Most of a call's value comes after it - the summary, the follow-up, the CRM updates. Clarify turns a recorded meeting into all of that automatically. This playbook walks the loop from recording a call to acting on it.

Everything here depends on Clarify recording the meeting - summaries, tasks, and follow-ups all draw on the transcript. There are two ways to record:

Recording itself is free.

When a recorded meeting ends, Clarify writes a summary from the transcript and emails it to participants on your workspace domain. Assign a meeting type (discovery, demo, onboarding) to control the format - each type can have its own summary template, and Clarify ships five to start.

Clarify pulls the clear action items out of each recorded meeting and creates tasks, linked back to the meeting and to any related deal. Find them on the Tasks page, your Home page, and the meeting, deal, person, and company records. Choose which meetings generate tasks - External, All, or None - in Settings → Intelligence.

Open any meeting and ask Rep about it - "what did they commit to," "draft me a recap" - drawing on the summary, your notes, and the full transcript. Chatting with a meeting is free and doesn't use credits.

From a meeting page, click Email participants to open a draft with the attendees and meeting context loaded, then have Rep write the follow-up from what was actually discussed. Review and send.

Once you trust the flow, hand it to an agent. A post-meeting agent can update the deal and log next steps from the transcript, or draft the follow-up straight to your email drafts - every time a meeting is recorded, without you touching it.