Allow Agents to Trigger and Act Directly on Docs (Not Just Tasks!)
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Daniela Aranaga
Currently, ClickUp Agents can only be triggered by actions on tasks or chats, not directly by actions on Docs. We need the ability for Agents to trigger and perform actions (such as duplicating, moving, or tagging) when a Doc is created, updated, or tagged—without requiring a linked task. This would enable workflows like automatically filing AI Notetaker meeting notes in the correct Doc location based on tags or content, without manual task creation.
This feature would greatly improve automation and organization for teams using Docs as primary records.
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Alex Lashkov
Merged in a post:
Auto translate meetings summary
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Nadav Levy
Currently, the agent identifies the meeting language and writes the summary in that language. I set the agent on my dev team meeting, which is in a language I don't speak, and I need the summary in English or any other language I choose.
Alex Lashkov
we are working on allowing Super Agents access to meeting notes, then they will be able to do exactly that - take the note and translate it after the meeting as well as multiple other actions
Alex Lashkov
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AI Notetaker Template(s)
Kea Allen
I’d like to be able to create meeting templates that my AI notetaker can follow based on the meeting type.
For example, internal meetings could include:
– Attendees
– Agenda/Purpose
– Context
– Key Notes/FYIs
– Action Items
For external or sales meetings, the template might include:
– Attendee Info (company, website, main contacts, etc.)
– Client Goals/Notes
– Next Steps/Action Items
Alex Lashkov
I think we can use Super Agents to act on meeting notes - restructure them, do actions after meeting etc. This is what we are working on right now!
Alex Lashkov
Merged in a post:
Customize meeting note standard to company standard.
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Timo Mayer
Currently the clickup notetaker writes notes in a fixed strcuture (important facts, next steps, key topics). We would like to have some kind of "system prompt" possibility to train the notetaker on our own meeting note standard.
Alex Lashkov
we are now working on hooking Super Agents to the meetings notes - so that you can run an agent that will re-structure the note the way you want it and post it where you want it for e.g.
Alex Lashkov
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Alex Lashkov
Merged in a post:
ClickUp AI Agent for calls
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Peter Taylor
We are currently using notetaker and fellow.io. It would be so much better if ClickUp had its own agent that could record meetings and take notes and have a recording library in our clickup workspace that we can refer back to. It helps centralize everything in ClickUp.
Alexandre Felix
It would be great if we could give a prompt with instructions on the pattern. I think today it's limited compared to Fireflies and Gemini taking notes from a meeting.
Alex Lashkov
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Being able to trigger automations (internal and webhooks) when AI Note Taker generates a Meeting Summary
Oswaldo Aviles
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