ClickUp Weekly · Ep 27

ClickUp AI Capacity Planning: Brain + Super Agents Demo

· Co-host: Alex Rizea, Head of Delivery, ZenPilot

Key Takeaways

  • ClickUp Sheets is a full spreadsheet with formulas, charts and imports from Excel, CSV or Google Sheets. For Gray, the biggest reason to use it is pulling in your task data without hooking ClickUp up to another tool.
  • Gallery view isn't sorted by default, so you can drag cards around freely. Watch the Mark complete button on each card: it really does mark the task complete, skipping any statuses in between.
  • Video generation uses AI credits and is credit intensive. Gray's advice: test with one, two or three videos, not thirty.
  • Alex's Super Agent sends a daily DM listing anyone over 80% of their estimated capacity this week, leaving about 20% for unplanned work.
  • Agents can read time estimates but not tracked time yet. For actual utilization, ask ClickUp Brain instead.
  • Utilization is the percentage of time your team spends on paid client work, out of the overall time you're paying people for. Together with delivery margin, it decides how much you make on every hour you pay for.

Episode Summary

ClickUp Brain can now read your team's capacity. In episode 27, Gray is joined by Alex Rizea, Head of Delivery at ZenPilot, to put it to work: a Super Agent that flags anyone over capacity, a utilization report from Brain, and scheduling a task around who actually has time.

Before that, they run through six new things in ClickUp: Sheets, task comments that now work like Chat, nested logic in Forms, Calendar view v2, Gallery view and video generation with Brain. The episode closes on the question ClickUp still can't answer on its own: which clients and projects make you money. Gray explains why hours are a services business's inventory, and Alex walks through how ZenPilot Reports turns ClickUp time tracking into budget, profit and utilization numbers.

What We'll Cover

The episode opens with what’s new in ClickUp. Sheets is a full spreadsheet inside ClickUp, with formulas, charts and imports from Excel, CSVs or Google Sheets. Gray’s big question is how well it pulls in your task data, since that’s the reason to use it over a separate tool. Task comments now run on the same engine as ClickUp Chat, so you get forwarding, posts, scheduled sends and unread indicators right on the task. Nested logic in Forms is fully out (our Forms tutorial covers how it works), Calendar view v2 adds endless scrolling between months, and the new Gallery view gives highly visual work, like social posts, a home. Gray shares how he’d set up Gallery view and the one button that caught him off guard. Last up is video generation with Brain: Alex sees it as promising for explainers and presentations, instead of recording yourself walking through a deck. Just watch your AI credits.

Then Alex shows what Brain knowing your team’s capacity looks like in practice. His Super Agent sends him a DM every day listing anyone over 80% of their estimated capacity, so there’s room left for unplanned work and nobody has to check Workload view every morning. Agents can read time estimates, but in Alex’s testing they couldn’t see tracked time yet, so for actual utilization you ask Brain. He also asks Brain when Gray could take on a seven-hour task, and it checks real availability day by day instead of picking the earliest open date. If you’re planning capacity in ClickUp, our Workload guide covers the setup behind it, and Pillar 7 of the ZenPilot Methodology explains why you plan for the unplanned.

The episode closes on profitability. ClickUp has your clients, projects and time, but no clear place for project revenue, project type or your team’s cost and billable rates, so the reporting takes a pile of workarounds. Gray explains why that matters: in a services business, hours are your inventory, and delivery margin and utilization decide how much you make on every hour you pay for. Alex walks through ZenPilot Reports, which pulls your ClickUp time tracking and rolls budget, profit and utilization up from each project to each client to the whole company. ZenPilot Reports is in beta: request access and we’ll walk through your setup together.

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