Connect Concord CLM and Speak Ai

Both apps 43Concord CLM 19Speak Ai 24

• Trigger
  New agreement

  Triggers when a new agreement appears in the selected Concord organization.

• Action
  Add agreement

  Creates a new agreement in a Concord organization, either as a blank draft, template or contract, or from an existing template or contract. Returns the new agreement's identifiers.

• Action
  Add attachment

  Uploads a file and attaches it to a Concord agreement, and returns the ID of the new attachment.

• Action
  Add folder

  Creates a new folder inside an existing folder of a Concord organization and returns the new folder.

• Action
  Add member to agreement

  Invites a person to an agreement by email with the chosen permission level and sends them an invitation message. Returns the agreement's id, unique identifier and status.

• Action
  Create a New Document From a Template

  Creates a new Concord document from an automated template, filling in its variables and optionally inviting people to it.

• Action
  Create an Executed Document

  Creates an agreement in Concord with the status of an executed contract, rather than a draft or template. Returns the new agreement's identifiers.

• Action
  Create webhook - Document Fully Approved

  Creates a Concord webhook integration that calls the given URL when an agreement is fully approved.

• Action
  Create webhook - Document Fully Signed

  Creates a Concord webhook integration that calls the given address when an agreement is fully signed.

• Action
  Create webhook - Signature Provided

  Creates a Concord webhook integration that calls the given address whenever a new signature is added to an agreement.

• Action
  Delete agreement

  Permanently deletes an agreement from a Concord organization.

• Action
  Get agreement

  Returns one Concord agreement by its UID, including its title, status, folder, tags, permission and creation details. An error occurs if the agreement is not found.

• Action
  List agreements

  Returns the agreements in a Concord organization's inbox, filtered by stage and optionally by creator, tags, dates, parties and search text.

• Action
  List automated templates

  Returns the automated templates available in a Concord organization, with each template's id, title and description.

• Action
  List folders

  Returns the folder tree of a Concord organization: the root folder with its nested subfolders, access settings and document counts.

• Action
  List organizations

  Returns every Concord organization the connected user belongs to, including each organization's name, subscription, and the user's role in it.

• Action
  Move agreement

  Moves an agreement into a different folder in a Concord organization.

• Action
  Request signature

  Requests signatures on an agreement from its signers. Colleagues are added to the agreement, external signers are emailed an invitation, and when a signing order is enabled the request goes to the next signer in that order.

• Action
  Update agreement

  Updates the status of an existing Concord agreement, setting it to Signing or Broken.

• Trigger
  New Magic Prompts Response

  Fires when Speak AI finishes answering an AI Chat (Magic Prompt) and delivers the final answer.

• Action
  Add Automation

  Create a new Speak AI automation.

• Action
  Add Field

  Creates a new custom field in your Speak AI account.

• Action
  Add Folder

  Create a new folder to organize media, text notes, and recordings.

• Action
  Ask AI Chat

  Ask a question about one or more media items or a folder and get the AI chat answer back.

• Action
  Delete Automation

  Delete an automation.

• Action
  Delete Folder

  Delete a folder.

• Action
  Delete Media

  Delete a media file from Speak AI.

• Action
  Delete Text Note

  Delete a text note.

• Action
  Get Media Insights

  Loads the analysis results (transcript, keywords, topics, sentiment, named entities, summary) for a Speak AI audio or video file.

• Action
  Get Media Status

  Gets the processing status and basic details of a Speak AI audio or video file.

• Action
  Get Media Transcript

  Get the transcript of a media file.

• Action
  Get Text Note Insight

  Gets the analysis insights (keywords, entities, intents, sentiment) for a Speak AI text note.

• Action
  List Automations

  List the automations (trigger + action workflows) configured in Speak AI.

• Action
  List Fields

  Lists the custom fields defined in your Speak AI account.

• Action
  List Folders

  List the folders in the account.

• Action
  List Media

  List the media files (audio/video) in the account's Speak AI library.

• Action
  Run Magic Prompt

  Runs a Magic Prompt (Speak AI's AI Chat) against your media, folders or fields and returns the AI's answer.

• Action
  Update Automation

  Updates an existing Speak AI automation: its name, trigger, steps, schedule and active state.

• Action
  Update Folder

  Update a folder's name or settings.

• Action
  Update Media

  Rename a Speak AI media file and update its description, tags, folder, assignee, note, status or creation date.

• Action
  Update Text Note

  Update the content of an existing text note.

• Action
  Upload File to Transcribe and Analyze

  Uploads new audio or video files for automatic transcription and analysis.

• Action
  Upload Text Note to Analyze

  Uploads new text notes for automatic insight analysis.

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