Clarify

Delete your workspace or remove users

Configure Clarify's cloud-based notetaker - auto-record settings, transcript-only mode, recorder name, background image, and how to disable recording.

Notetaker settings

Configure AI-powered intelligence features including workspace context, automatic deal detection, deal summaries, and field updates based on your emails and meetings

Intelligence Settings

Control what data syncs into Clarify using blocklists, and configure rules for record creation, internal communications, and private meeting filtering

Email and Meetings

Invite members, assign roles, and manage access to your workspace.

Manage members

View your subscription, manage credit usage, upgrade or downgrade plans, and update your payment method.

Billing, pricing and payments

Understanding Meeting Visibility in Clarify

Control who can manage settings and invite users in your workspace

Roles & Permissions

Patrick Thompson

Michael Simmons

Manage workspace-wide settings including team configuration, call recording, permissions, member access, reporting defaults, and billing.

Workspace settings and billing

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.

Prototype integrations answer

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

Prototype invite-team answer

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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