Integration Setup Guide

Connect ClickUp to IntelBuddy

Manage tasks, create projects, and track work — all through natural conversation. Set up in under 5 minutes.

Create Tasks

Say "Create a task" and the bot handles title, assignee, due date.

List & Search

"Show my open tasks" or "Find tasks assigned to John".

Update Status

"Move task #123 to In Progress" — instant changes.

Browse Spaces

Navigate your workspace hierarchy from the chat.

Due Reminders

Get notified about upcoming or overdue tasks.

Task Summaries

"Summary of this week's completed tasks" — instant reports.

Before You Start

Prerequisites

A ClickUp account

Free plan or above with access to the workspace you want to connect.

An IntelBuddy subscription

ENGAGE tier or above (External Tools are available from ENGAGE).

Member or Admin access

You need member-level access to the ClickUp Space you want to connect.

A ClickUp account

Free plan or above with access to the workspace you want to connect.

Member or Admin access

You need member-level access to the ClickUp Space you want to connect.

An IntelBuddy subscription

ENGAGE tier or above (External Tools are available from ENGAGE).

Step-by-Step

Setup Instructions

Follow these steps to connect ClickUp to IntelBuddy. The entire process takes under 5 minutes.

1
1

Get Your ClickUp API Key

Generate a personal API token from your ClickUp account.

Open ClickUp in your browser → app.clickup.com

Click your avatar (bottom-left corner)

Select "Apps" or "ClickUp API"

Scroll to the "API Token" section

Click "Generate" (or "Copy" if you already have one)

Copy the token — you'll paste it into IntelBuddy next

app.clickup.com/settings/apps

🔑 API Token
🔑 API Token

pk_73a1b2c3_d4e5f6g7h8i9j0kL...

pk_73a1b2c3_d4e5f6g7h8i9j0kL...

Copy Token

Regenerate

Keep your API key private. Don't share it publicly. If compromised, regenerate it from ClickUp → Settings → Apps.

2
2

Find Your Space ID

Optional

Setting a default Space lets the bot know where to create tasks when you don't specify one.

In ClickUp, click the Space you usually work in (left sidebar)

Look at your browser URL — it will look like the example below

Copy the first number after clickup.com/

app.clickup.com/90161460945/v/l/t/90161460946

This number is your Space ID

Tip: If you skip this, the bot will ask you which Space to use each time you create a task. Setting a default just saves time.

3
3

Paste Into IntelBuddy

Navigate to the integrations panel and enter your credentials.

Log in to IntelBuddy

Go to Settings → Integrations → External Tools

Find the ClickUp card and click "Configure"

Fill in the fields as shown below

Click "Save / Connect"

IntelBuddy → Settings → Integrations → ClickUp

Configure ClickUp

API Key *

pk_73a1b2c3_d4e5f6g7h8i9j0kL...

pk_73a1b2c3_d4e5f6g7h8i9j0kL...

Default Space ID

90161460945

Save & Connect

Cancel

4
4

Verify the Connection

Once saved, the ClickUp card should show a green "Connected" badge.

ClickUp

Task Management

Task Management

🟢

Connected

If you see an error, double-check that your API key is correct and hasn't expired. You can regenerate it from ClickUp → Settings → Apps.

🎉

You're All Set!

Your IntelBuddy chatbot can now manage ClickUp tasks through natural conversation.

Try It Out

Example Conversations

Here's what you can say to IntelBuddy, and what it looks like in Slack.

Quick Reference

Things You Can Say

Creating

"Create a task called …"

"Add a task to the … list"

"New task, assign it to …"

Searching

"Show my open tasks"

"Find tasks due this week"

"List tasks assigned to …"

Updating

"Move task … to In Progress"

"Change the due date of …"

"Mark … as complete"

Exploring

"Show me all Spaces"

"What lists are in Marketing?"

"Summary of this week"

Need Help?

Troubleshooting

"Invalid API Key" error

Make sure you copied the full token from ClickUp. Go to ClickUp → Settings → Apps → API Token and regenerate if needed.

"Space not found"

Double-check your Space ID from the URL. Make sure you're copying the first number after clickup.com/.

"Permission denied" when creating tasks

Your ClickUp account needs member or admin access to the Space. Check with your workspace owner.

Tasks created in the wrong Space

Set a Default Space ID in integration settings, or specify the Space name in your message (e.g. "Create a task in Marketing").

Background

Research Like A Team. Think
Like An Expert.

Let your AI assistant handle the research. You focus on decisions that matter.

Background

Research Like A Team. Think Like An Expert.

Let your AI assistant handle the research. You focus on decisions that matter.

Background

Research Like A Team. Think Like An Expert.

Let your AI assistant handle the research. You focus
on decisions that matter.

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