ClickUp Grader Book a Call
ClickUp Weekly · Ep 25

ClickUp Skills + Artifacts: Build a Client Kickoff Deck with ClickUp AI

· Guest: Alex Rizea, Head of Delivery, ZenPilot

Key Takeaways

  • Custom Fields on Lists (beta) put client-level details, like the account manager, on the list itself. You can filter by them without adding the same field to every task.
  • List custom fields don't show up on the tasks inside the list yet, and formulas aren't supported as list custom fields. Some teams will still need both approaches for now.
  • Quote replies in Chat let you answer one specific message inside a thread. Gray's rule of thumb: fewer channels and more threads.
  • Ask AI now saves your drafts, so clicking away to grab a link no longer wipes the prompt you were writing.
  • A Skill is the playbook and an Artifact is what it produces. The more workspace context a Skill can reach (calendar, email, CRM and call notes through MCP), the better the output.
  • Anyone on the team can edit a public Skill, so changing it for one deck changes it for everyone. Artifacts also don't refresh from workspace data on their own yet - use a Super Agent to keep them current.

Episode Summary

ClickUp's AI got a lot more practical this month. In episode 25, Gray is joined by Alex Rizea, Head of Delivery at ZenPilot, to run through three quality-of-life updates before spending most of the episode on Skills and Artifacts.

Alex shows a real Skill the ZenPilot team uses to build client kickoff decks. It pulls context from the calendar, email, CRM and past call recordings, then generates an interactive deck as an Artifact that the team can edit by clicking instead of re-prompting. Gray explains why that visual editing is ahead of other AI tools, why we built our Blueprint process in ClickUp, and what to watch for before you share Skills with your team.

What We'll Cover

The episode opens with what’s new in ClickUp. Custom Fields on Lists, now in beta, let you set a property like the account manager once on a client’s list and filter a view by it - no more adding the field to every task or keeping it in sync with automations. Alex covers the catch: those fields don’t show on the tasks inside the list, and formulas aren’t supported as list custom fields yet, so cost-per-project math still lives elsewhere. Quote replies in Chat make it easier to answer one message in a long thread, and Ask AI now saves your drafts when you click away.

Then Alex walks through his Blueprint Kickoff Deck Skill. It works with related sub-skills for ZenPilot branding, adaptations, deck design and session cadence. It also uses MCP to reach Google Calendar, email, the CRM and call recordings from earlier conversations with the client. One prompt produces a personalized kickoff deck as an Artifact, down to booking times pulled from the calendar. From there, Alex edits the deck two ways: typing over text in place, and selecting an element and describing the change, then applying the queued edits at once.

Along the way, Gray shares the best practice behind it: give a Skill as much context as possible and train it to work in a specific location. A generic prompt will happily wireframe your whole workspace, and it’s usually a disaster - confidence doesn’t matter without competence. The episode closes with practical tips on running and sharing Skills, and on using Super Agents to keep Artifacts up to date. If you’re rolling out ClickUp AI to your team, our complete ClickUp AI guide is a good next read.

Transcript

Download the transcript

Ready to optimize your ClickUp?

Book a free 30-minute call with the team that has worked with 3,100+ clients.

Book a Call