What This Tool Does
Real examples of how the connector helps your AI agent take action; like sending messages, updating records, or syncing data across tools.
Real-Time Lookup
Instantly retrieve forecast signals using Clari
Example
"Show projected close date and amount change for opportunity 0812"
Memory Recall
Access sales forecasting history and deal progression logs.
Example
"Show all forecast adjustments made in Clari during Q3 planning."
Instant Reaction
Notify sales ops when opportunity stage is changed without update.
Example
"Alert if deal moves to Commit stage with no activity."
Autonomous Routine
Track forecast accuracy and stage movement.
Example
"Send weekly pipeline health and forecast accuracy report."
Agent-Initiated Action
Flag stale deals for review.
Example
"Highlight deals with no updates in last 7 days."
Connect with Apps
See which platforms this connector is commonly used with to power cross-tool automation.
Salesforce
Sync forecasted revenue
Google Sheets
Export pipeline insights
Slack
Notify reps on close date changes
Try It with Your Agent
Example Prompt:
"Update forecast in Clari and notify Slack if close date is extended beyond quarter."
How to Set It Up
Quick guide to connect, authorize, and start using the tool in your Fastn UCL workspace.
1
Connect Clari in Fastn UCL: Navigate to the Connectors section and select Clari, then click Connect.
2
Authenticate using Clari credentials to access revenue operations data.
3
Enable “get_forecast” and “track_opportunity” in the Actions tab.
4
Use the AI Agent to review pipeline or update forecasts.
Why Use This Tool
Understand what this connector unlocks: speed, automation, data access, or real-time actions.
