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ClickUp Weekly · Ep 28

ClickUp Sheets + ClickUp Labs: Everything You Need to Know

Key Takeaways

  • ClickUp Sheets looks a lot like working in Excel: formulas, frozen rows and columns, custom formatting, charts, and imports from an Excel file or CSV. It's in beta.
  • The main reason to use it today is your ClickUp data. Connect a List with data connections, or pull in a single task with the TASKEMBED formula.
  • Sharing outside ClickUp is the gap. You can give a client or vendor guest access, but sending data to someone like your accountant isn't as easy as making a Google Sheet public.
  • Gray hasn't moved anything into Sheets yet. Budgeting and work with ZenPilot's accounting firm still live in spreadsheets, and much of what ZenPilot needs is already built into ClickUp.
  • ClickUp Labs is at the bottom of your personal settings. Choose Alpha for the earliest features or Beta for fewer rough edges, then toggle on what you want to try.
  • Agent Workflow templates are a starting point. A template has to be general enough for most users, so it's almost never specific enough to replace what you already run. Each step uses AI credits.
  • Admins can now turn AI on or off by role or person, set credit caps, cap Super Agent spend and choose which models the Workspace uses.
  • Gray's take on the AI debate: ethics conversations need grounding in what AI can actually do today, and the people applying AI need to think about its implications. We need both.

Episode Summary

ClickUp Sheets is here, in beta. In episode 28, Gray walks through the Sheets Hub and a demo Sheet: templates, imports from Excel or CSV, formulas, formatting and TASKEMBED, the formula that pulls a ClickUp task into your spreadsheet. He's honest about where it falls short today, especially sharing with people outside ClickUp, and why he hasn't moved any of ZenPilot's spreadsheets into it yet.

The second half is a rapid run through what else is new: how to join ClickUp Labs, Agent Workflows, AI controls for admins, Creative Studio, File Manager, meeting notes for Super Agents and Chat Channel permissions. Along the way, Gray steps into the AI debate he saw on Reddit and makes the case that the people thinking hard about AI ethics and the people busy applying AI need to be in the same conversation.

What We'll Cover

The episode starts in the Sheets Hub, where you’ll find all your Sheets, your favorites and recents, and three ways to start a new one: a template, a blank Sheet or an import from an Excel file or CSV. Inside a Sheet, Gray points out the obvious first: it looks an awful lot like working in Excel. You can freeze rows and columns, build custom formatting and use the full list of formulas, plus one you won’t find anywhere else. TASKEMBED takes a task ID and pulls that task into your Sheet, and data connections can connect a whole List. That’s the main selling point today, because it puts your ClickUp data in a spreadsheet without hooking ClickUp up to another tool. The catch is sharing. You can share a Sheet with anyone in your Workspace or give a client or vendor guest access, but if you just want to send some numbers to your accountant, it isn’t as easy as making a Google Sheet public.

So where does Sheets fit? Gray has had access for a couple of weeks and hasn’t moved anything into it yet. ZenPilot still uses spreadsheets for budgeting and for work with its accounting firm, and much of what the team needs is already built into ClickUp. Where Sheets will earn its place is anywhere you need a spreadsheet that stays in sync with your ClickUp data.

The second half moves fast. ClickUp Labs lets you opt in to experimental features from the bottom of your personal settings, in an Alpha or Beta group. Agent Workflows (beta) gives your agents a visual builder in the AI section of the sidebar, with triggers like a manual run, a schedule, an automation or a webhook. Gray’s advice on the templates: they’re a starting point, never a finished process, and every step uses AI credits. New AI controls let admins turn AI on or off by role or person, set credit caps, cap Super Agent spend and pick the models the Workspace can use. Gray also covers Creative Studio, which made a video he shared on LinkedIn about our free ClickUp Workspace grader, plus File Manager, sharing meeting notes with Super Agents and Chat Channel permissions.

In between, Gray steps into the AI debate. After last week’s pricing episode, he saw a Reddit thread about AI being bundled into every plan and makes his case: plenty of people don’t want AI today, but it’s hard to see a future where businesses don’t need it. He spends part of his life in faith-minded circles that talk mostly about the ethics of AI, and most of his workday with business owners and leaders who are overwhelmed by applying AI and spend almost no time on its implications. His point is that we need to marry the two.

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