Meetings are Clarify's record of every call - the transcript, summary, and the people who were on it - linked automatically to the people, companies, and deals involved.
Unlike People, Companies, and Deals, meeting records aren't created from a blank form. Clarify builds them from a recording, an imported transcript, or a Rep request.
How meeting records are created
There's no "Add Meeting" button. A meeting record needs a transcript or recording behind it, so Clarify creates them one of these ways:
Calendar + recording (automatic) - the most common path. Connect your calendar and enable recording; Clarify detects the meeting, records it, and creates the record automatically. See Meeting recording.
Quick Record (ad-hoc, macOS desktop app) - starting a recording for a call that isn't on your calendar creates a standalone meeting record on the spot. See macOS App.
Rep transcript import - attach a transcript from another tool (Fireflies, Otter, Gong, etc.) in Rep chat and ask it to create a meeting record. Rep fills in the title, participants, timing, meeting type, and summary. Requires file upload to be enabled for your workspace.
MCP import - if your workspace has Granola, Sybill, or Attio connected via MCP, meetings from those tools can be imported as Clarify meeting records.
ℹ️ Had a call Clarify didn't record and none of the above fits? Log it as a comment on the person, company, or deal instead - open the record's activity timeline and use "Leave a comment." See Understanding your data in Clarify.
What's on a meeting record
Open any meeting from Meetings in the left sidebar. Each record includes:
Title and date/time - pulled from the calendar event, or set directly for ad-hoc meetings
External and internal attendees - listed separately, based on your company email domains
Type - categorizes the meeting (Sales: Discovery, Sales: Closing, CS: Onboarding, CS: Account Review, CS: Support, or a custom type your workspace has added). Determines which summary template is used - see Meeting summary templates
Description - a free-text field for context
Notes - a rich-text field for anything you want to add manually alongside the AI summary
Summary and transcript - generated after a recorded meeting ends. See Meeting intelligence
Meeting brief - AI prep generated ahead of external meetings. See Meeting intelligence
Activity feed - comments and updates related to the meeting
Tasks - action items Clarify created from the conversation
Finding and organizing meetings
Meetings in the left sidebar - browse Past meetings or Upcoming
Home page - meeting cards for today's schedule
On a related record - meetings tied to a person, company, or deal show on that record's activity timeline
Search - Cmd/Ctrl + K, or ask Rep
Meetings link automatically to the people, companies, and deals involved based on attendee email addresses.
Working with a meeting record
Publish to the web - share a public link to the recording, summary, and transcript. See Published meetings
Draft a follow-up email - generate an AI email from the meeting page. See Meeting intelligence
Chat with Rep - ask questions about the meeting directly from its page. See Meeting intelligence
Change the meeting type - update it from the Details panel. See Meeting summary templates for how this affects the summary
Visibility and recording settings
Who can see a meeting, whether it gets recorded, and how it syncs are controlled separately from the record itself:
Recording behavior (bot vs. local recorder, which meetings get recorded) - see Meeting recording
Who can see a meeting and its recording - see Understanding Meeting Visibility in Clarify
Sync and filtering rules (private meetings, single-person meetings, blocklists) - see Email and Meetings
Limitations
There's no blank "Add Meeting" form - every meeting record needs a recording, transcript, or import behind it.
Deleting a meeting record is permanent - there's no recycle bin. See Understanding your data in Clarify.
FAQ
Can I manually add a meeting the way I add a person or deal? No. There's no blank form - Clarify needs a recording, an imported transcript, or a Rep request to create a meeting record. For anything else, log it as a comment on the related person, company, or deal record.
What's the difference between a meeting's Notes field and a comment on a person or deal? Notes live on the meeting record itself. Comments live on the activity timeline of a person, company, or deal, and are the right place to log something that didn't come from a recorded meeting.
Can I delete a meeting record? Yes, the same as People, Companies, and Deals - deletion is permanent and there's no recycle bin.
Related
Meeting recording
Meeting intelligence
Meeting summary templates
Understanding Meeting Visibility in Clarify
Published meetings
Email and Meetings