AI Custom Fields
in progress
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Robert McKay
In a Notion database, you can make a column for AI that will populate the same prompt to each row (but use input data from that row). The calls to the AI are executed manually, one at a time with a button click in the cell, however, to save on usage. I think this would be a great feature to enhance ClickUp's limited database calculation functionality.
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Caroline Ginty
in progress
Hi everyone! Super excited to share what we've been working on for AI Custom Fields, and would love your feedback on what we're building, general direction, anything you want to see, etc. Additionally, please reach out to me at cginty@clickup.com if you would be interested in trying these out in your Workspace for early access and would be willing to provide feedback on your experience. Thanks!
(& apologies for the video on video recording - I was having some technical difficulties with the file being too big to attach).
Caroline Ginty
in progress
Hi everyone! Super excited to share what we've been working on for AI Custom Fields, and would love your feedback on what we're building, general direction, anything you want to see, etc. Additionally, please reach out to me at cginty@clickup.com if you would be interested in trying these out in your Workspace for early access and would be willing to provide feedback on your experience. Thanks!
(& apologies for the video on video recording - I was having some technical difficulties with the file being too big to attach).
Guy Mannerings
Caroline Ginty This looks great so far!
Jarod McPherson
Caroline Ginty Sign me up for beta!!! lol
Stephen John T. Carlos
Caroline Ginty I think for various use case like Recruiting, Legal Management, Invoice Processing if it can assess attachment fields/embedded sharepoint/gdrive URLs and populate specific information regarding that field (From resumes pick name, summarize skills, classify position, years of experience). Currently Monday.com has it and I think it would be a great feature to have in ClickUp as well.
Joe Carroll
Caroline Ginty, this looks good, but it's not clear from your clip whether this will support the use case of most interest to me: using AI to summarise or otherwise process the content of specific custom fields. Specifically, we're using ClickUp to document our product discover and UX interviews, which are always conducted by two of us. We write our notes into two separate long text area custom fields and I'd love to be able to use AI to automate the synthesis of our notes. Will this be possible?
Caroline Ginty
Joe Carroll Yes this will be possible! You'll be able to use those long text CFs as 'variables' in your prompt to call them directly and write a prompt asking AI to summarize the takeaways from both note takers.
Marcelo Cecin
It would be great if they could implement something like https://www.glideapps.com/docs/automation/ai and also including actions for AI to perform, such as extracting data from the task description and placing it in a custom field
Marcelo Cecin
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Shreyansh Jain
Please add a custom prompts text box in docs. I want to attach a fixed block at the desired location that can answer the custom prompt I have given after successive iterations of edits in docs. Moreover I would also like to keep separate history of the field in document.
Zach - ClickUp
under review
Hey everyone!
We are likely going to be working on this feature soon but I need your help!
Could you please take no more than 2 minutes to help provide feedback on what you'd specifically like to see done here to help make this feature better.
Here's the link
Thank you!
Perry Wirth
Zach - ClickUp Exciting! I just actually set something this up yesterday with Make.com - would love to ditch the 3rd party integration.
Zach - ClickUp
Perry Wirth: We'll get there!
Perry Wirth
Zach - ClickUp how's this one progressing!?
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Robert McKay
Zach - ClickUp Filled this out but for me you're not really asking the right questions: the issue is not what prompts I want to be able to choose from--it's that I want to be able to write any prompt and have it fill in for that field. It would also be much more powerful if the prompts could reference other fields, as they can in Airtable. I didn't give example use cases in the Typeform, but here are some prompts I could see myself writing:
"Your role is a writer submitting a query letter to an agent you hope will represent your novel. Please generate a 25- to 50-word personalization of 1-2 sentences, to insert into a query letter and explain why you are submitting {{projectName}} to {{agentName}}. Please refer to the text of the webpage linked in the custom field {{agentBioLink}} to find reasons {{agentName}} might be a good fit for {{projectDescription}}. Your tone should be professional but not stiff. Here is an example result: 'I thought this project might interest you because of your track record representing book club suspense like [Author's] [Title], and your call for 'propulsive plotting with literary execution' in your MSWL."
That should give a sense of the kind of sophisticated, highly vertical prompt engineering I want. By the way, I think if you guys can beat Notion to market with true Airtable-like database references in prompts, it will be a real differentiator. This to me is the big missing piece of infusing AI into next-gen docs/structured database hybrids.
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Robert McKay
Yay!!!
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Vardhan Dharnidharka
planned
Yisroel Falkowitz
Vardhan Dharnidharka: Thanks