Vertical AI on Horizontal Platforms

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Gaurav Agarwal, COO of ClickUp, on how AI is redrawing the competitive map in productivity

Interview
we're seeing a verticalization of AI on top of horizontal software
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The key shift is that AI is turning broad work platforms into industry specific software without forcing customers to buy a separate app for each function. ClickUp already has the shared plumbing, tasks, docs, approvals, permissions, automations, and integrations. Once agents can act inside that system, the same horizontal product can start looking like legal ops software, claims software, or a light CRM depending on the workflow and data layered on top.

  • ClickUp has spent years building generic work primitives that many teams already use, then adding AI across tasks, docs, chat, automations, and custom workflows. That matters because vertical AI needs a place to read context, trigger actions, assign work, and store outputs, not just generate text.
  • This follows a pattern seen across productivity software. Broad tools like Notion, Airtable, and ClickUp start as configurable workspaces, then users shape them into CRM, issue tracking, planning, or agency ops. AI makes that repackaging faster because the system can now help create and run the workflow, not just host it.
  • The practical wedge is usually one narrow job inside a larger system. In legal, that can mean first pass document review. In financial services, it can mean claims handling and fraud checks. If those workflows run inside the same platform as surrounding approvals, comments, and reporting, a standalone vertical tool has less room to own the account.

The next phase is horizontal suites absorbing more of the daily work that vertical SaaS once owned. As models improve, the advantage moves to platforms that already hold the work data, user permissions, and cross team workflows. That sets up a market where the winning product is less often the deepest single purpose app, and more often the broad system that can spin up good enough industry specific agents on demand.