Most of the work around a meeting happens before and after it. Clarify automates both - briefings before each external meeting, summaries and tasks after, and answers any time you need to revisit what was discussed.

Most meeting intelligence features require meetings recorded by Clarify (bot recorder or local recording). All features consume credits unless noted otherwise.

Before each external meeting, Clarify generates a prep briefing - pulling context from emails, previous meetings, related deals, and internet research. Prep is written about 72 hours ahead, only for external meetings, and requires Briefings to be On under Settings → Intelligence. It consumes credits.

This is different from the daily briefing email, a morning digest of that day's schedule and tasks. The daily email includes your prep for that day's meetings when it's ready, but it follows its own send rules - see Notifications.

Publish to calendar writes the briefing into the calendar event description, where it stays after the meeting has passed. Find it under Settings → Intelligence → Meeting intelligence → Briefings.

It is on by default for new workspaces and for existing free workspaces, and off by default for existing paid workspaces - so check the toggle rather than assuming which way it is set.

Two things to know about it:

After a recorded meeting ends, Clarify generates a summary using the transcript and historical context from your workspace. Participants with an email address on your workspace's domain(s) always receive the summary, including any tasks created from the meeting. External attendees can receive a copy too, if all three of these are true:

Different meeting types - discovery, demo, closing, onboarding, renewal - benefit from different summary formats. Create templates to control how Clarify structures each one.

Create a template:

Apply a meeting type:

Clarify can transcribe meetings in languages other than English. How it works depends on your recording method.

The bot recorder autodetects the language spoken in the meeting - no configuration needed. English transcriptions are also more accurate with this method compared to relying on meeting platform captions.

Multi-language bot transcription is automatically available on the Growth plan - no setup needed. It isn't available on other plans.

Supported languages:

Bulgarian, Catalan, Chinese, Croatian, Czech, Danish, Dutch, English (including Australian, British, and American variants), Estonian, Finnish, French, German, Greek, Hebrew, Hindi, Hungarian, Indonesian, Italian, Japanese, Korean, Latvian, Lithuanian, Malay, Norwegian, Polish, Portuguese, Romanian, Russian, Slovak, Spanish, Swedish, Thai, Turkish, Ukrainian, Vietnamese

The local recorder supports six languages:

This works for both scheduled and ad-hoc recordings. No configuration is required - the language is detected automatically.

Meeting summaries typically appear in the same language as the transcript - the language spoken in the meeting. If your meeting was in Spanish, the summary will generally be in Spanish.

Ask questions about any meeting using Rep, Clarify's sales assistant. When you're on a meeting page, Rep has that meeting selected as context.

To use it:

Rep draws from the meeting summary, Notes, full transcript, and related deal summaries. Use it to review action items, draft follow-up messages, find what someone said about a specific topic, or get a quick recap without reading the full transcript.

Pin Rep to the side of the screen for a side-by-side view while reviewing the meeting.

Chat with Meeting is free and does not consume credits. Available on web and desktop.

Chat quality depends on having a transcript. Without one, responses are based on the summary and Notes only.

Draft follow-up emails directly from a meeting page, with meeting context pre-loaded.

To use it:

The draft references actual meeting content - discussion points, next steps, and action items. Recipients are pre-populated from meeting participants (edit via To, Cc, Bcc). Subject line starts blank.

Requires the meeting to have been recorded (the AI needs transcript or summary context). The draft is live in the compose window and cannot be saved or shared for review before sending.

Clarify creates tasks from action items discussed during recorded meetings. Tasks are linked to the meeting they came from, and meetings show all tasks created from them.

You'll receive in-app, email, and Slack notifications when a task is assigned to you. Tasks created from meetings are also included in the meeting summary email.

Manage meeting intelligence features under Settings → Workspace → Intelligence.

Changes apply to all workspace members.