Automate Cloze workflows with AI Agents

Cloze is renowned for intelligent contact management and smart relationship tracking, empowering professionals to build and nurture vital business connections. But what if your team could unlock the full potential of Cloze without ever leaving Slack or Microsoft Teams? With an AI agent powered by Runbear, Cloze workflows become seamlessly woven into your team’s daily collaboration, making relationship data and actionable insights instantly available, automating repetitive tasks, and amplifying team productivity.

About Cloze

Cloze is an AI-driven relationship management platform designed for business professionals and teams that require unified, up-to-date visibility into every interaction with their network. By aggregating emails, calls, calendar events, documents, and even social media touchpoints into a single, structured workspace, Cloze provides holistic contact profiles, automated reminders, and predictive follow-up prompts. Its smart sorting and AI-powered insights help teams prioritize the right relationships at the right time, making it particularly popular in consulting, real estate, financial services, and sales-driven organizations seeking an edge in relationship management and team collaboration. Cloze's appeal lies in its ability to eliminate information silos and manual data entry, bringing much-needed order and intelligence to high-stakes business relationships.

Use Cases in Practice

When you integrate Cloze with a smart AI agent via Runbear, your team’s entire relationship management process becomes frictionless and collaborative. Instead of toggling between apps or manually sharing updates, team members can work together in Slack, Teams, or Discord, asking the AI agent questions about Cloze data, scheduling daily summary reports, and requesting real-time company or contact lookups using natural language. For example, a sales manager could type, “Show upcoming follow-ups for this week,” and receive a prioritized, actionable list for the whole team. Or a support leader might request, “Give me the latest activity history for Acme Corp,” and instantly see logged calls, emails, and notes, boosting cross-team awareness. Even complex reporting—like pipeline status or deal progression—can be visualized as easy-to-read charts, posted directly in the channel every week. This approach not only keeps every team member in sync but also significantly cuts down on context switching and manual data retrieval. Teams have found similar success automating KPI reporting and executive dashboard summaries within Slack using Runbear’s AI capabilities, showing just how transformative these integrations can be.

Cloze vs Cloze + AI Agent: Key Differences

When teams use Cloze alone, relationship data and insights are confined within its web or mobile app, often siloed from daily team communication. By pairing Cloze with an AI agent powered by Runbear, teams unlock hands-free automation, real-time knowledge sharing, and collaborative, context-rich workflows directly where they talk and plan. This shift reduces manual switching, improves response times, and empowers every team member to take informed action faster.

Implementation Considerations

When adopting a Cloze and Runbear integration, teams should consider setup and security: connecting Cloze accounts to Runbear’s AI agent may require administrative permissions and careful mapping of access levels. Training team members to trust and use AI-driven insights within chat platforms is crucial—change management efforts (such as workshops or quickstart guides) can accelerate adoption. Organizations must weigh the incremental cost of additional subscriptions versus the significant time savings from automation and improved collaboration. Strong information governance ensures sensitive contact data is only shared with authorized users. Teams should plan for regular reviews of what should be shared in team channels versus what remains private, and establish clear protocols for AI agent tasks to align with business goals.

Get Started Today

Integrating Cloze with a Runbear AI agent elevates your team from manual, tool-hopping tasks to seamless, conversational collaboration around vital relationship data. Teams gain faster access to insights, smarter coordination, and hands-free automation—making every member more productive and informed. Ready to unlock smarter workflows and sharper team performance? Try the Cloze + Runbear integration and join the next wave of AI-powered team automation today—your future workflows will thank you for it.