Clarify's meeting intelligence has several main features that work together to help you prepare for, update, follow up and ask questions about your meetings, automatically.
ℹ️ All meeting intelligence features consume credits.
Meeting Briefings
Before external meetings, Clarify writes a Meeting Briefing with context to help you prepare. The briefing includes information from emails, previous meetings, related deals, and the internet.
Briefs are created and viewable about 72 hours before each meeting.
Where to find briefs:
Meeting pages
Daily briefing email (sent every morning)
Meeting summaries
When meetings are recorded with a Clarify recorder, the meeting will be automatically recapped shortly after, and appear on the meeting record as a Summary. The summary uses your meeting transcript plus historical context to create a summary.
Meeting summary only works for meetings recorded by Clarify (bot recorder or local recording)
Where to find meeting summaries:
Meeting pages
Email sent to meeting participants
Customizing meeting summaries
There are many different types of meetings you have with prospects and customers – discovery, demo, closing, onboarding, renewal, and more. With Summary templates, you can define how you want Clarify’s AI to write the summary for each type of meeting.First, you’ll need to create and customize your summary templates under Settings > Intelligence > Meeting intelligence.
Then select the meeting type for a specific meeting from the meeting card on your Home screen or under the Details tab of any meeting record.
ℹ️ Applying templates in bulk and to past meetings
We don’t yet support programmatically applying a template to future meetings of the same type. Also, if a meeting summary already exists, applying a meeting type will not update it. These are both improvements we would like to make in the near future.
Automatic task creation
When meetings are recorded with a Clarify recorder, Clarify creates tasks for action items discussed during the call.
Automatic task creation only works for meetings recorded by Clarify (bot recorder or local recording).
Where to find tasks:
Home page (under Daily briefing)
Tasks page
Linked to deals (if meeting participants are related to a deal)
Meeting Intelligence credit usage
You can find the settings to toggling on/off meeting intelligence for Briefings and Summaries and tasks, and also change the settings for the task creation (External, All or none), under Settings > Workspace > Intelligence.