Use AI Tools In Automations
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Ryan Bush
Add the ability to write with AI in automations.
For example:
- When a task is added to a list...
- Then use AI to set a custom field, "Release Notes", by generating a response using information in the task.
There are many applications to this feature, and it seems that the capabilities are already there.
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Tadej Jevševar
Hey everyone! We're exploring adding more integrations to automations, and we would love your feedback. Please take this 1-minute survey to share your thoughts.
Jack Dowd
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Hey, everyone!
These tools are now available with our AI Agents!
You can learn all about them here: https://help.clickup.com/hc/en-us/articles/31012020810775-Custom-Autopilot-Agents
Guy Mannerings
Jack Dowd Could you also add an option for AI Custom Fields so that they only update when a specific other Custom Field is updated, instead of anything in the Task?
I have so many AI Custom Field updates happening that don't need to, because I only want them to update when another certain Custom Field updates. But they update on any Task change.
That can be useful for some situations, but not all. Hence we could do with an option.
Jack Dowd
Hey, ClickUppers!
Would you consider yourself a "power user" of AI? If so, please fill out this form (https://forms.clickup-stg.com/333/f/ad-2196425/AM2CH59NPT9I8EB9TO) so we can add you to our AI power user channel.
This will make it so that you will get early access to AI features so you can give us all the feedback we need to keep new features coming and improve upon existing features.
Thanks!
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Vincent D'Amico
Tadej Jevševar
I had tried this with the Current AI Agent but it doesnt seem possible at the moment. My main use case is wanting to rename Newly Created Tasks or Give Instructions how the Task should be named.
Whenever a new task/subtask is created and its title contains a URL (http:// or https://):
- Find and extract the full URL substring.
- Write that URL into the custom field “Extract URL For Bookmarks.”
- Remove the URL (plus any extra separators like spaces, pipes “|” or hyphens around it) from the task name, leaving all other text exactly as is.
- Save the updated task.
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Heather Malandra
Automate AI to send out AI generated email based on different conditions. IE: After XX number of days
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Christian Johnston
This... to me is one of the biggest gaps i have experienced in clickup. In my opinion, if creative and experienced with clickup webhooks automation, this would allow users to do many things that we currently need to rely on Zapier/Make for.
Ruud
I'm missing a 'place an AI comment' automation.
E.g. brief the AI with 'find relevant other topics and if you think there is a solution, leave a comment. Or something along those lines.
Would also be potentially powerful if (ever) we start using email and integrating support. But then you would have to limit the AI's access to a lot of stuff to prevent info leaking externally.
Jack Dowd
Ruud: Hey, Ruud!
Can you please leave a vote and feedback on this post:
Currently, Agents V0 (Now available) only allows posts on chat messages but we are looking to add this to task comments in the very near future.
Jack Dowd
Hey everyone!
I'd love your feedback on a new feature we've been cooking up: AI Agents.
It's currently in beta and available on Chat (gradually rolling out). The next iteration will introduce Agents on Lists, and much more.
Here is a demo Clip from our Product Manager of AI: https://share.clickup-stg.com/clip/s/t333/d95651b0-e763-4ad7-8a57-ddfe6cac51e6/screen-recording-2025-02-03-10%3A39.webm
I'd love to talk through it on a 15 min video call if you're up for it: https://calendly.com/jdowd-clickup/15-minute-meeting
Aurelien Schibli
Jack Dowd This is awesome. These times don't work for me but I love what you guys are building here.
A use case would be writing blogs. When I have a new blog idea I usually log it into my blog post list under an 'idea' status. I could simplify this with the Agent I believe.
Gordon Johansen
Jack Dowd This looks very interesting and I can see how it would be useful. I am surprised not to see simple access to files/folders in OneDrive along with Google docs, etc. for data that the agent could use. As a retail business, I would love to be able to choose my business folders for things like invoices, government interactions, payroll numbers, etc. in Windows as I have these going back for over 30 years.
I realize that as a retailer, I am an outlier from your normal customers. It has been difficult to set up systems for most of my staff to use effectively.
Jack Dowd
Gordon Johansen: Google Drive is one of our options for the Agent knowledge to pull information from for it's response. However, OneDrive is not one of those options.
Can you add your feedback for this integration request here: https://feedback.clickup.com/chat-feedback/p/ai-agents-feedback
Gordon Johansen
Jack Dowd Will do. Hopefully, it is not to hard to get this done. If it is, a simple integration with files and folders on a hard drive would also work. I'm certainly not wedded to OneDrive.
Jack Dowd
Merged in a post:
Use ClickUp AI in automations
Aurelien Schibli
Similar to airtable it would be great to have AI work in automations with custom fields. For example: When X Field changes (e.g. checkbox) then take the description and create a tweet from the following prompt.
Tadej Jevševar
Hey everyone! We're exploring adding more integrations to automations, and we would love your feedback. Please take this 1-minute survey to share your thoughts.
Zach
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