Clarify automatically creates companies from calendar meetings and emails, and you can create them manually when needed.
How companies are created
Automatic creation
Clarify automatically creates company records from:
Calendar meetings with external contacts
Email communications
Connected account integrations (based on email domains)
Manual creation
Create companies manually in several ways:
Click the "Add Company" button on company list pages
Use the plus button in the top-left navigation
Press Cmd+K and select "Add Company"
Company information
Each company record includes:
Basic details — Name, domain, description, etc.
Interaction dates — First and most recent contact with any Clarify user
Custom fields — Add fields specific to your business needs (e.g., account ID, subscription status, contract tier)
Automatic enrichment — Clarify fills out various fields automatically when companies are created
Working with company records
Creating lists and managing duplicates
Create custom company lists using fields, filters, and labels. Star lists you use frequently to keep them in your favorites section.
Clarify includes a pre-built "Duplicate companies" list to help maintain data hygiene. This list shows when company records have been created multiple times. Merge or delete duplicate records directly from this list.
AI search
Use AI search to find companies by location, size, labels, or custom field values.
Navigating a company record
A company record has three areas: tabs across the top, an activity feed and comments section in the center, and a details sidebar on the right.
Tabs
Overview — See recent activity, tasks, and comments.
Emails — All email threads with anyone at the company. Clarify pulls these from the People associated with the company — if a person is linked to the company, their email threads automatically appear here.
Meetings — All meetings involving company contacts. Like emails, these are pulled from the People linked to the company.
ℹ️ Emails and meetings do not roll up from Deals. Even if a Deal is linked to a Company and has associated activity, that activity won't appear on the Company record unless the relevant contacts are also added as People on the Company.
Tasks
Create and track tasks associated with a company directly from the Overview tab. Each task has an assignee, due date, and status. Click the + button next to Tasks to add a new one.
Activity feed
The activity feed logs all changes to the company record, including manual updates from team members (field edits, comments) and automated updates from Clarify (enrichment, ICP classification, AI-driven changes). Use comments to @mention team members and collaborate on the record.
Details sidebar
The right-hand panel displays company details and associations:
Company details — Name, domains, description, categories, labels, primary location, ICP classification, LinkedIn, Facebook, Instagram, and any custom fields. Click "Show all fields" to see the full list.
People — Contacts associated with this company. Add people using the + button. People drive what appears in the Emails and Meetings tabs.
Deals — Deals linked to this company. Add deals using the + button.
Lists — All lists this company belongs to.
Troubleshooting: Empty Emails or Meetings tabs
If a company's Emails or Meetings tabs are empty, it usually means no People are linked to the company record.
Check the People section in the details sidebar.
If no People are listed, add the relevant contacts using the + button next to People.
Once People are linked, their emails and meetings will appear automatically.