Build Workflows that Combine ClickUp and Procore

After your agent is configured, design workflows that trigger AI actions based on events in Procore or your workspace. This is where you see real time savings.

Examples of Practical Workflows

• Daily field summaries
  Trigger an AI-generated summary each day that compiles new RFIs, open punch items, and changes in schedule, then post it to a project channel.
• Meeting preparation
  Before a coordination meeting, have the agent gather recent Procore activity and create a concise agenda and discussion list.
• Issue follow-up tasks
  When a new issue is logged in Procore, automatically create a task with key details and have the agent suggest next steps.
• Status report drafts
  Weekly, the agent can assemble a report from Procore data, including progress highlights and risk items, ready for human review.

Use templates or automation settings to standardize these workflows so they run reliably for every project.

Best Practices for Reliable Workflows

• Limit each workflow to a clear objective, such as “create one daily summary” or “prepare a weekly report.”
• Specify which Procore projects, companies, or data types each automation should access.
• Set guardrails to avoid overwriting important information without human approval.
• Test workflows with a small pilot team before rolling them out to entire projects.

Step 5: Monitor, Review, and Improve Your Setup

Once your automations and agents are live, review their outputs regularly to keep them aligned with project needs.

• Check sample AI summaries and reports for accuracy and clarity.
• Ask field teams and project managers whether the updates are actually saving time.
• Refine the agent instructions if you see missing details or unnecessary content.
• Adjust permissions in Procore or your workspace if agents need additional data or tighter access control.

Iterative improvements help your AI setup remain useful across different projects, contractors, and phases of work.

Security and Compliance Considerations

Any connection between ClickUp and Procore must respect your company’s security policies and contractual obligations.

• Store Client ID and Secret only in secured integration settings.
• Restrict agent permissions to the minimum data required for each workflow.
• Review audit logs or activity records to see when agents read or updated items.
• Coordinate with your IT or compliance team before enabling access to sensitive documents.

By designing narrowly scoped agents and workflows, you reduce risk while still gaining significant efficiency.

Where to Learn More

To explore platform capabilities and additional automation ideas, visit the official product page for AI agents and Procore at this external resource. For broader strategy, implementation support, and workspace optimization, you can also consult specialists at Consultevo.

By following these steps, your teams can bring construction data and communication into one hub, using AI agents to eliminate repetitive work and keep every stakeholder informed in real time.

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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