Implementation Progress Summarizer

The Implementation Progress Summarizer provides teams with concise, accurate implementation progress summaries for transparent internal visibility and client reporting.

This professional services 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 a location containing a link to the task you want summarized, it will use that context.

You can also:

  • DM the Agent a link to the task.
  • In a Chat Channel message or task comment, @mention the Agent with a link to the task.
  • Assign the Agent to a task.

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:

  • Task details and description from the Workspace.
  • Subtasks retrieved from the task.
  • Custom Fields such as Progress or Completion percentage.
  • Task tags for Milestones, Risks, and Blockers.

The Agent's response

The Agent will respond with a 300–500-word implementation progress summary, where it was triggered in this format, using the specified tone:

  • Project Overview
  • Current Progress Summary
  • Milestone Status Breakdown (table)
  • Key Achievements This Period
  • Risks / Blockers & Mitigation
  • Next Steps & Upcoming Milestones
  • Overall Implementation Health Score
  • Client Notes / Action Items