AI: Perplexity and Cloze Integration

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Enrich Cloze contacts using AI: Perplexity to summarize research on prospects. Latenode's visual editor makes it easier to integrate custom logic and scale lead enrichment affordably.

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AI: Perplexity

Cloze

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect AI: Perplexity and Cloze

Create a New Scenario to Connect AI: Perplexity and Cloze

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 Cloze will be your first step. To do this, click "Choose an app," find AI: Perplexity or Cloze, 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.

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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.

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Run node once

Add the Cloze Node

Next, click the plus (+) icon on the AI: Perplexity node, select Cloze from the list of available apps, and choose the action you need from the list of nodes within Cloze.

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Authenticate Cloze

Now, click the Cloze node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Cloze settings. Authentication allows you to use Cloze through Latenode.

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Configure the AI: Perplexity and Cloze Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Set Up the AI: Perplexity and Cloze Integration

Use various Latenode nodes to transform data and enhance your integration:

  • Branching: Create multiple branches within the scenario to handle complex logic.
  • Merging: Combine different node branches into one, passing data through it.
  • Plug n Play Nodes: Use nodes that don’t require account credentials.
  • Ask AI: Use the GPT-powered option to add AI capabilities to any node.
  • Wait: Set waiting times, either for intervals or until specific dates.
  • Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
  • Iteration: Process arrays of data when needed.
  • Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario

After configuring AI: Perplexity, Cloze, 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 Cloze integration works as expected. Depending on your setup, data should flow between AI: Perplexity and Cloze (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect AI: Perplexity and Cloze

Perplexity + Cloze + Google Sheets: When a research query is performed in Perplexity (this action is not available), the result's summary is saved as a note in Cloze, and the details are logged into a Google Sheets spreadsheet for record-keeping and analysis.

Cloze + Perplexity + Slack: When a new lead is added to Cloze, the information is used to generate a summary using Perplexity. This summary is then posted to a designated Slack channel for the team to review.

AI: Perplexity and Cloze integration alternatives

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.

About Cloze

Use Cloze in Latenode to automate your CRM and sales processes. Automatically update records, trigger follow-ups, and generate reports based on real-time data. Integrate Cloze with other apps like email, calendars, and databases using Latenode's visual editor. Customize flows with JavaScript or AI for advanced lead qualification and faster deal closing.

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FAQ AI: Perplexity and Cloze

How can I connect my AI: Perplexity account to Cloze using Latenode?

To connect your AI: Perplexity account to Cloze on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select AI: Perplexity and click on "Connect".
  • Authenticate your AI: Perplexity and Cloze accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically update Cloze contacts with insights from AI: Perplexity?

Yes, you can! Latenode's advanced logic allows you to enrich Cloze contacts with AI: Perplexity summaries, ensuring your team has context for informed outreach.

What types of tasks can I perform by integrating AI: Perplexity with Cloze?

Integrating AI: Perplexity with Cloze allows you to perform various tasks, including:

  • Summarize AI: Perplexity research and add it as notes in Cloze.
  • Create new Cloze contacts from AI: Perplexity search results.
  • Trigger AI: Perplexity searches based on new Cloze opportunities.
  • Analyze Cloze customer feedback with AI: Perplexity for sentiment.
  • Generate personalized email drafts for Cloze using AI: Perplexity insights.

How secure is the AI: Perplexity integration on Latenode?

Latenode uses secure authentication and encryption to protect your AI: Perplexity and Cloze data during integration and workflow execution.

Are there any limitations to the AI: Perplexity and Cloze integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Rate limits imposed by AI: Perplexity and Cloze APIs may affect workflow speed.
  • Complex AI: Perplexity queries might consume more workflow execution time.
  • Custom data mapping might require JavaScript knowledge for advanced use cases.

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