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ClickUp Autopilot Agent workflows

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

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

ClickUp Agent prompting and configuration workflow

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

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

Autopilot Agent: How to use ClickUp

Is your org new to ClickUp? Or do you have some new hires that need to learn ClickUp on the job? This is a great ClickUp Agent for onboarding team members to ClickUp! 

This workflow outlines building a How to use ClickUp ClickUp Agent in a Chat Channel.

For step-by-step guidance on configuring, start with our Create and configure Autopilot Agents article.
When writing the Conditions and Instructions, follow our best practices for ClickUp AI prompt writing and learn how to ask ClickUp AI for help!

The following table describes how to configure the ClickUp Agent: 

Setting Description The ClickUp Agent's configuration
Trigger The event that triggers the ClickUp Agent to run.

First Trigger dropdown: Chat messages

Second Trigger dropdown: Message is posted

Screenshot showing the ClickUp Agent's first Trigger dropdown set to Chat messages and the second Trigger dropdown set to Message is posted.
Agent conditions Create a custom prompt to tell the ClickUp Agent which messages to respond to and which to ignore.

For example:

Only respond when the user's message contains a clear and direct question.

Examples of when to respond:

  • Where can I find the latest update on Project A?
  • I'm looking for info about our holiday policy. 

Examples of when not to respond:

  • Where should we go for lunch?
  • I wonder what's happening here?
Action The result of the trigger and conditions being met. Launch AI Agent

Screenshot of the Agent conditions prompt reads: Detecting questions: Only respond when the user's message contains a clear and direct question. Questions must be either explicit (e.g. ending with a question mark) or clearly implicit (e.g. I'm looking for information about...). Do not respond to vague, rhetorical, or incomplete statements that lack a clear intent to ask a question. Do not respond when: The message only shares information without requesting anything (e.g., FYI: The meeting is at 3 PM). The message is conversational filler, casual chatter, The screenshot text is cut off here.

Instructions

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

Following is a snippet of this ClickUp Agent's instructions:

Screenshot of this snippet of instructions: Your role is answer questions about how to use ClickUp. Answers need to be accurate, helpful to users' questions using information retrieved using one or more of the tools available to you. Follow the instructions below. Responding to requests: -Always start by searching for relevant information in the connected Help Center. -Ensure that search results from the Help Center are comprehensive. Every relevant article needs to be returned in this search -Do not hesitate to use multiple tools in conjunction with. The screenshot cuts off here.

Knowledge

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

This is how the ClickUp Agent's Knowledge section is configured:

  1. The Demo Services box is checked. This allows the ClickUp Agent to search the Docs, tasks, and Chats in all public Spaces in the Demo Services Workspace when reviewing content.
  2. The #How to Use ClickUp Agent Chat message box is checked. The ClickUp Agent needs access to the Channel to reply in a thread there.
  3. In Other sources tab of the Knowledge section, the ClickUp Help Center box is checked. This allows the ClickUp Agent to search ClickUp's public-facing help articles for info to your team's questions. 

Tools

Tools are required for your ClickUp Agent to work. 

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

Screenshot of the Reply to thread tool selected.

Launch the ClickUp Agent

Clicks Save, and the ClickUp Agent is launched!

The ClickUp Agent's response

Test out the ClickUp Agent by asking a question in the How to Use ClickUp Agent Chat Channel. When the message is sent, the ClickUp Agent is triggered to respond. For example:

How do you set up a Custom Field for project priority?

About a minute later, the ClickUp Agent responds in a thread. The response is formatted in the way the instructions specify:

Screenshot of the ClickUp Agent's repsonse, which reads: How do you set up a Custom Field for project priority? To set up a Custom Field for project priority in ClickUp, follow these steps: Open the Custom Field Manager: Navigate to the Space, Folder, or List where you want to add the Custom Field. Open the Custom Field Manager from the settings or directly from a task. Create a New Custom Field: Click on 'Create new field.' Choose the field type that suits your needs (e.g., Dropdown, Text, or Number). Customize the Field: Name the field (e.g., 'Project Priority'). For Dropdown fields, add priority levels like High, Medium, and Low. Optionally, add colors to make the priorities visually distinct. Save and Apply: Save the Custom Field and apply it to the desired location (Space, Folder, or List). For more detailed guidance, check out the article Autofill task. The screenshot text cuts off here.

Custom content review agent

This workflow is great for aligning content writing to your team's voice and style.
The following table describes how to configure the ClickUp Agent:
Setting Description The ClickUp Agent's configurations
Trigger The event that triggers the ClickUp Agent to run. 

First Trigger dropdown: Chat messages

Second Trigger dropdown: Message is posted
Screenshot showing the ClickUp Agent's first Trigger dropdown set to Chat messages and the second Trigger dropdown set to Message is posted.
Agent conditions Create a custom prompt to tell the ClickUp Agent which messages to respond to and which to ignore. 

For example: 

Respond to every message. 
Action The result of the trigger and conditions being met.  Launch AI Agent

Instructions

The instructions tell the ClickUp Agent what to do when the trigger and conditions have been met. 

Following is a snippet of the ClickUp Agent's instructions:
You are a content review agent at ClickUp. Your job is to critically analyze a piece of content that is provided to you by reviewing and scroing it based on the guidelines below, then provide an improved version via inline changes. Content analysis–Process-When analyzing conent, you should strictly do so in the folloiwng order: Review the content passes to you against the content Guidleines section below.

Knowledge

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

This is how the Agent's Knowledge section is configured:

  1. The Demo Services box is checked. This allows the ClickUp Agent to search the Docs, tasks, and Chats in all public Spaces in the Demo Services Workspace when reviewing content.
  2. The #Content Review Agent Chat messages box checked. The Agent needs access to the Channel to reply in a thread there. 
    Screenshot showing the Knowledge section. The Demo Services Space and the Contnet Review Agent Chat Channel are selected.

Tools

The required tool, Reply to thread is the only tool necessary for this agent to work. 

The Reply to thread tool is selected.

Save

Click Save, and the agent is launched!