Create Chat Automations in ClickUp

ClickUp lets you build AI-powered Chat Automations so your team can answer questions, perform actions, and guide users through workflows directly from chat. This how-to guide walks you through creating, configuring, and managing these automations step by step.

What are ClickUp Chat Automations?

Chat Automations in ClickUp are configurable AI assistants that respond to messages in specific chat locations. They use natural language to understand a request, then trigger actions, share information, or route people to the right resources.

You can use them for:

• Internal support and onboarding
• Answering knowledge base questions
• Triggering or updating work items
• Gathering information from teammates or stakeholders

Each automation is tied to a chat location, such as a ClickUp Chat view, a Chat dashboard card, or a chat initiated from an integration.

Where ClickUp Chat Automations can run

You can attach a Chat Automation to different places where conversations happen in ClickUp. Supported locations include:

• Chat view: A chat embedded in a Space, Folder, or List.
• Chat dashboard card: A widget on a dashboard that hosts a conversation.
• Other chat-powered interfaces: Locations that can be configured to use an AI-driven chat experience.

Each location can have one Chat Automation active at a time, and each automation can be customized to fit the purpose of that specific chat.

Prerequisites for using ClickUp Chat Automations

Before you create a Chat Automation in ClickUp, confirm the following:

• You have permission to create or edit automations in the target Space, Folder, List, or dashboard.
• The workspace has access to AI features or Chat Automation features as required by your plan.
• The chat location (for example, a Chat view) is already created and visible to you.

Once these prerequisites are met, you can start configuring the automation from the chat interface.

How to create a Chat Automation in ClickUp

Use these steps to create a Chat Automation from a supported chat location in ClickUp.

Step 1: Open your ClickUp chat location

1. In the left sidebar, navigate to the Space, Folder, or List where you want to add the automation.
2. Open or create a Chat view, or navigate to a Chat dashboard card that you want to automate.
3. Confirm that the chat is visible and ready for configuration.

Step 2: Start the ClickUp Chat Automation setup

1. In the chat header or settings menu, locate the option to configure a Chat Automation or AI assistant.
2. Select the option to Create or Add Chat Automation.
3. If prompted, choose the specific chat location you want this automation to serve.

Step 3: Define the ClickUp Chat Automation basics

Next, set up the foundational configuration for your automation:

1. Name the automation: Give it a descriptive name so admins and teammates can recognize its purpose.
2. Set the description: Provide a short description that explains what the automation does, such as “Answers internal IT questions” or “Routes customer issues to the right team.”
3. Select the visibility or access level: Depending on the configuration options, choose who can interact with the automation in this ClickUp chat location.

Step 4: Configure Chat Automation behavior

Now define how the automation behaves in ClickUp when it receives messages.

1. Choose the assistant type or template: If available, select from templates like support assistant, operations assistant, or a fully custom assistant.
2. Set the primary objective: Clearly state what the automation is supposed to accomplish, for example: answer FAQs, collect data, or create tasks.
3. Adjust the tone and style: Configure how the automation should communicate with users (formal, friendly, concise, etc.).
4. Define triggers and scope: Specify whether the automation responds to all messages, only messages with certain keywords, or only when directly invoked.

Step 5: Add data sources and ClickUp context

To give your Chat Automation accurate context, connect it with relevant data from ClickUp and other documentation.

1. Include workspace context: Allow the automation to reference current tasks, Lists, Folders, or Spaces where appropriate.
2. Attach relevant docs: Connect internal Docs, SOPs, or knowledge base materials so the automation can answer questions using your existing content.
3. Limit sensitive or restricted data: Configure which parts of your ClickUp workspace the automation is allowed to reference, based on permission and privacy needs.

Step 6: Configure actions the ClickUp automation can perform

Next, determine what actions your Chat Automation can take inside ClickUp.

• Create or update tasks: Allow the automation to open new tasks, update statuses, or change assignees based on chat requests.
• Post comments: Let it add comments to tasks or Docs to document decisions made in chat.
• Share links and resources: Enable it to send links to relevant views, Docs, or dashboards.
• Use conditional logic: Where available, set rules so the automation responds differently based on user role, topic, or channel.

Step 7: Test your ClickUp Chat Automation

Before rolling out the automation to your whole team, run tests in the ClickUp chat.

1. Send sample questions or commands that typical users might send.
2. Confirm that the automation responds correctly and performs allowed actions.
3. Adjust the configuration, context, or action permissions if the results are not accurate or complete.
4. Repeat the test until you are satisfied with the behavior.

Step 8: Save and enable the automation in ClickUp

1. Once the configuration is complete, select Save or Enable.
2. Verify that the Chat Automation is active for the selected ClickUp chat location.
3. Inform relevant teammates where and how they can interact with the new assistant.

How to edit or disable a ClickUp Chat Automation

You can refine or turn off a Chat Automation at any time.

1. Open the ClickUp chat location (Chat view or Chat dashboard card) where the automation is active.
2. Open the chat settings or automation configuration panel.
3. To edit, adjust the assistant’s name, objective, context, or actions, then save your changes.
4. To disable, use the option to pause or remove the automation from this chat location.

Disabling an automation stops it from responding, but depending on your configuration interface, you may be able to re-enable it later with the same settings.

Best practices for ClickUp Chat Automations

To ensure that your ClickUp Chat Automations are helpful and reliable, follow these best practices:

• Keep objectives specific: Narrow, clearly defined goals lead to more consistent responses.
• Use curated Docs: Link only the most accurate and up-to-date resources to avoid confusion.
• Limit permissions carefully: Only grant the automation access to data and actions it truly needs.
• Review interactions regularly: Periodically check conversation history to refine prompts, data sources, and allowed actions.
• Educate your team: Let users know what the automation can and cannot do inside ClickUp so expectations are aligned.

Learn more and extend ClickUp Chat Automations

For detailed reference on creating and managing Chat Automations, see the official ClickUp documentation on the topic: Create a Chat Automation.

If you want strategic guidance on implementing large-scale automation and AI workflows alongside ClickUp, you can also explore consulting resources like Consultevo for broader workflow design and optimization.

By carefully configuring your Chat Automations in ClickUp, you can streamline communication, reduce manual work, and provide fast, consistent support across your 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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