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Roadmap Summarizer

The Roadmap Summarizer automatically compiles 30-day, location-aware product roadmaps from recent activity, delivering concise insights, status groupings, and linked Doc pages.

This product, engineering, and agile Super Agent is part of our ClickUp Accelerator package. ClickUp Accelerator is a department-focused offering designed to empower teams to get started quickly, move fast, and work smarter. 

If you're interested in purchasing or have questions about ClickUp Accelerator, contact your Account Executive or sales@clickup.com. 

Learn more about Super Agents. 

Learn how to create a Super Agent with our no-code builder.

Use the Agent

If you contact the Agent in the location containing the required info, it will use that context.

You can also:

  • DM the Agent a link to the task you want it to summarize.
  • In a Chat Channel message or task comment, @mention the Agent with the link.

Required info

  • The location(s) containing the info you want it to create the roadmap from.
    • A Space, Folder, or List, or the entire Workspace.
  • The roadmap's timeframe. This defaults to the last 30 days.

If the Agent is not provided with a location, it will try to detect one from context. If none is found, it will ask you to provide one before proceeding.

The Agent's data sources

These are the locations where the Agent is instructed to look for the info it needs to do its job:

  • Tasks, including Custom Fields, that were updated in the last 30 days related to product, feature, bug, or communication work.
  • Docs related to the same products or features in the Workspace.

The Agent's response

The Agent will respond with Product Roadmap Summary using this template:

30-day Summary for: [location link] as of [trigger date]

Vision

Overarching goals of ongoing product and feature initiatives.

Key Initiatives & Epics

Summary of major feature and product themes with related task links.

Major Milestones

Highlights of completed, in-progress, or upcoming goals and timeframes

Risks & Mitigations

Notable risks and mitigation strategies visible from task context

Next Steps

Follow-up actions such as assigning owners, refining timelines, or testing.

Status-Based Breakdown

Headers for each status group (Backlog, Researching, In Progress, Ready for Release, Complete) with task counts and up to three recent task links per status group.