How to Use ClickUp to Plan and Manage AI Slide Decks

ClickUp can be your command center for planning, drafting, reviewing, and improving AI-generated slide decks from tools like SlidesAI and its alternatives. This how-to guide walks you through setting up a simple, repeatable workflow so every presentation is organized, on-brand, and delivered on time.

The steps below translate the key ideas from this SlidesAI alternatives guide into a practical workflow you can run directly in your workspace.

Why Use ClickUp for AI Slide Workflows

Modern AI slide tools generate content quickly, but they still need structure, review, and collaboration. ClickUp gives you a single place to manage everything around your decks while letting your team keep using their favorite slide generators.

With a focused setup you can:

• Collect presentation ideas and requirements in one place
• Store scripts, outlines, and talking points for AI slide input
• Track review, edits, and stakeholder approvals
• Standardize formats, branding, and best practices

Step 1: Create a ClickUp Space for Presentations

Start by grouping all presentation work inside a dedicated Space in ClickUp. This keeps your decks separate from other projects and makes it easier to reuse your setup.

1. Create a new Space named something like Presentations & Decks.

2. Inside that Space, create a Folder called AI Slide Decks.

3. Add Lists for each major presentation type, for example:

   • Product Demos
   • Sales Pitches
   • Internal Training
   • Webinars & Events

This structure lets you organize AI-powered decks by purpose while managing everything consistently in ClickUp.

Step 2: Build a ClickUp Task Template for Each Deck

Every deck you create with AI tools should follow the same steps from idea to final slides. A standardized ClickUp task template keeps that process predictable.

Set up core fields in ClickUp

In your AI Slide Decks Folder, create a task and configure it as a template. Add custom fields such as:

• Presentation Type (dropdown: Sales, Training, Demo, Webinar, etc.)
• Target Audience (text)
• Goal / CTA (text)
• Planned Duration (number of minutes)
• Slide Tool (dropdown: SlidesAI, Gamma, Tome, Canva, etc.)

These details guide how you feed content into AI slide platforms and help your team choose the right alternative for each deck.

Add sections in the ClickUp task description

Use the task description to store all content your AI slide tool will need:

• Context & audience: who the deck is for and why
• Key messages: 3–5 takeaways the audience must remember
• Outline: bullet points or numbered sections for the AI to follow
• Brand notes: tone, style, examples, and visual preferences

Once the structure is set, save this task as a reusable template in ClickUp so every new deck starts with the same framework.

Step 3: Plan Your AI Slide Workflow in ClickUp

Next, turn your Space into a simple workflow board so you can see exactly where each deck stands.

Configure ClickUp statuses for slide creation

In the List settings, add statuses that match the way you work:

• Idea: early concept, not yet approved
• Brief Ready: content and outline completed in the task
• AI Draft Created: first version generated in your slide tool
• Review & Edits: subject-matter and design review
• Approved: final content and structure confirmed
• Delivered: presented or shared with the audience

You can manage these statuses easily on a Board view in ClickUp, dragging each deck task through the pipeline.

Add basic automation in ClickUp

Automations help streamline repetitive steps. For example, you can configure rules so that when:

• Status changes to Brief Ready, assign the deck to the person who will run the AI slide tool.
• Status changes to AI Draft Created, automatically notify reviewers or add a Review Due Date.
• Status changes to Approved, move the task to a Completed Decks List for archiving.

Automations in ClickUp keep the process moving without manual chasing.

Step 4: Organize AI Slide Content in ClickUp

Use one ClickUp task per deck as the single source of truth for all content before it goes into SlidesAI or any alternative tool.

Prepare the AI slide prompt inside ClickUp

In the task description, add a dedicated section labeled Prompt for AI Slide Tool. Include:

• Short description of the deck and its goal
• Audience profile and knowledge level
• Structured outline with headings and bullets
• Notes on tone, visuals, and specific examples

When you are ready to generate slides, simply copy this prompt from ClickUp into your chosen AI slide platform.

Store references and assets in ClickUp

Attach or link all supporting material directly to the task:

• Brand guidelines and logo packs
• Screenshots or product images
• Research documents or reports
• Recordings or transcripts used as input

This ensures your AI-generated slides stay consistent and traceable, and everyone can find the source material quickly.

Step 5: Review and Improve Decks in ClickUp

After generating a deck with your preferred SlidesAI alternative, bring feedback and improvements back into ClickUp.

Manage comments and approvals

Use comments in the task to capture review notes:

• Link to the current slide version
• List slides that need rewriting or reordering
• Tag stakeholders who must approve content

As reviewers sign off, update the status and add a short summary of decisions in the task description. This keeps a clear history for future revisions.

Track versions using ClickUp fields

Add a custom field called Deck Version (e.g., v1, v2, v3) and update it whenever you regenerate or significantly edit slides. You can also note which AI tool you used and why you chose it based on the strengths highlighted in the SlidesAI alternatives article.

Step 6: Build a ClickUp Knowledge Base for AI Slides

To get better results over time, turn your experience into reusable knowledge inside ClickUp.

Create a ClickUp Doc for best practices

Add a Doc in your Presentations & Decks Space that covers:

• When to use each slide generator tool
• Prompt examples that produced strong decks
• Brand and formatting rules
• Common pitfalls and how to avoid them

Link this Doc in your deck template so every task has instant access to current guidelines.

Tag winning AI decks

When a deck performs well (high engagement, strong conversions, or positive feedback), tag the task with labels like High Performer or Template Worthy. Over time, this creates a gallery of successful decks you can quickly clone.

Step 7: Report on Your Slide Workflow in ClickUp

Use views and dashboards to monitor how effectively your team is producing AI-supported presentations.

• Create a List or Table view grouped by Status to see bottlenecks.
• Filter by Slide Tool to understand which platforms are used most often.
• Track due dates to avoid last-minute slide creation.

By centralizing the entire process in ClickUp, you get visibility into workload, turnaround time, and which AI tools contribute the most value.

Next Steps: Combine ClickUp With Expert Help

Once your workflows are in place, you can refine them further with better prompts, automation, and integrations. If you want expert guidance on optimizing work management and AI content processes, you can explore consulting resources such as Consultevo.

Use this step-by-step approach to turn ClickUp into the operational backbone of your AI slide creation process, so your team can move from scattered tools and ad-hoc decks to a consistent, organized, and reliably high-quality presentation pipeline.

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

“`