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ClickUp Databricks AI Guide

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How to Connect Databricks to ClickUp AI Agents

ClickUp can work with Databricks to power AI Agents that automate data analysis, workflows, and integrations across your workspace. This guide walks you through each step of setting up a secure connection, managing access, and using tools provided by the Databricks integration page.

The instructions below are based on the official Databricks integration information from the ClickUp AI Agents Databricks page at clickup.com.

Overview of the Databricks Integration in ClickUp

The Databricks integration allows you to authorize a Databricks workspace so that ClickUp AI Agents can interact with it. From there, you can grant per-workspace access to users, create and manage tools, and configure how those tools call Databricks APIs or functions.

This integration is managed from a dedicated Databricks integration page inside your AI Agents workspace. Only workspace owners can create or remove integrations, but they can selectively share them with other teammates.

Prerequisites for Using ClickUp with Databricks

Before you connect Databricks to your workspace, make sure you meet the following requirements:

  • You have a Databricks account and workspace URL.
  • You are a ClickUp AI Agents workspace owner or have the required admin privileges.
  • You have permissions in Databricks to authorize third-party integrations and access the data you plan to use.
  • You understand what data your AI Agents will need so you can configure tools responsibly.

Step 1: Open the Databricks Integration Page in ClickUp

To start, you must access the Databricks integration section inside your workspace settings.

  1. Sign in to your ClickUp account.

  2. Navigate to the AI Agents workspace where you want to enable Databricks.

  3. Open the integrations or AI Agents settings area.

  4. Locate and select the Databricks integration option to open the Databricks integration page.

On this page, you can create new integrations, manage existing ones, and review connected tools.

Step 2: Create a New Databricks Integration in ClickUp

Each Databricks workspace you want to connect will be set up as a separate integration inside ClickUp.

  1. On the Databricks integration page, choose the option to create or add a new Databricks integration.

  2. Provide a clear integration name so teammates can recognize its purpose (for example, “Sales Analytics Databricks” or “Marketing Lakehouse”).

  3. Enter the Databricks workspace URL or any requested connection details.

  4. Confirm that you are an authorized owner for this workspace, as only owners can create the integration.

Once the integration is created, you will be ready to link it to your Databricks account.

Step 3: Authorize Databricks with ClickUp

The next step is to authorize Databricks so that ClickUp AI Agents can securely access the workspace.

  1. From the integration detail view, click the button or link to authorize Databricks.

  2. You will be redirected to Databricks (or a secure authorization screen) where you can log in if needed.

  3. Review the permissions requested. These permissions typically allow AI Agents to read and, when configured, write data via tools you set up.

  4. Approve the connection and complete the authorization process.

After authorization, ClickUp will store the connection securely and you will see the Databricks integration listed as active.

Step 4: Manage Workspace Access for ClickUp Databricks Integrations

Integration owners can control who in the workspace is allowed to use each Databricks integration.

Granting Access to a Databricks Integration in ClickUp

  1. Open the Databricks integration page and select the integration you want to manage.

  2. Locate the access or sharing settings.

  3. Add users, groups, or teams who should be able to use this integration with AI Agents.

  4. Optionally limit access to a small set of power users or data specialists.

Restricting access ensures that only authorized teammates can run tools that call Databricks APIs on potentially sensitive data.

Reviewing and Updating Access

Regularly review who can use each Databricks integration inside ClickUp.

  • Remove users who no longer need access.
  • Adjust permissions for new projects or teams.
  • Audit integrations connected to critical Databricks workspaces.

Step 5: Create and Configure Databricks Tools in ClickUp

Once the integration is connected and shared, you can create tools that AI Agents will use to talk to Databricks.

Creating a New Databricks Tool in ClickUp

  1. On the Databricks integration page, find the tools section for your integration.

  2. Click the option to add or create a new tool.

  3. Give the tool a descriptive name, such as “Query Sales Data” or “Generate Forecast Notebook.”

  4. Select the Databricks integration that the tool should use.

Configuring Tool Behavior

Tool configuration defines how AI Agents interact with Databricks through ClickUp.

  • Action type: Choose whether the tool runs a query, calls an endpoint, executes a job, or interacts with notebooks.
  • Parameters: Define input parameters such as date ranges, IDs, or filters that AI Agents can pass at runtime.
  • Output format: Specify whether results are returned as raw data, structured tables, summaries, or formatted text.
  • Safety rules: Limit what operations are allowed (for example, enforcing read-only behavior for certain tools).

Careful configuration ensures that tools are both effective and safe for everyday use inside ClickUp.

Step 6: Use Databricks Tools with ClickUp AI Agents

After you create tools, they become available for AI Agents associated with your workspace.

  1. Open or create an AI Agent in ClickUp that needs Databricks capabilities.

  2. Within the agent configuration, locate the tools section.

  3. Enable one or more tools from your Databricks integration.

  4. Save the AI Agent configuration.

Now, when you interact with the AI Agent, it can automatically call the enabled Databricks tools to complete tasks such as pulling reports, aggregating metrics, or summarizing data.

Step 7: Monitor and Maintain the Databricks Integration in ClickUp

To keep your workflow reliable, regularly maintain the Databricks connection and tools.

Best Practices for Ongoing Management

  • Periodically verify that the Databricks authorization is still valid.
  • Update tools when schemas, tables, or jobs change in Databricks.
  • Revoke access when projects end or when data sensitivity increases.
  • Document each integration and tool so other admins understand their purpose.

Removing or Updating a Databricks Integration

  1. On the Databricks integration page, choose the integration you want to edit or remove.

  2. For updates, change names, descriptions, or workspace details as needed.

  3. To remove the integration, confirm that you understand all related tools and AI Agents will lose access.

  4. Save your changes and inform affected users.

Additional Resources Beyond ClickUp

To deepen your setup or combine the Databricks integration with broader workflow automation, you can explore specialist resources. For strategic guidance on process design, AI automation, and technical integrations, consider consulting experts such as Consultevo.

For the latest official details, supported features, and any changes to the Databricks integration, always refer to the current documentation at the ClickUp Databricks page. Keeping your setup aligned with the official guidance ensures your AI Agents remain secure, powerful, and easy to manage.

Need Help With ClickUp?

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