How to Build a PR Case Study Generator in ClickUp
The ClickUp AI Agents PR Case Study Generator template helps teams turn raw project information into polished public relations case studies with a guided, repeatable workflow.
This step-by-step guide explains how to use the template, customize the agents, and connect the workflow to your existing tasks so you can consistently produce strong PR assets.
Overview of the ClickUp PR Case Study Generator
The PR Case Study Generator is an AI workflow built with ClickUp AI Agents. It is designed to transform your notes, briefs, and task details into a structured case study draft that PR and marketing teams can refine and publish.
The template uses multiple coordinated agents, each focused on a different part of the case study creation process. Together, they help you collect inputs, ask clarifying questions, organize information, and generate a cohesive draft.
Main Components of the ClickUp Workflow
- Structured form: Captures essential case study details.
- Specialized agents: Each agent handles a focused task, such as drafting or editing.
- Step-by-step workflow: Guides users from discovery to final draft.
- Integration with your workspace: Connects to tasks, docs, and other work.
By following the built-in steps, you ensure every case study captures your objectives, strategy, execution, and measurable results in a consistent format.
Step 1: Access the ClickUp AI Agents Template
To start, open the PR Case Study Generator experience from the ClickUp AI Agents gallery. The template provides a turnkey setup that you can adapt to your own processes.
- Open the AI Agents section in your workspace.
- Locate the PR Case Study Generator template.
- Add the template to your workspace to begin customizing.
Once installed, you will see the agents, prompts, and initial workflow stages that power the generator.
Step 2: Review the Default ClickUp Agent Roles
The template includes a set of predefined agents, each with a clear role in the ClickUp workflow. Reviewing them first helps you understand how information flows from one step to the next.
Typical Agent Responsibilities in ClickUp
- Intake agent: Gathers core details like client, challenge, goals, and key metrics.
- Strategy agent: Clarifies messaging, target audience, and positioning.
- Narrative agent: Organizes the story arc from problem to solution to results.
- Editing agent: Refines the draft for clarity, tone, and flow.
You can keep these agents as-is or rename and modify them to match your internal PR or communications team structure.
Step 3: Customize the ClickUp Prompts and Fields
The strength of this ClickUp setup comes from detailed prompts and structured inputs. Tailoring them to your brand and industry ensures higher-quality case studies.
Adjust Required Input Fields
Update the data fields in your intake forms or tasks so that agents always receive the context they need. For example, you may want to capture:
- Industry and region
- Primary campaign objective
- Core message or tagline
- Quantitative and qualitative results
- Key stakeholders and quotes
These fields give the agents the raw material they require to generate accurate, on-brand narratives.
Refine Agent Instructions in ClickUp
Edit each agent’s system instructions so their outputs match your tone of voice, style, and formatting preferences. You can define:
- Brand voice (formal, conversational, technical, etc.)
- Preferred structure (sections, headings, and length)
- Use of data and customer quotes
- Compliance or approval guidelines
Clearly written instructions help the AI agents stay aligned with your content standards across every case study.
Step 4: Run a Test Case Study Through ClickUp
Before rolling the workflow out to your whole team, run a realistic test project through the ClickUp PR Case Study Generator.
- Select an existing project with clear outcomes.
- Fill in all required fields in your chosen intake task or form.
- Trigger the first agent to start the case study workflow.
- Follow each step, answering any clarifying questions from the agents.
During this test run, pay attention to the quality of the questions asked, the structure of the generated draft, and any gaps in the information requested.
What to Evaluate in Your ClickUp Test
- Are any vital details missing from the inputs?
- Does the narrative follow your preferred structure?
- Is the tone aligned with your brand guidelines?
- Are the calls to action clear and appropriate for PR use?
Use your findings to refine prompts, add new fields, or adjust agent instructions.
Step 5: Iterate and Optimize Your ClickUp Workflow
Once the first version is working, you can iterate on the ClickUp workflow to make it even more effective for your PR and communications teams.
Enhancement Ideas for ClickUp AI Agents
- Add a dedicated agent for headline and subheading options.
- Create an agent focused on media-friendly summaries and key quotes.
- Introduce an agent that adapts the case study into press release snippets.
- Set up internal review steps where human editors provide feedback for future optimization.
Continuous improvement ensures your generator keeps learning from real use and delivers more polished case studies over time.
Step 6: Connect ClickUp to Your Existing PR Processes
The PR Case Study Generator works best when it is integrated with your broader content and PR workflow inside ClickUp.
Ways to Integrate the Generator
- Attach the workflow to your client or campaign folders.
- Use task templates that automatically link to the generator.
- Connect to your documentation hub so final drafts are stored centrally.
- Align due dates and assignees with your existing approval processes.
With these connections, you move seamlessly from project completion to case study creation, review, and publication.
Best Practices for Managing Outputs in ClickUp
As you scale usage, you will generate more drafts and versions. Establish simple management rules to keep everything organized.
- Standardize naming conventions for case study tasks and docs.
- Use custom fields to track status, owner, and target publication channel.
- Group related assets, like images and supporting data, near each case study draft.
Clear organization makes it easier for PR teams, marketers, and stakeholders to locate and reuse case studies across campaigns.
Resources and Further Learning
For additional ideas on optimizing your workspace and integrating AI into your workflows, you can explore expert resources at Consultevo, which covers productivity and systems design for modern teams.
To see the original PR Case Study Generator experience and learn more about how ClickUp AI Agents are configured in this template, review the official page at ClickUp PR Case Study Generator.
By tailoring the template, refining the prompts, and embedding the generator into your existing structure, you can use ClickUp AI Agents to produce reliable, high-quality PR case studies on demand with far less manual effort.
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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