Rep helps you understand your pipeline, prepare for meetings, draft follow-ups, get instant context on your deals and past meetings, and create and update objects. Rep works wherever you are in the product and adapts to whatever you're looking at.

What Rep helps you do

Ask questions about your pipeline
Get quick answers about deals, companies, people, and meetings.

Summarize and analyze
Ask about what happened or was said in meetings, deal status, or surface key insights without digging through notes.

Draft follow-ups and updates
Rep writes personalized emails based on your past meetings, emails exchanged, and data in Clarify.

Create and update objects

Rep can create and update records, create lists, add comments, and create or update campaigns.

Work with files
Attach images, PDFs, spreadsheets, and text files to your messages so Rep can analyze, summarize, or reference them.

ℹ️ What can Rep use as context?
When asked a question, Rep can only use emails, meeting information, and meeting transcripts that the current user has permission to view as context for its responses. It can refer to all company and people records, as all users have permission to view them.

File attachments are visible only within the chat they were uploaded into. They are not shared with other users or reused across chats.

How to ask Rep

A quick-access chat bar (Rep island) appears across most pages in Clarify. Use it when you want fast answers or to take action without leaving the page. You can either:

Click the island
Press /
Use Cmd + J (Mac) or Ctrl + J (Windows)

If you start a conversation with Rep via the island it will persist as you navigate to other pages in Clarify. Press Esc to close it.

In the Rep island you'll see:

Pre-filled context (a meeting, deal, person or company record) you can ask Rep about or the ability to add context
Suggested questions to ask based on the selected context
Quick access to past chats

Adding context

Rep chooses context automatically, based on the page you're on (for example, your next meeting on Home or a deal you're viewing).

You can also add context manually using the Add context button or by typing @.

Continuing previous chats

From the island, you can reopen recent chats and pick up where you left off.

Asking questions

Open Rep Island
Add context if needed
Ask your question
Press Enter

Your context stays in place as you ask follow-ups.

Examples:

"What should I prepare for this meeting?"
"Summarize my last call with Atlassian."
"Draft a follow-up email for this deal."
"What risks should I be aware of?"

Dedicated chat pages

If you want to have a longer conversation or revisit past chats, navigate to the Rep page using the left-hand navigation sidebar. There you can:

Browse all past chats
Start a brand-new conversation
Continue any chat in full view
Rename or delete chats

Skills

Skills are reusable instructions you save once and invoke on demand. Think of them as custom playbooks — instead of re-explaining a task every time, you save the instructions and Rep follows them when you ask.

For example, a "Meeting prep" skill might tell Rep to pull the latest emails, deal status, and meeting notes for a contact before your call. A "Weekly pipeline update" skill might generate a standardized summary of your open deals.

ℹ️ Skills are currently private — only you can see and use the skills you create. Shared/team skills are on the roadmap.

Creating a skill

From Settings:

Go to Settings > Rep > Skills
Click Create skill
Fill in the fields:
- Name — a short, descriptive name (max 150 characters)
- Description — when Rep should use this skill (max 150 characters). Rep uses this to match skills to your requests.
- Instruction — the detailed instructions Rep follows when the skill runs. Supports rich text formatting.
Click Save

From chat:

Ask Rep to save a skill — e.g. "Save this as a skill called Meeting Prep." Rep will draft it and confirm before saving. Rep may also suggest creating a skill if it notices you repeating the same type of request.

Using a skill

There are two ways to invoke a skill in chat:

Reference it by name — e.g. "Run the Meeting Prep skill for my call with Acme tomorrow."
Let Rep match automatically — describe what you need and Rep will apply a matching skill based on its description.

Managing skills

From Settings > Rep > Skills, you can:

Edit — click a skill to open the editor
Delete — click the menu (...) on the row and choose Delete
Duplicate — ask Rep in chat (e.g. "duplicate the Meeting Prep skill")

Skills to try (copy & paste)

Here are a couple of skills shared by the Clarify team to get you started. Copy the description and instruction into a new skill in Settings > Rep > Skills.

Lead Finder — exclude existing CRM records

Description: Filter Lead Finder results to hide people and companies already in CRM.

When using Clarify's lead finder, check any results against People or Companies that already exist in the Clarify CRM. If they already exist in CRM, exclude them from search results.

Weekly GTM update

Description: Generates a weekly GTM update — net new meetings, MRR tiers, upcoming prospects, feedback themes — then posts it to Slack.

Run a weekly GTM update for me. Today is Monday — use the previous calendar week (Mon–Sun) as "last week" and the current week (Mon–Sun) as "this week."## Step 1: Last Week's Meetings – Net New ProspectsQuery all meetings from last week that I attended. For each meeting, identify the external attendees (people who are NOT users in my workspace) and their associated companies.A meeting is **net new** if I have never had a meeting with ANYONE at that company before the start of last week. To check this:* Get the company for each external attendee* Check whether any person linked to that company has a prior meeting with me before the start of last week* If zero prior meetings exist for the entire company, it's net newDeduplicate by company — if multiple meetings last week were with the same company, count it as one net new company (not multiple).Report:* Total meetings last week* Number of net new company meetings* List of net new companies and the prospect names I met with## Step 2: Net New Meetings – MRR Tier SegmentationUsing only the net new company meetings from Step 1, find the open deal linked to each company. Use the deal's amount field as MRR.Segment deals into tiers based on a threshold you define (for example: high tier ≥ $X, low tier < $X — set the threshold to match your pricing):* 🟢 High tier: deal amount ≥ threshold* 🔵 Low tier: deal amount < threshold* ⚪ Unknown: no open deal found for the companyOnly categorize net new meetings from last week — do not look at the full pipeline.Report counts and a table with prospect name, company, and deal amount.## Step 3: Upcoming Net New Prospect Meetings This WeekQuery all meetings this week I'm attending. For each external attendee, check whether I've had any prior meeting with anyone at that company before today. If zero prior meetings exist for the company, flag as net new.Deduplicate by company.Report:* Count of upcoming net new company meetings* List with meeting title, date, prospect name, and company## Step 4: Feedback & Feature Requests from Last Week's Prospect MeetingsRead the summary and notes fields from all last week's meetings with external attendees. Extract and synthesize the most common feedback, feature requests, and pain points. Group by theme, rank by frequency, and report the top 5 with source meetings.## Step 5: Fun Stuff – Prompt MeAfter presenting the full draft, ask me to fill in the 🎉 Fun Stuff section:"Here's your weekly GTM update draft! Before I post it, please fill in the **🎉 Fun Stuff** section — outbound you launched, events you're running, wins to celebrate, etc. Just reply and I'll post it."Wait for my input, then post the complete message to Slack.## Final Slack Message Format### 📅 Weekly GTM Update – [Date Range]**1. Net New Prospect Meetings Last Week** [Count + list by company]**2. Net New Meetings by MRR Tier*** 🟢 High tier: [count] meetings* 🔵 Low tier: [count] meetings[Table: prospect(s), company, deal MRR]**3. Upcoming Net New Prospect Meetings This Week** [Count + list with dates]**4. Top Feedback & Feature Requests from Last Week** [Ranked themes with source meetings]**5. 🎉 Fun Stuff** [Your input]Keep tone professional and concise. Flag urgent signals (e.g. high-MRR prospect with negative feedback, or a notable new company).

File attachments

You can attach files to your messages in Rep to give it additional context. Attach a proposal PDF and ask Rep to summarize it, upload a CSV of leads and ask Rep to analyze the data, or paste a screenshot and ask what it shows.

Supported file types

Images — JPEG, PNG, GIF, WebP
Documents — PDF
Text — plain text (.txt), CSV, HTML, Markdown (.md), JSON

Limits

10 MB per file
10 files per message

How to attach

Click the paperclip icon in the chat input to open the file picker
Drag and drop files onto the chat window — a drop overlay confirms the drop
Paste an image directly from your clipboard (Cmd + V / Ctrl + V)

After you attach

Each file shows a thumbnail (image preview for photos, file name + type for documents)
A spinner appears while the file uploads
Click a thumbnail to preview the file in a larger modal
Hover and click the X to remove a file before sending
When the message is sent, Rep receives the full file content

How Rep uses your files

Images — Rep sees the image and can describe, analyze, or answer questions about it
PDFs — Rep reads the full document and can summarize, extract data, or answer questions
Text files (CSV, JSON, TXT, etc.) — Rep reads the full content; for CSVs it can analyze rows, find patterns, and answer questions about the data

Click any attachment thumbnail (in your message or Rep's reply) to open a full-size preview, where you can also download the file.

Use external tools with Rep

Rep can connect to external tools like Linear, Notion, Granola, Outreach, Stripe, and more — so it can take action across your stack from within a conversation. For example, Rep can look up a Linear issue, draft an Outreach sequence, or check a Stripe subscription without leaving Clarify.

Workspace admins can also connect any MCP server as a custom connector.

Learn more: Rep Connectors