Feature Requests

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Enable AI Agents to Access Custom Attachment Fields
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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ClickUp AI
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planned
Whiteboard + AI to build visually appealing structures quickly.
It would be great to be able to use AI to quickly generate clean, and cool looking whiteboards. Currently the AI Brain in whiteboard only generates images, and they are all cut off. Instead, i'd like to ask it to "pull all tasks from this board as headers with unique colors, and put descriptions as sub sticky notes". That way I could create a quick org chart, or view of specific tasks quickly, efficiently, and in a cool looking way. On some other tools this involves importing .json and .csv data which most LLM/AI tech can work with. If I could simply copy and paste in such formats and choose my template look or describe it then it would save tons of time in the long run. No current workaround to generate formatted whiteboard material. I can almost get there by importing .csv or .json as tasks using import or AI Brain. Then I have to drag in each tasks. However, once I try to do any whiteboarding the AI just generates faulty images instead of editable structures in a useful format. Final goal, open whiteboard, ask AI to pull in tasks I've already got of a tag type from X project, tell it to build a color coded structure using bubbles at the top and stickies below it (or from template example), and presto it builds a structure. Example attached. I've use a different tool and AI to do this with prompts so it's very possible. Giving users a few preset prompts and styles would solidify this as useful for all sorts of purposes in the whiteboard tool.
7
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ClickUp AI
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building now
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