ClickUp's Custom Autopilot Agents adapt to changes in your Workspace to autonomously act based on the instructions given. Use our no-code builder to set up Custom Autopilot Agents in multiple Spaces, Folders, Lists, and Chats in your Workspace.
What is a Custom Autopilot Agent?
You can configure Custom Autopilot Agents to respond to certain triggers and perform actions in a specific location. For example:
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Before building your Custom Autopilot Agent
The Custom Autopilot Agent builder is a fully customizable interface that includes everything that makes Autopilot Agents work.
Before building your Custom Autopilot Agent, consider the following:
- Learn about the types of Autopilot Agents we offer. There may be a Prebuilt Autopilot Agent that meets your needs.
- Custom Autopilot Agents require configuration. Make sure you have all the info about how Autopilot Agents work!
Build a Custom Autopilot Agent
To build a Custom AI Agent:
- From the Sidebar, open the Space, Folder, or List where you want to create the build the Custom Autopilot Agent. Or, from Chat, open the Channel.
- In the upper-right corner, click the Autopilot Agent icon.
- From the Autopilot Agents modal, in the upper-right corner, click New Agent.
- Build the Autopilot Agent by customizing the Triggers, Conditions, Actions, Instructions, Knowledge, and Tools. The rest of this article goes into detail about customizing these settings!
In the Instructions section, try clicking Ask Brain for help, then let Brain assist you in creating your Custom Autopilot Agent.
- 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 Agent and enter a description.
- In the lower-right corner, click Create.
- Test the Custom Autopilot Agent and adjust your settings if necessary.
Configure Custom Autopilot Agent settings
Configure a Custom Autopilot Agent's Triggers, Conditions, Actions, Instructions, Knowledge, and Tools. Before building your Cutsom Autopilot Agent, make sure you have all the info about how Autopilot Agents work!
Triggers
Here are a few things to know about Triggers and Custom Autopilot Agents:
-
Required tools: The required tools for these triggers will always allow the Custom Autopilot Agent to do one of the following Actions in the Autopilot Agent's location:
- Post a task comment,
- Post a message in a Chat Channel,
- Or reply to a task thread.
- By default, some triggers come with additional tools that are not required. In the Tools section of this article, you'll learn which additional tools are available and how to add and remove them.
-
Tasks, subtasks, or both: When configuring a Custom Autopilot Agent on a Hierarchy location, you'll specify that the Autopilot Agent should only act when the Trigger occurs on tasks, subtasks, or both.
This is not an option when using the Trigger Every... On a schedule.
To select an option:- In the upper-left corner of the Agent builder, click the Tasks or subtasks dropdown.
- In the upper-left corner of the Agent builder, click the Tasks or subtasks dropdown.
To select a Trigger:
- On the left side of the Autopilot Agent builder, click the dropdown under the When section.
This table describes the triggers available for Custom Autopilot Agents and the tools that allow it to perform the specified Action:
| Trigger | Description of the Trigger and its required tool | Trigger options | Locations Trigger is available |
|
All immediate subtasks resolved |
When any first-level subtasks are updated to a closed status, the Autopilot Agent posts a comment in the subtasks' parent tasks. This Trigger doesn't work when nested subtasks are resolved. |
None |
Spaces Folders Lists |
|
Assignee added |
When the selected assignee or assignees are assigned to a task, the Autopilot Agent posts a comment in the subtasks' parent tasks. If you select multiple assignees as the trigger, adding one of the assignees will trigger the Autopilot Agent. |
None |
Spaces Folders Lists |
|
Assignee removed |
When the selected assignee or assignees are unassigned from a task, the Autopilot Agent posts a comment in the subtasks' parent tasks. | None |
Spaces Folders Lists |
|
Comment is added |
When a comment is added to a task, the Autopilot Agent replies to the comment in a thread. | None |
Spaces Folders Lists |
|
Custom field changes |
When the value of a task's Custom Field changes, the Autopilot Agent posts a comment to that task. |
Field dropdown: Click to select the Custom Field. From dropdown: Click to select the value that will change. To dropdown: Click to select the value that the Custom Field will change to. |
Spaces Folders Lists |
|
Date is before/after |
When the date is a specified number of hours, days, or weeks before or after the task's start or due date, the Autopilot Agent posts a comment to that task. | None |
Spaces Folders Lists |
|
Due date changes |
When the task's due date changes, the Autopilot Agent posts a comment to that task. | None |
Spaces Folders Lists |
|
Every... On a schedule |
When the specified day and time arrive, the Autopilot Agent posts a message in this Channel. |
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. |
Chats Spaces Folders Lists |
|
Existing task or subtask added here |
When a task or subtask is added to this location from another location, the Autopilot Agent posts a comment to that task or subtask. | None |
Spaces Folders Lists |
|
Existing task or subtask moved here |
When a task or subtask is moved to this location from another location, the Autopilot Agent posts a comment to that task or subtask. | None |
Spaces Folders Lists |
| Message is posted | When a message is posted in this Chat Channel, the Autopilot Agent posts a message in a thread. | None |
Chats |
|
Priority changes |
When a task's priority changes, the Autopilot Agent posts a comment to that task. | None |
Spaces Folders Lists |
| Start date changes | When the task's start date changes, the Autopilot Agent posts a comment to that task. | None |
Spaces Folders Lists |
| Status changes | When a task's status changes, the Autopilot Agent posts a comment to that task. |
From dropdown: Click to select the status that will change. To dropdown: Click to select the status that the task will change to. |
Spaces Folders Lists |
|
Tag added |
When a Tag is added to a task, the Autopilot Agent posts a comment to that task. |
By default, the Autopilot Agent will be triggered when any Tag is added. Tag dropdown: Click to select a specific Tag. |
Spaces Folders Lists |
|
Tag removed |
When a Tag is removed from a task, the Autopilot Agent posts a comment to that task. |
By default, the Autopilot Agent will be triggered when any Tag is removed. Tag dropdown: Click to select a specific Tag. |
Spaces Folders Lists |
| Task or subtask created | When a task or subtask is created in the Autopilot Agent's location, the Autopilot Agent posts a comment to that task. |
By default, any task or subtask created in this location will trigger the Autopilot Agent. Created by dropdown: Click to deselect certain task-creation methods. |
Spaces Folders Lists |
| Task or subtask linked | When a task or subtask is linked to or from a task, the Autopilot Agent posts a comment to the task or subtask in its location. | None |
Spaces Folders Lists |
| Task or subtask unblocked | When a task or subtask is unblocked, the Autopilot Agent posts a comment to that task or subtask. | None |
Spaces Folders Lists |
| Task type changes | When the task type changes, the Autopilot Agent posts a comment to that task. |
From dropdown: Click to select the task type that will change. To dropdown: Click to select the type that the task will change to. |
Spaces Folders Lists |
Conditions
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. |
Action
Custom Autopilot Agents have one available Action. The Autopilot Agent will launch according to how it's configured.
There may be some other options when you click the Launch AI Agent dropdown. Clicking these options will auto-fill a suggested prompt in the Instructions section below.
Knowledge
To configure Knowledge:
- On the lower-right side of the Autopilot Agent builder, configure the knowledge sources your Autopilot Agent can access.
This table shows how to configure the Autopilot Agents' knowledge section:
| Modal section | Description | Options |
|
Knowledge section
|
Specify the data your Autopilot Agent can search and use when following your instructions. It works best to only give the Autopilot Agent access to data that it needs to access in order to function properly. |
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 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
To configure instructions:
- On the right side of the Autopilot Agent builder, type a prompt into the field.
This table provides tips for reconfiguring the Autopilot Agents' instructions:
| 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. |
|
Tools
Adding a tool is required. Tools are what help the Agent turn the instructions and knowledge into action!
Using the example in the What is a Custom Agent? section, above:
The Agent is instructed to respond in a Chat Channel only to HR questions. The Reply to thread tool gives the agent the ability to do this.
To add a tool:
- On the right side of the Autopilot Agent builder, click Add tool.
To remove a tool:
- You can remove tools that aren't required by clicking the x icon in the upper-right corner of the tool.
This table shows the optional tools available for Autopilot Agents:
| Tool type | Tools |
|
Optional tools |
Manage tasks & subtasks: The Agent will update tasks, their properties, and create subtasks. Create tasks: The Agent will create tasks and set their properties. Find stale tasks: The Agent will find tasks that have been inactive for the selected duration. Find similar object: The Agent will find similar tasks, Docs, comments, and messages. Write StandUp: The Agent will write a StandUp for the selected people and duration. Write Project Update: The Agent will write a project update for the selected location and time period. Write Executive Summary: The Agent will write an executive summary for the selected location. Assign a comment: The Agent will assign comments and messages to a user. Manage Docs: The Agent will create and set Doc title, content, and other properties. |
|
Required tools
|
Post to Channel: Required for the Every... On a schedule trigger. The Agent will post to the Channel that triggered it. Reply to thread: Required for the Comment is added trigger. The Agent will reply to the message that triggered it. Post task comment: Required by task or subtask created and Assignee Changed triggers. The Agent will post a comment on the task that triggered it. |
Test and reconfigure a Custom Autopilot Agent
You may need to test and reconfigure your Autopilot Agent. This is particularly true of complex Custom Autopilot Agents. We suggest you try one change at a time rather than several at once.
Open the Autopilot Agent to test and reconfigure it:
- Open the location where the Autopilot Agent was created.
- In the upper-right corner, click the Autopilot Agent icon.
- In the AI Agents modal, click the Autopilot Agent.
- To test the Autopilot Agent, trigger it and see if it acts in the ways you instructed it to. If not, try these steps:
- Ensure your instructions are clear.
- Be very clear when telling the Autopilot Agent when not to trigger.
- Include examples of messages that it should respond to.
- Add a formatting template example for how you would like it to respond
- Delete any ambiguous or redundant sentences.
- Look at the Knowledge section. Does the Autopilot Agent have access to the right info?
- Look at the Tools section. Does the Autopilot Agent have the tools it needs to carry out your instructions?
Help us make Custom Autopilot Agents better
Don't forget to upvote or downvote based on the quality of the agent's responses!
Deactivate a Custom 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.