AI Notetaker

Especially because of data privacy topics in Europe it is important to have the option rto control settings "company wide" as admins e.g. no video-recordings. Also a company wide nameing schema for the chatbot and meeting enter text message would be very much welcome. The name and text should allow variables e.g. name of the owner, so you can set default names like "Company XYZ Notetaker from <ClickUpUserName>"

Currently, ClickUp Agents can only be triggered by actions on tasks or chats, not directly by actions on Docs. We need the ability for Agents to trigger and perform actions (such as duplicating, moving, or tagging) when a Doc is created, updated, or tagged—without requiring a linked task. This would enable workflows like automatically filing AI Notetaker meeting notes in the correct Doc location based on tags or content, without manual task creation. This feature would greatly improve automation and organization for teams using Docs as primary records.