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Some CFOs protect the business.
The best ones help shape where it goes next.
Dan brings an operator’s mindset to the CFO seat, balancing discipline, strategic bets, and long-term ambition as ClickUp continues to scale.
That mindset matters when you’re building for what’s next:
• surpassing $300M in ARR
• expanding globally
• investing aggressively in AI
• and preparing for the kind of durable growth that can stand up to the public markets
Great companies aren’t built by chasing momentum alone.
They’re built by pairing conviction with operational rigor.
That’s the kind of leadership helping move ClickUp forward.
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Full story here: bizjournals.com/sanfrancisco…
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Most teams don’t have an automation problem.
They have a decision problem.
The real shift is moving from workflows that push tasks around to systems that can decide what should happen next.
That’s how I built an Asset Library Manager in ClickUp:
one source of truth, less duplication, smarter routing, and better visibility before scale creates chaos.
That’s where AI gets useful: not just more execution, but better decisions.
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ClickUp retweeted
Jun 10
This is exactly why we built AI agents natively inside @clickup instead of relying on MCP alone. Our agents call tools in parallel, not one-by-one.
MCP is great for extensibility, but the core agent experience needs to live inside the platform. Sequential tool calls in 2026 is crazy.
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Everyone's racing to give agents more skills.
That's the wrong race.
An agent with every skill and no context is just a very fast intern who's never seen your business.
It can write. It can analyze. It can execute.
But it doesn't know your customers, your last 50 deals, why that launch flopped, or what your CEO actually cares about.
Skills are commodity now. Everyone gets the same ones.
Context is the moat.
The companies that win the agent era won't have the smartest agents. They'll have the best-fed ones.
What are you doing to give your agents a brain?
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Same job. Two subscriptions. Why are you paying for both?
Most teams can't answer that. The second tool got added for one feature, the contract auto-renewed, and now nobody owns the call to cut it.
That's not a tool problem. It's an overlap problem. Three apps doing one job, three bills, three logins.
Take the free 3-minute Tool Sprawl Assessment. See where your stack doubles up, and get a plan to consolidate. 👇
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Take the FREE quiz 👉 tally.so/r/zxZJA0
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ClickUp is now a Leader in six AI categories on G2.
That’s not a side win. It’s a signal.
Buyers aren’t looking for one more isolated AI tool.
They’re looking for AI that actually works in the flow of work.
This season, ClickUp earned Leader status in:
• Agentic AI
• AI Agents
• AI Chatbots
• AI Meeting Assistants
• AI Agents for Business Operations
• AI Writing Assistants
And this momentum is backed by real customer trust:
• 12,000 reviews on G2
• Leadership across fast-growing AI categories
• Stronger traction in the categories shaping where work is going next
This is what convergence looks like.
One platform.
Your projects, docs, chat, and AI connected.
Not disconnected tools pretending to be a strategy.
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Your team isn't paying for one tool.
It's paying for nine ways to lose context.
$340 a month for a stack that doesn't talk to itself. Tasks in one tab, docs in another, chat somewhere else, whiteboards, goals, time tracking, AI bolted on top.
ClickUp puts all of it in one place. The answer, the task, and the next step live together instead of scattered across nine logins.
What that actually buys you:
→ faster updates
→ fewer handoffs
→ less context switching
→ more time on real work
$340 for the sprawl. $12 for the platform that replaces it.
Watch what collapsing nine tools into one looks like ↓
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Andrew cut his event planning from a full team's week to an afternoon.
He runs festival-scale events at Palm Tree Club. The scheduling, planning, and coordination that used to need a team? AI agents handle it now.
If you're not using AI to run lean, you're working harder than you have to. Build your first SuperAgent.
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3,000 AI agents. 1,300 humans. A 3:1 ratio.
Fortune went inside ClickUp to see how we're rebuilding every workflow around AI agents, and what it actually looks like when employees become managers of agents.
Read the full piece here: fortune.com/2026/05/18/ai-ag…
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ClickUp retweeted
ClickUp's AI Brain will soon be able to build fully interactive apps from a single prompt, with live data integrations.
Some examples 👀
> Sprint tracker - to reshape your team operations into an analytics dashboard for stakeholders.
> CRM tool - to have a custom dashboard with customizable controls on top of your existing data.
> Live OKR dashboard - to have a dynamic view that can pull the latest updates automatically
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We ship features fast. Keeping marketing in sync used to be the hard part.
So we built Super Agents that detect launch-worthy changes, auto-generate campaign briefs, and draft content across every channel, all inside ClickUp.
Every launch starts smarter than the last. Here's how 👇
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ClickUp Brain remembers so you don't have to.
Set, update, or kill reminders from anywhere in ClickUp. Task, Doc, Chat, doesn't matter. Just ask Brain.
→ Create reminders without leaving what you're working on
→ Modify or delete them in one message
→ Hand them off to Super Agents and let AI manage your follow-ups
Your second brain now has a calendar. And it never forgets.
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