8-minute read · Allow 15–20 minutes to complete all steps
Clarify connects to your email and calendar and builds your CRM automatically — capturing contacts, meetings, and deal activity without manual data entry. Most teams see their first meeting summaries and auto-populated contacts within 24–48 hours of connecting.
This guide walks you through setup and your first week of using Clarify. Each step builds on the last. By the end of Day 7, you'll have a live CRM, recorded meetings, and your team using Clarify together.
Step 1: Connect your accounts
Day 1 — ~5 minutes
This is the single most important step. Without it, Clarify can't see your emails, calendar, or meetings — and nothing else in this guide will work.
⚠️ Before you connect: Set up your email blocklist first. Go to Settings > Workspace > Email & meetings and add any domains you want to exclude — personal email, newsletters, recruiters, vendors. Once you connect your accounts, Clarify's initial sync creates contact records from your email history immediately. Setting up the blocklist first prevents irrelevant contacts from being created.
Go to Settings > Account > Connected accounts and connect your email and calendar.
What happens when you connect:
Clarify imports your email history and creates contact records for everyone you've communicated with
Your calendar syncs and Clarify identifies meeting participants
Clarify automatically enriches company information from public sources
Meeting recording and summaries begin for all future meetings
Sync timing: Your first sync takes 10–30 minutes depending on your inbox size. You'll see a progress bar in Connected accounts while it runs.
Note: Clarify connects to one workspace at a time. Each team member needs to connect their own accounts individually.
Step 2: Set your recording preferences
Day 1 — ~2 minutes
Configure how Clarify records your meetings before your next call.
Workspace default (Settings > Workspace > Call recording):
Option | What it does |
External only (recommended) | Records meetings with people outside your company |
All | Records every meeting automatically |
None | No automatic recording — you start recordings manually |
Your personal setting (Settings > Account > Call recording):
Your account-level setting overrides the workspace default. If your company records all calls but you want to exclude certain meetings, set your personal preference accordingly.
Meeting privacy:
Clarify excludes private calendar events by default. To include them, go to Settings > Workspace > Email & meetings and enable "Include private meetings."
Team visibility:
Recorded meetings are not visible to teammates by default — only participants can see them. A workspace admin can enable broader meeting visibility if your team wants shared access. To learn more, see Meeting Privacy 101: Who Can See Your Meetings?
Note: The recorder name and appearance you set apply to your entire workspace, not just your personal meetings. Every participant in a recorded meeting will see the same bot name and avatar.
Step 3: Configure your workspace
Days 2–3 — ~10 minutes
Three settings that make Clarify significantly smarter about your business. Don't skip these — they directly affect the quality of your AI summaries, deal detection, and contact organisation.
Add your company email domains
Go to Settings > Workspace > General settings and add every email domain your team uses (e.g. @yourcompany.com, @yoursubsidiary.com).
Why it matters: This tells Clarify who's on your team vs. who's a customer or lead. Without it, internal emails may show up as deal activity and your contact lists will be noisy.
Describe your business
Go to Settings > Workspace > Intelligence settings > Business description.
Clarify generates a business description automatically. Review it and refine it — the more accurate it is, the better your meeting summaries, deal detection, and AI suggestions will be.
What to check: Make sure it covers your business model, ideal customer, key products, and what signals indicate a sales opportunity. Add detail if anything is missing or generic.
Example:
We're a B2B SaaS company selling workflow automation to mid-market operations teams. A deal signal is when someone asks about pricing, a trial, or integrations with their existing stack.
Configure email filtering
Go to Settings > Workspace > Email & meetings to control what syncs to Clarify:
Email blocklist: Exclude specific domains or addresses (personal email, newsletters, HR)
Internal communications: Choose whether internal emails sync (email, meetings, all, or none)
Record creation rules:
Always — all emails create records except blocked ones
Selective — only emails you reply to create contact records
Disabled — no records created automatically from email
Step 4: See what Clarify built for you
Days 2–4 — ~5 minutes
After connecting and configuring, take a look at what Clarify has assembled.
Your home page
Your home page shows a daily briefing: upcoming meetings with prep notes, recent activity across your deals, tasks, and AI-generated insights. Check it each morning — it's designed to replace your manual pipeline review.
Your first meeting summary
After your first recorded meeting, find the summary in the meeting record. It includes key topics, action items, and deal signals. If the summary isn't quite right, refine your business description (Step 3) — the AI uses that context to generate better summaries going forward.
Your contacts and companies
Clarify auto-creates contact and company records from your email history. Find them in People and Companies. Each record shows email history, meeting history, and enrichment data pulled from public sources.
Create your first deal: If you spot an opportunity in your pipeline or want to track one manually, go to Deals in the left sidebar and click New deal. Set the deal name, stage, value, and link it to a company. Clarify will also detect deals automatically from your email and meeting activity — but creating one manually helps you learn how the pipeline works.
Credits
Clarify uses credits for AI-powered features:
Feature | Credit cost |
Background enrichment (company/contact data) | Free |
AI Fields autofill | 3–30 credits per record |
Lead Finder imports | Credits per person |
Check your credit balance at Settings > Workspace > Billing.
Step 5: Invite your team
Days 4–7 — ~2 minutes per person
Your team gets shared access to deals, meetings, and briefings when everyone connects their accounts.
To invite teammates: Go to Settings > Workspace > Manage members > Invite member.
Roles:
Role | What they can do |
Admin | Manage workspace settings, invite/remove members, access billing |
Member | Full access to all Clarify features; cannot change workspace settings |
Important: Each team member needs to complete Steps 1–3 individually. Clarify captures data per person — one email/calendar connection per person.
What to explore next
Now that you're set up:
Your Home Page — Understanding your daily briefing and how to act on it
Meeting Intelligence — What's in your meeting summaries and how to improve them
AI Fields — Auto-fill deal and contact fields with AI suggestions
Rep (Sales Agent) — Ask your AI assistant questions about your pipeline
Manage Members — Roles, permissions, and visibility settings
FAQ: Common questions in your first week
Why isn't my email syncing yet?
Sync takes 10–30 minutes. Check Settings > Account > Connected accounts for a progress bar. If it's been over an hour, try disconnecting and reconnecting.
I don't see any contacts — what happened?
Contacts are created from your email history, so you'll only see people you've actually emailed. If you just connected, allow 10–30 minutes for the initial sync to complete.
Can my whole team see my meetings?
Not by default. Recorded meetings are visible only to participants. A workspace admin can enable broader meeting visibility for the team. See Meeting Privacy 101 for full details.
What are credits and how many do I have?
Credits are used for AI features like AI Fields autofill (3–30 per record). Background enrichment is free and doesn't use credits. Check your balance at Settings > Workspace > Billing.
How do I delete my account?
Admins can remove members from Settings > Workspace > Manage members. To delete the entire workspace, contact support.
A feature I expected isn't here — what's going on?
A few things new users often look for: email attachments aren't currently supported, task limits apply on some plans, and some features (like the API) are in early access. See Billing & pricing for plan details.