New in Clarify: Mar 2026

Patrick Thompson
Patrick ThompsonCo-Founder

March was about making Clarify feel like yours. Permissions give you control over who can do what. Campaigns are officially GA. Rep got a lot smarter. And meeting summarization learned a few new tricks — including how to speak six languages. Here's the full rundown.

🚢 Shipped

Smarter Rep (now with dock-mode)

Rep in dock mode searching for leads

Rep now reads meeting notes and transcripts — not just the AI summary — so "what did we talk about?" actually works. It recovers from validation errors instead of giving up, does better searches before creating or linking records (fewer duplicates), and generates accurate deal analytics with correct filters. It can bulk update records, too. Just ask →

Roles and permissions

Set roles and permissions to control access in your workspace

Clarify now supports two roles — Admin and Member — so you can control who manages workspace settings and who doesn't. Take control →

Campaigns out of beta

Send single or multi-step sequences

Send single or multi-step email sequences from Clarify. Now with support for signatures, CC, and BCC recipients. Start sending →

Spotlight-like search on Mac

Search Clarify no matter what app your in

If you’re using the Mac desktop app, hit cmd + shift + k to open a macOS Spotlight-style search on top of whatever you're working on. Change the shortcut in Desktop Settings.

Multi-language recordings and summaries

Desktop recording now supports six languages: English, Spanish, French, German, Italian, and Portuguese. Summaries are now written in the language detected in the transcript.

N-way record merging

Select 3+ records from any list and hit Merge. Also available via Rep and MCP.

Re-summarize meetings

If you update a meeting template, you can choose to retroactively rewrite summaries for the last 30 days or year. We’ve also updated the default template to be more detailed.

🏗️ Building

🔌 MCP connectors
Connect Rep to your favorite tools, including Linear, Notion, Granola, and more.

🔍 Lead Finder
Source and enrich Companies and People without leaving Clarify.

🔒 Email and meeting privacy
Control who can view emails and meetings across your workspace.

🤖 Agents
Create agents that run on your schedule and act on triggers you set.

📦 Custom objects
Define record types—like partners or products—and link them to Companies, People, and Deals.

✍️ Writing


That's March. Permissions, Campaigns, and a smarter Rep were the big swings — but the dozens of smaller improvements add up fast. Until next month.

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