How to Use ClickUp Multimodal AI

ClickUp multimodal AI lets you analyze images, PDFs, videos, and other files directly in your workspace so you can move from raw content to clear, actionable summaries in seconds.

This guide walks you through how to open files, ask questions, and use AI-generated answers and summaries inside your tasks and Docs.

What ClickUp Multimodal AI Does

Multimodal AI in ClickUp is designed to understand content beyond plain text. It can interpret visual and document-based information and turn it into insights you can use in your workflows.

You can use it to:

• Summarize long documents, PDFs, and reports
• Extract key points from screenshots and mockups
• Pull action items from recorded meetings and walkthrough videos
• Answer specific questions about the content of a file
• Clarify technical or complex information contained in attachments

All of this happens inside the same place where you manage tasks, Docs, and projects, so there is no need to switch tools or copy content around.

How ClickUp Multimodal AI Works

At a high level, the multimodal feature in ClickUp uses AI models that can read visual and document-based inputs and convert them into language responses.

When you attach a file to a task or Doc and open the AI panel, the system analyzes the selected file and allows you to interact with it using natural language prompts.

The key idea is that you can talk to your files instead of just opening and scrolling through them.

Getting Started With ClickUp Multimodal AI

Before you start, make sure you have access to AI features in your workspace. Once that is set up, you can begin using multimodal capabilities on supported files.

Step 1: Open ClickUp and Locate Your Task or Doc

1. Sign in to your workspace in your browser or desktop app.
2. Navigate to the Space, Folder, or List where your task or Doc lives.
3. Open the specific task or Doc that contains the file you want to analyze, or create a new task and upload the file.

Supported content types typically include images, documents, and videos that you would attach as part of your normal project or work documentation.

Step 2: Attach or Select a File

1. In your task or Doc, use the attachment option to upload a file from your computer or cloud storage.
2. Once uploaded, click the file to open it in the file viewer.
3. Confirm that the file preview is visible so AI can read its content.

Typical files you might use with multimodal AI include:

• Design screenshots and wireframes
• Product requirement PDFs
• Recorded demo or meeting videos
• Contracts, proposals, and specs

Step 3: Open the AI Panel in ClickUp

1. Inside the file viewer, look for the AI or Ask AI option.
2. Open the AI panel so it appears alongside your file.
3. Ensure the panel is linked to the file currently in view; it will use the visible file as its context.

From here, you can begin asking questions, requesting summaries, or prompting the system for specific outputs based on what it detects in the file.

How to Prompt ClickUp Multimodal AI

Asking clear, targeted questions will give you the best results. Think of your prompt as a request you would make to a subject-matter expert who has just read or watched your file.

Prompting ClickUp for Document and PDF Files

When working with long documents, research decks, or PDFs, use prompts such as:

• “Summarize this document in 5 bullet points focused on project risks.”
• “List all deadlines and owners mentioned in this file.”
• “Explain the main requirements in simple language for a new team member.”
• “Extract action items with due dates and responsible roles.”

The AI will scan the document and return an answer you can copy into the task description, a comment, or a Doc.

Prompting ClickUp for Images and Screenshots

For screens, mockups, or diagrams, try prompts like:

• “Describe what is shown in this interface and identify the main user actions.”
• “List potential usability issues you see in this design.”
• “Summarize the data trends visible in this chart.”
• “Generate a short explanation I can use to brief stakeholders on this visual.”

This helps you quickly translate visuals into written insights for tickets, documentation, or stakeholder updates.

Prompting ClickUp for Video Content

When your file is a recorded call, demo, or walkthrough, use prompts such as:

• “Summarize this video with a focus on decisions made.”
• “List all follow-up tasks mentioned in the recording.”
• “Capture objections raised by the client and our responses.”
• “Create meeting notes with agenda, key points, and next steps.”

If transcription is available for the video, the AI can rely on that text plus visual context to deliver structured notes directly in your ClickUp task.

Using ClickUp Multimodal Results in Your Workflow

Once multimodal AI returns its answers, you can integrate them into your existing project management processes.

Convert AI Insights Into Task Updates

Use the outputs to keep your workspace organized and up to date.

• Paste bullet-point summaries into the task description.
• Add extracted action items as checklist entries or subtasks.
• Turn decisions or risks into custom-field updates.
• Share the AI summary in comments to keep teammates aligned.

This ensures that every file you attach contributes directly to clearer, more complete work items.

Refine and Iterate on ClickUp AI Responses

Multimodal AI in ClickUp supports iterative prompting. If the first answer is too broad or too detailed, follow up with clarifying prompts, such as:

• “Make the summary shorter and focus only on scope changes.”
• “Rewrite this for a non-technical audience.”
• “Turn these notes into a status update for leadership.”

Each new prompt uses the same file as context, so you can refine the result without re-uploading or re-opening anything.

Best Practices for ClickUp Multimodal AI

Follow these practices to get reliable, useful output from your multimodal workflows.

• Use clear objectives: Begin your prompt with what you want: a summary, action list, explanation, or rewrite.
• Set constraints: Specify length, format (bullets, numbered lists), or audience.
• Check sensitive information: Review AI outputs for accuracy and privacy before sharing externally.
• Keep files legible: Upload high-quality images and clear scans so the AI can interpret them correctly.

You can also combine multiple prompts in one session to move from raw file to cleaned notes, and then to polished stakeholder communication.

Where to Learn More About ClickUp Multimodal AI

To explore the full range of multimodal AI features, capabilities, and supported use cases, review the official product information directly on the ClickUp site at this multimodal AI page.

If you want broader consulting support around implementation, automation, or workspace design, consider working with a specialist partner such as Consultevo, which focuses on productivity and workflow optimization.

By combining strong workspace structure with multimodal AI, you can turn every document, image, and video stored in ClickUp into fast, reliable, and reusable insights that drive your projects forward.

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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