Configure how Clarify uses AI to detect deals, summarize activity, and suggest field updates across your workspace.
Navigate to Settings → Workspace → Intelligence to manage these features.
Workspace Description
Clarify uses your workspace description to understand your business - what you sell, how you sell it, and who you sell to. This context powers deal detection, deal summaries, and suggested field updates after meetings.
Every workspace should complete a description.
A strong workspace description includes:
Company overview
Vision and values
Core products or services
Target audience
How your product or technology works
Key integrations
Team and culture information
To add or edit your description, go to Settings → Workspace → Intelligence and update the Company description field.
Deal Suggestions
Deal suggestions analyze your emails, calendar events, and meetings to detect potential new deals. When Clarify identifies a deal, it appears in your Notifications - accept to create the deal, or decline to dismiss it.
Custom Instructions
Add custom instructions to control what Clarify considers a deal. For example:
Exclude VCs or investors if they aren't potential customers
Exclude vendors or partners
Focus on specific deal types or industries
Limitations
New deals only - Deal suggestions only trigger for companies with no existing deals. Once a company has one or more deals, new suggestions won't fire for that company. Create additional deals manually.
Bidirectional email required - For email-only activity (no meetings), detection requires both inbound and outbound email within the last two months. A single inbound email won't trigger a suggestion.
The last two months only - Detection reads the last two months of email and meeting activity, and nothing older. A new email connection runs it once over the history it syncs. After that, suggestions fire on new emails, meetings, and comments as they come in. Re-syncing more history does not put older conversations back in scope, so deal detection cannot be run retroactively over a mailbox it missed.
Deal Summaries
Deal summaries compile activity from meetings, emails, and comments into a running overview of each deal. Summaries update automatically as new activity comes in.
Custom Instructions
Add instructions in Settings → Workspace → Intelligence to control summary format, tone, and what questions the summary should answer.
Summaries are also manually editable - you can refine any summary directly on the deal.
Limitations
Person on multiple deals - If a person is associated with two or more deals, including closed ones, meetings and emails involving that person won't trigger summary updates on any of those deals. To bring a summary up to date, leave a comment on the deal. A comment starts an update while Summaries is on, and it picks up the meetings and emails since the summary was last updated.
Closed deals and deals with no company - Clarify does not summarize a deal in a closed stage or a deal with no company linked to it. New meetings, emails and comments do not update those summaries.
Custom instructions require substantial context - Custom formatting only applies when there's enough activity (meetings and emails). Deals with only comments or manual notes receive a basic summary.
Field Updates
Field updates surface suggestions for deal stage, amount, and close date based on email communications, meeting recordings, and deal comments. Clarify never updates these fields automatically - each suggestion requires your review and approval.
Accept or dismiss field update suggestions as they appear.
Meeting Intelligence
Configure briefings, summaries, task creation, and summary templates for recorded meetings.
Briefings - AI-generated prep notes before external meetings, using historical context and internet research.
Publish to calendar - writes the briefing into the calendar event description for meetings you organize. The description is visible to everyone on the invite, including external guests. Off by default for new workspaces; older workspaces may have it on, so check the toggle.
Summaries and tasks - Meeting summaries and action item tasks are created after recorded meetings.
External summaries - emails the meeting summary to external attendees who accepted the invite, on meetings your workspace organized. Built from the transcript alone. On by default for new workspaces and for existing free workspaces; off for existing paid workspaces.
Task creation - Control which meetings generate tasks: External (meetings with external participants only), All, or None.
Summary templates - Create custom templates per meeting type (e.g., discovery, demo, onboarding). Each template has its own instructions and sections. Assign templates from the Home screen or a meeting's Details tab.
For full details on each feature, see Meeting Intelligence.
Toggles
Each intelligence feature can be enabled or disabled individually under Settings → Workspace → Intelligence. Changes apply to all members of the workspace.
Features you can toggle:
Suggestions - Deals are suggested based on emails, meetings, and other interactions with companies.
Summaries - Deal summaries are automatically kept up to date from emails, meetings, and more.
Field updates - Receive suggested updates for fields automatically based on emails, meetings, and more.
Briefings - Briefings are written before external meetings using historical context or internet research.
Summaries and tasks - Meeting summaries and tasks are created after meetings that are recorded.