April roundup: Tasks, search, aggregated rows, and more

April was all about reducing friction. We shipped new ways to manage tasks, upgraded our search engine, streamlined collaboration, and made it easier to manage your workspace — All part of our mission to build an autonomous CRM that works for you, so you can focus on selling more.

Here’s what’s new:

Stay on top of things with autonomous tasks

We now support tasks in Clarify—your new way to track and complete work. But the real magic? Clarify can auto-generate tasks from your call transcripts, complete with a due date, priority, and written description. You just take the calls—Clarify handles the admin.

Find anything faster with smarter search

Our search got much smarter. Relevance and ranking have both improved, making it easier to surface the right records through CMD + K — even if you only remember part of the name, deal, task, or company.

See your totals at a glance with Pinned Aggregation Rows

You can now pin calculated values (like totals or averages) to the bottom of any table for quick visibility. Useful for forecasting and visualizing pipeline totals by stage.

Understand your pipeline health with Reporting (beta)

Our first out-of-the-box reports are live, focused on deals. Get a quick read on open pipeline and sales velocity — with more templates coming soon.

🔮 Coming soon

Here’s what’s on deck:

• Desktop recording: Record meetings locally, without our meeting bot.

• Public sharing: Share meeting recordings externally.

• AI fields: Prompt-driven AI that autofills and organizes fields for you.

• Improved import/export experience: Smarter CSV workflows.

Everything we shipped this month pushes Clarify closer to our goal: an autonomous system that understands context, removes friction, and helps you sell — without needing to be told what to do.

Let us know what’s working, what’s missing, and what you want to see next.