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ClickUp Autopilot Agent workflows

Using Autopilot Agents in your Workspace can result in faster response time, reduced errors, and more consistent interactions. Follow these tips to create effective Autopilot Agent workflows!

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

Autopilot Agent prompting and configuration example

Our Autopilot Agents adapt to changes in your Workspace to autonomously act based on the instructions given.

Here's an example of a Custom Autopilot Agent workflow to optimize your team's efficiency:

Content review Custom Autopilot Agent

The marketing team wants to use AI to align content writing with their voice and style. The senior content writer creates a Custom Autopilot Agent in a Chat Channel.

For step-by-step guidance on configuring, start with our article Custom Autopilot Agents.
When writing the Conditions and Instructions, follow our best practices for ClickUp AI prompt writing.

The following table describes how the senior writer configures the Autopilot Agent: 

Setting Description The Content review Autopilot Agent's configuration
Trigger The event that triggers the Autopilot Agent to run.

The senior content writer selects Message is posted.

PromptConfigureAgentsContentReview1.png
Condition A custom prompt to tell the Autopilot Agent which messages to respond to.

The senior content writer types:

Respond to every message.
AutopilotAgentWorkflowsConditions.png
Action

The result of the trigger and conditions being met.

The senior content writer selects Launch AI Agent.

PromptConfigureAgentsContentReview3.png

Instructions

The instructions tell the AI Agent what to do when the Trigger and Conditions have been met.

Following is a snippet of the senior writer's instructions:

Screenshot with the following text: You are a content review agent at ClickUp. Your job is ...Content analysis Process When analyzing content, you should strictly do so in the following order: 1. Review the content passed to you against the Content Guidelines section below. 2. Decide which changes should be made to the text, while preserving the formatting where possible and relevant to do so. 3. Grade the content against the scoring system provided to you in the scoring section below, and according to the level of changes you had to make. 4. The most important rule you must follow is to provide any content changes that you make inline. The content you replace must be struck out using markdown syntax (~), and the content you generate must be in bold, again using markdown syntax (**). This must be done inline and not in a separate section. For example, in the following snippet, 'our software' was replaced with 'ClickUp'. Notice how 'our software' is struck out, while 'ClickUp' is in bold. Our software **ClickUp** is the best productivity tool. Scoring system Scheme Score lower if headlines are vague/meaningless. Heavily penalize chliches or non-user-centric outcomes. Invent new headlines if original is unclear. Justify the score with a one-sentence rationale. Scoring brackets (1-10) End of screenshot.

Knowledge

The knowledge specifies which data within and outside of your Workspace the Autopilot Agent can use to perform the action you're requesting.

The senior content writer configures the knowledge like this:

  1. In the Workspace Data section, they keep their Workspace's box checked. This allows the agent to search the Docs, tasks, and Chats in all public Spaces in their Workspace when reviewing content.  
  2. They also keep the #Content Review Agent Chat messages box checked. The agent needs access to the Channel to reply in a thread there. 
    PromptConfigureAgentsContentReview6.png

Tools

Tools are required for your Autopilot Agent to work. 

The required tool, Reply to thread is the only tool necessary for this Autopilot Agent. 

PromptConfigureAgentsContentReview7.png

Launch the Autopilot Agent

The senior writer clicks Save, and their team's Autopilot Agent is launched!

The Autopilot Agent's response

The senior writer posts some new content into the Content Review Chat Channel on how to automate sales processes. When the message is sent, the Autopilot Agent is triggered to respond. 

Screenshot of the Content Review Agent Chat Channel highlighting the senior writer's content: Automate sales processes and close faster.Minimize data entry and keep leads moving through your pipeline with automations. Automatically assign tasks based on each stage of your process, trigger status updates for customer activity, and update priorities to alert your team on where to focus next. Your entire sales funnel, in one place. ClickUp activates your sales team by bringing everything from lead tracking to customer onboarding and deal collaboration into one place. Streamline your team's workflow and gain valuable insights with integrated timesheets. Easily manage every step of the process from tracking, to submission, and approvals. ClickUp activates your sales team by bringing everything from lead tracking to customer onboarding and deal collaboration into one place.

About a minute later, the Autopilot Agent responds in a thread. The response is formatted in the way the senior writer specified in the instructions. 

Screenshot of the Chat Channel thread that the Autopilot Agent responded in: Sunglasses emoji Content Score: 8 Score: 8/10. Rationale: The content is well-structured, clear, and outcome-focused, but it contains some repetitive phrasing and could benefit from more specific examples to enhance relatability and engagement. Strengths: Clear and concise messaging with a focus on user benefits. Highlights key features and outcomes effectively. Weaknesses: Repetition of the phrase 'ClickUp activates your sales team' reduces impact. Could include more specific, relatable examples to illustrate benefits. Lightening Bolt emoji Improved Version: Automate sales processes and close faster. Minimize data entry and keep leads moving through your pipeline with automations. Automatically assign tasks based on each stage of your process, trigger status updates for customer activity, and update priorities to alert your team on where to focus next. Your entire sales funnel, in one place. Bring everything from lead tracking to customer onboarding and deal collaboration together in one place. Streamline your team's workflow and gain valuable insights with integrated timesheets. Easily manage every step of the process from tracking, submission, and approvals. Screenshot of response ends before the end ot the response.

 

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