Home is where you start each day in Clarify. It shows what's happening today, what needs your attention, and what you accomplished — organized into three tabs: Meetings, Deals, and Tasks.

Check it each morning to replace your manual pipeline review. Everything on Home is personalized to your activity.

The Meetings tab shows today's calls, yesterday's follow-ups, and any day you navigate to.

Today's meetings

Your next meeting appears at the top with an AI-generated briefing — who's attending, recent history with them, and context from related deals. Below that, all other meetings scheduled for today.

Meeting follow-ups

Meetings completed earlier in the day appear under Meeting follow-ups. For each recorded meeting you'll see:

Summaries typically appear within 5–10 minutes of the call ending. Completed tasks disappear automatically.

Set your meeting type: Open a meeting record and select the type from the dropdown (e.g., discovery call, internal sync, onboarding). Meeting type determines which summary template Clarify uses — setting the right type improves your summaries. If you change the type after a meeting, you can re-summarize with the new template (30 credits per re-summarization).

Navigating other days

Use the date picker or arrows at the top of Home to view any day:

The Deals tab surfaces the opportunities that matter most right now.

Highest value — next 4 weeks

Up to two highest-value deals closing in the next 4 weeks appear at the top. Click Ask to get Rep's view on deal status or next steps.

Closing in the next 4 weeks

All remaining deals closing in the next 4 weeks, sorted by close date.

Note: Deals always show the next 4 weeks of pipeline regardless of which date you've selected in the date picker.

The Tasks tab shows what needs action without overwhelming you with your entire backlog.

Today — Tasks due today, sorted by urgency. Shows up to 10. You can view, edit, complete, or create tasks directly.

Overdue — Tasks past their due date. The first 10 are shown expanded; the rest collapse into a count with a link to view all.

Note: The overdue section shows the first 10 tasks expanded. The rest collapse into a count with a link to view all. The overdue section expands automatically if you have no tasks due today.

Both sections hide completed and cancelled tasks automatically.

Press / or Cmd/Ctrl + J to open Rep from any tab on Home. Rep has context from your full history — meetings, deals, contacts, and companies.

Useful questions:

Why doesn't my next meeting have a briefing?
Clarify builds briefings from your history with the attendees. First meetings will have minimal briefs. They improve after a few recorded calls.

A meeting I had isn't showing up — where is it?
Home only shows meetings from your connected calendar. Check that your calendar is connected in Settings > Account > Connected accounts.

My task count badge doesn't match what I see — why?
The badge shows all tasks due today. The Tasks tab shows up to 10 at a time.

Can I customize what appears on Home?
Home is organized automatically based on your activity and deal ownership. Use Rep to surface information that Home doesn't show by default.

Here's a quick reference to all the articles in this series: