ClickUp's Prebuilt Autopilot Agents adapt to changes in your Workspace to autonomously act based on the instructions given. These easy-to-use Autopilot Agents can be set up in multiple Spaces, Folders, Lists, and Chats in your Workspace.
What are Prebuilt Autopilot Agents?
These Autopilot Agents are prebuilt to respond to certain triggers and then post updates, reports, or answers in a specific location. For example:
The Project Management team has a Channel dedicated to an initiative to implement new processes. A team member sets up an Auto-Answers Agent. A stakeholder from another team asks, Who is the project lead here? A few seconds later, the Channel's Auto-Answers Agent responds with the project lead's name and two sources where they found the info.
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Types of Prebuilt Autopilot Agents
When triggered, Prebuilt Autopilot Agents act in a Channel. There is one Channel associated with each Space, Folder, and List in your Workspace. Learn how to open the Channel your Autopilot Agent is associated with. It's helpful to pin the Channel to your Chat sidebar. You can also share the Autopilot Agent's Channel with others.
Prebulit Autopilot Agents respond with info from the tasks, Docs, and Chats in the locations they can access. Learn how to edit Autopilot Agents access to Workspace locations and items at the end of this article.
This table describes our Prebuilt Autopilot Agents, the actions they're built to perform, and the options for their default tool:
|
Prebuilt Autopilot Agents and the locations where they can be created |
Actions | Tool options |
|
Weekly Report Spaces, Folders, and Lists |
Every work week at a specified time, this Autopilot Agent posts a weekly update. | Under the Add tool button, in the Project Update modal, you can select different location and time period. |
|
Daily Report Spaces, Folders, and Lists |
Every workday at a specified time, this Autopilot Agent posts a daily update. | Under the Add tool button, in the Project Update modal, you can select different location and time period. |
|
Team StandUp Spaces, Folders, Lists, and Channels |
Every workday at a specified time, this Autopilot Agent summarizes what you've been working on. |
Under the Add tool button, in the Write StandUp modal, you can select different people and Teams, or a time period. |
|
Auto-Answers Agent Channels |
Auto-Answers Agent is useful in Chat Channels where team members ask questions about your product, services, or organization. | None |
Activate a Prebuilt Autopilot Agent
Your Prebuilt Autopilot Agent,
To activate a Prebuilt Autopilot Agent:
- From the Sidebar, open the Space, Folder, or List where you want to create the Prebuilt Autopilot Agent. Or, from Chat, open the Channel.
- In the upper-right corner, click the Autopilot Agent icon.
- Click the Prebuilt Autopilot Agent.
- Customize the Trigger, Condition, Action, Instructions, Knowledge, and Tools.
- You can only customize the Knowledge section for Auto-Answers Agents.
- If you're satisfied with your configuration and have filled out all the required fields, it's time to launch your Autopilot Agent!
- Optional: You may want to name your Autopilot and enter a description.
- In the lower-right corner, click Create.
- Test the Prebuilt Autopilot Agent and adjust your settings if necessary.
Ask or reply to an Auto-Answers Agent
The Auto-Answers Agent is a participant in the Channel where it's activated. The Auto-Answers Agent responds in a thread to questions that it can answer. It can't answer questions in a thread.
- From Launchpad or the Chat sidebar, open the Channel where the Auto-Answers Agent was created.
It may be helpful to pin the Channel. Learn more about navigating Chat Channels.
- You can view the Auto-Answers Agent threaded reply. Or reply to the Autopilot Agent's or another team member's threaded comment.
Deactivate a Prebuilt Autopilot Agent
To deactivate a Prebuilt Autopilot Agent
- Open the location where the Autopilot Agent was created.
- In the upper-right corner, click the Autopilot Agent icon.
- In the AI Agents modal, locate the Autopilot Agent.
- In the upper-right corner, click the Autopilot Agent's toggle off.
Customize Prebuilt Autopilot Agents
You can specify which knowledge sources all Prebuilt Autopilot Agents can use to respond. In addition, all sections of Prebuilt Autopilot Agents except Auto-Answers are fully customizable.
Look at the following Triggers to see which Prebuilt Autopilot Agents are available.
Triggers
This table shows the default triggers available for Prebuilt Autopilot Agents:
| Autopilot Agent | Trigger | Description and options |
|
Weekly Report, Daily Report, and Team Standup |
Default Trigger Every... On a schedule
|
Description When the scheduled day and time arrive, this Autopilot Agent writes an update for the tasks in this location. Options Starting on: Select a day for the Action to take place. Repeat: Select a schedule for the Action to repeat. Time: Select a time for the Action to take place. Timezone: By default, this is the timezone set in My Settings. Ends: Select a time for this Trigger to end. |
| Auto-Answers Agent | Chat message is posted |
Auto-Answers Agent is triggered by questions. When a question is asked in a Chat Channel with an active Auto-Answers Agent, the Auto-Answers Agent answers in a thread. |
Condition
Not all Autopilot Agents have a conditions section.
To configure Conditions:
- On the left side of the Autopilot Agent builder, type a prompt into the field.
This table provides tips for configuring the Custom Autopilot Agent's Conditions:
| Modal section | Prompting tips |
|
Autopilot Agent conditions This field is required for every trigger except Every... On a schedule. |
Type a prompt telling the Autopilot Agent when or when not to act. Be as specific as possible. Use natural language. Identify instances when you wouldn't want the Autopilot Agent to act. Be as specific as possible. Explain to the Autopilot Agent what to do if it can't perform the specified action. Be as specific as possible. |
Knowlege
What Workspace info do they have access to?
By default, an Autopilot Agent has access to all public info in the location where it's activated. For example:
You set up a Weekly Report Autopilot Agent in a Space. It has access to all the tasks, Chats, and Docs in that Space.
This table shows how to edit the Prebuilt Autopilot Agent's knowledge section:
| Modal section | Description | Options |
|
Knowledge section This is the only section that can be customized for Auto-Answers Agents.
|
Specify the data your Autopilot Agent can search and use when following your instructions. |
Workspace Data The public Docs, tasks, and Chats in every public Space are accessible to the Autopilot Agent by default.
Edit: If you don't want the Autopilot Agent to access public Docs, tasks, or Chats, click Edit and deselect the item. If you don't want the Autopilot Agent to access all public Spaces, deselect the checkbox next to Edit. Below, there's an option to select individual locations and items. The Channel you're creating this Autopilot Agent in is selected by default. If you deselect it, the Autopilot Agent can post in the Channel but can't search the Channel to formulate its response. Add from Spaces: Click and select individual public Spaces, Folders, or Lists. You can select private locations. Add task, Doc, Chat: Click and select tasks, Docs, and Chats. You can select private locations.
Other Sources ClickUp Help Center: Deselect ClickUp Help Center to prevent the Autopilot Agent from searching our public-facing help articles. External connected apps: Select any external apps already set up via Workspace Connected Search. Connect an app: Click to connect an external app set up via Workspace Connected Search. |
Instructions
This table provides tips for reconfiguring the Autopilot Agent's instruction section:
| Modal section | Prompting tips | |
|
Instructions This field is required. |
@mention any people, tasks, Docs, locations, or Chats you want the Autopilot Agent to review directly into your conitions. You can tell it to search these sources, or to search these sources before any others. Let the Autopilot Agent know what format you'd like the reply in. It's very effective to provide a template for the Autopilot Agent to use when responding. |
|
Customizable tools
You must pick at least one tool for each Autopilot Agent.
This table shows the tools available for these Autopilot Agents:
| Prebuilt Autopilot Agent | Tool | Description |
|
Weekly Report Daily Report Team StandUp
|
Manage tasks & subtasks |
Updates tasks, their properties, and creates subtasks. |
|
Create tasks |
Creates tasks and sets their properties. |
|
|
Write StandUp Selected by default for Team StandUp. |
Write a StandUp for the selected people and duration. |
|
|
Write Project Update |
Write a project update for the selected location and time period. |
|
|
Write Executive Summary Select by default for Weekly Report and Daily Report. |
Write an executive summary for the selected location. |
|
|
Assign a comment |
Assign comments and messages to a user. |
|
|
Generate an image |
Generate an image using Brain Assistant. |
|
| Auto-Answers Agent | Reply to thread | Reply to the message that triggered the Auto-Answers Agent. |
Required tools
The following triggers require you to use these tools:
| Trigger |
Required tool |
Description |
| Every... On a schedule |
Post to Channel |
The Prebuilt Autopilot Agent will post to the Channel that triggered it. |
|
Comment is added Chat message is posted |
Reply to thread |
The Prebuilt Autopilot Agent will reply to the task or Chat message that triggered it. |
|
Task or subtask created Assignee Changed |
Post task comment |
The Prebuilt Autopilot Agent will post a comment on the task that triggered it. |