Introducing: AI Inside ClickUp

September 15, 2023

There is no denying the fact that AI – or Artificial Intelligence – is virtually everywhere these days. You can generate your own stunning images, talk to a bot on Snapchat, and even write an entire research paper on ChatGPT (though we don’t recommend that last one to avoid AI plagiarism, which apparently is a thing now).

Now, AI has made its way to ClickUp! And to say we’re excited is the understatement of the year.

As part of the ClickUp 3.0 rollout, DaSilva Life has had the unique opportunity to see and experience tons of new features, including AI. Now, we’re sharing all the details with you! Watch the video below to see AI in action, or keep reading to learn everything we know so far about this powerful new feature.

Here’s what we know about ClickUp AI…so far

Here’s the deal: AI is only available inside ClickUp Docs & Tasks right now.

If you just shrugged in disappointment, let us be the first to tell you that this feature is anything but. Sure, it may sound limiting, but there is so much you can do inside docs that will save you time, energy, and brain power. What’s not to love about that?

Check out everything we’ve uncovered so far using AI inside ClickUp!

AI features inside ClickUp

Enhanced writing

No matter what type of docs you already have inside ClickUp – or what you still need to create – AI offers a ton of great features to enhance your writing.

First, every document has a ‘summarize’ button which will, obviously, summarize what’s inside the doc. So, if you need to pull out a quick summary of whatever you’re sharing internally, externally, or with clients, this can be a great way to do just that without adding even more tasks to your plate.

Another cool feature? You can now highlight any text within a ClickUp Doc and utilize tons of new AI prompts, including:

  • Continue writing
  • Explain this
  • Make it better
  • Fix spelling and grammar
  • Make longer
  • Make shorter
  • Use simpler language
  • And more!

If you don’t like what AI has to come up with, no problem! You can always add to the text that AI has generated for you, or you can hit ‘Try Again’ or ‘Discard’ if you want to see different text.

Document prompting

We all know the feeling of staring down a blank document, knowing you need to fill it with brand-new thoughts and ideas. But it doesn’t always come that easy to us, right? AI is here to change that!

To get started, all you have to do is prompt your document, then have AI do the rest. If you have ever used ChatGPT, it’s similar to that! Here’s how it works:

  • Open up a new document inside ClickUp
  • Type the forward-slash command (/)
  • Select ‘Write with AI’
  • Create a prompt
  • Watch the magic unfold

We started with simple prompts at first, like ‘Write a social media caption about ClickUp AI.’ You can even ask it to write in a specific tone of voice, like:

  • Inspirational
  • Professional
  • Straightforward
  • Optimistic
  • And more!

As you get more familiar with this feature, make sure your prompts are as specific as possible and contain all the necessary relevant information. Remember: With most AI tools, the better the prompt, the better the results.

Create process documents

Have a process in your mind but need to formalize it on paper? AI can help with that! Yes, seriously.

One of the several AI prompts we discovered in ClickUp is the ability to create a Process SOP – or Standard Operating Procedure. When we prompted it with ‘Inbox management,’ the end result was a robust document that included sections like:

  • Purpose
  • Scope
  • Responsibilities
  • Guidelines
  • Conclusion

How amazing is that?

…and so much more

With so much left to explore and discover, we also wanted to mention a few additional actions you can do inside ClickUp Docs – all with the help of AI:

  • Generate templates
  • Create a table with data
  • Develop a meeting agenda
  • Create a test plan
  • Generate blog titles
  • Write customer emails
  • Generate campaign ideas and briefs
  • Create sales presentations

And that’s just the tip of the iceberg!

Join our ClickUp Course for future tutorials about AI inside ClickUp (and everything else that’s to come)!

With the rollout of ClickUp 3.0, we know that so many more features are on the way, including ones with AI. As a result, we’ll be updating our Systems School ClickUp Course to include step-by-step tutorials to help you learn all the ropes!

If you’re already a course member, success! You’ll get access to all future course updates.

If you’re not already a course member, now is a great time to join! That’s because you’ll get instant access to dozens of modules and accompanying video lessons that show you all the ins and outs of ClickUp. Did we mention you get lifetime access to the course, including all future updates?

Our Systems School ClickUp Course also includes:

  • 70+ On-Demand Video Lessons
  • ClickUp FAQ Database
  • Bonus & Advanced Trainings
  • 3 Months of Community
  • Membership Access

We can wait to show you all the amazing and exciting ClickUp features that are in store!

Subscribe to our weekly newsletter.

Get the latest news, blogs, tips, and everything in-between delivered straight to your inbox!