How to Use the ClickUp Press Kit Creator
The ClickUp Press Kit Creator workflow helps you generate a polished, on-brand press kit in minutes using AI Agents trained on your own company information.
This step-by-step guide explains how to prepare your workspace, launch the AI workflow, customize the generated assets, and share or reuse your press kit for future campaigns.
What the ClickUp Press Kit Creator Does
The Press Kit Creator is an AI workflow powered by specialized AI Agents. These agents collaborate to build a cohesive press kit that reflects your organization’s brand and messaging.
From a single starting point, the workflow can generate multiple assets such as:
- An overview of your company background
- Core product or service descriptions
- Key facts and highlights journalists need
- Aligned brand messages and positioning
- Content tailored to your target audience
The result is a ready-to-share press kit you can download or adjust for specific PR activities and launches.
How ClickUp AI Agents Power the Press Kit
This workflow is built on AI Agents that act like dedicated team members trained on your workspace data. Each one focuses on a specific task and role so the final press kit is accurate and consistent.
Specialized AI Agents in the Workflow
The Press Kit Creator relies on a set of specialized roles that work together:
- Manager Agent: Oversees the entire workflow, receives your instructions, and ensures that every step is completed in order.
- Content Strategist Agent: Designs a unified content strategy for the press kit and plans which assets are required.
- Audience Researcher Agent: Analyzes your current content and properties to understand your brand and audience.
- AI Writer Agent: Drafts the actual press kit content using your connected data and the strategy defined earlier.
These AI Agents can learn from your projects, documents, and other workspace context, so the press kit reflects your voice instead of generic promotional copy.
Preparing Your Workspace for the ClickUp Workflow
Before running the Press Kit Creator, you should prepare your workspace so the AI Agents have rich, accurate information to work with.
Step 1: Gather Core Brand Assets
Collect or create information that reflects your current brand and messaging, such as:
- Company overview and mission statements
- Recent product announcements or launch briefs
- Brand guidelines, tone of voice, and style notes
- Customer success stories or testimonials
- Links and references to your website and key landing pages
Store this information in your workspace so AI Agents can reference it during the workflow.
Step 2: Organize Content in Your Workspace
Next, make sure information is easy for the system to understand and retrieve:
- Create a dedicated folder or space for marketing and PR content.
- Group similar documents together, such as product one-pagers or past press releases.
- Use clear titles and short descriptions for documents and tasks.
- Tag or categorize content that is especially important for your public brand.
Good organization helps the AI Writer Agent quickly locate accurate context for every section of your press kit.
Launching the Press Kit Creator Workflow in ClickUp
Once your workspace is prepared, you are ready to launch the Press Kit Creator workflow and let AI Agents start building your materials.
Step 3: Open the Press Kit Creator
From the AI Agents interface, locate the Press Kit Creator workflow. It is designed specifically to generate press kit content, so you do not need to assemble agents manually.
Confirm the workspace or area where you want the resulting content to live. This keeps your new press kit organized and easy to share with your team.
Step 4: Provide Initial Instructions
Give the Manager Agent a clear description of what you need. For example, you can specify:
- The purpose of the press kit (product launch, funding announcement, rebrand, or general media kit).
- The target audience (journalists, analysts, partners, or influencers).
- Any must-include elements, such as boilerplate text or key statistics.
- Brand tone and style preferences, such as formal or conversational.
The more precise your initial instructions, the better the AI output will match your expectations.
How the ClickUp AI Workflow Generates Your Press Kit
After you submit your instructions, the AI workflow proceeds through several coordinated stages, each handled by specialist agents.
Step 5: Strategy and Research by AI Agents
The process begins when the Manager Agent reviews your goals and context. It then:
- Asks the Content Strategist Agent to design a press kit structure.
- Engages the Audience Researcher Agent to study your current content and audience signals.
- Aligns all inputs so the final press kit has a clear narrative and target reader in mind.
At this stage, the workflow focuses on understanding your brand and audience rather than writing long-form copy.
Step 6: Drafting Content with the AI Writer Agent
Once the strategy is approved by the Manager Agent, the AI Writer Agent begins to draft each component of your press kit. Typical sections include:
- Company overview and history
- Mission, vision, and key differentiators
- Product or service descriptions
- Key metrics or milestones you choose to highlight
- Contact information and media resources
The agent uses context from your own workspace data, so the content reflects your real products, achievements, and brand personality.
Reviewing and Refining Your Press Kit in ClickUp
After the AI workflow finishes drafting, you can review, edit, and fine-tune the content before sharing it with external audiences.
Step 7: Review Generated Assets
Open the documents or tasks created by the Press Kit Creator and carefully review them. Focus on:
- Accuracy of facts, dates, and metrics
- Alignment with your brand tone and terminology
- Clarity of the story and value proposition
- Completeness of contact information and media resources
Use collaborative comments and suggestions to collect feedback from stakeholders across marketing, product, and leadership.
Step 8: Customize for Different Use Cases
You can adapt the main press kit into variations suited for specific campaigns, such as:
- Launch press kits tailored to new products or features
- Industry-specific media kits emphasizing relevant case studies
- Partner or investor-focused variations highlighting growth metrics
Because the workflow is repeatable, you can run it again with updated goals whenever you need fresh press materials.
Sharing and Reusing Your Press Kit Assets
Once you are satisfied with the content, you can package and distribute your press kit quickly.
Step 9: Export and Share
You may export or copy the generated content into formats commonly used for press kits, such as:
- PDF documents for direct distribution
- Web pages or media centers on your site
- Slide decks or one-pagers for quick overviews
Use sharing and permissions to control who can view or edit internal versions of your press kit content.
Step 10: Maintain a Living Press Kit
Treat your press kit as a living asset rather than a one-time deliverable. To keep it updated:
- Schedule periodic reviews after key product launches or milestones.
- Update metrics, logos, and branding elements as your company evolves.
- Re-run the workflow with new instructions to refresh messaging or audience focus.
This approach ensures that your media-facing materials always match your current strategy.
More Resources on ClickUp AI Agents and Press Kits
For a deeper overview of the Press Kit Creator workflow and its AI Agents, visit the official resource at this ClickUp Press Kit Creator page.
If you need expert consulting on workspace structure, AI workflows, or content strategy, you can also explore services from Consultevo, a consulting partner that specializes in productivity and process design.
By combining the power of AI Agents, organized workspace content, and clear instructions, you can create professional press kits quickly and keep them aligned with your evolving brand story.
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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