How to Use ClickUp AI Agents for Meeting Topic Prioritization
ClickUp offers AI-powered Agents that help you prioritize meeting topics so every discussion is focused, efficient, and aligned with your goals. This guide walks you through how to use the Meeting Topic Prioritization Agent step by step.
The AI Agent analyzes all of your current work in the platform, identifies the most important subjects to cover, and organizes them into a practical agenda for your next meeting.
What the ClickUp Meeting Topic Prioritization Agent Does
The Meeting Topic Prioritization Agent in ClickUp is designed to scan your workspace and surface what truly matters for your upcoming meeting. It pulls in information from the context you provide and structures it into clear, prioritized topics.
At a high level, the Agent can:
- Review existing work, problems, and open questions
- Sort topics by urgency and importance
- Explain why each topic is high or low priority
- Give guidance on how to handle or schedule each topic
This ensures your meeting time is spent on the issues that have the biggest impact instead of whatever is most visible or loud in the moment.
Before You Start: Prepare Your Meeting Context in ClickUp
To get the best results, you need to provide the Agent with clear context inside ClickUp. The more specific your input, the more useful your prioritized list of topics will be.
Gather the right information
Before running the Agent, collect the details that describe the meeting and related work. This can include:
- The meeting goal or objective
- Open tasks, tickets, or projects for the team
- Known blockers or risks
- Questions or decisions that must be made
You can store this information in a task, doc, or any appropriate place in your ClickUp workspace so the Agent can reference it.
Define your meeting type in ClickUp
The Meeting Topic Prioritization Agent can adapt to many meeting formats. Examples include:
- Weekly team syncs
- Project check-ins
- Leadership reviews
- Customer or stakeholder updates
Make sure your description of the meeting type is specific enough for the Agent to understand what kind of topics should rise to the top.
How to Run the Meeting Topic Prioritization Agent in ClickUp
Once your context is ready, you can run the AI Agent directly from your workspace. The exact UI may vary, but the process follows the same logic.
Step 1: Open the Agent from your ClickUp workspace
- Navigate to the task, doc, or view where you have your meeting information.
- Access the AI Agent controls in the interface.
- Select the Meeting Topic Prioritization Agent from the available options.
Make sure the Agent has access to the details it needs, including any tasks, notes, or descriptions that relate to the upcoming meeting.
Step 2: Provide your meeting details
Next, supply the Agent with a concise summary of your meeting. A strong description includes:
- The name and purpose of the meeting
- Who will attend
- Time frame (for example, 30 minutes or 60 minutes)
- Any critical decisions that must be made
The Agent uses this information alongside the rest of your ClickUp data to decide which topics to elevate.
Step 3: Let the Agent analyze your ClickUp data
When the Agent runs, it evaluates the work connected to the meeting context. It looks for:
- Urgent tasks with looming due dates
- Work that is blocked or stalled
- Items tied to strategic goals or milestones
- Questions or issues that need input from attendees
This automated analysis helps you avoid missing critical subjects that may not be obvious at first glance.
Step 4: Review the prioritized meeting topics
After the analysis, the Meeting Topic Prioritization Agent creates an ordered list of topics. For each topic, it typically includes:
- A short title or label
- A brief explanation of the topic
- A priority level or suggested order
- Context or tasks that support the topic
Use this list as the foundation for your final agenda.
Structuring an Agenda with ClickUp AI Output
Once you have the prioritized topics, you can transform them into a practical agenda that will guide the meeting.
Group related ClickUp topics together
Look for themes in the Agent output and cluster similar items. For example:
- All topics related to a single project
- All customer issues or bugs
- All hiring or staffing discussions
Grouping topics keeps the discussion organized and reduces context switching for attendees.
Assign time blocks and owners
For each topic in your agenda, define:
- How many minutes you will spend
- Who will lead the discussion
- Who needs to provide input or make the decision
You can create or update tasks in ClickUp to track ownership and follow-ups for each topic.
Refine the agenda with additional ClickUp prompts
If you want deeper clarity, you can run additional AI prompts on individual topics or tasks. For example, you might ask the system to:
- Summarize background context for a specific topic
- List key risks or dependencies
- Suggest clarifying questions to ask in the meeting
This refinement step ensures that when the meeting starts, everyone understands what each topic involves and what outcome is expected.
Tips for Better Results with ClickUp AI Agents
The power of the Meeting Topic Prioritization Agent depends on the context it receives. Use these best practices to get the most out of it.
Keep information up to date in ClickUp
Before running the Agent, verify that tasks, statuses, and descriptions are current. This includes:
- Closing out completed work
- Updating task statuses and assignees
- Adding brief notes about recent changes
- Recording new issues or questions
Accurate data leads to more relevant topics and a more effective agenda.
Be specific in your meeting description
A vague purpose such as “general discussion” does not give the Agent much direction. Instead, be explicit, for example:
- “Decide on scope for phase two of the project”
- “Resolve top three blockers for the mobile launch”
- “Review customer feedback and pick next improvements”
Specific outcomes help the system prioritize the topics that support those results.
Iterate on the output
You do not have to accept the first version of the topic list. Feel free to:
- Remove items that are not relevant to this meeting
- Lower the priority of topics that can wait
- Add your own topics based on judgment or new information
Think of the Agent as your starting point, not a rigid rule set.
Where to Learn More About ClickUp AI Agents
To explore the full capabilities of the Meeting Topic Prioritization Agent and other AI tools, review the official feature page at ClickUp Meeting Topic Prioritization. You can also find strategic consulting and implementation guidance from specialized partners such as Consultevo, which helps teams design workflows and processes around advanced AI features.
By combining clear meeting goals with the intelligence of ClickUp AI Agents, you can consistently run meetings that focus on the most important topics, keep attendees aligned, and turn discussion into action.
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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