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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 the first page to check in Clarify. It opens on Your day - a greeting, the Rep box, then your meetings, your due and overdue tasks, and your deals closing this month, in one scrollable view. Use it in place of a manual pipeline review.

Everything on Home is personalized: meetings you attend, tasks assigned to you, and deals you own. Ask Rep about any of it from the box at the top of the page.

Asking Rep from Home

The Rep box sits at the top of Home. Rep attaches your current or next meeting as context automatically (it shows as a chip in the box) and offers suggested questions above it, such as "Who am I meeting with?" and "Is there a meeting briefing?". Click one, or type your own and press Enter.

A good first prompt: "Prep me for my next meeting: who is attending, what we last discussed, and any open deals with them."

Rep draws on the meetings, deals, contacts and companies you have access to. More asks to try:

  • "Which of my deals need follow-up?"

  • "Summarize my calls from the last 7 days"

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

If the Rep panel is already open on the right, the box at the top of Home is hidden - type in the panel instead. Rep is on every page: use the Ask anything... box, press / to ask, or press Cmd+J (Ctrl+J on Windows) from anywhere. Rep also works in Slack once the Clarify Slack app is connected. See Keyboard shortcuts, Rep and Slack.

Meetings

Your day's calls appear as one chronological list, with a line marking now - earlier meetings above it, upcoming ones below. All-day events aren't shown.

Your current or next meeting shows its briefing inline: who's attending, recent history with them, and context from related deals. Click Show more for the full brief. Each row shows the attendees and the meeting type, a Join button when the call is about to start, and a Record toggle for video calls, so recording turns 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. The summary appears on the meeting shortly after the call ends.

💡 Set the meeting type to improve the summary. Choose the type on the meeting row on Home or on the meeting itself - for example Sales: Discovery or CS: Onboarding. The type decides which summary template Clarify uses. Change the type after a meeting has a summary and Clarify offers to regenerate it with the new template, which costs 30 credits.

Tasks

Home shows your open tasks that are due or overdue as of the day you are viewing, so the section stays short. Up to five appear at a time, with See all when there are more. Change their status, due date or priority in place, or add one with the + in the section header.

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

Closing this month

The deals you own with a close date in the current month, soonest first, up to five at a time. Lost deals are left out. Edit the stage, close date or amount right in the row, or add a deal with the + in the section header.

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

Choosing a day

Use the date picker at the top of Home, or the arrows beside it, to move to another day.

  • The current day - your meetings, due and overdue tasks, and this month's closing deals

  • A past day - the meetings from that day, and tasks that were due by then

  • A future day - the meetings scheduled for it, and tasks due by then

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?
Briefings are only built for meetings that include people outside your company, so internal meetings never get one. They also need available credits and meeting prep turned on for your workspace. A first meeting with someone new has little history to draw on, and briefings 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 that you attend, and leaves out all-day events. 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 due or overdue tasks to keep the section short. See all opens the full list, and the number in it is your total count of due and overdue tasks.

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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