Clarify syncs email and calendar data to automatically create records, enrich contacts, and enable team visibility. You have full control over what data gets synced through blocklists.

Blocklists filter out emails from specific addresses or domains before they're imported into Clarify. When an email or domain is blocked:

Some emails never sync to Clarify no matter how your blocklists are set. Before those rules are applied, Clarify automatically skips machine-generated mail - bulk and notification emails (anything with an unsubscribe link, including LinkedIn alerts), calendar invites, and auto-replies - so your CRM stays focused on real conversations.

For the full list of what's filtered - and how to bring LinkedIn conversations into Clarify through the Kondo integration - see Email and calendar sync troubleshooting.

Turn on Block specific senders in Settings → Workspace → Email and meetings, then add the addresses or domains you want to block. Both exact matches and wildcards are supported. Turning the toggle off clears the addresses you've added; Clarify asks you to confirm first. Only workspace admins can change the blocklist - members can see it but the input is read-only for them.

This gives you precise control over what information flows into your Clarify workspace while maintaining security and relevance.

Use this setting to control which internal communications sync back to Clarify. Clarify treats anyone on your Company domains as internal. Choose to exclude nothing, emails only, meetings only, or all internal communications.

Calendar events marked Private are not synced. Turn this on to sync them.

When this setting is off, a private event is filtered out before it reaches Clarify, so no meeting record is created for it at all. It does not sync as a meeting that simply goes unrecorded.

Two things to know:

Control whether invites where you are the only meeting attendee are syncing to Clarify.

When this setting is off, a solo event is filtered out before it reaches Clarify, so no meeting record is created for it at all.

Filtering happens at sync time, so it is not retroactive in either direction:

Clarify ingests attachments from incoming emails and adds them to associated records. On by default - turn it off here if you do not want attachments ingested. Only applies to emails received after enabling - existing emails are not backfilled.

Supported file types include PDFs, spreadsheets, images, and markdown files. Binaries, executables, and inline images (e.g. email signatures) are excluded. Attachments over 25 MB are skipped; the email itself still syncs normally.

When an email has a valid attachment, an attachment indicator appears on the email. Click it to preview the file directly in Clarify - or download it.

Ingested attachments also appear on the Attachments tab of any record associated with the email sender - People, Companies, and Custom Objects. Each entry shows the filename, upload date, sender name, and source ("via email").

Turn this on to stop Clarify creating people from senders that match your list. The email or meeting still syncs. Clarify just doesn't create a new contact or company from that sender.

An entry can be the part of an address before the @ (for example, noreply), a full address, a domain such as @assistant.gong.io, or a pattern such as *@*.vendor.com to cover sub-domains as well. Only workspace admins can change the list. Like the sender blocklist, turning this setting off clears the list, with a confirmation.

You do not need to add notetaker bots. Clarify already skips the addresses that tools such as Gong, Fireflies, Grain, Avoma and Metaview use to join meetings.

The Create new records setting controls when Clarify automatically creates contacts and companies:

Turning record creation off does not stop your existing contacts from updating. On Disabled, Clarify still files new emails and meetings against contacts you already have - it only stops creating new ones. Your history keeps building on the records you have chosen to keep.

What this setting does not cover:

When you add a contact yourself, Clarify looks back through the email and calendar data it has already synced and attaches anything matching that person’s email address - past emails and past meetings both. This happens whatever Create new records is set to, including Disabled.

That makes Disabled a practical setting rather than an all-or-nothing one: keep automatic creation off, add the handful of people you want to track, and their history comes with them.

Access lets you share your synced emails and meetings with a teammate, so they can stay informed without needing to be CC'd on every thread. For the full picture of who can see what across Clarify, see Sharing and permissions.

This page controls your emails and meetings as a whole. To share one individual meeting rather than all of them, open the meeting and use Share. For a single email, see Share individual emails below. See Understanding Meeting Visibility.

Access sharing is available on any paid plan, and you can set it up during a reverse trial. If your workspace moves to the free plan when the trial ends, the Access section is replaced with an upgrade prompt, so you can't view or change your sharing settings until you upgrade.

To grant a teammate access to your emails or meetings:

Delegates can be added or removed at any time from the same settings page.

The same page has a Shared with you section. Its Delegated sending access list shows the accounts teammates let you send from. Sending access is separate from Access: it lets you send as that teammate, not read their inbox. See Delegated sending.

Granting access gives a teammate full visibility into everything you see - including emails, meetings, recordings, transcripts, and AI summaries.

Email and meeting access are configured independently - grant a teammate access to your meetings without sharing your emails, or vice versa.

A teammate you've granted access to can view your data but cannot change your Access settings or extend your access to other people.

To share one email, or a batch of them, without opening up your whole mailbox:

Some workspaces still show the tab as Emails.

Worth knowing:

Workspace admins control who can see email and meeting data across the entire workspace from Settings → Workspace → Email and meetings. Emails and meetings have separate controls:

Each can be set to Participants only (default) or Everyone. Participants only means each new email or meeting is visible only to the people on it, unless someone shares it further. One exception: teammates can still see that a meeting happened, when, and who attended, even when it isn't shared with them. They see Title hidden instead of the title, and the recording, transcript, summary and notes stay closed to them. Everyone means each new email or meeting is visible to every workspace member as it syncs. Either way, a change applies from that moment on: emails and meetings already in Clarify keep the access they had. Anyone on a meeting can still make that one meeting private from its Share panel.

Each member can also choose a different default for their own new meetings and emails under Default sharing in Settings → Account → Email and meetings: Workspace default, Everyone or Participants only. An email follows its mailbox owner's choice. On a meeting with several teammates, the most open choice wins. Like the workspace setting, it applies only to meetings and emails that sync from then on.

For per-person sharing - granting a specific teammate access to your meetings or emails only - use Access above.

No. A teammate you grant access to can view your data but cannot change your Access settings or extend your access to other people.

Yes. Go to Settings → Account → Email and meetings and, under Access, remove the teammate.

Workspace-wide visibility is now self-serve. A workspace admin can enable it in Settings → Workspace → Email and meetings by switching from Participants only to Everyone. That covers emails and meetings that sync from then on. Ones already in Clarify keep the access they had. If you need access to a former teammate's emails or meetings after they've left the workspace, contact support and we can help.

Yes. Granting meeting access gives delegates full visibility into everything you see - including meeting recordings, transcripts, and AI summaries.

Yes. If you've granted a teammate access to your emails or meetings, Rep will surface that data when they ask questions - so they can query your meeting history or email context through Rep, just as they can view it directly.

By default, emails are private to their participants - only users who were directly on a thread (sent, received, or CC'd) can see it in Clarify.

To open access for the whole workspace, a workspace admin can set Emails to Everyone in Settings → Workspace → Email and meetings. This applies to emails that sync after the change. Emails and meetings are controlled separately, so you can open one without the other. For per-person sharing, use Access above. To share just one email, see Share individual emails.

No. Only emails received after enabling the setting will have their attachments ingested.

Any workspace member. The toggle is in Settings → Workspace → Email and meetings, in the Record creation section: Capture email attachments.

The email syncs normally - the attachment is skipped. Nothing surfaces to you when this happens.

No. Inline images embedded in email bodies (such as signature logos) are not treated as attachments and are not ingested.

Email attachments follow the same visibility rules as the email they came from. If a teammate doesn't have access to an email, they won't see its attachments. Manually uploaded attachments behave differently - they're visible to anyone who can see the record.

Yes. Rep can read the contents of attachments on a record - images, PDFs, and text files - when you ask it questions about that record.

Yes.

No. New emails and meetings still attach to contacts you already have. Disabled only stops Clarify creating new contacts and companies.

Yes, as long as you added their email address. Clarify matches on the address and attaches the email and calendar history it has already synced. Anything a blocklist filtered out was never stored, so it cannot be attached.

Not with the current settings - meetings and emails are controlled together. The closest approach is to set Create new records to Disabled and add the contacts you want by hand, which brings their history with them.

That screen is a Microsoft 365 tenant-level restriction - not a Clarify issue. Your company's IT admin needs to approve Clarify in the Microsoft admin center before your account can connect.

This usually means a permission was unticked on Google's consent screen during the initial connection. Email send and Calendar read can connect successfully while Email read fails - that's the signature of a partial OAuth grant. Clicking Retry on the banner refreshes the token but doesn't re-prompt the consent screen, so the missing permission stays missing. To surface the consent screen again, you need to fully disconnect and reconnect.

To fix it:

If reconnecting with all permissions checked still shows the banner, reach out to support.