clianta
clianta
簡介
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.
功能
- 讀取、插入和更新內容可以讀取、插入和更新此連接共享的頁面、資料庫和區塊。
- 讀取和加入 個留言可以在有權存取的頁面和區塊上讀取和加入留言。
- 查看工作空間使用者讀取工作空間成員與訪客的基本個人檔案詳細資料，包括其電子郵件地址。
使用方式
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.
