Integrations

Google Sheets

Managing leads and tasks in Google Sheets becomes much faster with Clio AI integration. No context switching, find needles in haystacks, and get things done efficiently.
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Overview

Google Sheets is a powerful spreadsheet that is used to manage just about everything - sales, support, tasks, projects etc. Now, with Clio AI, intelligently search through all the plethora of Spreadhseets and find what you are looking for, without having to switch contexts.
Features

Clio AI natively integrates with Google Sheets to help businesses stay on top of their data. Google sheets are used to manage just about everything, and Clio helps searching through sheets like a breeze. Filter through comments, linkages, formulas, and data to find what you need when you need it.

Benefits
  • Improved search and Retrieval across all the sheets - created by you or shared within your org.
  • Data governance at Sheet level with only those with access to sheet can search and find data from that sheet in results.
  • Enhanced productivity for everyone. No more going through drive and hoping to find something in the bottomless sea of docs that is Google Drive.

Find what you need across all your apps

Supercharge your company's productivity, spend time on synthesizing insights, not searching for documents.
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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.

Why Clio AI?

Unlock the most obvious-yet-hidden-in-plain-sight growth hack - enable your employees to work on important things, and reduce their cognitive load and time to resolve blockers.

Fast, efficient, and in-context information to make every employee a super performer.

Spend time thinking not searching. Get a demo today.

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