Cloze integration
Cloze automatically keeps track of your email, phone calls, text messages, meetings, documents, Evernote, LinkedIn, Facebook, and Twitter.
What your agents can do with Cloze
6 pre-built Cloze tool steps, ready to drop into any agent. Anything they do not cover, an agent can reach with an authenticated API call.
Actions (3)
Create Or Update Project
Create a new project or merge updates into an existing one.
Create Or Update Company
Create a new company or enhance an existing company within Cloze. Companies can be created with just a domain name or both a name and another unique identifier such as a phone number and email address.
Create Note
Creates a note in Cloze.
Triggers (3)
Project Change (Instant)
Emit new event when a significant change occurs in a project.
Person Change (Instant)
Emit new event when significant changes happen to a person.
Company Change (Instant)
Emit new event when significant changes regarding a company are detected.
Set up Cloze in Relevance AI
Do this once. Every agent in your workspace can then use the connection.
Create a Relevance AI account
Sign in, or create a free account. You do not need to be a developer to set this up.
Connect your Cloze account
In Relevance AI, open Integrations and add Cloze. You will be sent to Cloze to sign in and approve access, and the connection is stored against your workspace.
Use Cloze in an agent
Create a tool, add a Cloze tool step, and connect it to an agent. The agent fills in the step's inputs each time it runs.
Put Cloze to work in your agents
Connect Cloze alongside 1,800+ other integrations and let your agents run the busywork.