Getting started

This quick setup ensures Clarify works optimally for your business right from the start.

Essential setup checklist

Complete these settings in order to get the most out of Clarify:

1. Add your company email domains - Help Clarify identify your team
2. Describe your business - Give Clarify context about what you do
3. Set up call recording preferences - Choose how you want meetings recorded
4. Configure email filtering - Control which emails sync to Clarify
5. Connect your accounts - Sync your email and calendar

These settings can be accessed in the Settings menu of your workspace. You'll find this in the bottom left corner of your account.

Your settings are organized into three main sections:

• Account: Settings unique to you that override workspace-level settings
• Workspace: Settings that affect everyone in your workspace
• Billing: Manage your plan details, monitor credit usage, and view available plans

Workspace settings

1. Add your company email domains

Navigate to Settings > Workspace > General settings and add all email domains your team uses.

Why this matters: This helps Clarify distinguish between your team members and external contacts, ensuring your data is organized correctly from the start.

What to include: Add all domains used by anyone on your team who will use Clarify (like @yourcompany.com, @subsidiary.com).

2. Describe your business

Within General Settings for your Workspace, add a detailed company description.

Why this matters: This context helps Clarify understand your conversations and provide better recommendations. The AI uses this to identify potential deals and understand business fit.

What to include: Your business model, ideal customers, key products or services, and what signals indicate a sales opportunity. For examples building out the deal summary reference: General workplace and account settings.

Step 3: Set up call recording

Choose your default recording behavior in Call recording settings:

• External only (recommended): Records meetings with external participants only
• All: Records every meeting automatically
• None: No automatic recording - you'll manually start recording

Why this matters: Recording the right meetings ensures you capture important conversations without overwhelming your system with internal calls.

Step 4: Configure email filtering

Set up which emails you want Clarify to sync in Email settings. You can set up blocklists for specific domains you don't want in the system and individual email addresses.

Email filtering: Add domains or specific email addresses you don't want in Clarify (like newsletters, HR emails, or internal systems).

Record creation rules:

• Always (recommended): All emails create records except those you block
• Selective: Only emails you reply to create contact records
• Disabled: No emails create records automatically

Why this matters: This keeps your CRM clean by only including relevant business communications.

Account Settings

Step 5: Connect your accounts (most important step)

This is the most critical step - Clarify needs access to your email and calendar to work effectively. Navigate to Settings > Account > Connected accounts and connect your email and calendar.

What happens when you connect:

• Clarify imports your email history and creates contacts for everyone you've communicated with
• Your calendar events sync and Clarify identifies meeting participants
• Company information gets automatically enriched from trusted sources
• Clarify begins analyzing conversations to identify potential deals
• Meeting summaries and follow-ups start generating automatically

Important: Clarify can only help you manage relationships it can see. Without your inbox and calendar connected, features like meeting briefs and automatic record updates won't work.

How to sync Email and calendar

You can click the “Connect” button to begin authenticating with Google or Microsoft. Once authenticated, the syncing will happen in the background.

You'll see a progress bar during the integration process. When complete, your Companies and People will be populated with email history and enrichment data.

Channels

You can configure Slack to automatically get notifications based on what you configured in the “Notifications” page.

Meetings

To complete recording settings ensure your individual meeting recording settings are set to your specifications. Select between External Only, All or None to ensure relevant calls are captured in Clarify.

You're all set!

After completing these steps, your home page will show your daily briefing with tasks, meetings, and insights. You'll also receive a daily email briefing each morning.

Need more detailed settings? Visit the full workspace settings documentation for advanced configuration options, reporting setup, and team management features.