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 allowlists and blocklists.
How blocklists work
Blocklists filter out emails from specific addresses or domains before they're imported into Clarify. When an email or domain is blocked:
Emails from those addresses won't appear in Clarify
Records (contacts, companies) won't be created automatically
Associated items like meetings won't be synced
⚠️ If you want to exclude internal meetings and emails, do not add your own company domain to the blocklist (e.g. *@company.com) as this will exclude all meetings and correspondence.
If you do not want internal meetings and emails captured, ensure your domain is listed as a Company domain and your Internal communication exclusion is set to All.
How allowlists work
Allowlists do the opposite - only emails and domains on the allowlist will be imported into Clarify. Everything else gets filtered out.
Configuring email and blocklists
You can set up allowlists and blocklists in Settings → Workspace → Email and Meetings. Both exact matches and wildcards are supported.
This gives you precise control over what information flows into your Clarify workspace while maintaining security and relevance.
💡 If you're looking to add a top level domain (i.e. allow all emails ending in .edu), use the following format *@*.edu
Note: * matches any characters including dots, so *@*.edu.au will also match deeper subdomains like [email protected] — no need for more specific entries.
Email and meeting filtering
Internal communication exclusion
Leverage this setting to customize what internal only communications sync back to Clarify. We leverage the Company email domains setting to identify what is considered internal. You can select for no internal communications, email only, meeting only or all communications to sync.
Include private meetings
By default, we respect your privacy, private meetings are not ingested. If you prefer to have all public and private meetings syncing back to Clarify, enable the setting to include all private meetings.
Include meeting with only one person (you)
Control whether invites where you are the only meeting attendee are syncing to Clarify.
Why it matters: Single-person meetings are excluded by default as they typically represent personal appointments (meeting blocks, errands, etc.) rather than business interactions relevant to your CRM
Record creation
Record creation rules:
Always (recommended): All emails create records except those you block
Selective: Only emails you reply to create contact records
Disabled: No emails create records automatically
Why this matters: This keeps your CRM clean by only including relevant business communications.
How Allow Lists Work with Record Creation
When you have an allow list configured, Clarify processes emails in two steps:
Step 1: Message Ingestion
If any recipient in an email matches your allow list, the entire message is accepted for processing.
Step 2: Record Creation
Once a message is accepted, whether records are created forallparticipants depends on your Record Creation setting:
Always: All participants get records created (companies + people), even if their domains aren't on your allow list
Selective (default): Records are only created if the sender's domain matches your company or user domains
Disabled: No records are created automatically
Example: If [email protected] (on allow list) receives an email from or is included in an email that has [email protected] (not on allow list) as a recipient (to or cc'd), and your setting is "Always", then both [email protected] and [email protected] will have records created.
💡 To control which records are created more strictly, use the "Selective" setting or review your Record Creation preferences.
Access delegation
Email access delegation 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.
Access delegation is available on paid plans. During a reverse trial, you have full access to configure delegation. After the trial ends, existing delegation settings remain visible but cannot be modified.
Granting access
To grant a teammate access to your emails or meetings:
Go to Settings → Email and Meetings
Under Access delegation, change the setting from Only me (default) to Custom
Select the teammates you want to grant access to
Save your changes
Delegates can be added or removed at any time from the same settings page.
What delegates can see
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 delegation settings or extend your access to other people.
Workspace-wide visibility
For teams that need all members to have access to each other's emails or meetings, workspace-wide visibility can be enabled by contacting support. This setting applies equally to all members and cannot be scoped to specific users. Admin controls for enabling this directly in workspace settings are coming soon.
Frequently asked questions
Can a teammate I've granted access to share my emails or meetings with others?
No. A teammate you grant access to can view your data but cannot change your delegation settings or extend your access to other people.
Can I revoke access after granting it?
Yes. Go to Settings → Email and Meetings and update your delegation settings. Remove the teammate from your Custom list to revoke their access.
I used to be able to see all my teammates' emails or meetings. Now I can't — what happened?
If your workspace previously had workspace-wide visibility enabled by support, your access has been automatically migrated to the new system — no action needed. If you need access to a former teammate's emails or meetings after they've left the workspace, contact support and we can help.
Does granting someone access to my meetings also let them see my recording transcripts and summaries?
Yes. Granting meeting access gives delegates full visibility into everything you see — including meeting recordings, transcripts, and AI summaries.
Does access delegation affect what Rep sees when a teammate uses it?
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.
Troubleshooting
Seeing "Need admin approval" from Microsoft when connecting your email?
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.
Whole team is blocked: Ask your admin to find Clarify under Enterprise applications in the Microsoft admin center and grant tenant-wide consent.
Teammates are connected but you're not: Your admin likely approved Clarify for specific users only. Ask them to check the "Assignment required" setting on the Clarify enterprise app - if enabled, they'll need to add your account to the permitted users list.
💡 If your IT admin needs the full list of Microsoft Graph permissions Clarify requests, contact support and we'll share them.
Can my teammates see my emails?
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.
Workspace-wide email visibility is an optional setting. It's off by default, all-or-nothing, and applies to every member equally when enabled. Contact support to turn it on for your workspace.