How to Use ClickUp AI Agents for Demand-Side Platforms
ClickUp gives demand-side platform teams an AI-powered workspace to plan, launch, and optimize ad campaigns in one place. This how-to guide walks through using AI Agents, templates, and workflows so your media buying team can move faster with fewer errors.
Step 1: Understand ClickUp AI Agents for DSP Workflows
AI Agents in ClickUp act like on-demand assistants trained on your process, goals, and data. For DSP teams, they can help you:
- Create campaign plans and briefs
- Transform reporting data into clear summaries
- Draft optimization recommendations
- Standardize checklists and QA tasks
Each agent can be specialized for a part of your demand-side platform workflow, from strategy to post-campaign analysis.
Step 2: Map Your DSP Process in ClickUp
Before you rely on AI Agents, set up a clear structure so your demand-side platform work is easy to follow and automate.
Create a ClickUp Space for Advertising Operations
Start by organizing your advertising operations into a dedicated Space. Within that Space, create Folders for the main areas of your DSP workflow:
- Planning & Strategy
- Campaign Setup & Trafficking
- Optimization & Testing
- Reporting & Insights
This structure helps AI Agents reference the right tasks, briefs, and reports when they generate content or recommendations.
Set Up Lists for Each DSP Campaign Stage
Inside each Folder, create Lists that align with your specific process:
- Audience research
- Creative and messaging
- Platform setup tasks (per DSP)
- Live campaign monitoring
- Weekly and monthly reporting
With this framework, ClickUp can tie AI-generated content to the correct campaign stages and owners.
Step 3: Build a ClickUp AI Agent for Campaign Planning
A dedicated planning agent can save time and keep all campaigns consistent.
Define Your Planning Agent’s Role
When you configure a planning-focused AI Agent, give it a narrow, clear mission, such as:
- Turn product and audience inputs into a media brief
- Propose channel mix and budget splits for a new campaign
- Draft a test plan for creative and audience experiments
Use language that reflects how your team talks about DSP goals, budgets, and optimizations.
Provide Inputs and Prompts for the Agent
To use the planning agent effectively:
- Create a task for the new campaign in your planning List.
- Attach any relevant docs, target audiences, and product info.
- Launch your AI Agent and ask it to create a structured media brief.
Review the output, adjust details, and save the brief directly in the task so your entire team can access it.
Step 4: Use ClickUp AI Agents for Campaign Setup
Campaign setup across multiple DSPs can be repetitive and error-prone. AI Agents help standardize the process.
Generate Trafficking Checklists in ClickUp
Configure an agent to turn your standard operating procedures into step-by-step checklists:
- Ad account and pixel verification
- Audience and exclusion setup
- Frequency caps and pacing settings
- Tracking parameters and naming conventions
Store one master checklist template as a task, then have your AI Agent clone and adapt it for each new campaign or platform.
Turn Briefs into Implementation Tasks
Once a brief is approved, use your agent to translate it into implementation tasks:
- Open the campaign brief task.
- Ask the AI Agent to generate a task list for each platform.
- Have it assign owners, due dates, and dependencies based on your rules.
This links planning and trafficking seamlessly and keeps your ClickUp workspace aligned with your DSP execution.
Step 5: Run Ongoing Optimization with ClickUp AI Agents
Optimization is where demand-side platforms shine, and AI Agents can make that process faster and more reliable.
Summarize Performance Data in ClickUp
Instead of manually interpreting every metric, use agents to turn data into clear narratives:
- Paste or attach performance exports and dashboards.
- Ask the agent to generate a weekly summary.
- Highlight underperforming segments, creatives, and placements.
The agent can produce concise insights your team can act on, especially useful for frequent reporting cycles.
Create Optimization Recommendations
After summarizing performance, configure your agent to propose changes that match your internal rules:
- Bid or budget adjustments by segment
- Creative rotation and refresh suggestions
- Audience expansion or refinement ideas
- Frequency and pacing tweaks
Review, approve, and log these recommendations in ClickUp tasks so you maintain a clear history of each optimization decision.
Step 6: Standardize Reporting with ClickUp AI Agents
Reporting is one of the most time-consuming steps for DSP teams. AI Agents streamline the process while keeping messaging on brand.
Build Reporting Templates in ClickUp
Create standard templates for:
- Weekly performance updates
- Monthly executive summaries
- End-of-flight recap decks
Store these as documents and tasks in your reporting Lists. Label sections clearly so your agent knows where to place metrics, insights, and next steps.
Have ClickUp AI Draft Stakeholder-Ready Reports
When results are ready:
- Attach or paste performance data into the relevant report task.
- Ask your AI Agent to fill in your reporting template using your tone and terminology.
- Review, refine, and share the final report with your stakeholders or clients.
This keeps your reporting consistent and significantly reduces manual writing time.
Step 7: Align ClickUp Agents with Compliance and Brand Rules
Demand-side platform campaigns must stay compliant with brand and regulatory rules. Include these guardrails in your agent instructions.
- Specify what claims are allowed or prohibited.
- Set boundaries around targeting recommendations.
- Clarify which optimization levers are approved.
- Include your preferred voice, style, and formatting.
With clear guidance, your AI Agents will generate content that aligns with internal standards and external regulations.
Step 8: Continuously Improve Your ClickUp Setup
Your first setup is only a starting point. As campaigns run, revisit how your DSP team uses the workspace and agents.
Collect Feedback from Your Team
Ask media buyers, strategists, and account managers:
- Where agents save the most time
- Which prompts produce the best results
- Where outputs need more precision or context
Update instructions, templates, and workflows in ClickUp to reflect what you learn.
Refine Workflows with Expert Support
If you need help structuring your workspace or defining better agent behaviors, you can work with specialists who focus on AI-powered processes. For example, Consultevo offers consulting and implementation support for teams building scalable, automated workflows.
Learn More About ClickUp AI Agents for DSP
To dive deeper into how AI Agents are designed for demand-side platform use cases, explore the official overview and examples from the platform itself. You can review the dedicated page at ClickUp AI Agents for DSP to see how other teams structure their AI-powered workflows.
By thoughtfully combining AI Agents, templates, and process structure, you can turn ClickUp into a central hub for planning, launching, optimizing, and reporting on all of your demand-side platform campaigns.
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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