Clarify

Automatically prepare for meetings, summarize notes, create follow-up tasks and ask questions about your meetings

Meeting intelligence

Automate repetitive CRM work with agents that run in the background - updating records, routing leads, posting summaries - triggered automatically without manual input.

Agents

Meeting summary templates

A deeper guide to designing triggers, writing instructions, and choosing tools so your Clarify agents run reliably - plus four example agents to learn from.

How to build a great agent

Automatically track deal opportunities, maintain summaries, update deal fields and ask questions about your deals.

Deal intelligence

Generate and autofill custom fields with AI

AI fields

Rep (sales agent)

Clarify Intelligence helps operators stop doing manual, routine work in the CRM and instead focus on building relationships. Right now, our intelligence falls into two categories: meeting intelligence and deal…

AI in Clarify

Michael Simmons

Meeting prep, follow-ups, deal creation, field updates, and more

Intelligence

Website

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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.

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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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