The Engagement Health Summarizer provides teams with a clear, current engagement health snapshot per client. It highlights wins, risks, dependencies, and actionable next steps using data from tasks, Lists, and client context.

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 the required info, it will use that context.

You can also:

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

Required info

Provide this info in your triggering message, comment, or task:

• A link to the client’s task or List so the Agent can identify which client to analyze.
• If the Agent is triggered without a task or List link, it will ask you to supply one.

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, including comments, Custom Fields, and activity history
• List-level task data when analyzing entire Lists

The Agent's response

The Agent will search for a Doc named “<Client name> ‑ Engagement Summary Updates.”

If found, it will add a new page to it titled “Engagement as of <MM/DD/YYYY>”.

If the Doc isn't found, it will create a public Doc and add a page titled “Engagement as of <MM/DD/YYYY>”.

The Agent will respond where it was triggered using this template: