Operations Control

Manage active client onboardings and agent performance statistics.

Onboarded Clients
0 Stored in local CRM database
Notion Synced
0 Synced via active integrations
Airtable Synced
0 Pushed to agency boards
Manual Hours Saved
0.0 Based on ~2.5h per intake

Recent Onboardings

Company Contact Project Type Budget Status
No clients onboarded yet. Proceed to 'Onboard Client' tab.

AI Employee Operations

  • Intake Parsing Agent Mistral Large 3 extracts contact, financial, and requirement fields.
  • Brief Strategy Agent Generates comprehensive scoped briefs with deliverables and phases.
  • API Sync Agent Connects to Notion Databases and Airtable bases serverless.

Client Intake Processor

Input a call transcript to launch Clurto's multi-agent data-extraction and brief-writing workflow.

Call Transcript Intake

Agent Console

Waiting for transcript input. Click "Run AI Employee" to launch the intake agents.

Client Directory & Sync Hub

Manage all locally stored clients, view generated briefs, and trigger real-time synchronization with Notion or Airtable databases.

Onboarded Clients

Company Client Contact Project Details Budget / Timeline Sync Targets Actions
No clients onboarded.

Setup Guide

Learn how to configure integrations and retrieve database credentials like Notion and Airtable keys.

Clurto uses the NVIDIA NIM Mistral Large model to parse transcripts and write project briefs.

Steps to obtain key:

  1. Go to the NVIDIA Build Portal.
  2. Sign up for a free developer account (you'll receive free API credits).
  3. Select the Mistral Large 3 model from the list.
  4. Click Get API Key in the upper right.
  5. Copy the key and paste it under the Settings tab in Clurto.

Step A: Create Integration Token

  1. Visit Notion My Integrations.
  2. Click + New integration. Name it "Clurto CRM" and click Submit.
  3. Copy the Internal Integration Secret (starts with secret_...).

Step B: Setup Database & Find ID

  1. Create an inline database in Notion (type /database).
  2. Add these exact columns matching their types:
    • Company (Title / Name)
    • Client Name (Text)
    • Email (Email)
    • Phone (Phone)
    • Budget (Text)
    • Timeline (Text)
    • Project Type (Select)
    • Status (Select)
  3. Open the database full page. Look at the URL: https://notion.so/workspace/DATABASE_ID?v=... The Database ID is the 32-character code after the workspace name and slash, and before the question mark.
  4. Grant permission: Click the ... on your database page -> Add connections -> search and select Clurto CRM.

Step A: Get Personal Access Token (PAT)

  1. Visit the Airtable Token Creator.
  2. Click Create Token. Name it "Clurto Onboarding".
  3. Select scopes: data.records:read and data.records:write.
  4. Give it access to your target Base, click Create, and copy the token.

Step B: Base ID & Table Setup

  1. Create a table named "Clients" in your Airtable base.
  2. Add columns with these exact text headers:
    • Company Name
    • Client Name
    • Email
    • Phone
    • Budget
    • Timeline
    • Project Type
    • Pain Points
    • Requirements
    • Brief
    • Status
  3. Find your Base ID (starts with app...) by selecting your Base at airtable.com/api.

Integration Hub

Connect Clurto to your active service platforms. Settings are securely stored in your browser's local storage.

Required for client detail extraction and Markdown project brief compilation.

Leave blank to use default provided token.

Automatically logs the onboarded company profiles and adds generated project briefs inside a custom database.

Found in your Notion URL. Make sure the Integration is connected to this database page!

Creates individual rows mapping structured fields (Contact details, Budgets, Timelines) for team onboarding pipelines.

All changes saved automatically.