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Your Home Page

Your daily starting point in Clarify - upcoming meetings with prep notes, your most important deals, and tasks that need action today.

Written by Michael Simmons

Home is where you start each day in Clarify. It opens on Your day - a greeting, then your meetings, your overdue tasks, and the deals closing this month, in one scrollable view. Check it each morning instead of running a manual pipeline review.

Everything on Home is personalized to your activity. Ask Rep about any of it from the composer at the top of the page.

Meetings

Your day's calls appear as one chronological list, with a line marking now - earlier meetings above it, upcoming ones below.

The next call's briefing expands on its own as the meeting approaches: who's attending, recent history with them, and context from related deals. Each row shows the attendees and a Record toggle, so you can turn recording on or off for a single meeting without leaving Home.

For meetings that already happened, open the meeting to read its summary and the tasks it created. Summaries typically appear within 5-10 minutes of a call ending.

💡 Set the meeting type to improve the summary. Open a meeting and choose its type - discovery call, internal sync, onboarding, and so on. The type decides which summary template Clarify uses. Change the type after a meeting and you can re-summarize with the new template, which costs 30 credits.

Tasks

Home shows your overdue tasks - the ones past their due date - so the section stays short. Up to five appear at a time, with See all for the rest. Change their status, due date or priority in place, or add one with the + in the section header.

When nothing is overdue the section reads "You don't have any overdue tasks." Completed and canceled tasks are hidden automatically. To see everything on your plate rather than just what is late, open Tasks from the sidebar.

Closing this month

The deals with a close date in the current month, sorted by close date, up to five at a time.

This section always shows the current month, whichever day you have selected above.

Choosing a day

Use the date picker at the top of Home to move to another day.

  • Today - your meetings, overdue tasks, and this month's closing deals

  • A past day - the meetings from that day

  • A future day - the meetings scheduled for it

Asking Rep from Home

The composer sits at the top of Home. Type a question and press Enter. Rep picks up context from your day automatically - usually the meeting you are next in - and suggests questions to start from.

Rep has your full history to draw on: meetings, deals, contacts and companies. Useful asks:

  • "Summarize my calls from this week"

  • "Which deals need follow-up?"

  • "Draft a follow-up email for my call with [Company] this morning"

Rep is also reachable from any page in Clarify, and there are keyboard shortcuts for it - see Keyboard shortcuts and Rep.

FAQ

Where did the Meetings, Deals and Tasks tabs go?
Nothing was removed. All three now sit stacked on one scrollable page, with the Rep composer at the top, so you no longer click between them.

Why doesn't my next meeting have a briefing?
Clarify builds briefings from your history with the attendees, so a first meeting has very little to draw on. 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 the connection in Connectors - under Personal, your Google or Microsoft tile shows its status.

Why does Home show only a few of my tasks?
Home lists up to five overdue tasks to keep the section short. See all opens the full list, and the number beside it is your total overdue count.

Can I change what appears on Home?
No. Home is assembled from your activity and the deals you own. Ask Rep for anything it doesn't show.

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