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How to Use ClickUp Growth AI

How to Use ClickUp Growth Marketing Manager AI Agent

The ClickUp Growth Marketing Manager AI agent helps you plan, launch, and optimize marketing campaigns faster by guiding you through structured planning directly inside your workspace.

This how-to guide walks you step-by-step through configuring the Growth Marketing Manager agent, starting new campaigns, and using AI to keep every initiative aligned, documented, and on track.

What the ClickUp Growth Marketing Manager Agent Does

The Growth Marketing Manager agent in ClickUp is designed to act like a virtual marketing lead that supports you from strategy to execution. It is built on a predefined workflow so you do not have to design the process from scratch.

With this AI agent, you can:

  • Clarify business and campaign goals before execution
  • Identify audience, channels, and messaging
  • Document campaign briefs and tasks in a repeatable format
  • Track activities against expected outcomes

Because the workflow is encapsulated in a prebuilt agent, you can reuse it across campaigns and across teams without redefining expectations.

How to Access the ClickUp Growth Marketing Manager Agent

To use the Growth Marketing Manager agent, you will start from the official ClickUp AI Agents listing.

  1. Open the Growth Marketing Manager AI agent page at this ClickUp AI agent link.
  2. Sign in to your workspace if prompted.
  3. Add or enable the agent according to the options shown in your workspace interface.

Once enabled, the agent can be invoked directly from relevant spaces, docs, or tasks where agent access is available.

Preparing to Use ClickUp for a New Campaign

Before you initiate a session with the Growth Marketing Manager in ClickUp, gather the essentials for your campaign so the AI can respond with specific, relevant guidance.

Have the following ready:

  • Business or product overview
  • Primary marketing objective (for example, trials, signups, or revenue)
  • Target audience and key segments
  • Budget and timeline constraints
  • Key channels you plan to use (email, paid ads, social, etc.)

Bringing these details into the first interaction allows the agent to construct a clear, end-to-end plan and reduces rework later.

Starting a Campaign Session with ClickUp AI

When you open the Growth Marketing Manager agent in ClickUp, you will typically be prompted to provide the campaign context so the AI can plan correctly.

Step 1: Provide Core Campaign Inputs

Begin by sharing high-level information in a concise prompt. Include:

  • Campaign name and goal
  • High-level offer or value proposition
  • Main audience and region
  • Launch date or target timeframe

The agent uses this information to outline a campaign structure that fits your objective, such as awareness, acquisition, or expansion.

Step 2: Let the Agent Propose a Strategy in ClickUp

After you provide your inputs, the Growth Marketing Manager will respond with a recommended approach. This typically includes:

  • Overall campaign objective and sub-goals
  • Key tactics across multiple channels
  • High-level messaging directions
  • Suggested KPIs and tracking points

Review the strategy, then refine the plan by asking clarifying questions or requesting alternatives for channels or audiences.

Creating Structured Campaign Plans in ClickUp

Once you are satisfied with the strategy, you can use the agent to convert ideas into structured, reusable assets in ClickUp.

Step 3: Generate a Campaign Brief

Ask the agent to convert the strategy into a complete campaign brief. A strong brief generated through the Growth Marketing Manager should include:

  • Campaign overview and objective
  • Audience details and key insights
  • Positioning and value proposition
  • Primary and secondary messaging themes
  • Channels, formats, and timeline

You can copy this brief into a ClickUp Doc or directly into task descriptions so everyone sees the same source of truth.

Step 4: Break the Plan into Tasks in ClickUp

Next, use the agent to outline the work in task form. The agent can help you translate strategy into execution steps such as:

  • Asset creation tasks (ads, emails, landing pages)
  • Tracking and analytics setup tasks
  • Launch checklists and QA tasks
  • Reporting and optimization cycles

Once outlined, convert the AI suggestions into ClickUp tasks or subtasks within your preferred list or folder, then assign owners and due dates.

Optimizing Live Campaigns with ClickUp AI

After launch, the Growth Marketing Manager agent can support you with interpretation and optimization guidance using the data and notes you bring into ClickUp.

Step 5: Summarize Performance and Key Learnings

On a recurring basis, share performance highlights with the agent:

  • Channel and campaign metrics
  • Top-performing creatives or messages
  • Underperforming segments or ads

Ask the agent to produce a concise performance summary or stakeholder update that you can store in a ClickUp Doc or attach to a reporting task.

Step 6: Request Optimization Ideas in ClickUp

Use the Growth Marketing Manager to propose specific tests or optimizations. You might ask for:

  • New audience hypotheses
  • Landing page improvement ideas
  • Email or ad copy variations
  • Budget reallocation recommendations

Turn approved ideas into new tasks or sprints inside ClickUp so you always have a clear backlog of marketing experiments.

Best Practices for Using ClickUp Growth Marketing Manager

To get the most out of the Growth Marketing Manager agent within ClickUp, follow these best practices.

Be Specific and Structured

The more precise your inputs, the more useful the outputs. Include numbers, timeframes, and constraints when you describe your scenario. Reference previous campaigns or benchmarks if they are relevant.

Standardize Your Output Formats

Decide on preferred structures for briefs, task lists, and reports. Then, instruct the agent to always use those structures. This keeps your ClickUp workspace consistent and easier to navigate across projects and teams.

Iterate Within ClickUp, Not in Separate Tools

Document decisions, changes, and new ideas directly in ClickUp via Docs and tasks instead of spreading information across disconnected tools. This reduces confusion and keeps the AI agent aligned with the latest updates you use as context.

Where to Learn More About ClickUp AI Agents

To explore more details about the Growth Marketing Manager agent, visit the official listing on the ClickUp website at this Growth Marketing Manager page. You can also find additional guidance, implementation support, and workflow optimization services from specialized consultants such as Consultevo.

By combining structured workflows in ClickUp with the Growth Marketing Manager AI agent, you can run more consistent campaigns, reduce planning time, and keep your entire marketing lifecycle organized inside one system.

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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