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ClickUp AI Prompt
Cheat Sheet

20 proven Brain prompts organized by use case - from ClickUp's #1 Solutions Partner.
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01
4 prompts

Project Summarization

1.1
Summarize the current status of [Project Name], including what's on track, what's behind, and any blockers.
Weekly project health checks or before client calls.
Name the specific project - Brain pulls from task statuses, due dates, and recent comments to build the summary.
1.2
Generate a standup report for [Team/Space] covering what was completed yesterday, what's in progress today, and what's blocked.
Daily standups or async status updates.
Scope it to a specific Space or team to avoid getting a workspace-wide dump.
1.3
Write a weekly recap for [Client Name] covering completed deliverables, hours logged, and upcoming milestones.
Client-facing status reports.
Pair this with time tracking data for the most complete picture. Review before sending - Brain occasionally misattributes tasks across projects.
1.4
What tasks were completed in [Space/Folder] in the last 7 days? Group them by assignee.
Team productivity reviews or capacity planning.
This works best when your team consistently moves tasks to a "Complete" status rather than just closing them.
02
4 prompts

Knowledge Retrieval

2.1
What was the last decision made about [topic]? Include who made it and when.
Picking up context on a project you haven't touched in a while.
Brain searches task comments and docs - the more your team documents decisions in ClickUp (vs. Slack), the better this works.
2.2
Find all tasks assigned to [person] that are overdue or due this week.
One-on-one prep or workload rebalancing.
Follow up with "What's blocking these?" to get deeper context.
2.3
What open tasks mention [client name / keyword]? Sort by due date.
Client escalations or finding scattered work across projects.
Brain searches task names, descriptions, and comments - use the exact terminology your team uses.
2.4
Summarize the comments and activity on [Task Name] over the last 30 days.
Catching up on a long-running task with lots of back-and-forth.
Much faster than scrolling through a 40-comment thread. Brain distills the key points and decisions.
03
4 prompts

Writing & Drafting

3.1
Draft a scope of work for [project type] based on the tasks and subtasks in [List/Folder]. Include deliverables, timeline, and assumptions.
Proposals and SOWs where the project structure already exists in ClickUp.
Brain pulls from your task hierarchy to build the scope - the more structured your template, the better the draft.
3.2
Write a meeting agenda for [meeting name] based on open tasks, recent blockers, and upcoming deadlines in [Space].
Recurring team or client meetings.
Run this 30 minutes before the meeting. Edit for relevance - Brain surfaces everything, but not everything needs discussion.
3.3
Create a process doc for [workflow name] based on the task template in [List]. Include step-by-step instructions and responsible roles.
Turning an existing ClickUp template into a documented SOP.
This gives you a solid first draft. Have the team member who owns the process review and refine - they know the nuances Brain doesn't.
3.4
Draft an internal update email summarizing progress on [initiative] this quarter. Keep it under 200 words and focus on outcomes, not activities.
Leadership updates, board communications, or all-hands prep.
The "under 200 words" constraint forces Brain to prioritize. Without it, you'll get a wall of text.
04
4 prompts

Super Agents Setup

4.1
You are an Accountability Coach. Review tasks completed by [team/person] this week. Flag any commitments that were missed or pushed. Be specific about what slipped and by how much.
Configuring a Super Agent that monitors team follow-through.
Set this agent on a weekly schedule (Monday morning). Pair it with your team's core values or operating principles for more relevant feedback.
4.2
You are an Operations Auditor. Review time tracking entries for [Space] over the past week. Flag any tasks with zero hours logged, entries over 8 hours on a single task, or projects where logged hours exceed estimates by more than 20%.
Configuring a Super Agent that catches time tracking gaps.
Be very specific about the thresholds - "flag anomalies" gives vague results, but "entries over 8 hours" gives actionable flags.
4.3
You are a Personal Assistant. Every morning, compile: (1) my tasks due today, (2) tasks I'm mentioned in with unread comments, (3) any overdue items. Prioritize by due date.
Configuring a daily digest Super Agent.
Start simple with just these three data points. Expand the agent's scope after you've validated it gives clean, useful output for a week.
4.4
You are a Client Health Monitor. For each active client in [Space], report: tasks overdue, tasks due this week with no assignee, and any tasks that have been in the same status for more than 5 business days.
Configuring a Super Agent for account management.
This agent is most valuable when you have consistent custom fields and statuses across client Folders. If every client is structured differently, the output will be inconsistent.
05
4 prompts

MCP & Workflow

5.1
Show me my tasks due today and this week in ClickUp, grouped by priority. Include the List each task is in.
Daily startup routine via Claude or ChatGPT with MCP.
This works through the ClickUp MCP server - you need to have MCP configured in your AI tool first.
5.2
Create a task in [List] called "[task name]" with due date [date], assigned to [person], with priority [level]. Add this description: [description].
Quick task creation without switching to ClickUp.
Be explicit with all fields. MCP creates exactly what you specify - it won't guess at priority or assignee.
5.3
Pull all tasks in [Folder] that are in "In Progress" status and have a due date before end of this week. Show assignee and time tracked.
Quick capacity/deadline checks during planning.
Combine this with "move task [name] to [List]" to do rebalancing directly from your AI tool.
5.4
Audit [Space] for tasks with no assignee, no due date, or no status set. Group results by List.
Workspace hygiene checks.
Run this monthly. Unassigned tasks with no due date are the #1 source of work falling through the cracks.

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