Clarify is designed around a daily rhythm. This article shows you what to do — and what Clarify does automatically — throughout your workday.
Start your day: the Home page briefing
Open Clarify each morning and check your Home page. It shows:
Meetings — today's calls with AI-generated prep briefs for each one
Deals — your highest-value opportunities and deals closing in the next 4 weeks
Tasks — what's due today and anything overdue
The briefing updates overnight. If Clarify recorded a call yesterday, the summary and follow-up tasks are already waiting for you.
What to act on:
Review the meeting brief for your first call of the day
Check for pending AI field suggestions on deals from yesterday's meetings
Clear any overdue tasks before they pile up
Before a meeting: prep in 2 minutes
Before each call, Clarify prepares a meeting brief automatically. Find it on the Home page under your next meeting, or open the meeting record directly from your calendar.
A meeting brief includes:
Who's attending and their role/company
Recent email and meeting history with those contacts
Open tasks linked to the related deal
AI-suggested talking points based on deal context
Using Rep for deeper prep: Rep is docked in the left sidebar — open it there, or press / or Cmd/Ctrl + J from anywhere in the app. Ask: "What do I need to know before my call with [Company] today?" Rep pulls from your full history with that account, including meeting transcripts and notes. Your conversation persists across sessions, so you can pick up where you left off.
Note: Briefs appear only for contacts with prior history in Clarify. If it's your first meeting with someone, the brief will be sparse until after the first recorded call.
During a call: let the bot run
If you've set recording to automatic, Clarify's notetaker joins your call without any action from you. You can also start a recording manually from the meeting record.
Nothing to do — just have your meeting. Clarify records, transcribes, and processes the summary in the background.
If the notetaker doesn't join, check two scenarios:
The meeting was excluded by your settings — Check Settings > Workspace > Call recording. Internal meetings are excluded by default, and private calendar events are skipped. Adjust your preferences to include them if needed.
Clarify recognized the meeting but the notetaker never arrived — If the meeting appears in your Meetings tab with the correct time and attendees, but the notetaker didn't join, this is a bug. Contact support so we can investigate.
You cannot manually send the notetaker to a meeting already in progress. If you need to capture an in-progress meeting on macOS, use Quick Record from the Clarify menu bar icon — it records whatever meeting is on your screen. Quick Record is not yet available on Windows or web.
After a meeting: review and follow up
Meeting summaries typically appear within 5–10 minutes of a call ending. Find them in the Meetings tab on Home, or navigate to the meeting record directly.
What to check:
Summary accuracy — Scan the key topics and action items. If the summary misses context, refine your Business description in Settings > Workspace > Intelligence settings.
AI field suggestions — Clarify may suggest updating deal stage, next steps, or contact fields based on what was discussed. Review each suggestion and accept or reject — Clarify never applies these automatically.
Tasks — Action items from the meeting appear as tasks linked to the deal. Assign them, set due dates, or mark them done.
Ask Rep — Open the Rep panel from the left sidebar and ask about the meeting: "What did we agree to on the [Company] call?" or "Draft a follow-up email based on today's meeting." Rep reads meeting summaries, transcripts, and notes directly.
During the week: pipeline and inbox
Pipeline review
Go to Deals and scan your pipeline. Clarify surfaces deals with no recent activity, overdue close dates, and missing field values. Ask Rep from the left sidebar: "Which deals haven't had activity in 2 weeks?"
Lists for focused work
Create a list (a saved filter) to work a specific segment — deals in a particular stage, contacts at companies with no activity, leads from a recent campaign. Lists update automatically as your data changes.
What Clarify handles automatically
Automatic | You do this |
Creates contact records from email history | Accept or reject AI field suggestions |
Enriches companies with public data | Set meeting types and templates |
Joins calls and generates summaries | Review summaries and tasks after calls |
Detects deal signals from emails/meetings | Create and manage deals |
Updates your Home page briefing daily | Check Home each morning |
Links meetings to deals and contacts | Correct any wrong associations |
Keyboard shortcuts
Shortcut | Action |
| Search across your workspace |
| Open Rep (AI assistant) |
| View history (macOS) |
| Go back / forward (macOS) |
| New tab (macOS) |
| Close tab (macOS) |
FAQ
My meeting brief is empty — why?
Briefs are built from your history with the attendees. First meetings will have thin briefs. They improve significantly after a few recorded calls.
Where do I find recordings from last week?
Go to Meetings in the left sidebar. Filter by date or search by company or attendee name.
Do I need to manually link meetings to deals?
Clarify attempts to link meetings automatically based on attendees and related companies. If a meeting isn't linked correctly, open the meeting record and update the deal association manually.
What if I don't want to record a specific meeting?
Before the call, go to the meeting record in Clarify and disable recording for that meeting. Or set your personal recording preference to "None" in Settings > Account > Call recording.
Rep doesn't know about something from a meeting — why?
Rep reads meeting summaries, transcripts, and notes. If a specific detail from a call isn't appearing, check that the meeting was recorded and that a summary was generated. Improve capture quality by setting the correct meeting type and refining your Business description in Settings > Workspace > Intelligence settings.
Where to go next
→ Understanding your data in Clarify — How records, fields, lists, and enrichment work in your CRM.