Use AI from anywhere in ClickUp

Use ClickUp AI alongside your work, from anywhere in ClickUp.

Feature availability and limits vary by plan and user role. Learn more

What are Brain Assistant and Autopilot Agents?

You'll connect with most of our AI features through Brain Assistant. Brain Assistant is integrated with ClickUp to answer questions, complete actions, and search across your Workspace.  

Autopilot Agents adapt to changes in your Workspace to autonomously act based on the instructions given. We offer easy-to-use prebuilt agents and a no-code builder for custom agents. Learn about Autopilot Agents.

You can reference Custom Fields and @mentions when using Brain Assistant and Autopilot Agents!

ClickUp AI main access points

You can use ClickUp AI anywhere in your Workspace. The main access points are the toolbar, Chat, Autopilot Agents, and location headers. 

Each access point has some features you can only use there. For example:

  • StandUp: Click to generate a summary of the work you've accomplished.
  • Team updates: Click to generate a summary of the work one or more people or Teams have accomplished.
  • Project Update: Click to summarize the activity in a selected location for the last 24 hours. 

Other features depend on context and location. For example:

  • When you're in a task or a Doc, you can ask AI questions about that task or Doc. 

Open ClickUp AI from the toolbar

AI is accessible from the toolbar anywhere in ClickUp. 

This table shows the features in the toolbar Brain Assistant:

Feature Description
Use external AI models Use ChatGPT, Claude, and other AI models without leaving ClickUp! You can choose which AI model is best for your current task.

Connected Apps

Learn how to connect external apps.

Get real-time answers about work in external apps and your Workspace.
ClickUp AI tools Think of a ClickUp AI as an assistant. ClickUp AI tools are the different jobs the assistant can perform in your Workspace!
Help using ClickUp Type to ask AI anything about ClickUp. AI will search our Help Center and provide detailed instructions!

To open AI from the toolbar:

  • In the upper-right corner of the toolbar, click the ClickUp AI icon.
  • Or press Option + K on a Mac, Alt + K on a PC.
    UseAIFromAnywhereClickUpToolbar.png

Open ClickUp AI from a location header

Location headers are accessible when you're in a Space, Folder, or List. 

There is no location header at the Everything level. 

This table shows the features exclusive to the location Brain Assistant:

Feature Description
Ask AI anything about the tasks and Docs in the Space, Folder, or List. Type a question about the location's tasks or Docs.

AI Fields

To access AI Fields:

In the upper-right corner, click the lightning bolt icon.

Harness the power of ClickUp AI in Custom Fields to summarize tasks, get updates, translate, create action items, or create your own content custom AI fields for endless possibilities!

To open AI from a location header:

Open ClickUp AI from Chat 

This table shows the AI features exclusive to Chat:

Feature Description
Ask AI anything about the Chat Channel. 

 

Type a question about the Channel into the prompt field. 

 

To open AI from Chat:

  • From the Channel, in the upper-right corner, click the ClickUp AI icon.

The prompt field

The main Brain Assistant access points have a prompt field at the bottom. The field is usually labeled Tell AI what to do next.

If you're not getting good results, click the location picker to select another or more sources for AI to search. 

UseAIFromAnywhereClickUpPromptFieldLocationSwitcher.png

In the prompt field, you can communicate with Brain Assistant in these ways: 

Prompt field option Description
Type custom prompts Learn how to write effective ClickUp AI prompts
Save, share, and reuse prompts Shared prompts save you and your team time! Learn how to save, share, and reuse prompts.
Web Search Search the web without leaving ClickUp AI. 
@mention people or items @mention a person, task, Doc, or Chat:
  1. Type @. Or, in the prompt field, click the @ icon.
  2. Click the tab.
  3. Select the person or item. Try adding the @mention to a prompt!
    For example, you could type:
    • Find the latest comment from @. The Person tab displays. Select a person to complete the prompt.
    • Who is assigned to @@? The task tab displays. Select a task to complete the prompt.
Ask AI how to use ClickUp

You can ask ClickUp AI how to use ClickUp. For example, you could type: How do I create an automation?

AI searches our Help Center and provides detailed instructions!

Ask AI about attached files

Ask AI about the content in attached PDFs and image files.

Learn how to ask AI about attached files

Ask AI to schedule Google Calendar events Ask AI about your existing Google Calendar events or ask it to schedule a new one.

ClickUp AI differs by Workspace location

ClickUp AI features and prompt suggestions differ depending on location and context.

When you open AI from a location, like a Folder, task, or Chat, Brain Assistant focuses on that location. You don't need to visit a different Workspace location to see different AI options. ClickUp AI is flexible! 

Here's an example of how to switch context from a location-based Brain to an all-sources Brain:

To ask AI to focus on the tasks and Docs in your location, from the location header in the upper-right corner, click the AI icon.

You have the following location-based options:

Location-based options Description
Ask about your location section Select a suggested question about the tasks and Docs in your location.
Features Select a ClickUp AI feature. 
Prompt field Type to ask a question about the tasks or Docs in this location.

 

To ask AI to focus on other sources, in the prompt field, click the location picker dropdown. 
UseAIFromAnywhereClickUpPromptFieldLocationSwitcher.png

You have the following other source options:

Source options Description
All Sources 

Connected Apps: Select or add a connected app

Features: Select a ClickUp AI feature.

The prompt field: Type a custom prompt, reuse a prompt, @mention people and items, or ask about attached files. 

Spaces, Folders, and Lists Select a Space, Folder, or List. You'll remain in your current location while asking questions about the selected location.  
Tasks Select to ask questions about the tasks in your Workspace. 
Docs Select to ask questions about the Docs in your Workspace. 
Connected Apps Select or add a connected app
ClickUp  Select to ask questions about the entire Workspace and see recent files. 

@mention Brain

Quickly open Brain Assistant from task comments and chat messages to summarize the context, take action, or to craft the perfect reply. Simply press the Space bar, or type @brain.

Screenshot of Brain Assistant mentioned in a draft task comment.

Brain Assistant Home and History

Navigate around the main Brain Assistant access points.

To return to the Brain Assistant home page, in the upper-left corner, click the home icon.

To see the prompts recently used in your Workspace, in the upper-left corner, click the history icon. 

UseAIFromAnywhereClickUpHomeHistory.png

Anywhere text is used

Access the AI menu available anywhere text is used by typing the AI /Slash Command. Or click the AI icon in the text formatting toolbar

/Slash Commands

The only text location AI /Slash Commands can't be used is the AI modal.

To access AI using the AI /Slash Command:

  1. Place your cursor at the end of the text you want AI to work with and type the /Slash Command /ai
    For example, you can place the cursor at the end of the first paragraph and select Fix spelling and grammar. AI will only look at the first paragraph.
  2. From the dropdown, click to open a prompt.
    Learn more about our AI Writing tools. 
    UseAIFromAnywhereClickUpSlashCommand.png

Text formatting toolbar

To access AI using the text formatting toolbar:

  1. From any location that accepts text, highlight all or part of the text.
  2. Select the AI icon from the text toolbar.
  3. From the dropdown, click to open a prompt.

Tasks, Docs, and Inbox

Use AI in these locations to do the following:

Tasks

Use AI in tasks to summarize, consolidate your work, and find stuck projects. 

Docs

Use AI in Docs to summarize, create action items, spell-check, and ask AI questions about your Docs. 

Comments and comment threads

Use AI in your Inbox to quickly see the main points of a long comment or thread.  

Chat

There are several ways to use AI in Chat.

Clickup Autopilot Agents in Chat

ClickUp Autopilot Agents can do things like answer questions based on specific knowledge sources or create tasks and Docs based on requests. Autopilot Agents can even reference information from Connected Search apps like Google Drive, SharePoint, and Confluence.

AI Fields

Use AutoAI to create or access an AI Field.

Use AI to summarize tasks, get updates, translate, and create action items, or create your own custom AI fields for endless possibilities!

This is also where you create other Automations when the AI add-on is enabled in your Workspace

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