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.
Meeting prep briefings
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.
Where to find briefings
Meeting pages
Daily briefing email, which includes your prep for that day's meetings (see Notifications for when it sends)
Meeting summaries
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 receive a copy too if External meeting summary is on under Settings > Notifications - on by default for new workspaces, off by default for existing paid workspaces.
Where to find summaries
Meeting pages
Summary email sent to meeting participants on your workspace's domain, and to external attendees too if External meeting summary notifications are on
Summary templates
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:
Go to Settings > Intelligence > Meeting intelligence
Add and customize a summary template
Apply a meeting type:
Open the meeting card on your Home screen, or go to the Details tab of any meeting record
Select the meeting type
ℹ️ Changing a meeting type after a summary has been generated will not regenerate the summary. Bulk or automatic template application is not yet supported.
Multi-language transcription
Clarify can transcribe meetings in languages other than English. How it works depends on your recording method.
Bot recorder
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.
ℹ️ Transcription settings are applied when a meeting is scheduled, not when it takes place. If multi-language transcription is enabled after meetings are already on your calendar, those meetings may still transcribe in English. Contact support to refresh settings for meetings already on your calendar.
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
Local (desktop) recorder
The local recorder supports six languages:
English
Spanish
French
German
Italian
Portuguese
This works for both scheduled and ad-hoc recordings. No configuration is required - the language is detected automatically.
Meeting summary language
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.
Limitations
Bot recorder multi-language transcription requires the Growth plan. It's enabled automatically for Growth workspaces - no setup needed.
Local recorder supports six languages (English, Spanish, French, German, Italian, Portuguese). Other languages are not yet available for local recording.
Summary language follows the transcript language (the language spoken in the meeting). There is no option to override the summary language independently.
Chat with meeting
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:
Open a meeting page
Click the Rep island at the bottom of the screen (or press Cmd+J)
Type your question
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.
You can also 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.
Send a follow-up email
Draft follow-up emails directly from a meeting page, with meeting context pre-loaded.
To use it:
Open a meeting page
Click Email participants (top right, next to the Publish button)
A compose window opens with meeting participants as recipients
Press space in the empty body (or click Ask Rep) and type a prompt (e.g., "Write a follow-up email based on this meeting")
Review the AI draft - use "Improve writing" to adjust tone or length
Edit as needed, then send
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.
Automatic task creation
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.
Where to find tasks
Home page
Tasks page
Meeting pages (tasks created from that meeting)
Deals (if meeting participants are associated with a deal)
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.
Settings and credits
Manage meeting intelligence features under Settings > Workspace > Intelligence.
Feature | Toggle | Credit usage |
Briefings | On / Off | Consumes credits |
Summaries | On / Off | Consumes credits |
Task creation | External / All / None | Consumes credits |
Chat with Meeting | Always available | Free |
Changes apply to all workspace members.
Common issues
Issue | Cause | Fix |
No summary after meeting | Meeting wasn't recorded by Clarify | Enable bot recorder or local recording. Third-party recordings are not supported. |
Summary template not applied | Template set after summary was generated | Changing meeting type won't regenerate an existing summary. |
Chat gives vague answers | No transcript available | Chat works best with a full transcript. Without one, it uses summary and notes only. |
AI email draft is generic | Meeting lacks sufficient context | Ensure the meeting was recorded and a summary exists before composing. |
Tasks not created | Task creation disabled or meeting not recorded | Check Settings > Intelligence - task creation must be set to External or All. |
No prep briefing on a meeting | Meeting is internal, is still more than ~72 hours away, or Briefings is off | Prep briefings are written ~72 hours before a meeting and only for external meetings. A meeting counts as external when at least one participant is on an email domain outside your Company email domains list (Settings > Email and meetings). If everyone on the invite shares one domain - or that domain is listed as a company domain - the meeting is treated as internal and no prep is generated. Also confirm Briefings is On under Settings > Intelligence. |
Daily briefing email didn't arrive | No qualifying meetings or tasks that day (a different trigger from prep briefings) | The daily email is separate from prep briefings. It sends only on days you have a meeting with at least one other person starting after 7am local time, or a task due that day - otherwise none is sent. It is email-only; confirm the Daily briefing Email toggle is on under Settings > Account > Notifications. See Notifications. |
Transcript language switched to English after previously working | Transcription settings are locked in when a meeting is scheduled - enabling multi-language support only applies to meetings added to your calendar after the change | Contact support to refresh settings for meetings already on your calendar |






