How to Use ClickUp AI Agents for Key Message Development

ClickUp provides an AI-driven workflow that helps you research your audience, build clear key messages, and refine your brand story with simple, guided steps.

This how-to guide walks you through using the Key Message Development AI agent, from capturing audience insights to shaping compelling themes, proofs, and narratives.

What the ClickUp Key Message Development Agent Does

The Key Message Development AI agent in ClickUp is designed to turn scattered brand information into a focused, audience-ready narrative.

Using the source workflow, the agent walks you through:

• Clarifying your audience and their motivations
• Organizing your key messages into pillars or themes
• Backing up claims with proof points and examples
• Exploring how your brand fits the broader landscape
• Drafting a concise, compelling brand story

The workflow is structured as a guided conversation, so you answer targeted questions and the ClickUp AI agent does the heavy lifting of synthesis, organization, and polishing.

Before You Start in ClickUp

Prepare a few basics so you can move quickly through the steps:

• Your current brand positioning or elevator pitch
• Any audience research, personas, or customer interviews
• Examples of competitors or reference brands
• Existing messaging documents, taglines, or value propositions

Having this information ready helps the ClickUp AI agent generate sharper, more accurate key messages.

Step 1: Launch the Key Message Development Agent in ClickUp

The workflow begins by opening the dedicated Key Message Development AI agent inside ClickUp.

1. Navigate to your workspace area where AI agents are available.
2. Select the agent for Key Message Development from the list of available workflows.
3. Start a new session so the agent can collect fresh information about your brand and audience.

Once launched, the ClickUp interface will prompt you with structured questions to understand your objectives.

Step 2: Define Your Audience with ClickUp Prompts

The first part of the workflow focuses on who you are speaking to and why they should care.

The ClickUp AI agent will ask you for details such as:

• Primary audience segments and their roles
• Key problems, pain points, or needs
• Desired outcomes, goals, or aspirations
• Context for how and where they interact with your brand

Provide short, clear answers. The agent uses these details to frame later messaging so it stays relevant, focused, and specific.

Step 3: Capture Brand Positioning Inside ClickUp

Next, the workflow gathers a snapshot of how you want your brand to be perceived.

Within ClickUp, you will typically be asked to share:

• Your current positioning statement or elevator pitch
• Core value propositions or differentiators
• Brand attributes such as tone, personality, or style
• Any current taglines, headlines, or signature phrases

The AI agent then analyzes and organizes this input to identify early message themes that can be refined later.

Step 4: Explore Market and Competitive Context with ClickUp

To make your key messages stand out, the ClickUp workflow guides you through a short exploration of your market landscape.

The AI agent may ask you to describe:

• Direct competitors or comparable brands
• How these alternatives currently position themselves
• Gaps or opportunities you see in the market
• Areas where you want to challenge or reinforce the status quo

Based on your responses, the agent can highlight spaces where your brand has room to claim a unique position.

Step 5: Generate Core Messaging Themes in ClickUp

Once audience, brand, and context are clear, the ClickUp AI agent starts turning your input into structured messaging themes.

In this phase, the workflow typically produces:

• Three to five core message pillars or themes
• A clear statement for each pillar
• Short explanations summarizing why each pillar matters

You can review the generated themes directly in ClickUp, then request revisions, additional options, or deeper detail as needed.

Step 6: Add Proof Points and Examples Using ClickUp

Key messages are stronger when they are supported by evidence. The ClickUp AI agent will help you connect each pillar to proof.

1. For each message pillar, share any available proof points, such as data, testimonials, case studies, or notable clients.
2. Let the agent rewrite these as concise supporting bullets.
3. Ask the agent to prioritize the most persuasive or relevant proof for your primary audience.

The result is a set of key messages that not only sound strong but are backed by concrete evidence.

Step 7: Shape a Cohesive Brand Story in ClickUp

With pillars and proofs in place, the ClickUp workflow moves into narrative building.

The AI agent can help you craft:

• A short narrative that ties audience needs to your solution
• A simple story arc (problem, tension, solution, outcome)
• Variations of the story for different segments or channels

You can refine the tone and length by asking for adjustments such as “more conversational,” “more executive-ready,” or “short social post format.”

Step 8: Refine Tone, Language, and Variations in ClickUp

The final stage focuses on polishing and adapting your key messages for real-world use.

Within ClickUp, you can ask the AI agent to:

• Adjust tone to match brand voice guidelines
• Generate shorter or longer versions of specific messages
• Adapt key themes for presentations, websites, or sales collateral
• Highlight phrases that should be used consistently across materials

Iterate until you have a version of the messaging framework that your team can confidently apply.

Best Practices for Using ClickUp AI Agents for Messaging

To make the most of the Key Message Development workflow, keep these practices in mind:

• Be specific in your answers: Avoid vague phrases; give concrete details and examples.
• Bring real customer language: Use words and phrases your audience actually uses.
• Test different directions: Ask the agent to explore alternative angles or tones.
• Document decisions: Capture final pillars, proofs, and narratives in a central space for your team.

Because the process is conversational, you can always ask the ClickUp agent to clarify, expand, or simplify any section.

Where to Learn More About ClickUp AI Agents

If you want to see the original Key Message Development workflow in its native format, visit the official resource at ClickUp AI Agents for Key Message Development.

For broader strategic support on implementing AI, positioning, and performance workflows around ClickUp, you can also explore consulting resources such as Consultevo.

Next Steps: Turn Your ClickUp Messaging into Action

After completing the Key Message Development workflow, your next step is to embed these outputs into everyday work.

• Use the final pillars to guide website copy, sales decks, and product pages.
• Share the narrative summary with leadership and customer-facing teams.
• Return to the ClickUp agent periodically to refresh messages as your market or product evolves.

By following this structured how-to process, you can rely on ClickUp to move from scattered ideas to a clear, evidence-backed messaging framework that supports your brand wherever it shows up.

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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