Summarize a Doc with ClickUp AI

ClickUp AI can summarize Docs and comment threads.

You can also use AI to summarize recent task activity and generate task progress updates. And you can generate summaries and updates using AI Custom Fields.

What you'll need

  • ClickUp AI is available for purchase on all paid plans.
    • We ensure optimal performance and fair use for all of our customers. Your access to ClickUp AI may be reduced depending on usage.
  • Free Forever plans can’t purchase AI.
  • All plans can access our free AI trial. Free trial usage varies by plan:
    • Free Forever: 25 uses
    • Unlimited and Business: 50 uses
    • Business Plus and Enterprise: 100 uses
  • Members and internal guests can use AI. You’ll be charged $5 per member and internal guest per month.
  • ClickUp AI is not available for HIPAA-compliant Workspaces.
  • ClickUp AI is not available in the following countries:
    • China
    • Cuba
    • Hong Kong
    • Iran
    • North Korea
    • Russia
    • Syria

Summarize a Doc

You can use ClickUp AI to summarize the content of a Doc. The generated text is inserted as a Summary block at the top of the Doc.

To summarize a Doc:

  1. Open a Doc that has written content.
    • The Summarize button is disabled if there is no text or less than ten words.
  2. Click Summarize.
  3. AI generates a summary of the entire Doc. 
    Screenshot showing the Summarize button in Docs.

After the content is generated, you have the following choices:

  • Insert Summary Block: Insert the summary as an introductory section of the Doc. 
  • Copy: Copy the text to manually paste it into another location. You can also manually copy any part of the generated text.
  • Regenerate: Generate a slightly different AI response.
  • Tell AI what to do next: Reprompt AI by typing a related prompt or giving AI more direction.
    For example, you could type: Make it more formal.  


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