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Notifications

Clarify keeps you informed about important activity through notifications. You'll receive notifications in three ways: inside the app, email, and Slack.

Written by Michael Simmons

Clarify notifies you about the things you'd otherwise have to watch for - mentions, activity on records you follow, tasks assigned to you, and what your agents are doing. Notifications arrive across three channels, and you choose which events reach you by email and in-app.


Notification channels

  • In-app - in the Notifications inbox inside Clarify

  • Email - sent to your inbox

  • Slack - sent to your connected Slack workspace


What you get notified about

  • Mentions - someone @mentions you in a comment or a note

  • Activity on records you follow - comments and status changes on records you're subscribed to

  • Tasks and deals - a task assigned to you, becoming a deal owner, and deal or field suggestions

  • Meetings - your meeting summary is ready, or the notetaker could not get into a call

  • Sharing and access - a teammate shares a list or record with you, or changes or removes your access to one

  • Agents - an agent finishes something for you to review, pauses for your approval, a run fails, or Clarify suggests an agent worth turning on

  • Integrations - a connected integration starts syncing, finishes a scan, or fails

  • Account and system events - account disconnected, a connector connection expiring, billing and credit alerts, a campaign paused, a lead import finishing, and your daily briefing


Follow records to get their activity

Subscribe to a record to be notified about all activity on it. Two ways to subscribe:

  1. Manually - click Subscribe on the record

  2. Automatically - comment on a record and Clarify subscribes you


Choose what reaches you

Go to Settings → Account → Notifications. Every notification type has its own row, listed alphabetically with a short description of when it fires. Each row carries its own Email and In-app toggles, and some types offer only one of the two: "Daily briefing" is email only, "Campaign paused (credits exhausted)" is in-app only. Turn each on or off independently.

Meeting alerts for the desktop app are a separate list. Reminders that a meeting is starting, that Clarify spotted a meeting it can record, and pre-meeting briefings sit under Desktop notifications on the same page. That section only appears when you open Settings from the desktop app, so you will not see it in a browser.

The Email and In-app toggles don't control Slack. Slack delivery follows your Slack connection - connect or disconnect it from the Slack tile in Connectors. See Slack for Slack notification details.


Troubleshooting

Not getting a notification you expect? Check that its Email or In-app toggle is on in Settings → Account → Notifications, and - for record activity - that you're subscribed to the record.

Daily briefing not arriving on some days? The daily briefing only sends on days when you have meetings scheduled (with at least one other person, starting after 7am local time) or tasks due today. On days with neither, no briefing will be sent - this is expected behavior.

Still getting the daily briefing after disconnecting your calendar? Disconnecting stops Clarify from syncing new calendar data and removes the upcoming meetings only your calendar brought in, so those drop out of your briefing. Meetings can also arrive through a teammate's connected account when you were on the invite, so a briefing can list meetings even if you have never connected anything. See Why you see email and meetings you never connected. To stop the emails, turn off the Email toggle for "Daily briefing" in Settings → Account → Notifications.

Want to stop external attendees from receiving a meeting summary? That's a workspace-level switch, not a personal notification preference. Go to Settings → Workspace → Intelligence → Meeting intelligence and turn off External summaries - the same toggle that turns the feature on in the first place, right next to Summary templates. There's no per-attendee or per-meeting setting for admins - the workspace toggle is all-or-nothing. Individual external recipients can unsubscribe themselves using the link in the summary email.

An agent keeps notifying you about drafts it has already finished? Those come from the Agent awaiting input row. A finished draft uses the same notification as a run that paused for approval, so the alert arrives even though nothing is waiting on you. Turn off Email, In-app, or both on that row in Settings → Account → Notifications.

That row covers every agent, not one. There is no per-agent control yet.

Slack messages are not controlled by these toggles - see Choose what reaches you above.

Getting drafts for meetings or records that are not yours? An agent runs on every record its trigger matches that its creator can see, including teammates' meetings shared with them, and it notifies whoever created it. Narrow its trigger filters, or add a line to its instructions telling it to skip the cases you do not want. See Agents.

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