This guide provides step-by-step instructions for integrating ClickUp with your AI Agents and how you can use the feature.

What is ClickUp?

ClickUp allows AI Agents to streamline task management and enhance team collaboration by integrating directly with your ClickUp workspace.

Key ClickUp features

• Seamless task management and automation.
• Real-time updates and synchronisation with ClickUp boards.
• Ability to assign tasks, set priorities, and manage due dates.
• Integration with team member details for efficient collaboration.

Example ClickUp use cases

• Automate task assignments and updates in real-time, ensuring your team stays informed and aligned.
• Enhance project management by syncing ClickUp boards with AI Agents, allowing for efficient task tracking and updates.
• Utilise AI Agents to monitor workload distribution and identify overdue tasks, improving team productivity.

Getting started with ClickUp and your AI Agents

1. Go to the 'Configure' section in your AI platform.
2. Navigate to 'Integrations' and search for ClickUp.
3. Select the 'Connect' button.
4. A pop-up will appear to confirm the connection; select 'Connect'.
5. You will be redirected to ClickUp to select the workspace s you wish to connect.
6. Choose one or multiple workspaces and confirm the selection.
7. Upon successful connection, a confirmation message will appear, and you will be redirected back to your account.