Use research-based prompts to create role-specific content like proposals, project plans, and customer communications. Get role-specific answers from your Workspace Docs and tasks.
Save time by using Workspace Q&A to create and find content relevant to you.
Feature availability and limits vary by plan and user role. Learn more
Create role-specific content with ClickUp AI
AI Writer provides prompts written by people working in that role.
Here are a few examples of how AI Writer can help:
- Sales and marketing: Create clear and effective communications with customers.
- Product and engineering: Ship more products by automating core document creation.
- Services: Deliver more value with instant proposals, analysis, and reports.
- Project Management: Create detailed proposals and plans in seconds.
- Customer support and success: Help customers through onboarding, upsells, and retention.
Find role-specific content with ClickUp AI
Workspace Q&A helps you find role-specific answers from your Workspace Docs and tasks. AI reads the title in your Profile to help find content relevant to you.
Use Writer
To use Writer:
- In the lower-right corner, click the AI icon. And from the ClickUp Brain modal, select Writer. Or, from anywhere in ClickUp that accepts text, type the /Slash Command
/Writer. - In the Writer modal, click to open the Ideas for writing dropdown and select a department.
- In some locations, the modal is titled AI Tools.
- In some locations, the modal is titled AI Tools.
- Select a prompt, like Product description.
- Provide the info required for the prompt, Product name, for example. You can edit the following items:
- Tone of voice: Choose the right tone for your audience, from professional to humorous.
-
Creativity: Choose how expressive the language in the content should be. Low creativity creates more predictable content. High creativity creates more imaginative content.
Experiment using different combinations of creativity and tone to get the content just right!
- Click Generate.
After the text is generated, you have the following options:
- + Create: Create a task or Doc from the generated content.
- Copy: Copy the content and manually paste it into another location. You can also manually copy any part of the generated text.
- Regenerate: Click to generate a different response from the same prompt.
- Tell AI what to do next: Reprompt AI by typing a related prompt or giving AI more direction. For example, you could type Translate to German. Or Summarize this and write an email.
Roles and prompts
AI Tools offers 13 roles and over 100 prompts. Each prompt asks you to provide specific info. The generated content is customized with the info you provide.
Following are a few prompts available for each role:
| Role | Prompt | Use |
| Design | Create a design persona | Create a design persona including, age, goals, pain points, and behaviors. |
| Document the design component | Create the design component, including best practices, use cases, and examples of how these components can be used. | |
| Brainstorm potential user journeys | Brainstorm user journeys, including related personas, related products, and value propositions. | |
| Engineering | Write technical specifications Doc | Create a technical specification Doc for IT requests. |
| Generate code snippet | Generate a snippet of code for any project. | |
| Create a sprint retrospective report | Create a retrospective report for a completed sprint. | |
| HR | Create job listing | Create a job listing for any role and industry. |
| Create onboarding materials | Create new onboarding materials. Specify key points to include, like company values and meeting schedule. | |
| Write communication brief | Create a brief with a specified audience. | |
| IT |
Create test plan |
Create a test plan and test case. Include systems involved and testing type. |
| Write business requirements Doc | Create a business requirements Doc for IT requests. | |
| Generate knowledgebase article | Create an article based on the talking points you provide. | |
| Marketing | Generate keyword clusters | Generate keyword clusters based on the topics or keywords you provide. |
| Write a case study | Create a case study including the challenges and results you provide. | |
| Plan marketing event | Create an event based on the event type and target audience you specify. | |
| Product | Write product requirements document (PRD) | Create a PRD based on the problem, solution, and measure of success you provide. |
| Create go-to-market plan | Create a plan based on the product and target audience you specify. | |
| Analyze user interview notes | Paste your notes and questions and AI analyzes user sentiment and key takeaways. | |
| Project | Create a project RACI matrix | Create a RACI matrix based on the project description and objectives you provide. |
| Organize a list of tasks | Organize your tasks based on the project goals you provide. | |
| Convert to | Paste existing content and ask AI to change the formatting. | |
| Sales | Write customer email | Write an email including your specified email purpose, talking points, and tone of voice. |
| Analyze spreadsheet columns | Paste quantitative data from two columns and AI will analyze it for trends, outliers, or correlations. | |
| Write call followup | Paste a call transcript and AI will write an appropriate follow-up. | |
| SEO | Write featured snippet text | Create snippet text based on keywords, tone of voice, and level of creativity you specify. |
| Write SEO article brief | Create a brief that specifies the target audience, main and secondary keywords, and article goals. | |
| Generate blog titles | Generate blog titles based on the topic, target audience, content purpose, tone of voice, and level of creativity you provide. | |
| Services | Create sales to service handoff | Streamline handing off new customers/clients to services based on sales notes and customer goals you provide. |
| Create onsite agenda | Create an agenda by providing topics. | |
| Create services status report | Generate a status report using your project notes. | |
| Social | Create customer story post | Create a customer story post, targeting a specific audience, in the right format for the social media platform you specify. |
| Write influencer marketing outreach | Generate outreach by specifying a product or service, the influencer niche, and key selling points. | |
| Create content calendar | Create a content calendar based on your target audience, topics, and posting frequency. | |
| Success | Develop champion plan | Create a plan to identify and engage with product champions based on your product or service and target customer segment. |
| Teach me about a customer's job | Create an in-depth job description by providing the industry and job title. | |
| QBR deck outline | Create an outline by providing the product or service, industry, and KPIs. | |
| Support | Process (SOP) | Create the outline of an SOP by providing a description. |
| Ideate quarterly OKRs | Create an OKR table by providing your company goals, department strategy, and team metrics. | |
| Organize a list of tasks | Organize your tasks based on the project goals you provide. |
In addition to the role-based categories in the above table, there is a group of email templates and popular tools.
Following are a few prompts available for each group:
| Group | Prompt | Use |
|
You can also use ClickUp AI to write an email from a task comment. |
Write abandoned cart email | Write an abandoned cart email by specifying a product, target audience, incentive, and selling points. |
| Thank you email |
Generate a thank you email by listing some talking points and specifying tone of voice. |
|
| Reply to email | Generate an email reply by pasting the email to reply to, your talking points, and specifying tone of voice. | |
| Popular | Generate template | Generate a template by describing a workflow or process. |
| Table with data | Create a table from a description of the data. |
Use Workspace Q&A
ClickUp AI uses your Profile title to find role-specific answers to your questions.
To use Workspace Q&A:
- Click AI in the toolbar or the AI icon in the lower-right corner.
- From the ClickUp Brain modal, select Workspace Q&A.
- You can select a suggested question, or type your own into the search bar.
After the answer is generated, you have the following options:
- + Create: Create a task or Doc from the generated content.
- Copy: Copy the content and manually paste it into another location. You can also manually copy any part of the generated text.
- Regenerate: Click to generate a different response from the same prompt.
- Follow ups: Choose a suggested follow-up question.
- Tell AI what to do next: Type your own follow-up question.