Automatic Deal creation

One of the most powerful features of Clarify is its ability to automatically detect and create deals from your emails, calendars and meetings.

When enabled, Clarify will suggest and automatically create deals for you, saving you the hassle of manually creating deals and entering in information.

Additionally, you may wish to customize what Clarify considers to be a deal.

For example, if you're a software business that talks to customers, but VCs are not in your ICP, you may not wish to create deals with Venture Capitalists. Similarly, there are some companies that are vendors, not customers.

With additional instructions, you provide Clarify with additional context into who is a customer or not. Automatic deal detection settings can be found in settings from the left hand toolbar.