Integrations

Smartsheet

Take your project management to the next level using Clio AI's seamless integration with Smartsheet.
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Overview

Smartsheet is a superior project management tool that helps teams collaborate and achieve their goals efficiently. When integrated with Clio AI, the capabilities of Smartsheets are further enhanced. The Clio AI integration brings in a new dimension of data comprehension, making it easier for teams to understand project progress and take informed decisions. With Clio AI’s adherence to strict data governance, users don't have to worry about data security. All access permissions are carried over from Smartsheets, protecting your sensitive information.
Features

The Clio AI integration with Smartsheets is done through a native interface, ensuring a smooth experience for users. The integration allows cross-functional usage, allowing various teams to surface the right insights at the intersection of multiple sources of data. Clio AI indexes data from Smartsheets, with regular sync times to ensure data is up-to-date. The semantic search feature provided by Clio AI helps users find the information they need quickly and easily.

Benefits
  • Efficient Collaboration: With Clio AI integration, team collaboration becomes more streamlined.
  • Data Comprehension: Clio AI’s quick summary feature makes it easy to understand project data and get a fast overview.
  • Data Security: With strict data governance, Clio AI ensures your project data is secure.
  • Real-time Data: Regular syncs ensure your data is always up-to-date.

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Integrations

Extensible Integrations

Powerful self-serve API helps you extend your integrations to internal products, website knowledge base, and others.

Internal Data Sources

Add custom internal data sources into Clio AI, and you can use our API to index them, and enable periodic sync.

Native Plugins

For prominent use cases, we build native plugins to index data on a consistent basis. You can request them via email or account manager

Data from websites

Connect other sources of company knowledge - internal websites, dashboards, tableau, or main website, and we will index that too.

Custom API endpoint

Using Clio's APIs, you can also build integrations into your favorite apps, and enable one app to sync, query, and show results. (eg: for Slack, Gmail, or Hubspot)
Integrations

Clio AI integrates with 300+ business apps

Search across all apps at once, or just bring content from app to another. Clio AI maximizes your productivity by making it easy to find content across apps.
All integrations

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