Enable AI Agents to Access Custom Attachment Fields
under review
Stephen John T. Carlos
Current Capability:
Currently, AI agents in ClickUp can access and process files attached via the default attachments section of a task. This supports general automation and document analysis, but only at the task level.
Limitation:
AI agents cannot access files uploaded to custom attachment fields. Custom attachment fields are user-defined and allow teams to categorize and separate attachments by type or purpose (e.g., “Resume,” “Background Check,” “Government ID”). These fields are essential for structuring workflows that require specific documents to be handled differently.
Use Case:
We want AI agents to access and process files in custom attachment fields so that we can build precise, field-specific workflows. This would allow AI to apply targeted logic and automation to each type of attachment, rather than treating all files the same.
Recruitment Workflow Examples:
Resume Screening:
Candidates upload their resumes to a custom “Resume” attachment field. AI agents could automatically review and summarize qualifications, flag missing information, or match skills to job requirements.
Background Screening:
Background check documents are uploaded to a custom “Background Check” field. AI agents could verify the presence of these documents, extract key findings, or alert HR if a background check is missing or incomplete.
Requirements Submission Monitoring:
Candidates are required to submit various documents (e.g., government IDs, certifications) to specific custom attachment fields. AI agents could monitor each field, notify recruiters of missing items, and ensure all requirements are met before moving a candidate forward.
Benefits:
Enables field-specific AI logic, such as validation, extraction, or summarization, tailored to each attachment type.
Supports more accurate and automated workflows, reducing manual checks and errors.
Improves compliance, audit readiness, and operational efficiency by ensuring the right documents are processed in the right way.
Request:
Please enable AI agents to access, read, and process files stored in custom attachment fields within ClickUp tasks, so that precise, field-driven automation and logic can be implemented for workflows such as recruitment, compliance, and more.
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Tony Henderson
Just starting our CU AI adoption and this was identified as an early efficiency gain but is now on hold.
We were initially expecting to process incoming purchase orders / invoices and load the key information (e.g. PO number, Invoice Number, amount) into the designated custom fields.
It is important for us to have a designated field to hold the attachment so it is universally known that Task A (Invoice Processed) has the attachment in that "Invoice" attachment field, particularly if we may have more than 1 version of an invoice submitted or other attachments in the same task. This also allows us to include in automations that publish the file in that field to other departments, along with the key fields.
We hope to expand on this in future with more complex file extractions from design specifications and so on.
Alex Omeyer (ClickUp)
under review
Alex Omeyer (ClickUp)
Thanks for reporting Stephen John T. Carlos — very clear.
cc Jack Dowd for tools & Ken Claassen for agents