This week was about capability and reach. Formula fields shipped: any field can now calculate from other fields, pull values from linked records, and total across them. Rep in iMessage and email is open to every workspace, Clarify can now sign a BAA for teams that handle PHI, and every campaign has a change history.
🚢 Shipped
Formula fields
A field can now calculate its value from other fields: math on the record, values from linked records, and counts and totals across linked records. Docs
Clarify in iMessage and email
Send Clarify an iMessage or Cc it on any email thread; it reads the earlier messages and gets to work. Now available in every workspace. iMessage docs · Email docs
Store sensitive data in Clarify
Clarify now offers a BAA for our Growth or Enterprise customers that need to handle PHI. Docs · Security
Campaign change history
See who created, changed, or switched off any campaign on its Performance page. Docs
🧹 Polish
- Bulk edit: select records in any list and change any field from the toolbar.
- Meeting recordings: hover over a meeting notification to see its brief, watch recordings in theater mode, and hit quick record during a meeting to start recording it.
- Multiple connected accounts: pick which account to send from everywhere you use Rep, including Slack.
- Reporting: drill into any chart to see the raw data behind it and the SQL that generated it.
- Meeting snippets: every snippet now has a title and description, filled in for you when you create one. You can ask Rep about snippets too.