Deal intelligence

Deal intelligence helps you spend less time updating and managing your deals. Clarify automatically tracks activity on each deal such as meetings and emails, and keeps everyone who needs to know informed about these updates.

Deal summaries keep everyone aligned and up to date on the current state of every deal. Summaries are AI enhanced and can be edited manually, and automatically updated by Clarify as updates to that deal, for example emails and meetings, are captured.

Clarify writes and updates deal summaries automatically when:

You can add custom instructions for deal summaries in Settings to:

Clarify analyzes meetings, emails, and recent activity associated with companies to suggest new deals when it thinks you should track an opportunity.

A Deal suggestion will appear in your Notifications and when selected, you can accept the suggestion, which will convert this into a Deal, or decline it, which will remove the suggestion.

Clarify looks for these events before suggesting a deal:

You can control deal suggestions in settings:

For example, you can tell Clarify you're not interested in deals from specific types of companies

After meetings end, comments are added to deals, or emails are sent or received, Clarify detects whether a related deal should be updated. When it finds relevant changes, Clarify suggests updates for deal fields.

This keeps your deal information current without manual effort, ensuring important changes don't get missed.

On your Deals, you'll see an option to Ask questions about each Deal. On the tab beside your Deal summary, there's an option to Ask Clarify questions about your Deal to quickly pull out specific details or insights.

When on the Ask tab, some standard questions will be shown and there's also a open field below these questions where you can ask any question about that Deal.