How to Plan Podcast Episodes with ClickUp AI Agents

ClickUp makes it easy to turn loose podcast ideas into structured, ready-to-record episodes using built-in AI agents and repeatable workflows.

This how-to guide walks you through each step of planning a podcast episode, based strictly on the ClickUp AI agents podcast episode planning page.

Why Use ClickUp for Podcast Episode Planning

Before setting up your workflow, it helps to understand what the ClickUp AI agents template is built to do.

• Capture, sort, and refine raw podcast ideas.
• Outline episodes with clear segments and talking points.
• Create supporting assets, such as titles, descriptions, and show notes.
• Standardize your planning process across every episode.

The template focuses on planning episodes efficiently, so you and your co-host can move quickly from idea to a finalized episode plan.

Step 1: Add the Podcast Planning Template in ClickUp

The first step is to bring the dedicated AI agents template into your workspace so you can plan new episodes with one consistent process.

1. Open your workspace in ClickUp.

2. Navigate to the area where you manage your podcast tasks or content calendar.

3. Add the podcast episode planning template powered by AI agents.

4. Confirm that the new space, folder, or list includes the fields and views designed for episode planning.

Once added, this template becomes your central hub for all episode planning tasks.

Step 2: Create a New Podcast Episode in ClickUp

With the template installed, you can create a new episode planning item whenever inspiration strikes.

1. From your podcast planning location in ClickUp, create a new task or item using the provided structure.

2. Give the episode a working title to capture the main idea.

3. Assign the task to yourself, your co-host, or a producer.

4. Set a due date that aligns with your recording or publishing schedule.

This task will become the container for everything related to that specific episode, from the outline to final show notes.

Step 3: Capture Raw Ideas and Context

Next, use the fields and descriptions in ClickUp to collect all of your early thoughts and context for the episode.

• Describe the main theme and goal of the episode.
• List any guests you plan to invite.
• Add links to reference materials or prior episodes.
• Note target audience questions you want to answer.

Adding detailed context here gives the AI agents more information to work with when they help you refine the episode content.

Step 4: Use ClickUp AI Agents to Generate the Episode Outline

The core of this workflow is the AI agent that helps you transform ideas into a structured outline inside ClickUp.

1. Open the episode task and locate the AI agent action for planning or outlining a podcast episode.

2. Trigger the agent with your existing notes and any specific directions, such as tone, duration, or structure preferences.

3. Review the proposed outline, which may include sections like introduction, key segments, questions, and closing.

4. Edit the outline to match your style, add missing points, or remove anything that does not fit.

This gives you a complete episode plan that you can refine collaboratively with your co-host or team.

Step 5: Refine Segments and Talking Points in ClickUp

With a draft outline in place, you can use ClickUp to drill down into every segment of the episode.

• Break long sections into smaller talking points.
• Convert key segments into subtasks, each with assigned owners.
• Add bullet point prompts or questions under each segment.
• Log any stories, examples, or data you want to mention.

As you refine, keep all decisions and updates within the same episode task so the plan stays organized and central.

Step 6: Generate Titles, Descriptions, and Show Notes with ClickUp AI

Once the structure is solid, you can turn to AI agents in ClickUp to help you produce supporting written assets.

1. Run an AI action to suggest episode titles based on the finalized outline.

2. Ask the agent to create a concise episode description suitable for podcast platforms.

3. Generate long-form show notes or summaries using the outline and any post-recording notes.

4. Refine and personalize each AI-generated draft, ensuring it matches your voice.

Having all of these assets generated within the same task reduces manual writing time and keeps everything connected to the episode plan.

Step 7: Collaborate with Your Team in ClickUp

Podcast production is often a team effort. The AI agents template is designed so the entire team can collaborate within ClickUp.

• Tag your co-hosts or producers in comments to request feedback on segments.
• Assign subtasks for research, editing, or guest coordination.
• Use statuses to track progress from planning to recording and publishing.
• Centralize feedback and revisions so nothing gets lost in separate tools.

This collaborative structure ensures each new episode follows the same consistent process.

Step 8: Finalize and Prepare for Recording

Before you record, use the planning task in ClickUp as your single source of truth.

1. Review the complete outline and confirm the flow of the episode.

2. Check that all research links and references are included.

3. Confirm title, description, and notes are ready or near final.

4. Update the task status to indicate you are ready to record.

During the recording session, you can keep the task open as a guide to stay on track with the planned segments.

Step 9: Reuse the ClickUp Workflow for Future Episodes

The real benefit of this template is the repeatable framework it gives you for every episode you plan inside ClickUp.

• Duplicate the planning structure for new episodes.
• Adjust AI prompts and instructions over time as your show evolves.
• Create a consistent format so listeners know what to expect.
• Measure how long planning takes and optimize your process.

Over time, this leads to a smoother production cycle and more polished episodes.

Tips to Get More from ClickUp AI Agents

To make the most of AI-driven episode planning, keep these tips in mind.

Give Clear Instructions to ClickUp AI Agents

When you ask an AI agent to plan or refine an episode, provide specific guidance.

• State your target audience and topic clearly.
• Mention your preferred episode length.
• Note any recurring segments that should always appear.
• Explain the tone you want, such as casual, expert, or humorous.

Iterate and Improve Your ClickUp Prompts

As you plan more episodes, refine the prompts you use inside ClickUp.

• Save your best-performing instructions as reusable templates.
• Compare different outlines generated from similar ideas.
• Adjust prompts to better reflect your style and pacing.

Combine ClickUp with Other Podcast Tools

While episode planning happens in ClickUp, you can still coordinate with other tools.

• Store links to recording software or files directly in the task.
• Add URLs to your hosting platform and analytics.
• Track promotional tasks related to each episode in the same workspace.

Where to Learn More

To explore the full details of the AI agents workflow for podcast episode planning, review the official documentation on the ClickUp AI agents podcast planning page.

If you want expert help setting up or optimizing your workspace, consider consulting specialists such as Consultevo, who focus on workflow and productivity systems.

By following the steps above, you can use ClickUp AI agents to streamline your podcast episode planning, build consistent structures, and ship better episodes faster.

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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