Manage Docs with ClickUp AI

These AI prompts help you make the most of the Docs written by your teammates.

With AI, you can generate action items from a Doc or selected text. You can clarify the meaning of a phrase or section. AI can provide a summary or translation of a Doc. You can even ask AI questions about Docs!

 

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

 

Manage Docs

This article outlines some tools that can help you manage Docs written by others. Learn more about Writing with ClickUp AI

Summarize a Doc

To summarize a Doc:

  1. In an open Doc, hover over the Doc title. 
  2. Click Ask AI, and select Summary.
    • You can also highlight some or all of the Doc's text. Then from the text toolbar, click Ask AI, and select Summarize this.
      ManageDocsWithAIToolbarModal.png

Ask about a Doc 

To ask about a Doc:

  1. In an open Doc, hover over the Doc title. 
  2. Click Ask AI, and select Ask about this Doc.
  3. You can choose one of the suggested prompts. Or type a question about the Doc into the prompt field. AI will search your Doc for the answers or complete the action based on your Doc.

Generate action items

To generate action items from a Doc's content:

  1. In an open Doc, select the relevant text.
  2. In the text toolbar, select Ask AI.
  3. In the Brain modal, click Generate action items.

Translate a Doc

To translate a section or an entire Doc:

  1. In an open Doc, select some or all of the text. 
  2. In the text toolbar, select Ask AI.
  3. In the Brain modal, click Translate.

After AI responds 

After AI responds to any of the prompts above, you have the following choices:
  • Replace with this answer: Replace the selected text with AI's content. 
  • Insert below: Insert AI's content below the selected text. 
  • Try again: Click to get a slightly different response.
  • Back: Return to the main Brain modal. 

 

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