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Automatically enrich Scoro task details with AI-generated summaries using AI Agent on Latenode. Our visual editor makes customization simple, and pay-per-execution pricing ensures affordable scaling for growing teams. Improve productivity with AI-powered task management.
Connect Scoro and AI Agent in minutes with Latenode.
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Create a New Scenario to Connect Scoro and AI Agent
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 Scoro, triggered by another scenario, or executed manually (for testing purposes). In most cases, Scoro or AI Agent will be your first step. To do this, click "Choose an app," find Scoro or AI Agent, and select the appropriate trigger to start the scenario.
Add the Scoro Node
Select the Scoro node from the app selection panel on the right.
Scoro
Add the AI Agent Node
Next, click the plus (+) icon on the Scoro node, select AI Agent from the list of available apps, and choose the action you need from the list of nodes within AI Agent.
Scoro
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AI Agent
Authenticate AI Agent
Now, click the AI Agent node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your AI Agent settings. Authentication allows you to use AI Agent through Latenode.
Configure the Scoro and AI Agent 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 Scoro and AI Agent 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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AI Agent
Trigger on Webhook
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Scoro
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Scoro, AI Agent, 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 Scoro and AI Agent integration works as expected. Depending on your setup, data should flow between Scoro and AI Agent (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Scoro + AI Agent + Slack: When a project is updated in Scoro, an AI Agent summarizes the updates, and Slack sends the summary to a specified channel to keep the team informed.
Scoro + AI Agent + Google Sheets: Analyze sales data from Scoro using an AI Agent to extract key insights, and then log those insights into a Google Sheet for reporting and tracking.
About Scoro
Use Scoro in Latenode to automate project & client management tasks. Automatically sync data between Scoro and other tools, like accounting or marketing platforms. Create custom workflows to streamline sales, billing, or reporting, using Latenode’s visual editor and flexible API for deeper integration.
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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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How can I connect my Scoro account to AI Agent using Latenode?
To connect your Scoro account to AI Agent on Latenode, follow these steps:
Can I automatically summarize Scoro project updates with AI Agent?
Yes, you can! Latenode lets you trigger AI Agent to summarize Scoro project updates, saving you time and keeping stakeholders informed with concise reports.
What types of tasks can I perform by integrating Scoro with AI Agent?
Integrating Scoro with AI Agent allows you to perform various tasks, including:
Can I use JavaScript code within my Scoro and AI Agent workflows?
Yes! Latenode allows you to incorporate JavaScript code for advanced logic, data transformation, and custom functionality within your Scoro and AI Agent automations.
Are there any limitations to the Scoro and AI Agent integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: