How to Automate Creative Briefs in ClickUp with ChatGPT

Managing creative requests manually in ClickUp can slow down your team, create bottlenecks, and lead to incomplete briefs. By combining ClickUp with ChatGPT, you can automate creative briefs, standardize requirements, and ship campaigns faster with fewer back-and-forth messages.

This guide walks you through a practical workflow based on the process described in the original tutorial at ClickUp’s blog on automating creative briefs with ChatGPT.

Why Automate Creative Briefs in ClickUp

Creative teams often face the same issues:

Vague or incomplete project requests
Too many DM and email follow-ups
No consistent format for briefs
Difficulty tracking priorities and deadlines

Automating creative briefs in ClickUp with a structured intake process and AI-generated summaries helps you:

Collect all required information upfront
Standardize how briefs look and read
Reduce manual writing time for strategists and PMs
Keep a single source of truth for every request

Step 1: Plan Your Creative Brief Workflow in ClickUp

Before you touch any automation, map the workflow you want inside ClickUp. Start by defining:

Who submits creative requests
Who reviews and approves briefs
What deliverables you create often (ads, emails, blogs, social posts, video, etc.)
What must be included in every brief

Then decide where this will live in ClickUp:

A dedicated Space for Marketing or Creative
A Folder for Campaigns or Requests
A List called something like “Creative Requests” or “Brief Intake”

Key fields to capture in ClickUp

Include structured fields so every task has the same core data. In your ClickUp List, add Custom Fields such as:

Request type (dropdown: ad, blog, email, landing page, video, etc.)
Goal / KPI (short text)
Target audience (short or long text)
Channel (dropdown or tags)
Priority and due date
Budget or constraints (optional)

These Custom Fields will feed the AI prompt later, so make them clear and consistent.

Step 2: Build a Request Intake Form in ClickUp

The next step is to turn your List into a standardized intake form so stakeholders can submit requests in ClickUp without pinging your team directly.

Navigate to your “Creative Requests” List in ClickUp.
Create a new Form view.
Add fields for title, description, files, and all your Custom Fields.
Write helper text so requesters know what information to provide.
Customize the Form branding, confirmation message, and sharing options.

When someone submits the form, ClickUp automatically creates a new task with all the information structured and ready for AI.

Tips for better form submissions in ClickUp

Use required fields for must-have info like deadline, asset type, and audience.
Include example answers in field descriptions.
Add an upload field for brand assets, references, or previous campaigns.
Route all responses to a single List so your ClickUp views stay organized.

Step 3: Prepare an AI Prompt Template Inside ClickUp

To generate consistent creative briefs, you need a reusable prompt you can quickly send to ChatGPT. Store this prompt in ClickUp so your team always has access.

You can keep the prompt in:

A ClickUp Doc called “Creative Brief Prompt”
A rich text Custom Field on each request task
A description template inside the List

Build a prompt that references the fields in ClickUp. For example:

“You are a senior marketing strategist. Create a concise, structured creative brief based on the information below. Include: project overview, objective, target audience, key message, deliverables, channels, brand guidelines, mandatories, and timeline. Source details from: request title, description, request type, goal/KPI, target audience, channel, due date, and any notes.”

The more clearly you define the sections you want, the more useful the AI-generated brief will be when you paste it back into ClickUp.

Step 4: Use ClickUp Tasks with ChatGPT to Draft Briefs

Once a request comes into ClickUp via your form, you can generate a draft brief using ChatGPT.

Open the new request task in ClickUp.
Review the form answers and fill any missing Custom Fields.
Copy the key task details: title, description, fields, comments, and attachments where relevant.
Paste those details into ChatGPT along with your saved prompt.
Ask ChatGPT to return a formatted brief with clear headings and bullet points.

After ChatGPT generates the brief, paste the output back into the task description in ClickUp. This becomes your single, consistent creative brief for the project.

Refining AI briefs in ClickUp

Instead of accepting the first draft, iterate quickly:

Ask ChatGPT to shorten or expand sections.
Have it rewrite in your brand voice and tone.
Request variations for different channels if needed.
Clarify missing information with the requester and then regenerate the brief.

Each new version can overwrite or append to the brief section of the ClickUp task so the history stays in one place.

Step 5: Create Templates and Views in ClickUp

To scale this process for the whole team, turn your setup into repeatable ClickUp assets.

Task templates for creative briefs in ClickUp

Create a task template that already includes:

Standard Custom Fields
A placeholder or sample AI-generated brief structure
Checklist items for review and approvals
Default assignees or watchers

Apply this template automatically to new tasks created from your Form so every creative request in ClickUp follows the same format.

Helpful ClickUp views for your creative pipeline

Set up multiple views to manage work:

Board view: Track requests by status (Intake, Brief in Draft, Brief Approved, In Production, Complete).
Table view: See Custom Fields at a glance for capacity planning.
Calendar view: Visualize due dates and launch timelines.
List view: Sort and filter by requester, channel, or priority.

These ClickUp views keep your creative pipeline transparent and aligned across teams.

Step 6: Automate Key Steps in ClickUp

While the original tutorial demonstrates manual use of ChatGPT, you can still automate parts of the flow inside ClickUp itself, even without a direct integration.

Useful automations you can configure in ClickUp

New request triage: When a form creates a task, automatically assign it to a project manager and set a default status like “Needs Brief.”
Review reminders: When status changes to “Brief in Draft,” create a checklist and assign items to approvers.
Priority routing: If a Custom Field equals “High priority,” automatically notify specific team members.
Folder or List organization: Move tasks into different Lists in ClickUp based on request type.

These automations reduce manual busywork so your team can focus on strategy and execution instead of administration.

Step 7: Roll Out and Improve Your ClickUp Brief System

Once the workflow is live, treat it as an evolving system inside ClickUp rather than a one-time project.

Train requesters on how to use the Form and what makes a good brief.
Document your ChatGPT prompt and formatting rules in a shared ClickUp Doc.
Collect feedback from creatives on what information is still missing.
Update Custom Fields, templates, and the AI prompt regularly.

Over time, your ClickUp setup will yield higher-quality creative briefs, fewer revisions, and faster campaign launches.

Where to Learn More About ClickUp and Creative Workflows

For additional strategy, process, and implementation support around ClickUp-powered workflows, you can review resources from specialists such as Consultevo, which focuses on systems and efficiency for growing teams.

To dive deeper into the original tutorial that inspired this guide, refer to the full walkthrough on how to automate creative briefs with ChatGPT in ClickUp. Use that resource alongside this step-by-step article to adapt the workflow to your own marketing and creative operations.

By thoughtfully combining structured intake, AI-assisted writing, and repeatable templates, ClickUp becomes a central hub for fast, consistent, and high-quality creative briefs across your entire organization.

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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