How to Use ClickUp Daily News Briefing

The ClickUp Daily News Briefing solution helps you quickly summarize breaking news, generate custom briefings, and share key insights with your team, all from a single workspace.

This step-by-step guide explains how to get started, how the automation works, and how to adapt it to your own use case using the ClickUp platform.

What the ClickUp Daily News Briefing Solution Does

This prebuilt solution combines ClickUp AI, tasks, and automations to monitor news sources and turn them into organized, shareable summaries.

With it, you can:

• Collect links to news stories or feeds in one place
• Generate concise summaries using AI
• Compile a single daily briefing from multiple stories
• Share that briefing with stakeholders or your team

The solution is designed for teams that monitor current events, industry updates, or any stream of online articles.

How to Install the ClickUp Daily News Briefing Template

You start by installing the ready-made solution into your workspace.

1. Open the public template page for the solution at ClickUp Daily News Briefing.

2. Select the option to add or use the solution in your own workspace.

3. Choose the Space, Folder, or location where you want the new list and related items to live.

4. Confirm the import so the solution can create the required structure, fields, and automations.

Once installed, your workspace will include a dedicated place to capture news, summarize articles, and generate briefings.

Understanding the ClickUp Structure for News Briefings

The solution relies on standard ClickUp items so it is easy to explore and customize.

Core Items in the ClickUp Solution

• List for news stories – where you add or import each article or link.
• Tasks for individual stories – each one represents a single article or source.
• Custom fields – used for URLs, publication dates, categories, and AI-generated summaries.
• Briefing task – a compiled view that aggregates multiple story summaries into one daily report.

These parts work together so that automations can trigger AI actions as you update tasks.

Key ClickUp Fields and Views

Inside the list, you will see views and fields tailored to a briefing workflow, for example:

• A table view to manage many stories at once
• Columns for link, source, and status
• Fields for AI summary and key takeaways
• Views filtered by date or briefing batch

This structure lets you track what has been summarized and what still needs attention.

How ClickUp AI Powers the News Briefing

The Daily News Briefing solution relies heavily on the built-in AI features available in ClickUp.

AI for Story Summaries

When you add or update a task with an article link, AI can be used to:

• Read the content provided or pasted into the task
• Generate a concise summary
• Highlight the main points and implications
• Store the result in a dedicated summary field

This saves you from manually rewriting each story, especially when you are dealing with a high volume of updates.

AI for the Final ClickUp Briefing

Once individual summaries are available, the solution uses AI again to create a compiled briefing.

The automated workflow can:

• Gather selected story summaries
• Combine them into a single narrative
• Organize them by theme or priority
• Produce a briefing that can be shared or exported

The final result is a polished summary ready for leadership reviews, internal newsletters, or team standups.

Step-by-Step: Running a Daily News Briefing in ClickUp

Follow these steps each day to go from raw links to a shareable briefing.

Step 1: Collect and Add News Stories

1. Open the news briefing list in ClickUp.

2. Create a new task for each article you want to track.

3. Add the article URL and any relevant notes, tags, or categories.

4. Set the date or label that will group stories into a single briefing.

You can also paste text directly into the task description if you prefer to work from copied content instead of links.

Step 2: Trigger AI Summaries

1. Use the built-in AI action for summarization provided by the solution.

2. Check the summary field to confirm it captured the key facts correctly.

3. Refine the prompt or add context if your workflow calls for a specific tone or format.

4. Repeat for each story you want included in the day’s briefing.

Because the ClickUp solution is preconfigured, you usually only need to click once per task to generate these summaries.

Step 3: Generate the Daily Briefing

1. Open the briefing task or view that aggregates the day’s stories.

2. Ensure the stories you want included share the right date or tag.

3. Run the AI action that compiles all selected summaries into one document.

4. Review the result, make light edits if needed, and save.

The compiled output is your official daily briefing, and it is fully stored inside ClickUp.

Step 4: Share or Export the Briefing

Once the briefing is complete, you can:

• Share the task with your team or specific stakeholders
• Copy the content into an email, chat message, or internal wiki
• Attach it to a recurring meeting agenda or update

Because all of this stays inside your ClickUp workspace, your team can always refer back to previous briefings and their underlying sources.

Customizing the ClickUp News Briefing Workflow

The solution is designed as a starting point, so you can edit it to match your environment.

Adjust Fields and Categories

You might want to:

• Add custom fields for region, topic, or department
• Introduce a priority or impact score
• Tag stories to align with your internal initiatives

These updates help you slice and filter stories in dashboards and reports.

Modify ClickUp Automations and AI Prompts

You can tailor how AI behaves by editing prompts and automation rules. For example, you might:

• Change the summary style to target executives or clients
• Ask AI to highlight risks, opportunities, or action items
• Trigger summaries when a status changes instead of manually

These changes turn the standard solution into a workflow that reflects your own editorial standards.

Best Practices for Using ClickUp Daily News Briefing

To get the most value from the solution, keep these practices in mind:

• Assign an owner responsible for each day’s briefing
• Establish a consistent publishing time so stakeholders know when to expect updates
• Use folders or tags to separate markets, products, or industries
• Regularly review AI prompts to keep summaries aligned with your goals

Over time, your ClickUp workspace becomes a searchable archive of past news events and insights.

Where to Learn More

For official details about the Daily News Briefing solution, visit the source page on the ClickUp site: Daily News Briefing with AI.

If you want expert help implementing or extending this workflow, you can also work with specialized consultants such as Consultevo, who focus on advanced productivity and automation setups.

By combining this solution with your own processes, you can turn ClickUp into a powerful hub for monitoring news, aligning teams, and producing consistent daily briefings.

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

“`