AI Autofill for Fields (early access)

AI Autofill allows you to instruct AI to populate any custom field in Clarify. Fields with AI Autofill enabled are denoted by ✨ alongside the field name on Lists.

▶️ Watch this quick demo to see how it works.

If you would like to try AI Autofill while it’s in early access, email support@clarify.ai.

Enabling AI Autofill

1. When creating a new or editing an existing field, toggle on Autofill with AI.
2. Enter instructions under Guidance for the AI to follow to populate the field:
   1. By default, AI will have access to all fields except for relationships on the record object you are acting against. If you would like to give it further context, you can use variables.
3. (Optional) Click Insert variable (or type {) to add associated records to your instructions to improve the AI's context.
4. (Optional) Permit the AI to use Internet research at its discretion to populate the field.
   1. The AI can only access publicly available information. It will not be able to reference information on pages that require authentication, e.g., LinkedIn profiles.

Writing good instructions

• Provide clear guidance to the AI. The more detail you give it, the easier it will be for the AI to generate a correct value.
• If the selected field type allows free-form text and you expect a response in a particular format, tell the AI, e.g., Respond with a person's name, such as 'John Doe'.
• If you want to know explicitly when the AI cannot generate output based on your instructions, instruct it to output something to clarify this, rather than leaving the field empty, e.g., 'No churn reason identified'.
• When you want the AI to reference variables like the last 10 meetings with people at a company, make sure to insert the variable using the Insert variable sub-menu or by typing {.

How to use AI Autofill

Here are a few ways our team is utilizing AI Autofill at Clarify.

On Deals

Surfacing competition

By looking at past meetings and emails (messages), the AI can identify alternative solutions being used or evaluated, providing critical context for future follow-ups.

• Field name: Competition
• Field type: Multi-select
• Guidance: Look at all of the {People › Messages: 10 last} and {People › Meetings: 10 last}. Select competitors the {Company} is currently using or evaluating from the list provided.

Identify blockers

Understand at a glance what’s blocking a deal from moving forward by asking the AI to look at recent emails and meetings and pull out items like product and feature requests that are referred to as blockers.

• Field name: Blockers
• Field type: Multiline text
• Guidance: Pull product and feature requests from {People › Messages: 10 last} and {People › Meetings: 10 last} and list deal blockers.
  
  Ask: What do they absolutely need to move forward?
  
  Only count items where a prospect explicitly states they cannot proceed without it, or the deal is blocked until it exists.
  
  Ignore feature requests, preferences, or “would be nice”/"nice-to-have" asks.
  
  If the language is ambiguous (“helpful,” “useful,” “we’d like”), leave blank.
  
  Output must be one- or two-word bullets only. If no such hard blockers are identified → output "No blockers mentioned".
  
  If there is no material update, output nothing.

Capture closed lost/won

Instead of having to manually fill out why a deal was lost (or won!), just ask AI to look at the most recent emails (messages) and meetings and capture the details and reason for you.

Closed lost detail:

• Field name: Closed lost detail
• Field type: Multiline text
• Guidance: If the Deal's field 'Stage' is 'S5 - Closed Lost', look at {People › Messages: 10 last} and {People › Meetings: 10 last} and summarize why the deal was not successful.
  
  Just state the details. Do not add language like:"Based on the detailed messages and meeting summaries, the closed lost detail for the deal can be summarized as:”.

Closed won detail:

• Field name: Closed lost detail
• Field type: Multiline text
• Guidance: If the Deal's field 'Stage' is 'S3 - Closed Won', look at {People › Messages: 10 last} and {People › Meetings: 10 last} and summarize why the deal was won.
  
  Just state the details. Do not add language like:"Based on the detailed messages and meeting summaries, the closed won detail for the deal can be summarized as:”.

• Field name: Closed lost reason
• Field type: Single select
• Guidance: Based on the Deal's field, 'Closed Lost Detail', select the most relevant closed lost reason from the list of options provided. If 'Closed Lost Detail' is empty, do not select anything.

On Companies

Identify ideal customers

When you have specific criteria for what constitutes an Ideal Customer Profile (ICP) for your business, you can instruct the AI to tell you if a company is a match or not.

• Field name: ICP
• Field type: Single select
• Guidance: Tell me whether this company matches my ICP. Use the related company fields, what you learn about the company on the internet, and {People › Meetings: 10 last} and {People › Messages: 10 last}.
  
  If you determine the company is a match based on the criteria below, select 'P1' or 'P2'. If the company is not a match, select 'No’.
  
  ICP criteria: Laboris velit ipsum dolore voluptate mollit irure magna consectetur aliqua sint sit laboris velit laborum nisi.

Value Assets Under Management

If you sell to VC funds, by researching the internet, the AI can determine the value of “Assets Under Management” to help you determine if a VC Fund (Company) is a fit for your solution.

• Field name: AUM
• Field type: Single select
• Guidance: Research the value of 'Assets Under Management' for the company and select the value range from the list of options provided. If unknown, select 'TBD'.

Understand churn

It’s not always the case, but for the times a customer tells you why they want to cancel or will be cancelling over email or on a call, you can instruct the AI to capture a concise reason for churn.

• Field name: Reason for churn
• Field type: Multiline text
• Guidance: Look at {People › Meetings: 10 last} and {People › Messages: 10 last} and in one sentence, provide a concise summary of why this company churned. If a reason cannot be determined, output → "No reason identified".

Running AI Autofill

You can use AI Autofill on enabled fields from individual Deal, Company, or Person records. Additionally, AI Autofill can be run from Lists to populate multiple records at once:

1. Via the column header of a field with AI autofill enabled:

• Autofill first 10 records: This is great for testing and validating your prompt.
• Autofill all records
• Autofill records with no value

2. On individual records: This will run AI Autofill on the selected field for that record only.

Field states

Once run AI Autofill on a field, the selected records will go through a few phases before being filled based on your instructions:

1. Queued: Request received, to be processed.
2. Processing: When either Shaping, Spinning , Ideating, or Hatching is displayed, the AI is actively completing the request.