Getting Started

Create a client

• Use the client creation endpoint to add your client to Claras
• Optionally provide your own identifier (e.g. client's email or your CRM ID) for easy reference in future API calls
• Link the client to an adviser by providing either their Claras profile ID (from the profiles endpoint) or their email address

Upload the recording

• Request a signed upload URL via the file upload endpoint, specifying the audio file type
• You'll receive a file ID and temporary URL
• Upload your recording file directly to the provided URL

Validate the upload

• Once the file is uploaded, finalise it using the complete upload endpoint
• Provide the file ID received earlier and the adviser who conducted the meeting
• The file will be validated and linked to your practice

Link to a meeting

• Check for any existing draft meetings using the client's meetings endpoint
• If no suitable draft exists, create a new meeting via the meetings endpoint
• Provide the client ID/identifier, recording file ID, template ID, and meeting date

Generate the file note

• Trigger processing via the process meeting endpoint
• Claras will automatically transcribe the recording and generate the file note
• The meeting status will update as it progresses through transcription and processing

Updated on: 10/02/2025