Clarify

Clarify connects to your email, calendar, and meetings - then builds and maintains your CRM automatically. Here's how it works, how it's different, and what to expect in your first…

What is Clarify?

Every keyboard shortcut in Clarify - opening Rep, creating records, searching, labels, and desktop app navigation. Press ⌘ / (Ctrl + /) to see them anytime.

Keyboard shortcuts

How to sign up, log in, switch workspaces, manage your account settings, and troubleshoot access issues in Clarify.

Logging in and account basics

Connect your accounts, configure your workspace, and see your first insights - a step-by-step guide for your first week with Clarify.

Getting Started: Your First Week

Import your existing companies, contacts, and deals into Clarify to start working with your data.

Getting started: Import your data

How Clarify fits into your working day - morning briefing, meeting prep, post-meeting follow-up, and weekly pipeline review.

Your daily workflow in Clarify

How Clarify organizes contacts, companies, deals, and meetings - and how records are created, updated, and linked automatically.

Understanding your data in Clarify

Your daily starting point in Clarify - upcoming meetings with prep notes, your most important deals, and tasks that need action today.

Your Home Page

Michael Simmons

Patrick Thompson

Understand the fundamentals and how to navigate your workspace

Welcome to Clarify

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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