Cluely AI API Access: Build Custom Meeting Workflows

Cluely AI isn’t just another ai meeting assistant—it’s a programmable layer for your entire meeting intelligence stack. With its robust RESTful API, teams can extend Cluely’s real-time transcription, speaker analytics, action item extraction, and post-meeting insights beyond the native web and desktop apps—embedding them directly into CRMs, internal knowledge bases, sales enablement platforms, or custom dashboards. Whether you’re a sales ops lead automating follow-up triggers after discovery calls or an engineering manager syncing meeting outcomes to Jira tickets, Cluely AI API access unlocks true workflow autonomy.

This tutorial walks through everything you need to know to build production-ready integrations—no guesswork, no outdated docs. We’ll cover authentication, core endpoints, practical use cases with code snippets, error handling best practices, and how to stay compliant with Cluely’s rate limits and data policies. If you’ve been searching for a reliable cluely tutorial that bridges theory and implementation—or evaluating Cluely AI as part of your broader ai meeting assistant strategy—you’re in the right place.

Getting Started: API Access & Authentication

Cluely AI API access is available on Business and Enterprise plans. To begin, navigate to your Cluely account settings → Developer → API Keys. Here, you’ll generate a scoped API key (e.g., read:transcripts, write:notes, webhook:events). Each key is tied to your organization and rotates automatically every 90 days unless manually revoked.

Authentication uses Bearer token authorization:

curl -X GET https://api.cluely.ai/v1/meetings/latest \
  -H "Authorization: Bearer sk_live_abc123xyz" \
  -H "Content-Type: application/json"

⚠️ Never hardcode keys in client-side code or public repositories. Use environment variables or secret managers (e.g., HashiCorp Vault, AWS Secrets Manager) in production.

Cluely supports OAuth 2.0 for enterprise SSO integration. For full details—including scopes, redirect URIs, and token refresh flows—see our more tutorials section on secure auth patterns.

Core Endpoints You’ll Use Most

Cluely’s API is organized around meeting lifecycle events. The most frequently used endpoints include:

`GET /v1/meetings` — List and Filter Meetings

Returns paginated meeting metadata (ID, title, start/end time, participants, duration). Add query parameters to filter by date range, participant email, or status (completed, in_progress, failed).

Example: Fetch all completed meetings from your sales team last week:

curl -X GET "https://api.cluely.ai/v1/meetings?status=completed&start_time=2024-05-20T00:00:00Z&end_time=2024-05-27T00:00:00Z&participant_email=sales@yourcompany.com" \
  -H "Authorization: Bearer sk_live_abc123xyz"

`GET /v1/meetings/{id}/transcript` — Retrieve Structured Transcript

Returns speaker-segmented, timestamped text with confidence scores and optional sentiment annotations (if enabled in your plan). The response includes speaker_id, start_ms, end_ms, and text—ideal for downstream NLP pipelines.

Tip: Use ?format=plain to get clean, unsegmented text for LLM summarization; use ?format=json for full fidelity.

`POST /v1/meetings/{id}/notes` — Push Custom Notes or Action Items

Cluely allows programmatic insertion of notes tied to specific timestamps or speakers. This is especially powerful when syncing CRM updates (e.g., “Follow up with prospect re: pricing tier” → auto-created as a task in Asana).

{
  "note": "Sent proposal v2.3 via DocSend. Awaiting signature.",
  "timestamp_ms": 482100,
  "assignee": "jane@yourcompany.com",
  "tags": ["proposal", "follow_up"]
}

`POST /v1/webhooks` — Configure Real-Time Event Delivery

Instead of polling, register a webhook to receive instant notifications for meeting.completed, action_item.created, or summary.generated. Cluely signs each payload with an X-Cluely-Signature header using HMAC-SHA256—verify it server-side before processing.

Webhook payloads include meeting_id, event_type, and payload (e.g., extracted topics, top questions asked, speaker talk-time %). This powers live coaching alerts, Slack summaries, or QA flagging in customer support huddles.

Real-World Integration Examples

Example 1: Auto-Create Salesforce Tasks from Action Items

Sales reps often miss follow-ups buried in meeting notes. With Cluely AI API, you can extract action items and push them as tasks to Salesforce:

Poll GET /v1/meetings/{id}/summary for action_items array.
Parse each item for assignee, due date (if mentioned), and context.
POST to Salesforce REST API /services/data/v60.0/sobjects/Task/ with subject, owner ID, and description.

Bonus: Use Cluely’s speaker_id mapping to auto-assign based on who committed (“I’ll send the contract” → assign to speaker’s Salesforce user ID).

Example 2: Internal Wiki Sync for Product Team Retrospectives

Product managers run weekly retros. Instead of copying/pasting notes manually:

Trigger GET /v1/meetings/{id}/transcript?format=plain + GET /v1/meetings/{id}/summary.
Combine into a Markdown template with headings like ## Key Decisions, ## Open Questions, ## Next Steps.
Use Confluence REST API (POST /rest/api/content) to create or update a dedicated page titled Retrospective — {date}.

Cluely’s consistent JSON schema means your script works across all meetings—no manual cleanup required.

Example 3: Real-Time Coaching Alerts in Zoom Chat

For sales training teams, embed Cluely insights during the call. Using Zoom’s Marketplace app SDK + Cluely’s Webhook API:

Register a webhook for meeting.in_progress events.
When Cluely detects low talk-time balance (<30% for rep), high filler word density (>8%), or unanswered objections, fire a message to Zoom Chat via Zoom’s Chat SDK.
Message appears inline: “You’ve spoken for 22% of this call so far. Try asking an open-ended question.”

This transforms Cluely from a post-hoc tool into a live ai meeting assistant—exactly what top-performing teams rely on.

Best Practices for Production Integrations

Building a one-off script is easy. Scaling it across hundreds of users requires discipline. Here’s what seasoned Cluely API users do differently:

Respect Rate Limits & Retry Logic

Cluely enforces rate limits per API key: 100 requests/minute, burstable to 200. Exceeding triggers HTTP 429. Always:

Check X-RateLimit-Remaining and X-RateLimit-Reset headers.
Implement exponential backoff (e.g., retry after 1s, then 2s, then 4s) on 429s.
Queue long-running jobs (e.g., bulk transcript exports) via background workers (Celery, BullMQ).

Handle Data Freshness Correctly

Transcripts and summaries are generated asynchronously. A meeting.completed webhook fires before analysis finishes. Always check analysis_status in GET /v1/meetings/{id}:

pending: Analysis queued
processing: In progress
completed: Ready for transcript and summary endpoints
failed: See analysis_error for root cause

Poll with jittered intervals (e.g., 5s → 10s → 20s) rather than tight loops.

Secure & Audit Your Integrations

Log all API calls (request ID, timestamp, endpoint, status) for debugging and compliance.
Rotate API keys quarterly—even if unused.
Never log full transcripts or PII in plaintext logs. Use Cluely’s built-in redaction (enabled via redact_pii=true query param) for sensitive fields like phone numbers or emails.

Troubleshooting Common Issues

Issue	Likely Cause	Fix
`401 Unauthorized`	Expired or malformed API key	Regenerate key in Developer settings; verify `Bearer` prefix and spacing
`404 Not Found` on `/v1/meetings/{id}`	Meeting ID doesn’t exist or isn’t accessible to your org scope	Confirm meeting was recorded after your API key was created and belongs to your domain
Empty `action_items` array	Action item detection disabled or confidence threshold too high	In Cluely Admin Console → Settings → AI Behavior → adjust `Action Item Confidence Threshold` (default: 0.75)
Webhook timeout or failed delivery	Your endpoint took >5s to respond or returned non-2xx	Optimize endpoint latency; return 200 immediately, process async

Need deeper diagnostics? Cluely logs all API requests for 30 days. Contact support with your request ID (found in X-Request-ID header) for trace-level inspection.

Conclusion: What You Can Build Today

Cluely AI API access isn’t about replacing the app—it’s about making Cluely invisible, woven into the tools your team already trusts. Whether you’re building a custom dashboard for executive meeting KPIs, auto-generating sprint retrospectives, or feeding insights into your LLM-powered coaching bot, the foundation is ready.

Key takeaways:

✅ Start with scoped API keys—not admin-wide tokens.
✅ Prefer webhooks over polling for real-time responsiveness.
✅ Always validate analysis_status before fetching transcripts or summaries.
✅ Use Cluely’s native redaction and tagging features to reduce preprocessing overhead.
✅ Test integrations against Cluely’s sandbox environment first (available on Enterprise plans).

If you’re evaluating Cluely AI for your org, our cluely review compares it head-to-head with Otter.ai, Fireflies, and Gong across accuracy, privacy, and extensibility. And for more technical depth, browse Integrations tutorials to explore Zapier, Make.com, and custom Python connectors.

Ready to go deeper? contact us for API architecture reviews or co-building a proof-of-concept tailored to your stack.