AI: Creating Success Criteria in ClickUp from a Meeting Transcript

Project managers are always looking for ways to cut through chaos and build organized, actionable tasks. Today, AI tools make it easier than ever - but they’re not magic. You still need to think critically and ensure you’re set up for success.

In this article, I’ll walk you through a step-by-step process for turning a meeting transcript into success criteria or tasks using tools like Claude AI and ClickUp’s import feature.

Step 1: Summarize the Meeting Transcript with AI

• Paste the meeting transcript into your preferred AI (I use Claude).
• Ask the AI to extract success criteria or key tasks from the discussion.
• Example prompt: “Help me create a list of success criteria from the following meeting transcript that I can then import into ClickUp.”

Step 2: Format the Data for ClickUp Import

• Go to the ClickUp Help Center and find the “Prepare a Data File for Import” guide.
• Copy the formatting instructions (column headers, required fields, etc.).
• Provide this information to your AI and ask it to reformat the output into a clean CSV-compatible structure.

Note: While some AIs (like Claude) may not directly export CSV files, you can work around it:

• Download the text file and manually rename it to .csv.
• Alternatively, tools like ChatGPT can export CSVs directly.

Step 3: Import the CSV into ClickUp

1. Open the ClickUp Import Tool.
2. Upload your CSV file.
3. Map your data: Name → Task, Name Description → Content, Status → Task Status
4. Confirm mappings and submit the import.

Step 4: Review and Adapt Your Task List

Here’s where human judgment comes in. AI tools get you 80% of the way there, but it’s up to you to:

• Double-check tasks for accuracy.
• Decide whether success criteria work better as individual tasks or checklists.

Pro Tip: For sprint planning or large projects, consider grouping success criteria under “features” or milestones.

Conclusion

AI can be a huge time-saver for project managers, but it’s not a replacement for strategic thinking. Tools like ClickUp are powerful because you decide how to structure and adapt your workflows.

If you want help optimizing your ClickUp setup, that’s what we do best. Reach out here: hydrant.us