Remote Meetings with ClickUp

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Remote Meetings with ClickUp AI Agents

ClickUp provides AI-powered agents that help you plan, run, and follow up on remote meetings so your team can stay aligned without extra manual work. This guide walks you through how to set up and use these agents to streamline every stage of your online meetings.

What Are ClickUp AI Agents for Meetings?

AI agents in ClickUp are workflow helpers that understand your workspace, documents, and tasks. For remote meetings, they can prepare agendas, join live calls, summarize discussions, and turn decisions into actionable work.

Instead of juggling separate tools for notes, follow-ups, and project updates, you can rely on these agents to capture context and keep your team on track.

Why Use ClickUp for Remote Meeting Facilitation?

Running remote meetings manually often leads to scattered notes and unclear action items. ClickUp centralizes all of that in one place with automation.

  • Prepare consistent agendas in advance
  • Record and summarize meetings automatically
  • Capture decisions and action items in real time
  • Sync tasks with owners and due dates
  • Keep a searchable history of past meetings

Using AI agents inside ClickUp also reduces context switching, since your notes and tasks live in the same workspace as your projects.

How to Set Up ClickUp AI Agents for Meetings

Follow these high-level steps to start using AI agents for remote meeting facilitation. Exact options may vary based on your plan and current workspace settings.

1. Enable AI Features in ClickUp

  1. Sign in to your workspace.
  2. Open your workspace or admin settings.
  3. Locate the AI or AI Agents section.
  4. Enable the available AI agent features for your space or entire workspace.

Once enabled, you can access AI actions from Docs, tasks, and other collaboration areas.

2. Create a Meeting Hub in ClickUp

Next, create a dedicated area to manage your meetings.

  1. Create a Space or Folder called something like “Meetings” or “Team Syncs”.
  2. Add Lists for different recurring meetings: weekly standups, project reviews, client calls, and more.
  3. Within each List, use tasks or Docs to hold individual meeting sessions and notes.

Centralizing meetings inside ClickUp makes it easier for AI agents to connect discussion history with current work.

3. Add a Meeting Template in ClickUp

Meeting templates save time and help AI agents work with consistent structures.

  1. Create a new Doc or task that serves as your master meeting template.
  2. Add sections such as:
    • Meeting title and date
    • Attendees
    • Agenda items
    • Discussion notes
    • Decisions
    • Action items
  3. Save it as a reusable template in ClickUp.

This layout gives your AI agent a predictable place to insert summaries, decisions, and task lists.

Plan Remote Meetings with ClickUp AI

You can use AI-powered suggestions to organize agendas and pre-work before your call starts.

Use ClickUp AI to Draft Agendas

  1. Create a new Doc or task using your meeting template.
  2. Highlight the agenda section.
  3. Use the integrated AI tool to generate or refine agenda topics based on:
    • Recent tasks and updates
    • Open issues or blockers
    • Previous meeting notes

Edit the suggested agenda so it matches the goals of your remote meeting, then share the Doc or task link with attendees ahead of time.

Collect Pre-Meeting Inputs

Before the meeting, you can gather talking points inside ClickUp.

  • Add comments for agenda items and ask teammates to reply with updates.
  • Use AI to summarize long comment threads so everyone can quickly catch up.
  • Tag related tasks so they show up directly in your meeting note.

This reduces the time spent recapping during the live call.

Run Remote Meetings with ClickUp AI Agents

During the remote meeting, use your ClickUp workspace as the live collaboration space while AI agents help capture the conversation.

Live Note-Taking in ClickUp

  1. Open your meeting Doc or task when the call starts.
  2. Type quick bullet points for key decisions and topics.
  3. Periodically trigger AI to refine or expand bullets into clear summaries.

This approach lets a moderator focus on the discussion while ClickUp AI refines notes as you go.

Capture Decisions and Action Items in ClickUp

As your team agrees on next steps, turn decisions into structured work.

  1. Use checklists or subtasks for each action item.
  2. Assign an owner and due date within the same view.
  3. Ask AI to extract action items from the notes and suggest additional tasks where needed.

Because ClickUp ties meeting content to actual tasks, nobody needs to chase separate follow-up emails after the call.

Use ClickUp AI for Post-Meeting Summaries

After the meeting ends, AI agents can instantly summarize the session and share outcomes with stakeholders who could not attend.

Generate a Clear Summary in ClickUp

  1. Open the meeting Doc or task with your full notes.
  2. Run the AI summary action to produce a concise recap.
  3. Refine the tone or length if needed, such as a short executive summary or a detailed internal recap.

The summary can include key talking points, major decisions, and assigned action items.

Share Outcomes from ClickUp

Once you approve the summary, share it directly from your workspace.

  • Mention teammates in comments to draw attention to specific decisions.
  • Copy and paste the AI summary into your communication tools if you want external distribution.
  • Link to the meeting Doc so people can access the full context in ClickUp.

Keeping a consistent post-meeting process makes it simple to track how decisions evolved over time.

Best Practices for Remote Meetings in ClickUp

To get the most from AI agents, combine them with a few simple meeting habits.

  • Use the same meeting template for recurring sessions.
  • Keep one meeting Doc or task per session to avoid confusion.
  • Ask attendees to review agenda and notes in ClickUp before joining.
  • Reserve the last few minutes of each call to confirm tasks, owners, and due dates.
  • Use AI summaries to close the loop immediately after each session.

These practices help your remote meetings become predictable, efficient, and easy to review later.

Learn More About ClickUp AI Agents

If you want deeper details on capabilities and examples of AI workflows for meetings, review the official product information.

  • Visit the remote meeting facilitation page for AI agents at this ClickUp resource.
  • Explore additional strategy content and consulting support at Consultevo to integrate AI-driven meeting workflows into your broader operations.

By combining structured templates, centralized documentation, and AI-powered agents inside ClickUp, your remote meetings can consistently produce clear outcomes, documented decisions, and actionable next steps for every participant.

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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