How to Use Local AI Agents in ClickUp

Local AI Agents in ClickUp help your team automate complex work by safely using your workspace data inside powerful, specialized agents. This guide explains how to activate local agents, connect data sources, and use them across your tasks and docs.

Understanding ClickUp Local AI Agents

Before you start, it is useful to know what local AI Agents are and how they behave inside your ClickUp workspace.

What Local AI Agents Do in ClickUp

Local AI Agents are specialized assistants that can read and use content from your workspace to answer questions, summarize information, and support decisions. They are designed to be:

• Context-aware: They can reference documents, tasks, and other workspace content.
• Role-specific: Each agent can be tuned for a particular use case or team.
• Secure: Access follows the same permissions model you already use in ClickUp.

Where Local AI Agents Live in ClickUp

Local AI Agents appear in the AI panel and in supported views, such as Docs and tasks. Depending on your settings, they can also be surfaced inside custom tools or workflows that rely on agentic automation.

Prerequisites for Using ClickUp Local AI Agents

Before you can rely on local agents, confirm that your environment meets the requirements set on the Local AI Agents page.

• An active ClickUp workspace with admin access.
• AI features enabled for your plan or trial.
• Appropriate permissions to manage AI and data connections.

If your organization has strict security policies, coordinate with your admin team to approve any needed data connectors or integrations.

How to Enable Local AI Agents in ClickUp

Use these steps to turn on local AI Agents for your workspace and make them available to your team.

Step 1: Open the Local AI Agents Page

1. Sign in to your ClickUp account with an admin or owner profile.
2. Navigate to your settings area.
3. Open the section dedicated to AI or automation, then locate the Local AI Agents page at https://clickup.com/p/ai-agents/local.

This page is your control center for configuring local AI Agents and reviewing their capabilities.

Step 2: Review Available Local Agents

1. On the Local AI Agents page, review the list of agents that are available for your ClickUp workspace.
2. Identify which agents are best aligned with your teams, such as operations, product, support, or leadership workflows.
3. Confirm their scopes and the type of workspace data they can access.

Each local agent is designed to target a specific problem, so select the ones that provide the most value to your daily work.

Step 3: Turn Local Agents On or Off

1. Use the toggles next to each local AI Agent to enable or disable it.
2. Decide if an agent should be active for the entire workspace or only specific spaces, depending on your configuration options.
3. Save any changes so your preferences are applied across ClickUp.

Disabling an agent hides it from users and prevents it from interacting with your workspace content.

Connecting Data Sources for ClickUp Local AI Agents

Local AI Agents depend on your data. To improve their responses, connect relevant sources inside ClickUp and approved external systems.

Step 4: Choose Which Data Local Agents Can Use

1. From the Local AI Agents configuration area, open the data or sources section.
2. Select which ClickUp items are available for local agents, such as tasks, docs, or knowledge bases.
3. Apply filters or scopes if you want agents to work only within particular spaces, folders, or lists.

This allows you to balance useful context with data privacy, following your workspace permissions.

Step 5: Configure External Data Connections

1. Identify any external tools that you want to surface through local agents, following the guidelines outlined on the Local AI Agents page.
2. Use the integration settings to connect approved apps or storage locations.
3. Verify that data sharing meets your internal security and compliance requirements.

Once connected, local agents can combine ClickUp content with other authorized systems to provide richer assistance.

Using Local AI Agents Inside ClickUp

After configuration, you can use local agents throughout your workspace to assist with research, planning, and execution.

Step 6: Invoke Local Agents from Tasks and Docs

1. Open a task or Doc in ClickUp.
2. Launch the AI panel or AI toolbar, where local agents are displayed.
3. Select the local agent best suited to the activity you are working on, such as planning, summarization, or analysis.
4. Type your request with clear instructions, referencing the task or document you have open.

The agent will use both the open item and other allowed workspace content to provide an answer.

Step 7: Ask Questions About Workspace Content

1. Within the AI interface, pick a local AI Agent that has access to the right data scope.
2. Ask a question, such as summarizing a group of tasks, clarifying a project status, or extracting key decisions from meeting notes.
3. Review the answer and, if needed, refine your prompt to be more specific.

The more context you provide, the better the local agent can leverage ClickUp data to support your work.

Best Practices for ClickUp Local AI Agents

To get reliable outcomes from local AI Agents, follow these recommended practices.

Use Clear, Actionable Prompts

• State your goal first, for example, “Create a project summary for leadership.”
• Specify which part of your ClickUp workspace to focus on.
• Request a specific format, such as bullet points, a table, or an executive summary.

Align Agents with Your Teams

• Enable only the local agents that match your core workflows.
• Document when and how each agent should be used so teams share common patterns.
• Review agent outputs and capture the best prompts as reusable templates.

Protect Sensitive Information

• Limit agent access to spaces that contain only the data they truly need.
• Regularly audit which ClickUp items and external sources are connected.
• Follow your organization’s security and privacy standards when enabling advanced features.

Troubleshooting Local AI Agents in ClickUp

If a local agent is not behaving as expected, there are a few quick checks you can perform.

• Agent not visible: Confirm that it is toggled on in the Local AI Agents page and that your plan supports the feature.
• Limited context: Ensure the relevant ClickUp spaces, folders, or lists are within the agent’s data scope.
• Access errors: Verify user permissions and integration status for any external sources.

For persistent issues, consult your workspace admin or your platform support resources.

Next Steps for Scaling ClickUp AI

Once local AI Agents are in use, you can expand automation and intelligence across your ClickUp environment. Consider building more advanced workflows, tuning prompts for different teams, and pairing agents with templates to streamline repeatable processes.

If you want expert help with configuration and optimization, you can partner with a dedicated consulting team such as Consultevo to get more value from your workspace investment.

Return to the official Local AI Agents page at clickup.com/p/ai-agents/local whenever you need to review feature updates, security notes, or configuration options for your ClickUp setup.

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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