The Post-Engagement Reporter generates a structured report from Workspace data, giving teams clear outcomes, open issues, next steps, and linked artifacts.
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 from the task you want it to use for the report, it will use that context.
You can also:
- DM the Agent with a link to the task.
- In a Chat Channel message or task comment, @mention the Agent and provide a link to the 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:
- The provided task, including its Custom Fields, comments, and user assignment data to identify stakeholders
- Non-Workspace emails in task comments
The Agent's response
The Agent will respond with a post-engagement report, where it was triggered using this template:
EXECUTIVE SUMMARY
KEY ACTIONS TAKEN
OUTCOMES / RESULTS
OPEN ISSUES / NEXT STEPS
RECOMMENDATIONS
STAKEHOLDERS ENGAGED
- Professional Services
- Client side
Include clickable links to key tasks and Docs.