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Automatically enrich Clio client profiles with AI-powered research from AI: Perplexity. Latenode's visual editor makes complex integrations easy, while affordable pricing means you only pay for the execution time needed to enhance each profile.
Connect AI: Perplexity and Clio in minutes with Latenode.
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Create a New Scenario to Connect AI: Perplexity and Clio
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a AI: Perplexity, triggered by another scenario, or executed manually (for testing purposes). In most cases, AI: Perplexity or Clio will be your first step. To do this, click "Choose an app," find AI: Perplexity or Clio, and select the appropriate trigger to start the scenario.
Add the AI: Perplexity Node
Select the AI: Perplexity node from the app selection panel on the right.
AI: Perplexity
Configure the AI: Perplexity
Click on the AI: Perplexity node to configure it. You can modify the AI: Perplexity URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Clio Node
Next, click the plus (+) icon on the AI: Perplexity node, select Clio from the list of available apps, and choose the action you need from the list of nodes within Clio.
AI: Perplexity
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Clio
Authenticate Clio
Now, click the Clio node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Clio settings. Authentication allows you to use Clio through Latenode.
Configure the AI: Perplexity and Clio 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: Perplexity and Clio 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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Clio
Trigger on Webhook
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AI: Perplexity
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring AI: Perplexity, Clio, and any additional nodes, don’t 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 “Run once” and triggering an event to check if the AI: Perplexity and Clio integration works as expected. Depending on your setup, data should flow between AI: Perplexity and Clio (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Clio + Perplexity + Slack: When a new Activity is created in Clio related to legal research, run the activity details as a query in Perplexity, then post a summary of the results to a dedicated Slack channel.
Clio + Perplexity + Google Docs: When a new Matter is created in Clio, use the Matter details to run legal queries in Perplexity, then create a Google Doc with the research results for the client file.
About AI: Perplexity
Integrate Perplexity AI in Latenode to automate research and content creation. Get instant, accurate answers and summaries inside your workflows. Use AI: Perplexity to enrich data, generate reports, or classify information. Automate complex tasks by combining AI results with other apps and logic in Latenode.
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About Clio
Automate legal workflows with Clio in Latenode. Sync client data, trigger document generation, and manage tasks based on case updates, avoiding manual data entry. Integrate Clio with other apps like email and payment gateways for streamlined legal process automation. Latenode’s visual editor makes building these flows simple.
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How can I connect my AI: Perplexity account to Clio using Latenode?
To connect your AI: Perplexity account to Clio on Latenode, follow these steps:
Can I summarize legal documents with AI and save them to Clio?
Yes, you can! Latenode lets you automate document summarization using AI: Perplexity and then save the results directly into Clio, saving time and improving document management.
What types of tasks can I perform by integrating AI: Perplexity with Clio?
Integrating AI: Perplexity with Clio allows you to perform various tasks, including:
How secure is my data when integrating AI: Perplexity with Clio on Latenode?
Latenode employs robust security measures, including encryption and secure authentication, to protect your data during the integration process.
Are there any limitations to the AI: Perplexity and Clio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: