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. |
Condition | A custom prompt to tell the Autopilot Agent which messages to respond to. |
The senior content writer types: Respond to every message. |
Action |
The result of the trigger and conditions being met. |
The senior content writer selects Launch AI Agent. |
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:
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:
- 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.
- They also keep the #Content Review Agent Chat messages box checked. The agent needs access to the Channel to reply in a thread there.
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.
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.
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.