clianta
clianta
정보
Clianta is an AI-powered workspace and CRM that unifies your sales data, communication, and productivity tools. By connecting Notion to Clianta, you can:
1. Sync Notion Pages to AI Memory: Let your Clianta AI Co-Pilot answer questions, draft emails, and analyze deals using context retrieved directly from your Notion workspace.
2. Automate Notion Actions in Workflows: Build automated workflows that create pages, update properties, or query Notion databases when CRM triggers occur.
3. Export CRM Reports: Export contact lists, sales pipelines, and summaries directly to your Notion tables and databases.
Clianta protects your data with enterprise-grade encryption, ensuring all tokens and retrieved pages are kept isolated and secure.
기능
- 콘텐츠 읽기, 삽입 및 업데이트이 연결과 공유된 페이지, 데이터베이스, 블록을 읽기, 삽입 및 업데이트 수 있습니다.
- 댓글 읽기 및 추가접근할 수 있는 페이지와 블록에 댓글을 읽기 및 추가 수 있습니다.
- 워크스페이스 사용자 보기이메일 주소를 포함한 워크스페이스 멤버와 게스트에 대한 기본 프로필 상세정보를 읽습니다.
사용 방법
To connect Clianta to your Notion workspace:
1. Log in to your Clianta dashboard (e.g., https://clianta.online).
2. To connect the AI Co-Pilot: Open the AI Chat panel, click the 'Connectors' button, select 'Apps', find Notion, and click 'Connect'.
3. To connect Workflows: Open a workflow draft in the Workflow Builder, add a Notion action step, and click 'Connect Notion' in the configuration panel.
4. In the Notion authorization popup, select the workspace and specific pages or databases you want Clianta to access, then click 'Allow access'.
5. Your integration is ready! You can now start querying databases or building automated page creation steps.
