AI should fill custom fields from task description, comments or docs
Sigfried Siedentopf
Custom fields (or anything custom really) are everything to switch to ClickUp and with AI nowadays, it is a no brainer as currently it is too much effort to set up and manage automations with make.com or similar. The current AI custom fields just input random data and text only which is difficult to edit and work with, but it is very basic for any LLMs nowadays to populate CRMs, tables or similar with data available online.
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Jack Dowd
Hey, Sigfried Siedentopf!
I am the Associate Product Manager for AI at ClickUp and want to thank you so much for your feedback.
You can provide custom prompts to fill AI Custom Fields based on certain task data like the task description! This process is outlined here: (https://help.clickup.com/hc/en-us/articles/18450100382871-Intro-to-AI-Custom-Fields)
Also, ClickUp does use comments for AI Dropdown Custom Fields and AI Long/Short Text Custom Fields!
Can you please tell me how it would benefit your workflow to include data from Docs within your AI Custom Fields? How exactly would you and your team use this?
Sigfried Siedentopf
Jack Dowd thanks for the reply.
As described in my request "The current AI custom fields just input random data and text only which is difficult to edit and work with, but it is very basic for any LLMs nowadays to populate CRMs, tables or similar with data available online." it is about using all kinds of formats and inputting all kinds of data like in a CRM, we have to manually input the data into ClickUp or use make/zapier using another AI again, set up and manage that part,... instead of just being able to create an account in ClickUp and have it fill our custom fields like contact email, name of CEO, LinkedIn company page link, employee count,...
Just having the ClickUp AI summarize data that is already there is not really helping our company in any way. It will probably get more useful in the future when we scale up.
The problem is me having to constantly convince my founders to choose ClickUp as the tool of choice to scale up our company. Currently it seems more another tool for startups to quickly build something but the moment we want to go mid to large enterprise which is where we are now, the founders want to switch to other applications that have these imo basic functionalities. I can populate this data in any LLM in seconds and it should be easy for you guys to make that connection.
It can be like an agent that reads the custom field data / format, have it mapped and then populate based on the task description where AI can be used to scrape the web (prob. the issue from your side as more complicated) and fill in the data.
A workaround would be to be able to just copy and paste results from LLMs or tables and connect them in the task to then use AI to populate the custom fields to eliminate the steps to connect more external tools and apps again which imo goes against the mission and vision of ClickUp so it should get a high prio on at least your feature or AI product roadmap.