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Automatically enrich new Streak leads with AI Agent insights. Latenode lets you bring your own AI keys and models to qualify leads, while flexible JavaScript nodes handle complex data transformations affordably.
Connect AI Agent and Streak in minutes with Latenode.
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Create a New Scenario to Connect AI Agent and Streak
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a AI Agent, triggered by another scenario, or executed manually (for testing purposes). In most cases, AI Agent or Streak will be your first step. To do this, click "Choose an app," find AI Agent or Streak, and select the appropriate trigger to start the scenario.
Add the AI Agent Node
Select the AI Agent node from the app selection panel on the right.
AI Agent
Configure the AI Agent
Click on the AI Agent node to configure it. You can modify the AI Agent URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Streak Node
Next, click the plus (+) icon on the AI Agent node, select Streak from the list of available apps, and choose the action you need from the list of nodes within Streak.
AI Agent
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Streak
Authenticate Streak
Now, click the Streak node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Streak settings. Authentication allows you to use Streak through Latenode.
Configure the AI Agent and Streak Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the AI Agent and Streak Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Streak
Trigger on Webhook
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AI Agent
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring AI Agent, Streak, and any additional nodes, donβt forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking βRun onceβ and triggering an event to check if the AI Agent and Streak integration works as expected. Depending on your setup, data should flow between AI Agent and Streak (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Streak + AI Agent + Slack: When a new contact is added in Streak, their information is sent to an AI Agent for summarization. The summary is then posted to a designated Slack channel.
Streak + AI Agent + Gmail: When a new comment is added to a box in Streak, the comment text is analyzed by an AI Agent to draft a follow-up email in Gmail.
About AI Agent
Use AI Agent in Latenode to automate content creation, data analysis, or customer support. Configure agents with prompts, then integrate them into workflows. Unlike standalone solutions, Latenode lets you connect AI to any app, scale automatically, and customize with code where needed.
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About Streak
Use Streak in Latenode to automate sales pipeline tasks. Automatically update deals, trigger follow-ups, or sync data with other apps when stages change. Integrate Streak with your marketing automation or billing systems using Latenode's visual builder, custom code, and affordable execution-based pricing. No per-step fees, full API control.
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How can I connect my AI Agent account to Streak using Latenode?
To connect your AI Agent account to Streak on Latenode, follow these steps:
Can I automatically qualify leads using AI and Streak?
Yes, you can! Latenode's AI blocks filter leads in Streak based on AI Agent analysis, saving sales teams hours of manual qualification and improving conversion rates.
What types of tasks can I perform by integrating AI Agent with Streak?
Integrating AI Agent with Streak allows you to perform various tasks, including:
HowdoIcustomizeAI Agentintegrationworkflows inLatenode?
Latenode allows you to tailor AI Agent + Streak workflows using JavaScript, no-code logic, and prompt engineering for advanced personalization and data handling.
Are there any limitations to the AI Agent and Streak integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: