Everything in Clarify is a record. Contacts, companies, deals, and meetings are the four main record types. They're linked to each other, updated automatically from your email and calendar, and enriched with data from public sources.

Records are linked: a person belongs to a company, a meeting links to people and deals, a deal links to a company. Clarify builds these associations automatically.

Need record types beyond people, companies, and deals? Custom Objects lets you define your own — track projects, products, partnerships, or anything specific to your business.

From email and calendar (automatic)

When you connect your accounts, Clarify scans your email history and creates a contact record for everyone you've communicated with. Companies are created from the email domains of those contacts. New records are added automatically as you correspond with new people going forward.

From meeting recordings (automatic)

When Clarify records a call, it creates a meeting record with the transcript, summary, and attendee list. Attendees are linked to existing contact records, or new contacts are created.

Manually

Create any record type from the relevant section in the left sidebar. Use this for deals, contacts you haven't emailed yet, or companies you're targeting proactively.

Record creation rules

Control how aggressively Clarify creates records from email in Settings > Workspace > Email & meetings:

Fields are the data points on each record — name, email, deal stage, close date, and so on.

Standard fields — built-in fields like name, email, and deal value. Always present.

Custom fields — fields you create for your specific business needs. Add them in Settings > Workspace > Custom fields.

AI fields — fields Clarify fills in automatically based on what it learns from your emails and meetings. AI fields show suggestions, not auto-applied values — you accept or reject each one.

AI suggestions are never applied automatically. Every AI field suggestion requires your review. Clarify flags the suggested value and the reason for it. Accept to apply, reject to dismiss.

Every record in Clarify — people, companies, and deals — has an activity timeline. It shows everything that's happened with that record in chronological order:

Open any record and scroll down to see its full history. The timeline is the fastest way to answer "what's the latest with this account?" without asking a colleague or digging through your inbox.

A list is a saved filter — a view of your records that matches specific criteria. Lists update automatically as your data changes.

Examples:

Create a list: Go to People, Companies, or Deals, apply filters, then save the view as a list.

Grouping records without a shared property (labels)

If you need to group records that don't share a field value, use labels. Create a label, bulk-apply it to your target records, then create a list filtered by that label.

Lists don't "contain" records. Deleting a list removes the saved filter — it doesn't delete the records. But bulk-deleting records from a list view does delete them from Clarify permanently, not just from the list.

Clarify automatically enriches contact and company records with publicly available data — company size, industry, LinkedIn profiles, location, and more. This runs in the background and is free — it doesn't use credits.

Enrichment runs when a new record is created, when a company domain is added, or when you manually trigger it from the record.

AI fields analyze your emails and meeting summaries to suggest values for deal and contact fields:

Suggestions appear as a highlighted callout on the record. Accept or reject — Clarify never updates a field without your input.

If the same person appears under multiple email addresses, Clarify may create duplicates. Merge them from the list view:

Merge more than two records at a time — the process works the same way. Merged records combine their activity history, linked deals, and meetings.

Deleting a record removes it from Clarify permanently — there's no recycle bin.

Before bulk deleting from a list: Lists are saved filters. Bulk-deleting from a list view deletes the records from Clarify entirely, not just from that list.

Why did Clarify create contacts I don't want?
Set record creation to "Selective" so only contacts you've replied to become records. Blocklist specific domains in Settings > Workspace > Email & meetings.

A contact's field changed — did Clarify do that automatically?
No. Clarify never applies field changes without your input. Check the record's activity timeline to see what changed and when.

Why can't I remove a record from a list?
Lists are saved filters. To remove a record, either change it so it no longer matches the filter, or update the list's filter criteria.

What's the difference between enrichment and AI fields?
Enrichment fills in company/contact data from public sources — always free, always automatic. AI fields analyze your actual emails and meetings to suggest CRM field values, and require your approval.

Can I recover a deleted record?
Not through the app. Deletion is permanent. For large accidental deletions, contact support — recovery may be possible but requires engineering effort.

→ Your Home Page — Your daily briefing: meetings, deals, and tasks in one view.