Get real-time answers about work in external apps and your Workspace.
Ask AI to search a Google Sheet to find which potential customers attended your last event. Or, to ask GitHub which commits are connected to a task.
Connected Search is an early preview release. Functionality and pricing may change as we continue to improve this feature.
AI feature availability and limits vary by plan and user role. Learn more
- Personal Connected Search is available on the Business Plus and Enterprise Plans.
- Workspace Connected Search is available on the Business Plan and above.
- Workspace owners and admins can enable the Connected Search ClickApp and connect apps.
- Guests can't use Connected Search.
Connected Search and AI
Connected Search is a feature of the Command Center. To search in the Command Center, you can use keywords and filters to find items, like Docs, in ClickUp. If you have external apps connected to the Command Center, you can search for items, like a Google Doc, from those apps. Take a look at our article Connected Search to learn which apps are available per plan.
With AI enabled, you can ask questions about the info in your Workspace items and external apps!
Enable the Connected Search and AI ClickApps
To use Connected AI, a Workspace owner or admin must connect the following two ClickApps:
- In the upper-left corner, click your Workspace avatar.
- Select Apps and choose ClickApps.
- Search for and enable Connected Search.
- Search for and enable AI.
Connect Apps
Depending on your plan, apps can have a Workspace or private connection. Take a look at our article Connected Search to learn how to connect apps and which apps are available per plan.
Use Connected AI
To use Connected AI:
- In the lower-right corner of your screen or the toolbar, click the AI icon.
- Select one of the pinned apps or pin an app to filter item types by app. For example, select Google Drive to search for files in the connected drive.
- Type a question into the Tell AI what to do next search bar.
- For example, you've asked the question: What's the timeline for Project A? AI finds a wiki titled Project A brief and answers with the timeline.
- For example, you've asked the question: What's the timeline for Project A? AI finds a wiki titled Project A brief and answers with the timeline.
Let's say you type the same question into the Command Center Search bar. The Command Center returns a list of related tasks, Docs, and wikis including Project A brief. Connected AI helps you find the info faster!
After AI answers your question, you can take the following actions in the ClickUp Brain modal:
- Resources: Click the dropdown to see where AI found the answer.
- + 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: Select one of the suggested follow-up questions.
- Tell AI what to do next: Type your own follow-up question. For example, List the assignees for Project A.