In the planner i can add tasks to a meeting/event in the calendar. But the doc with the meeting notes are not automatically linked to that tasks afterwords. we need it to link automatically as the meeting notes will be specifically for those tasks. and as standard automations cannot be triggered by doc creations we cannot do this in any way?

Can a tagged Action Item in Meeting Notes be turned into a Task by or for the person attached with the ampersand?

I've built myself an AI agent that can create and update tasks in ClickUp based on a prompt. I've copy/pasted the AI Notetaker notes including transcript into the agent and told it to create/update tasks based on the notes, and it does a really good job.

It seems like a natural next step to build in this kind of agentic workflow where each next step can be created into tasks along with context from the call as the description.

Using semantic/vector-based search, it's also possible for the AI agent to determine if those action items are related to an existing task, and add a subtask or update that task instead of creating a new one.

For the interface, I'm imagining a "Suggest tasks" button on the AI Notetaker summary. When you click it, AI will process and figure out what tasks it wants to create and what tasks it wants to update. Then it could display a window showing which tasks it intends to create and what it intends to update. You could check a box next to each one or accept all. This gives the best of both worlds: quickly take action with AI, but have granular control to avoid messing up your workspace with junk tasks.

Please add a feature that automatically links the AI Notetaker meeting notes Doc to the ClickUp task that was used to create the corresponding calendar event. This would streamline meeting documentation and make it easier to find relevant notes directly from the task, improving workflow efficiency.

Currently, users have to manually copy and paste the Notetaker Doc link into the task. Automating this process would save time and reduce the risk of missing important meeting documentation.

I’d like the ability to move or link an AI Meeting Note (ClickUp Doc) into a Meeting Note task so that:

The content of the meeting note is reproduced in the Description section of the task.

A live link is maintained, so any updates made in either the Doc or the task’s Description are automatically reflected in both locations.

This would eliminate manual copy-paste, ensure a single source of truth, and makes the information more accessible than an attachment to a task.