How to Use ClickUp AI for Enhanced Productivity and Efficiency

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Our AI usage survey shows that 88% of people use AI tools at work. However, only 12% actually use AI features built into productivity tools.

Why? Because these standalone AI tools lack the context to help you do your work.

In simple terms:
❗️They are isolated from the workflows and data that define daily tasks
❗️This disconnect results in fragmented experiences and limited practical value

ClickUp Brain, ClickUp’s AI assistant, is designed to tackle these all-to-familiar situations. It takes care of the busy work so you can focus on decisions instead of tiny details. 

Need a project brief based on the discussions from that meeting last week? Done in seconds. Messy meeting notes? Organized without effort. Are tasks piling up? Prioritized instantly. All without having to open up another tab and explain your work all over again!

Want to learn how to use ClickUp AI to make your workday feel like a win rather than a slog? This blog post has you covered. 

Summarize this article with AI ClickUp Brain not only saves you precious time by instantly summarizing articles, it also leverages AI to connect your tasks, docs, people, and more, streamlining your workflow like never before.
ClickUp Brain
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⏰ 60-Second Summary

  • Standalone AI tools operate in silos, requiring extra effort to apply insights to real work
  • ClickUp AI is built directly into your workspace, providing real-time recommendations and automation without switching tools
  • Automate writing, task management, and project planning with AI-powered content generation, summaries, and smart suggestions
  • Retrieve key insights instantly with AI-powered knowledge management—no more searching through endless docs and threads
  • Simplify workflows with AI-driven automation, from task assignments to project updates and follow-ups
  • Save time and reduce busywork by summarizing tasks, generating reports, and transcribing meetings effortlessly
  • Work smarter, not harder—ClickUp AI streamlines your workflow so you can focus on meaningful work
Summarize this article with AI ClickUp Brain not only saves you precious time by instantly summarizing articles, it also leverages AI to connect your tasks, docs, people, and more, streamlining your workflow like never before.
ClickUp Brain
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What is ClickUp AI?

ClickUp AI, also known as ClickUp Brain, is your built-in productivity assistant, designed to make work faster and easier—without the hassle of standalone AI tools. Since it’s fully integrated into ClickUp, it understands your team’s tasks, documents, and workflows, giving you smarter suggestions in real time.

With its automated summaries and workflow automation, you’ll spend less time on busy work and more time on what actually matters. In short, ClickUp AI adapts to the way you work. Whether you’re drafting marketing content, brainstorming ideas, or summarizing complex projects, it provides tailored insights to keep you moving.

ClickUp also brings you ClickUp Brain MAX, the next-generation AI-powered desktop companion designed to help you work smarter, not harder. As part of ClickUp’s suite of AI features, Brain Max brings advanced search, automation, and voice-to-action capabilities right to your fingertips—making it a must-have for anyone looking to boost productivity and efficiency.

⭐ ClickUp Brain MAX: The Game Changer

Brain Max isn’t just another AI chatbot—it’s a fully integrated productivity engine built for the modern workspace. Whether you’re managing projects, collaborating with teams, or juggling multiple tools, Brain Max helps you stay focused, efficient, and ahead of the curve.

Here’s what you get:

  • Enterprise AI Search: Instantly search across ClickUp, the web, and connected apps like Google Drive, Figma, GitHub, and SharePoint. Find tasks, docs, files, and even specific details buried deep in your workspace—all from one place
  • AI-Powered Actions: Use natural language to ask Brain Max to summarize documents, create tasks, schedule meetings, generate content, or post updates. The AI understands context and can take action directly within ClickUp
  • Talk-to-Text: Go hands-free with AI-powered voice-to-text. Dictate tasks, messages, or search queries, and Brain Max will transcribe and execute them—perfect for multitasking or when you’re on the go
  • Connected Apps: Integrate your favorite tools and search across them without switching tabs. Brain Max brings all your work together for a truly unified workflow
  • Multiple AI Models: Choose from leading AI models like ClickUp Brain, ChatGPT, Claude, and Gemini, selecting the best one for your needs
Summarize this article with AI ClickUp Brain not only saves you precious time by instantly summarizing articles, it also leverages AI to connect your tasks, docs, people, and more, streamlining your workflow like never before.
ClickUp Brain
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What Are the Most Powerful Features of ClickUp AI for Daily Work?

📌 Quick Summary

ClickUp AI enhances productivity by streamlining writing, improving knowledge access, and automating project management—all directly inside your workspace. Here’s a breakdown of its core capabilities:

  • AI Writing Assistant: Drafts, edits, and formats content—including emails, notes, reports, and blogs—while fixing grammar, adjusting tone, and summarizing long documents.
  • AI Knowledge Manager: Instantly retrieves key details from tasks, docs, and past discussions so you never waste time searching through threads, files, or meetings for context.
  • AI Project Manager: Automates project tasks—like generating subtasks, writing updates, organizing priorities, and predicting timelines—so work keeps moving without manual effort.

Use ClickUp AI to reduce busywork, get context faster, and manage projects with more clarity and efficiency.

AI powers every aspect of ClickUp, from your Custom Fields to automation. But if we have to pick three top capabilities, here is what we recommend:

1. How Does the AI Writing Assistant Help You Work Faster?

Stuck on a draft? ClickUp Brain helps you write, edit, and translate different types of content, such as meeting notes, emails, or blog posts. It can also: 

  • Fix spelling and grammar, adjust tone, and generate ideas when you’re out of them
  • Summarize long documents instantly
  • Format content to keep it clear and structured
  • Create tables for structured data 
  • Generate reusable AI templates to maintain consistency across projects

2. What Does ClickUp’s AI Knowledge Manager Do?

ClickUp Brain is like a digital memory bank. It quickly scans your workspace and retrieves the right information, such as project details, meeting notes, or client requests. 

Let’s say you’re in a meeting: 

  • Ask ClickUp Brain to retrieve key decisions and relevant data from past discussions without switching tabs
  • When a client asks for an update, you can ask ClickUp Brain to fetch the latest project status and key milestones quickly 
  • Use ClickUp Brain to summarize complex documents automatically
ClickUp Brain to summarize complex documents automatically : how to use clickup ai
Get insights about tasks, team progress, and more with the ClickUp AI Knowledge Manager

📮ClickUp Insight: We recently discovered that about 33% of knowledge workers message 1 to 3 people daily to get the context they need. 

But what if you had all the information documented and readily available? With ClickUp Brain’s AI Knowledge Manager by your side, context switching becomes a thing of the past. Simply ask the question right from your workspace, and ClickUp Brain will pull up the information from your workspace and/or connected third-party apps!

3. How Does the AI Project Manager Automate Workflow Execution?

Would you rather have a personal project manager who keeps your projects moving without manual effort? ClickUp’s AI Project Manager revolutionizes productivity by automating project management tasks and simplifying workflows. From generating standups, task updates, and subtasks to creating detailed project plans and tracking progress, it ensures nothing falls through the cracks.

It can help you with:

  • Task assignment: Leverage the AI assign feature to suggest and assign subtasks
  • Task prioritization: Use AI Prioritize to organize and manage tasks effectively based on the priority levels of your tasks or to generate insights for better decision-making
  • Timeline predictions: Assist in creating detailed project plans and timelines using prompts and historical data 
ClickUp Brain AI Assign and AI Prioritize
Outsource manual data entry tasks to ClickUp’s AI Project Manager
Summarize this article with AI ClickUp Brain not only saves you precious time by instantly summarizing articles, it also leverages AI to connect your tasks, docs, people, and more, streamlining your workflow like never before.
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How Do You Use ClickUp AI in Your Daily Workflow?

📌 Quick Summary

ClickUp AI helps you work faster by bringing AI into every part of your workflow—from writing to scheduling to automation. Here’s how it supports your day-to-day tasks:

  • Access AI anywhere: Use the AI toolbar, Ask AI buttons, or floating icon to get help inside Tasks, Docs, Comments, and Chat without switching tools.
  • Generate and manage tasks: Create tasks from comments, messages, or Docs with clear descriptions and auto-generated subtasks linked to the right List and context.
  • Ask real-time questions: Query your workspace for overdue tasks, deadlines, blockers, project priorities, or open items to stay on top of work instantly.
  • Summarize information fast: Turn long tasks, documents, chats, and comment threads into clear overviews, action items, and decisions in seconds.
  • Draft content effortlessly: Create emails, reports, blog outlines, and meeting notes with structured outputs you can refine instead of writing from scratch.
  • Translate & localize content: Convert Docs, emails, and updates into 12+ languages with tone-aware, audience-specific translations.
  • Transcribe voice clips: Turn meeting recordings or voice notes into searchable, editable summaries with clear action items.
  • Get role-specific insights: Ask for updates tailored to PMs, team leads, executives, developers, or sales teams—AI filters only what’s relevant to your role.
  • Build custom automations: Describe what you want in plain language, and AI Builder creates automation rules across Spaces, Lists, or workflows.
  • Generate meeting summaries: Use AI Notetaker to transcribe discussions, surface key decisions, and convert action items directly into ClickUp tasks.
  • Deploy AI Agents: Automate reports, standups, Q&A, document updates, and repetitive workflows with autonomous agents that take action proactively.
  • Automate scheduling: Let AI time-block your day, resolve conflicts, optimize focus time, and dynamically adjust your calendar as things change.

Use ClickUp AI to eliminate busywork, reduce context switching, and keep every part of your workflow moving—automatically.

Ready to make your workday productive? Here’s how ClickUp’s AI assistant helps: 

👉🏽 Note: You can access ClickUp AI for free but with certain limitations on the features. For advanced AI capabilities, opt for a paid plan—starting from $7 per month.

1. Where Can You Access ClickUp AI Inside the Platform? 

ClickUp Brain is integrated throughout the platform. This means you can access AI from virtually any part of the platform. Here’s how:

  • Toolbar access: The ClickUp AI icon is always in the toolbar, ready to assist instantly
  • Ask AI button: Available in Tasks, Docs, Comments, and  Chat, so you can ask AI questions right where you need them
  • Floating AI icon: When you’re not in a task or Doc, look for the AI icon in the lower-right corner for quick access without switching screens

⚠️ Not sure what to ask? ClickUp AI comes with pre-designed prompts to help you get started fast. No need to learn prompt engineering. Select and refine a prompt, and let AI do the heavy lifting.

2. How Can ClickUp AI Create and Manage Tasks for You?  

ClickUp Brain generates tasks instantly from Docs, Comments, Inbox comments, Chat messages, and even whiteboards. 

Hover over any comment or message and select the ClickUp AI icon. Then, click Create a task with AI

ClickUp Brain can help you:

✅ Create the task within the right List and Space

✅ Write a clear, context-rich title and description

✅ Link it to the original comment thread

Creating AI-generated tasks via ClickUp Brain : how to use clickup ai
Creating AI-generated tasks via ClickUp Brain 

ClickUp Brain also drafts task descriptions so your team knows exactly what to do. 

Plus, it breaks down large tasks into subtasks. Just open the task and click the generate substacks option below the task title. You can rename any subtask and unselect unwanted ones by clicking the checkbox next to them.

3. Can ClickUp AI Answer Questions About Your Tasks and Docs?

Instead of digging through endless tasks while managing multiple projects, teams, or stakeholders, ClickUp Brain enables project managers to get instant, real-time answers based on task data. 

It’s the perfect feature for balancing urgent work with big-picture goals. 🔭

ClickUp Brain : how to use clickup ai
Use ClickUp Brain to prioritize tasks based on urgency and deadlines

📌 Example prompts:    

  • What are the most urgent tasks across my projects?
  • Which deadlines should I focus on today?
  • What tasks are overdue?
  • Which tasks are still open and assigned to my team?

4. How Does ClickUp AI Summarize Tasks, Docs, and Threads?

Condense lengthy discussions into clear, actionable insights via ClickUp Brain : how to use clickup ai
Condense lengthy discussions into clear, actionable insights via ClickUp Brain 

Long tasks, endless documents, and never-ending comment threads make it hard to find what matters. ClickUp Brain instantly summarizes key points so you get the most important updates—without the scroll.

For example, a project update drops, and suddenly, there are 30+ comments debating a roadblock. Deadlines, decisions, and action items? Critical details like deadlines and action items get lost in the process. To fix this, click Summarize with AI, and within seconds you get:

✅ Project Overview

✅ Key decision made

✅ Next steps

✅ Action items

You can also prompt ClickUp Brain to: 

  • Identify blockers, risks, and priorities: Summarize your tasks to see what’s holding up progress
  • Summarize Docs effortlessly: AI drafts a summary of the documents and inserts it as the Doc’s subtitle for easy reference
  • Track progress instantly: AI-generated updates highlight changes in task priorities, due dates, and team collaboration in seconds
  • Summarize chat messages or updates from channels: Ask the AI to catch you up on updates from a specific period
Announce Product Updates : how to use clickup ai
Ask ClickUp Brain to summarize long chat threads and bring you up to speed

📌 Example prompts:    

  • Summarize the latest updates on the website redesign task.
  • Condense this product requirements doc into key decisions and action items.
  • Give me a quick overview of this sprint’s progress.
  • Summarize what’s changed in this task over the past week.

5. Can ClickUp AI Write Emails, Reports, and Blog Posts? 

Draft emails, blog posts, or reports : how to use clickup ai
Generate blog posts, emails, and more with ClickUp Brain

Writing any communication takes time, and fine-tuning it for clarity only adds to your workload. 

ClickUp Brain speeds up this process by generating structured drafts, summaries, and reports based on your needs. Refine the AI-generated text instead of starting from scratch. 

Here’s how it helps: 

  • Emails: Generate professional emails for project updates, client communication, or internal messages
  • Blog posts: Create outlines or full drafts based on specific input
  • Reports: Extract key insights from discussions or data and format them into structured reports
  • Meeting notes: Summarize key takeaways from meetings for reference
  • Editing and rewriting: Ask AI to refine the draft or make it more scannable with bullet points, subheadings, and shorter paragraphs 

📌 Example prompts:    

  • Draft an email updating stakeholders on the project timeline.
  • Summarize this meeting discussion into action items.
  • Create a blog post outline on improving workplace productivity.
Write clear, professional emails for project updates via ClickUp Brain : how to use clickup ai
Write clear, professional emails for project updates via ClickUp Brain

6. How Does ClickUp AI Support Translation and Localization? 

Optimize content for every audience and make communication seamless with ClickUp Brain : how to use clickup ai
Optimize content for every audience and make communication seamless with ClickUp Brain

Communicating with global teams and customers is difficult when content needs to be adapted for different languages and cultural contexts. 

ClickUp Brain steps in as your AI-powered translator. Currently, it supports 12 languages, including English, French, Spanish, German, Korean, Arabic, and more. 

You can: 

  • Convert emails and documents into multiple languages with a single click
  • Adapt tone, phrasing, and cultural nuances for different target audiences

📌 Example prompts:    

  • Translate this client update into Spanish with a formal tone.
  • Convert this marketing email/ ad copy into French while keeping it conversational.
  • Localize this product guide for German customers.

7. Can ClickUp AI Transcribe Meetings and Voice Notes? 

Transcribe voice clips  : how to use clickup ai
Transcribe clips with ClickUp Brain to easily find important information

You’re in a meeting, taking voice notes on the go, or receiving an audio update from a teammate. Later, you have to replay the clip multiple times to catch key details—a slow and frustrating process.

ClickUp Brain can easily transcribe voice clips, converting them into text for easy info review, editing, and sharing.

You can also reprompt AI to get exactly the information you need. For example, ask: Do these meeting notes include any action items for me or my team?

🎤 Some practical applications:    

  • Meeting recordings: Transcribe discussions into notes and action points
  • Brainstorming sessions: Capture and structure key ideas from spoken notes
  • Client feedback: Convert verbal insights into actionable recommendations

8. How Does ClickUp AI Deliver Role-Specific Answers?

Finding relevant updates, reports, and insights for different stakeholders often means sifting through endless data.

ClickUp Brain simplifies this for you. It references your Profile title, scans Workspace Docs and tasks you have access to, and pulls only the most relevant insights—so you get exactly what you need. 

Here’s what AI scans for every role: 

🚀 Project managers: Tasks and reports, highlighting potential bottlenecks

👥 Team leads: Pending tasks and their assignees

📊 Executives: Clear snapshot of deliverables and deadlines

💬 Sales teams: Tickets and comments to identify common issues

💻 Developers: Outstanding issues and ranks them by urgency

Get role-specific answers : how to use clickup ai
Generate role-specific prompts with ClickUp Brain’s AI writer

9. Can ClickUp AI Build Automation Using Plain Language?

The last thing you want to do, as a team lead, is manually update simple tasks that come up daily/weekly/frequently. 

ClickUp’s intuitive AI Builder does it for you. Type what you need in plain language, and ClickUp Brain configures the automation across any Space, Folder, or List. 

Optimize workflows by creating automation rules with ClickUp Brain
Optimize workflows by creating automation rules with ClickUp Brain

📌 Some automation examples

  • Task progression: When a task is marked ‘Complete,’ move it to ‘Review’ and assign it to QA
  • Project tracking: Automatically update the project status when 80% of tasks are completed
  • Team notifications: Send a Slack notification when a high-priority task is added
  • Task assignments: When a new marketing request is submitted, auto-assign it to the content team

⚠️ Remember: Not all automations run perfectly at first. ClickUp Brain helps you clarify steps and refine instructions to ensure your automation runs smoothly.

10. How Do AI Meeting Summaries and Action Items Work?

Instant meeting summaries and action items
Voice-record, transcribe, and summarize your meetings with ClickUp AI Notetaker

ClickUp’s AI notetaker can help you streamline meeting workflows by automatically transcribing and summarizing discussions and extracting actionable items. It alleviates the burden of manual note-taking, allowing participants to focus on the conversation!

  • Automated summarization: The AI generates a concise summary of the key points discussed in a private ClickUp Docs
  • Action items: It identifies and extracts action items from the transcript, making the follow-up easier
  • Integration with ClickUp Tasks: Action items and summaries can be seamlessly integrated into existing or new ClickUp Tasks and workflow

11. What Can AI Agents in ClickUp Automate Automatically?

AI Agents in ClickUp are designed to autonomously handle queries and execute actions based on team member requests. These agents exhibit autonomy, reactivity, and proactivity, allowing them to make decisions, adapt to real-time changes, and take initiative toward specific goals.

Accelerating workflow automation with AI Agents

Teams across all functions often face bottlenecks due to manual processes, fragmented communication, and repetitive tasks. AI agents address these challenges by streamlining workflows and enabling faster, more efficient operations.

  • Automate routine tasks: AI agents handle repetitive actions such as data entry, status updates, and follow-ups, freeing up your team to focus on higher-value work
  • Instantly transcribe and summarize meetings: Ensure that every decision and detail is captured and shared, reducing the risk of missed information and speeding up follow-through
  • Auto-generate action items and assign tasks: Based on meeting discussions or project updates, AI agents can automatically create and assign tasks in your project management tools, minimizing manual handoffs and delays
  • Real-time document management: Keep everyone on the same page with AI-powered version tracking and instant summaries of changes, so teams can move forward without confusion or backtracking
  • On-demand answers and resources: AI chat assistants can quickly retrieve documents, answer workflow-related questions, and surface relevant information—eliminating the need to search through emails or files
  • Enable asynchronous productivity: AI agents can turn lengthy meetings or project updates into concise highlights and actionable next steps, making it easy for team members in different time zones to stay aligned and keep work moving
ClickUp (Best for internal team productivity and task agents)
Autopilot Agents within ClickUp keep information flowing across the workspace, with minimal manual intervention

Here are the four types of agents in ClickUp:

  • Auto-Answers Agent (Chat Agent): A chat-based assistant that helps you quickly find information by answering questions using data from team discussions in ClickUp Chat
  • Daily/Weekly Report Agent (List Agent): Automatically creates detailed, customizable reports from the ClickUp Lists you choose, saving time and eliminating the need for manual updates
  • Team Standup Agent (List Agent): Keeps your team aligned by automating the standup process, pulling relevant updates directly from your ClickUp Lists
  • Custom Agents (Build Your Own Autopilot Agent): Lets you design personalized workflows and automation tailored to your team’s specific goals, processes, and use cases.
ClickUp's Custom Agents
Creating your own custom AI agent is easy in ClickUp

Note: Agents are available in Beta as of this article’s publishing date.

12. How Does ClickUp’s AI-Powered Calendar Automate Scheduling?

ClickUp’s AI-powered Calendar revolutionizes how you manage your day by automating time blocking—transforming your packed schedule into focused, manageable blocks of time. This intelligent scheduling system analyzes your tasks, priorities, and availability to create a customized daily agenda that keeps you on track and minimizes distractions.​

Schedule time blocks for your most important tasks with ClickUp Calendar

It can help you with:

  • Automated task scheduling: The AI assesses your task list, deadlines, and priorities to automatically allocate time slots, ensuring high-priority tasks are completed first
  • Dynamic adjustments: If a meeting runs over or a new task arises, the AI dynamically reshuffles your schedule, preserving focus time and preventing conflicts
  • Focus time optimization: The system identifies periods of peak productivity and schedules deep work sessions accordingly, while also suggesting breaks to maintain energy levels
  • Conflict resolution: AI agents swiftly handle scheduling conflicts by offering alternative solutions or nudging participants to adjust times, ensuring a seamless calendar experience
  • Integrated meeting management: The calendar integrates with tools like Zoom, Google Meet, and Microsoft Teams, auto-adding call details and syncing with your tasks and docs
Summarize this article with AI ClickUp Brain not only saves you precious time by instantly summarizing articles, it also leverages AI to connect your tasks, docs, people, and more, streamlining your workflow like never before.
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How Do You Implement ClickUp AI Across Your Workflow?

📌 Quick Summary

Integrating ClickUp AI into your workflow helps you reduce manual work, speed up planning, and keep projects moving smoothly. Here’s how teams like Jamie’s use it to stay organized and efficient:

  • Automate standups and updates: Generate daily or weekly team standups in multiple formats (bulleted, short, or traditional) to keep everyone aligned without status meetings.
  • Create project plans in minutes: Draft complete project plans—including timelines, milestones, scope, and risks—using AI-generated outlines you can refine instantly.
  • Turn plans into tasks automatically: Highlight action items in Docs to generate tasks, complete with descriptions, subtasks, priorities, and direct links back to the source document.

Now that you know what ClickUp AI tools can do, it’s time to integrate them into your workspace. 

ClickUp Brain adapts to any workflow, whether you’re managing projects, running marketing campaigns, or tracking engineering tasks. 

For example, Jamie is a project team lead responsible for planning and executing multiple projects across teams. The biggest challenges:

🛑 Slow project planning: Constant back-and-forth to finalize timelines and deliverables

🛑 Complicated task assignments: Manually checking availability and balancing workloads

🛑 Time-consuming status meetings: Decisions and action items get lost in long chat threads

🛑 Chaotic progress tracking: Manual follow-ups and endless email chains complicate things 

To keep tasks moving without delays, she turns to ClickUp Brain. Here’s how it optimizes her workflows effortlessly: 

1. Brainstorm and write a project plan in minutes 

For a new project kicking off—a website redesign—Jamie needs a structured project plan with timelines, deliverables, risks, and milestones.

Here’s how the process looks with ClickUp’s AI: 

  • Opens a new ClickUp Doc
  • Uses the Write with AI feature 
  • Inputs a detailed prompt in the text box

📌 Example prompt: Create a project plan for a website redesign. Include key milestones, timelines, scope of work, and potential risks. Make it suitable for a marketing team and a project manager.

  • AI generates a structured plan covering deliverables, deadlines, dependencies, and risk assessments
  • Jamie reviews and refines the plan in minutes instead of hours
Website redesigning project plan via ClickUp Brain
Generate detailed project plans with ClickUp Brain

Jamie can also paste a previously used project plan into the AI prompt and ask: Use the following project plan as a template and refine it for our new project.

💡 Pro Tip: After inserting the project plan into the ClickUp Doc, share it with the team for feedback. You can also convert it into a wiki to serve as the go-to source for project details, guidelines, and key updates. 

2. Create and assign tasks from the project plan 

Next, turn the plan into actionable tasks for the team. 

Within the ClickUp Doc, Jamie highlights key action items in the Doc, such as ‘Create wireframes and design mockups.’ ClickUp Brain creates the task and links it back to the Doc, keeping everything connected and including details like status, assignee, and priority.

Additionally, ClickUp’s AI quickly generates the task description with essential details, which she reviews and refines before finalizing it. 

📌 Example prompt: Create a detailed task description for ‘Create wireframes and design mockups.’ The design should follow the brand guidelines, be responsive for mobile and desktop, and include variations for A/B testing.

Draft clear and contextual task descriptions in seconds with ClickUp Brain
Draft clear and contextual task descriptions in seconds with ClickUp Brain
Instantly generate, edit, and remove subtasks via ClickUp Brain
Instantly generate, edit, and remove subtasks via ClickUp Brain

3. Generate team standups and progress updates  

Jamie’s project is moving fast, but keeping up with the progress? 

ClickUp Brain generates real-time standups and progress reports, saving time and keeping everyone aligned. 

Team standups come in three format options: 

  • Bulleted list: A quick snapshot of completed tasks
  • Short: A concise overview of completed tasks
  • Traditional: A detailed breakdown of progress, blockers, and next steps

📌 Example: Jamie needs a quick update on her team’s work. She opens ClickUp Brain, clicks Write StandUp, selects her design team members, and sets the time range to the last 24 hours. AI generates a summary in: 

 🔢 Bulleted list format:

  • ✅ Completed: Homepage wireframes finalized
  • ⏳ In Progress: Mobile UI design
  • 🛑 Blocked: Feedback pending from the client

📝 Short format:  

The design team completed the homepage wireframes. The mobile UI design is still in progress but delayed due to pending client feedback. Lisa is waiting for approval before moving forward.

📜 Traditional format: 

In the last 24 hours, the design team finalized the homepage wireframes. The mobile UI design is ongoing but currently blocked as Lisa is waiting for client approval. If the feedback isn’t received by tomorrow, it may impact the overall timeline. A follow-up has been sent to the client for an update.

Automate daily standups and reduce unnecessary status meetings with ClickUp AI 
Automate daily standups and reduce unnecessary status meetings with ClickUp Brain
Summarize this article with AI ClickUp Brain not only saves you precious time by instantly summarizing articles, it also leverages AI to connect your tasks, docs, people, and more, streamlining your workflow like never before.
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What Are the Best Practices for Using ClickUp AI Effectively in Your Workflow?

📌 Quick Summary

Using ClickUp AI effectively comes down to clear instructions, consistent processes, and team alignment. Here are the essential best practices:

  • Write clearer prompts: Give AI specific context—audience, tone, and desired output—to get accurate, relevant results every time.
  • Save and reuse strong prompts: Build a library of high-performing prompts so your team can generate consistent, high-quality outputs quickly.
  • Refine the output: Treat AI as iterative—review, reprompt, and polish responses until they match your intent.
  • Set the right tone for each audience: Guide AI to write formally for leaders, casually for team chats, or confidently for clients.
  • Train your team on AI usage: Establish guidelines on when to use AI and run internal workshops to help everyone adopt it efficiently.

Use these best practices to get faster, clearer, and more reliable output from ClickUp AI—without extra effort.

ClickUp’s AI is powerful, but only if you use it right. Here are some practical strategies to get the most out of it: 

1. Write better prompts

ClickUp Brain can’t read minds (yet 😉 ). The more specific and clear your instructions, the better the results. Also, add details like audience, format, or tone. 

Summarize this report.Summarize this report in three key takeaways for an update to the CEO. Capture the metrics that have made an impact. 

2. Save, share, and reuse AI prompts

If you find a prompt that gives great results, save it. ClickUp Brain allows you to save prompts within its interface. Having a library of well-crafted prompts can save time and maintain consistency. 

Save your best prompts in ClickUp Brain

3. Iterate on the output

AI-generated content isn’t always perfect on the first try. You will have to ask AI to refine the output until the response fits your needs. 

4. Adjust tone based on your audience

ClickUp Brain can adapt its writing style to fit different audiences—but only if you guide it. Want a formal report or a casual update? Just set the tone, and it delivers.

Use-caseTone Prompt 
📊  Leadership updatesProfessional Summarize this project update in a formal tone for an executive audience. Keep it concise, highlight key metrics, and focus on strategic insights.
💬 Team chats, Slack updatesCasual Summarize this project update in a friendly and casual tone for the team. Keep it short and motivating.
🎯 Client communicationConfident, persuasive Write a project update for a client, ensuring a confident and reassuring tone. Emphasize progress and next steps.

5. Train your team to use AI efficiently

Set clear guidelines on where AI should be used (e.g., drafting reports, summarizing meetings, brainstorming ideas) and where human input is critical (e.g., strategic decision-making, creative storytelling).

Consider hosting an AI workshop or creating a resource guide with prompt examples to help your team get started.

Summarize this article with AI ClickUp Brain not only saves you precious time by instantly summarizing articles, it also leverages AI to connect your tasks, docs, people, and more, streamlining your workflow like never before.
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Why Should Teams Use ClickUp AI Instead of Standalone AI Tools? (Stronger SEO intent)

AI should work for you—not the other way around—and with ClickUp Brain, it finally does.

Standalone AI tools may offer automation, but they often lack the context needed to truly streamline work. They operate in silos, requiring extra effort to integrate into your processes.

ClickUp Brain solves this by embedding AI directly into your workflow, making it an intuitive, seamless part of how you manage tasks, projects, and collaboration. The result? Less time spent switching between tools and more time focused on meaningful work.

Want to spend less time managing and more time doing? Sign up for ClickUp today! 🙌

Everything you need to stay organized and get work done.
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