Generate Reusable Templates with AI (ClickUp Brain)

What Is an AI Template Generator?

An AI template generator isn’t just a shortcut to get started—it’s an intelligent system that understands your workflow, processes, and goals, and then creates ready-to-use templates that save hours of setup.

With ClickUp Brain integrated into your Docs, tasks, and workflows, you can now generate strategic, repeatable templates—across projects, documents, SOPs, and more—just by asking. Whether you’re a project manager launching new sprints, a marketer drafting campaign briefs, or an HR leader building onboarding flows, you no longer need to build from scratch.

ClickUp Brain gives you a head start—drawing from proven frameworks, your internal best practices, and live workspace context. The result? Smarter templates built in seconds, ready to deploy, edit, and reuse.

How to Generate Templates Using ClickUp Brain

Gone are the days of searching for Notion pages, Google Docs, or Excel sheets just to copy/paste a standard format. With ClickUp’s AI template generator, your workflows start fully formed.

Step 1: Just Ask for the Template You Need

Inside ClickUp Docs or tasks, type a simple prompt like:

“Generate a social media campaign brief template.” - “Create a quarterly performance review template for HR.” - “Build a product launch checklist for SaaS.”

ClickUp Brain will generate a complete, structured template tailored to your need. This isn’t a generic format—it’s context-aware, task-ready, and editable on the spot.

Step 2: Edit, Assign, and Save for Reuse

Once your template is generated:

• Assign owners for each section
• Link related Docs, tasks, or SOPs
• Add or remove fields to fit your team’s workflow

You can then save the Doc or task as a ClickUp Template, so you or your team can reuse it for similar use cases with one click—whether it’s onboarding a new team member or kicking off a marketing campaign.

Step 3: Generate Multiple Variants for Different Teams

Not every team needs the same structure. Want a different onboarding checklist for Engineering vs. Design? Just say:

“Generate an onboarding checklist template for product designers.” “Now create one for backend engineers.”

ClickUp Brain tailors the format, steps, and linked docs to suit the specific role or department. You can even group templates by team or project type within your ClickUp workspace for fast discovery and deployment.

Top Use Cases of AI Template Generators

1. Project Managers: Spin Up Sprint Templates, Risk Logs, and Status Reports

Every project needs the same foundational documents—kickoff notes, risk assessments, stakeholder matrices. With ClickUp Brain, PMs can say:

“Generate a sprint planning template for a 2-week cycle.” “Create a RAID log template for a new SaaS project.”

ClickUp instantly returns a structured format that you can fill in or delegate—complete with fields for goals, backlog items, timelines, risks, and more. This helps standardize processes and reduce onboarding time for new PMs or contractors.

And when you want to roll out these templates to the entire org? Just save them into the ClickUp Template Center for instant reuse.

2. Marketers: Build Campaign Briefs, Content Calendars, and Strategy Templates

Marketers deal with recurring workflows—yet often recreate documents every time. Now, just prompt:

“Generate an email marketing campaign planning template.” “Create a content brief template for blog writers.”

ClickUp Brain returns intelligent frameworks that include fields like:

• Target persona
• Campaign goals
• CTA links
• SEO keywords
• Distribution channels

These templates can be tied to Docs or tasks, so they’re immediately usable for briefs, review cycles, and team feedback.

3. HR Teams: Create Onboarding Plans, Performance Reviews, and Interview Loops

HR documentation is high-stakes—and usually template-driven. But building each one manually slows down hiring and engagement.

Now you can simply say:

“Generate a 30-60-90 onboarding plan template for sales reps.” “Create a performance review template for mid-level managers.”

ClickUp Brain uses context from your roles, org structure, and goals to build the exact template you need. These can be embedded in ClickUp Docs, attached to a task list, or used across the hiring lifecycle.

4. Founders & Ops: Generate Repeatable Business Docs and Playbooks

Whether you’re running fundraising, launching in new markets, or onboarding vendors—every startup leader eventually builds their own playbook.

With an AI template creator, you can ask:

“Create a pitch deck planning checklist template.” “Generate a quarterly business review template for investors.”

ClickUp Brain tailors each output to your vertical, business goals, and team structure. You can generate templates that scale with your growth—and share them org-wide or across departments instantly.

Final Take: Don’t Just Copy Templates. Generate Them Smarter.

AI template generation isn’t about shortcuts—it’s about systems. With ClickUp Brain, your team can:

• Reduce duplication
• Standardize workflows
• Customize for every use case
• Scale with confidence

You’re no longer stuck searching for old documents or second-guessing formats. Just describe what you need, and ClickUp Brain generates the structure—ready to use, assign, and evolve.

Whether you're launching a campaign, hiring a new team member, or running a retrospective, ClickUp makes templates work like your best team member—fast, smart, and always on.