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How to connect Clio and Deepgram
Create a New Scenario to Connect Clio and Deepgram
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 Clio, triggered by another scenario, or executed manually (for testing purposes). In most cases, Clio or Deepgram will be your first step. To do this, click "Choose an app," find Clio or Deepgram, and select the appropriate trigger to start the scenario.
Add the Clio Node
Select the Clio node from the app selection panel on the right.
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Add the Deepgram Node
Next, click the plus (+) icon on the Clio node, select Deepgram from the list of available apps, and choose the action you need from the list of nodes within Deepgram.
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Authenticate Deepgram
Now, click the Deepgram node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Deepgram settings. Authentication allows you to use Deepgram through Latenode.
Configure the Clio and Deepgram 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 Clio and Deepgram 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 Clio, Deepgram, 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 Clio and Deepgram integration works as expected. Depending on your setup, data should flow between Clio and Deepgram (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Clio and Deepgram
Clio + Deepgram + Slack: When a new communication is created in Clio, the audio file from the communication is transcribed using Deepgram. A summary of the transcript is then sent to a designated Slack channel for easy review and team collaboration.
Clio + Deepgram + Google Docs: When a new communication is created in Clio, Deepgram transcribes the audio file. The transcription is then saved as a new document in Google Docs, and linked to the relevant client in Clio by creating a new note in Clio with a link to the Google Docs document.
Clio and Deepgram integration alternatives
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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About Deepgram
Need to transcribe audio/video inside your Latenode automations? Deepgram offers fast, accurate speech-to-text. Connect it to your workflows for automated meeting summaries, content analysis, or customer support monitoring. Fine-tune results with custom vocabularies, all within Latenode's visual interface and code blocks.
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See how Latenode works
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FAQ Clio and Deepgram
How can I connect my Clio account to Deepgram using Latenode?
To connect your Clio account to Deepgram on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Clio and click on "Connect".
- Authenticate your Clio and Deepgram accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I transcribe client calls using Clio and Deepgram?
Yes, you can! Latenode lets you automate call transcription and analysis. Gain key insights from client interactions instantly, thanks to Latenode's efficient workflows.
What types of tasks can I perform by integrating Clio with Deepgram?
Integrating Clio with Deepgram allows you to perform various tasks, including:
- Automatically transcribe recorded client meetings stored in Clio.
- Analyze call transcripts for sentiment and key discussion points.
- Create summaries of transcribed calls to improve team collaboration.
- Index call transcripts for easier searching within Clio records.
- Trigger follow-up tasks based on keywords identified in Deepgram.
How do I access Clio data within my Latenode workflows?
Simply use the Clio node to connect to your account and retrieve data. Latenode's visual editor makes it easy to map Clio fields.
Are there any limitations to the Clio and Deepgram integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Large audio files may take longer to process depending on Deepgram's API load.
- The integration requires active subscriptions to both Clio and Deepgram.
- Custom Clio fields may need specific mapping configurations in Latenode.
