ClickUp

There is so much.

And obviously you guys know my love for ClickUp.

This is why we have ClickUp.

It is why we have ClickUp is so that we do not miss anything because that is a task management software.

And everything I just mentioned, those three areas, employees, clients, and sales leadership, all of that, it like All of those things have stuff you're not supposed to forget related to those.

Everything, even as simple as having your employee's driver's license and their car insurance on file.

But yeah, something like Notion, which I know you love, Trello.

I work a lot in front of Airtable and ClickUp.

All of the free versions of those are very good for building a very simple CRM out of.

Yeah, I think it's interesting because I think people often feel like they have to jump in with a big system and they think, well, I may do that.

But I do find more and more that people kind of like the build-your-own type of So again, we mentioned Notion.

Trello Airtable is one that I really like.

ClickUp is a good one if you want something that's a bit like Trello, but kind of more bells and whistles.

So I think almost the simpler your process, the easier it is to have a kind of build your own.

Ultracoding is when the agent programmatically spawns a bunch of sub-agents to go off and complete tasks that can be verified.

We have seen versions of that be very successful inside of ClickUp.

How do you think about

models at ClickUp? Step one, you gotta have evals.

You gotta figure out, are you performing the task successfully? And that's a huge investment that we've made.

We think about the agent stack or the AI stack as a context engine.

And typically the thing that holds you back is the sort of siloing of context.

Now on ClickUp, we don't have that issue.

We have AI integration for every single conversation.

So our AI integration is connected to ClickUp, which is our project management suite.

So every time somebody gets off a call, tasks are automatically put into ClickUp and tag that person.

We have transcripts available.

So we run transcripts through Claude and we have a skill that essentially disseminates, not disseminates, rather, breaks down our sales conversations and make suggestions on, hey, you know, tweak this, tweak that, all of that.

Where's our trunch? Where are we at? Are we positive this much? Are we negative this much? Can we make payroll this week? Do we need to move money? Every day I get financial reports.

All of it's automated.

we have an AI note taker like most people do now, but we connected our AI note taker with ClickUp.

And so we have a couple things that we utilize.

One is I created our own custom version of ClickUp because ClickUp was not built for what I needed.

We do a lot of in-house agency work.

And so... too many different tasks.

Every client has like 15 different subtasks.

So I built something completely custom from scratch.

And so essentially the best way I would describe it is it's a mix of ClickUp and Toggle.

And it's like ClickUp and Toggle had a baby and birthed our dashboard and it communicates with slack it sends projects in slack it sends overdue projects in slack it and you know when we post in slack it picks up the projects and adds it to the project dashboard so it's very automated and that's how we run the business In terms of scaling and keeping track of AI, I have a person on my team whose only job is to constantly be in product development, to constantly be researching what's possible, what's next, what's going to make the business better, what's going to make our clients' businesses better.

New hook shots.

Um, you analyze the creatives basically the same way like they were using ClickUp I'm like a lot of the other brands I'm working with they use like ClickUp, Notion, Asana so like the ticketing like how you how you brief stuff in how you give stuff to the editors like it's it's very similar so I would probably say just like the brand guidelines you know you obviously have to be stricter with those they have more possibilities but And then probably more launches and like different product categories.

But except the creative strategy side of things is very, very similar, to be honest.

Interesting.

Maybe I'm doing something wrong, but it can't lose a good script for me.

So, like, I get the core idea, then I'll, like, do the changes.

But apart from that, I feel like even it's connected to my ClickUp, so I know it informs me, like, hey, when I have to review a task or whatever, right? It briefs me in the morning, so I feel like in terms of my creative strategy work and also finds me patterns of like what's working what's not working and like hey like 58% of Stan goes to this opener which is a split screen I know this is a winning opener so let's do more um split screen openers for example for a new angle um and yeah i still do obviously stuff manual but like a lot of the stuff also just it just elevates my work basically i can work faster i can work better um apart from script writing it's not quite there yet

yeah yeah like for for brands doing a few hundred k a month um what do you think what's the first thing they should automate related to their creative creative process

So a couple of mates who run psychology practices came to me and said, look, if you have the capacity, I would love you to help out and see what you can do.

Also build out the systems and processes that I'm looking to use, like ClickUp is one of my go-to tools now.

And the way it can do things compared to where it was a few years ago is just amazing.

And just learning about APRA

Especially speed to market as well.

That I find is probably one of the biggest wins at the moment.

Instead of following something through whatever project management tool might've been in place before, something like ClickUp at the moment is just, it blows my mind where you can go, all right, I've got this SEO task in ClickUp, the super agents set up correctly.

The super agent just goes off and depending if you've got the automation set up properly, once you've hit that enter button for the task, it picks up the task, goes and does the task, comes back with your answer, the response.

I don't know if they have up click in here.

ClickUp, UpClip? I

don't know.

Lumen, Defense.