After a customer call, the rest of the deal team usually finds out what happened by asking the person who was on it. An agent can post a short recap to a team Slack channel after every recorded external meeting instead: what was discussed, what was decided, and what happens next.
This playbook builds that agent. For the single-player version, which updates the deal or drafts your follow-up email, see From meeting to action.
Before you start
Record your meetings. The agent works from the transcript, so it only runs on meetings Clarify recorded or that have a transcript. See Meeting recording.
Decide who owns the agent. An agent runs as the person who created it. It uses their Slack connection and only runs on meetings they can see. Pick one person for the whole team (see Whose meetings it covers below).
Connect Slack as that person. Open Connectors from the left sidebar, then under Personal click the Slack tile and select Connect. See Slack.
Pick the channel. For a private channel, add the Clarify app to it in Slack first. In a public channel, the Clarify app joins on its own the first time it posts.
Build the agent
Go to Agents in the left sidebar and click Add Agent at the top right.
Paste this description, replacing the channel name and your company's email domain:
After each recorded meeting, post a recap to #deal-updates in Slack. Work from the meeting transcript, and skip the meeting if it has no transcript. Skip it if every participant's email address is on @yourcompany.com, so only external meetings get a recap. The recap should name the company and deal, give three bullets on what was discussed, list any decisions, and list next steps with who owns each one and when. End with a link to the meeting in Clarify. If the meeting is linked to a deal, @-mention the deal owner in Slack by looking them up by email; if you can't find them in Slack, write their name instead. Ask my permission before each Slack post.
Answer Rep's follow-up questions. Rep sets up the trigger, writes the instructions, and picks the tools.
Review what Rep built before the next meeting ends. Rep turns a new agent on when it saves it, so it runs the next time a transcript is ready. Check the channel name and the domain in the instructions. Then, under Tools and access, check that the Slack tool that sends messages is set to Ask permission, and change it from that tool's permission dropdown if it isn't.
How it runs
The agent starts when a meeting's transcript is ready. Clarify writes the meeting summary from that same transcript afterwards, so the summary may not exist yet when the agent runs. That is why the description tells it to work from the transcript.
There is no internal-or-external field to filter the trigger on, so the agent checks participants' email domains itself. An internal meeting still starts a run, and that run uses credits even though the agent posts nothing.
Posts appear in Slack under the agent's name.
Whose meetings it covers
The agent can only see what its owner can see in Clarify. A meeting the owner can't see does not start a run and does not use credits. By default that leaves the owner's own meetings, plus any a teammate has shared with them.
To cover the team's calls with one agent, teammates share their meetings with the agent's owner. See Understanding meeting visibility for the ways to do that.
Don't give everyone their own copy. If two teammates each run a copy and both attend the same call, both agents post a recap of it.
⚠️ Everyone in the Slack channel can read the recap, including people who can't open that meeting in Clarify. Post to a channel whose members should see what is said on these calls.
Turn off approvals once you trust it
While the Slack post is set to Ask permission, Clarify notifies you before each post and waits for you to allow or deny it. Read the first few recaps, adjust the instructions if anything is off, then set the Slack tool to Always allow so recaps post on their own. See Agents for how approvals work.
What it costs
Each run uses credits based on the work it does, including runs that end without posting. On the agent's trigger, a banner shows the estimated runs per week and credits per week. After the first few meetings, check what the agent is actually spending: the agent's page shows credits per run next to its owner, and Insights opens a Usage card with Avg cost per run. See Agents for typical costs and how to keep them down. To tune the instructions further, see How to build a great agent.