12-minute read · Allow 30–35 minutes to complete all steps

Clarify connects to your email and calendar and builds your CRM from them - contacts, companies, meetings, and deal activity, without manual data entry. Rep, Clarify's AI assistant, sits on top of all of it: ask it about a customer, have it prep your next call, or get it to build a list or a dashboard.

Your setup starts as a chat with Rep. It asks how to record your meetings, connects your calendar and email, researches your company, proposes starter lists and fields, and offers to invite your teammates. This guide picks up from there: it checks what that chat set up, fills the gaps, and gets you and your team using Clarify by the end of Day 7.

Day 1 - ~5 minutes

This is the single most important step. Without it, Clarify can't see your emails, calendar, or meetings, and Rep has nothing to work from.

⚠️ Workspace admins - block unwanted senders first. Go to Settings → Workspace → Email and meetings, turn on Block specific senders, and add the addresses or domains to exclude - personal email, newsletters, recruiters, vendors. Clarify then skips any email or meeting that includes them. Records start being created as soon as the first sync runs, so doing this first keeps unwanted contacts out. Only admins can change this setting.

If you didn't connect your accounts during onboarding, open Connectors from the left sidebar and, under Personal, click the Google or Microsoft tile for the account you want to connect.

The Connectors page. Connect your email and calendar under Personal.

What happens when you connect:

Sync timing: The first sync runs in the background, and how long it takes depends on how far back your email history goes. A syncing card at the bottom of the left sidebar shows its progress.

Note: Joining a workspace does not connect your email and calendar there automatically - connect them inside each workspace you want them to sync into. Each team member connects their own accounts individually.

Day 1 - ~2 minutes

Clarify records nothing until auto-record is on. Rep asks how you want meetings recorded during onboarding - if you answered, it's already set. Check it here before your next call.

Workspace default - an admin sets the Auto-record meetings dropdown at Settings → Workspace → Email and meetings → Meeting recording:

Turn on Enforce for all members to apply the workspace setting to everyone and lock personal settings.

Workspace recording settings. This example workspace records all meetings; a new workspace starts with no automatic recording.

Your personal setting - Settings → Account → Email and meetings. It applies to you unless an admin has turned on Enforce for all members. When several Clarify users are on the same meeting, the broadest setting wins: if a teammate on the invite records all meetings, the meeting is recorded even if your own setting is External only or None.

Your personal Auto-record setting under Settings → Account → Email and meetings.

Meeting privacy: Clarify excludes private calendar events by default. To include them, go to Settings → Workspace → Email and meetings and enable Capture private meetings.

Team visibility: Recorded meetings are not visible to teammates by default - only participants can open the recording, transcript, and summary. Everyone in the workspace can still see when a meeting happened and who attended. To share one meeting, open it and click Share. To give a teammate access to all your meetings at once, go to Settings → Account → Email and meetings → Access and switch on Meetings and recordings - that option is on any paid plan. See Understanding Meeting Visibility for details.

What Clarify sends outside your company:

Two features share Clarify content with external attendees automatically. On a new workspace both start switched on, so check them before your next external meeting.

Turn both off and Clarify stops sending briefings and summaries to external attendees. The recorder bot still joins calls under your workspace's recorder name, and any meeting you publish or share by link stays open to whoever has the link. See Meeting intelligence.

Note: The recorder bot's name and background image are workspace settings, not personal ones. Everyone in a meeting the bot joins sees the same name and background. Recordings made with the desktop app have no bot in the call.

Day 1 - ~2 minutes per person

Invite teammates on day one. Clarify gets more useful with every teammate who connects: their meetings, email, and contacts fill in the accounts you share, and Rep can answer from all of it.

To invite teammates: Rep offers to invite teammates at the end of onboarding and suggests people from your calendar and email. To invite more later, an admin goes to Settings → Workspace → Members → Invite member - only admins see this button - or asks Rep to invite them.

What teammates see: Meetings and email stay visible to the people on them until someone shares them - see Team visibility in Step 2, or Step 8 for giving an assistant or manager access to everything.

Roles:

For who can see what, read Sharing and permissions.

Important: Each teammate connects their own email and calendar (Step 1) and sets their own recording preference (Step 2). The workspace settings in Step 5 only need an admin, once.

Days 1–2 - ~10 minutes

Rep is the fastest way to get value from Clarify. It reads your CRM - records, meetings, email, and calendar - and it acts on it: it creates records and lists, drafts emails, builds dashboards, and sets up agents. Make asking Rep a daily habit from your first day.

The box at the top of your home page, with suggested questions to start from.

Where to find Rep:

Your past conversations with Rep are listed under Chats in the left sidebar.

Try these first:

If your inbox is connected, Rep learns your writing style from the email you've sent, so drafts sound like you. Before some actions, such as creating an email draft, Rep asks you to allow it first. Changes Rep makes show up in each record's activity timeline.

See Rep (sales agent) for everything Rep can do.

Days 2–3 - ~10 minutes

These settings are workspace-wide, so an admin sets them once for everyone. Members can see them but can't change them. Don't skip them - they decide which meetings count as external, how accurate your deal detection and meeting prep are, and which contacts get created.

Go to Settings → Workspace → Email and meetings and find Company domains. Your signup domain is usually there already. Add any other domain your team uses (e.g. @yoursubsidiary.com).

Why it matters: This tells Clarify who's on your team and who's a customer or lead. It decides which meetings count as external for recording and briefings. Without it, internal emails may show up as deal activity and your contact lists will be noisy.

Go to Settings → Workspace → Intelligence → Company description.

Rep drafts this during onboarding from research on your company. Review and refine it, or write one if the field is empty. The description shapes meeting prep briefings, deal detection, deal summaries, and Rep's answers.

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.

Go to Settings → Workspace → Email and meetings to control what syncs and what becomes a record:

Record creation settings. This example workspace excludes internal emails and meetings; a new workspace excludes nothing and creates records in Selective mode.

Days 2–4 - ~5 minutes

After connecting and configuring, take a look at what Clarify has assembled.

Your home page opens with a box to ask Rep anything, then your upcoming meetings, with a prep briefing on the next one when it's ready, your tasks, and your deals closing this month. Start your day there. See Your Home Page.

An example home page: the box to ask Rep, then meetings, tasks, and deals closing this month.

A sample recorded meeting is added to your workspace at signup, so there is a summary to look at before your own calls. After your first recorded meeting, open the meeting record to find its summary. By default it covers the key discussion points, decisions, open questions, and action items. To change what summaries include - for a discovery call or a client check-in, say - edit the summary template (see Step 8). Ask Rep about any meeting, too: "What did Acme say about pricing?"

Find the records Clarify created in People and Companies. Each record shows its messages, meetings, and enrichment data.

Create your first deal: Go to Deals in the left sidebar and click Add Deal, click New deal on your home page's Closing this month card, or ask Rep. Set the deal name, stage, and amount, and link it to a company. Clarify also suggests deals from your email and meeting activity for you to review.

AI features use credits, and some of them run automatically - meeting summaries, meeting prep briefings, tasks created from meetings, and deal suggestions. These automatic features don't use credits during your workspace's first day. Background enrichment never does. See Credit usage breakdown by feature for what each one costs.

Your balance shows in the credits indicator at the bottom of the left sidebar. Admins see full usage at Settings → Workspace → Billing.

Days 5–7 - ~5 minutes

Once your data is flowing, agents can take repetitive CRM work off your plate. An agent is a background worker that runs automatically when something happens - a meeting ends, a deal stage changes, or on a schedule you set.

Go to Agents in the left sidebar and pick a template from the gallery. Good first agents to try:

Rep builds the agent for you - describe what you want, answer a few clarifying questions, and Rep creates it. A new agent is on as soon as it's created, and each run uses credits. See Agents for the full guide.

Day 7 - ~15 minutes

Steps 1–7 get your data flowing. This step fits Clarify to how your team works. Each item is a decision - make the ones that apply to you and skip the rest. Rep can do most of them for you: describe what you want and it sets it up.

Now that you're set up:

Patrick and Ondrej, Clarify's co-founders, recorded a full walkthrough of the product - the data layer, meeting intelligence, Rep and agents, end to end. It runs about 50 minutes, so treat it as a deeper dive rather than part of your first-week setup.

Shorter videos on agents, prospecting, custom objects and the Slack integration are on the Clarify YouTube channel.

Why isn't my email syncing yet?
The first sync runs in the background, and how long it takes depends on how far back your email history goes. Watch the syncing card at the bottom of the left sidebar, and check that your email and calendar connector in Connectors shows Connected. If it shows Reconnect, disconnect and reconnect.

I don't see any contacts - what happened?
By default, Clarify creates contacts from meetings and from emails your team sends, not from inbound email alone. Someone who has only emailed you won't appear until you reply or meet. An admin can change this under Create new records (Step 5). If you connected recently, the first sync may still be running.

Can my whole team see my meetings?
Not by default. Only participants can open a meeting's recording, transcript, and summary, though everyone can see when it happened and who attended. Open a meeting and click Share to give a teammate access to that one meeting, or use Settings → Account → Email and meetings → Access to share all of them at once (any paid plan). An admin can also share new meetings with the whole workspace at Settings → Workspace → Email and meetings → Access - meetings that already exist keep the audience they have.

What are credits and how many do I have?
Credits pay for AI features, including meeting summaries and prep briefings, which run automatically. Background enrichment doesn't use credits. Your trial includes 5,000 credits; after it, the free plan includes 1,000 credits a month. Your balance shows at the bottom of the left sidebar. See Credit usage breakdown by feature.

How do I delete my account?
An admin removes members from Settings → Workspace → Members. To delete the entire workspace, an admin goes to Settings → Workspace → Billing → Delete workspace.

A feature I expected isn't here - what's going on?
A few things new users often look for: tasks are available on every plan. API access is available on every plan too - any member can create a personal API key at Settings → Workspace → API keys, and admins can also create workspace keys. See Billing, pricing and payments for what each plan includes.