Manage Docs with ClickUp AI

ClickUp makes it easy to turn ideas into polished documentation using built-in AI tools designed to work directly inside your Docs. This step-by-step guide shows you how to generate, edit, translate, and summarize content so you can keep every document accurate, consistent, and easy to read.

All instructions below are based on the official help documentation and focus on practical actions you can follow right away in your workspace.

Getting started with ClickUp AI in Docs

Before you begin, make sure that ClickUp AI is available in your Workspace and enabled for your account. Once it is set up, you can open any existing Doc or create a new one to start using AI.

1. Open a Doc from a task, a Doc Hub, or a Space.
2. Click into the body of the Doc where you want AI to work.
3. Use the AI controls shown below to generate or improve your content.

You can access multiple AI tools from simple menus, so you do not have to leave your document or switch to another app.

Use ClickUp AI writing assistant in Docs

The core ClickUp AI writing assistant helps you quickly create or refine text. You can start with an empty section or improve content that is already written.

Create new content in ClickUp Docs

1. Open your Doc and place the cursor where you want new content.
2. Type a forward slash / to open the command menu.
3. Select the AI option that appears in the menu.
4. Enter a short prompt describing what you need, such as a meeting agenda, release notes, or a project overview.
5. Review the draft generated by the AI tool and adjust any details to match your needs.

You can repeat this process to build out entire sections, keeping structure and tone consistent throughout your document.

Edit existing text with ClickUp tools

You can ask the AI assistant to refine text that already exists in your Doc. This is useful for improving clarity, grammar, or tone.

1. Select the sentence, paragraph, or section you want to improve.
2. Look for the AI controls that appear near the selection.
3. Choose an option such as rephrase, expand, or shorten.
4. Preview the suggestion, then insert it into your Doc if it looks correct.

This approach keeps your style consistent while saving time on heavy editing work.

Use ClickUp AI Editor menu in Docs

The Editor menu offers targeted actions that help you polish and restructure your content. These tools are especially useful when you need to refine longer Docs.

Improve writing with ClickUp AI Editor

The AI Editor can help with grammar, clarity, and structure without changing your core ideas.

1. Highlight a block of text in your Doc.
2. Open the Editor or AI menu associated with the selection.
3. Choose an improvement option, such as:

• Fix spelling and grammar
• Make it more concise
• Simplify language
• Adjust tone (for example, more formal or more friendly)

4. Review the AI suggestion and apply it to your Doc when you are satisfied.

Using these options regularly helps keep your Docs readable and consistent across projects.

Translate content in ClickUp Docs

You can use the same AI Editor to translate sections of your Doc into other languages.

1. Select the text that you want to translate.
2. Open the AI or Editor menu that appears.
3. Choose the translate option.
4. Select a target language from the available choices.
5. Insert the translated version into your Doc or replace the original text.

This translation capability is useful when you collaborate with global teams or need multilingual documentation.

Summarize Docs with ClickUp AI

Long documents can be difficult to review quickly. The summarization features in ClickUp help you capture the main points without reading every line.

Summarize selected text

1. Highlight a section or an entire page of text within your Doc.
2. Open the AI menu that appears near the selection.
3. Select the option to summarize.
4. Wait for the concise summary to be generated.
5. Insert the summary into your Doc, or copy it for use in task descriptions, comments, or status updates.

This is ideal for creating executive summaries, meeting recaps, or quick overviews for stakeholders.

Generate action items

Some AI options allow you to convert content into clear next steps. For example, you can summarize a meeting Doc into a list of action items that your team can track.

1. Select the notes or discussion text in your Doc.
2. Use the AI menu and choose an option related to action items or key tasks.
3. Insert the generated list into the Doc.
4. Optionally, turn important items into tasks or subtasks to manage in ClickUp.

This helps bridge the gap between documentation and task management, keeping your team aligned.

Best practices for using ClickUp in Docs

To get the most out of your Docs and ClickUp AI features, keep these best practices in mind.

Write clear prompts

• State the purpose of the content you want.
• Mention the audience and level of detail you need.
• Specify format, such as bullet list, steps, or short summary.
• Include any keywords or terms that must appear in the output.

Clear prompts help the AI tool deliver results that require fewer revisions.

Review AI output carefully

• Check dates, numbers, and names for accuracy.
• Confirm that the tone matches your company style.
• Update any process details that are unique to your team.

AI is a powerful assistant, but human review ensures your Docs remain trustworthy.

Organize Docs for your ClickUp Workspace

Once your content is ready, take a few moments to keep everything organized.

• Group related Docs into folders or hubs.
• Use clear names so teammates can quickly find the right file.
• Link Docs from relevant tasks and views.
• Set sharing and permission settings so the right people have access.

Good structure makes AI-enhanced documents even more valuable across your projects.

Learn more about ClickUp Docs and AI

The full feature set continues to grow, and you can always refer to the official documentation for the latest capabilities, limitations, and examples. For detailed reference, visit the original support article on managing Docs with AI: Manage Docs with ClickUp AI.

If you want help building a wider workspace strategy around Docs, tasks, and automation, you can also explore implementation resources from consultants such as Consultevo.

By combining structured Docs, organized spaces, and practical AI tools, ClickUp can become a central hub for planning, documenting, and tracking your work from idea to completion.

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

“`