Cloze and AI: Perplexity Integration

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Enrich Cloze leads with AI: Perplexity insights using Latenode's visual editor. Automate research and personalize outreach using AI, scaling affordably with usage-based pricing and custom JavaScript logic.

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Cloze

AI: Perplexity

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Cloze and AI: Perplexity

Create a New Scenario to Connect Cloze and AI: Perplexity

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 Cloze, triggered by another scenario, or executed manually (for testing purposes). In most cases, Cloze or AI: Perplexity will be your first step. To do this, click "Choose an app," find Cloze or AI: Perplexity, and select the appropriate trigger to start the scenario.

Add the Cloze Node

Select the Cloze node from the app selection panel on the right.

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Cloze

Configure the Cloze

Click on the Cloze node to configure it. You can modify the Cloze URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Sign In

Run node once

Add the AI: Perplexity Node

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

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Cloze

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AI: Perplexity

Authenticate AI: Perplexity

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

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Connect AI: Perplexity

Sign In

Run node once

Configure the Cloze and AI: Perplexity 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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AI: Perplexity Oauth 2.0

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The action ID

Run node once

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

Most powerful ways to connect Cloze and AI: Perplexity

Cloze + AI: Perplexity + Slack: When a Cloze contact is updated, Perplexity AI summarizes the updates and sends a summary to a specified Slack channel.

Cloze + AI: Perplexity + Google Sheets: Analyze sales calls from Cloze using Perplexity AI. Log the insights and action items derived from the analysis into a Google Sheet.

Cloze and AI: Perplexity integration alternatives

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.

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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FAQ Cloze and AI: Perplexity

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

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

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

Can I summarize Cloze email threads with AI: Perplexity?

Yes, easily! Latenode lets you automate summaries of Cloze threads using AI: Perplexity. Save time and extract key insights from your communications effortlessly.

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

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

  • Enriching Cloze contact profiles with AI-generated insights from AI: Perplexity.
  • Automatically drafting personalized email responses within Cloze using AI: Perplexity.
  • Analyzing customer sentiment from Cloze interactions using AI: Perplexity.
  • Generating leads summaries from notes in Cloze using AI: Perplexity.
  • Creating automated reports on sales opportunities with AI: Perplexity analysis.

How secure is my Cloze data when using Latenode?

Latenode uses advanced encryption and security protocols to ensure your Cloze data remains secure during integration.

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

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

  • Rate limits imposed by Cloze and AI: Perplexity may affect workflow speed.
  • Complex AI prompts might require advanced Latenode skills and JavaScript.
  • Initial setup requires API keys and understanding of Cloze/AI: Perplexity APIs.

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