AI Agent Workflow Automation for Clarify
AI agent fetches Clarify customer insights into Slack, delivering call prep and key talking points for upcoming meetings within your team channels. Enhance your Clarify workflows with AI-powered automation in Slack, Teams, and Discord.
Clarify is revolutionizing CRM for modern sales teams, giving them AI-driven organization and insight. But what if you could access all that power right inside your team’s daily communication hub? With Runbear’s AI agent, your team can surface Clarify insights, automate CRM updates, and collaborate—all within Slack, Teams, or Discord. This combination transforms CRM workflows, reduces manual work, and keeps your teams focused on what matters: building relationships and closing deals.
About Clarify
Clarify is an AI-native Customer Relationship Management (CRM) solution designed for modern sales teams who demand speed, insight, and flexibility. Clarify organizes all customer interactions—from emails and meetings to deals and calls—in one unified platform. It boasts features such as customizable workflow views, semantic global search, AI-powered meeting preparation, dynamic contact lists, and automated follow-ups. Clarify’s event-driven architecture ensures that all activities are tracked and actionable, while its seamless API integrations support the diverse needs of fast-paced revenue operations teams. Companies choose Clarify to replace legacy CRMs with something more intuitive, automated, and deeply integrated with their tools and processes—helping revenue teams focus less on admin and more on relationship building.
Use Cases in Practice
Bringing Clarify together with an AI agent in your team chat unlocks entirely new levels of automation and collaboration for revenue teams. Forget tab-switching or endless data entry—now your sales team can ask questions, pull reports, and log updates in Clarify simply by chatting with an AI agent in Slack. For example, before a meeting with a key prospect, your agent can automatically pull the latest Clarify context and deliver talking points in your channel. Need to update deal status? Just say 'Move Acme to negotiation stage,' and the AI agent makes the change directly. The scheduled summaries ensure everyone is aligned on the week’s pipeline with zero manual reporting. And for on-the-fly knowledge, the agent instantly answers questions about customers or deals, harnessing your synced Clarify knowledge base. These use cases go beyond traditional CRM automations—your workflows become conversational, real-time, and deeply integrated with how your team actually collaborates. For more ideas on leveraging AI-driven process improvements, see how teams are using agents for KPI reporting automation and building Slack-native executive dashboards.
Clarify vs Clarify + AI Agent: Key Differences
Clarify alone is a powerful AI-native CRM, but teams often switch between apps, perform manual updates, and struggle to share live insights in real time. By integrating Clarify with Runbear, teams unlock automated workflows—AI agents fetch data, summarize trends, and enable conversational updates right in Slack or Teams. The workflow transforms from manual, fragmented, and app-centric to streamlined, AI-powered, and collaborative.
Implementation Considerations
When adopting an integrated Runbear and Clarify workflow, teams should prepare for two shifts. First, set up requires connecting Clarify to Runbear and ensuring the AI agent has the right permissions—especially around CRM data and privacy. Second, teams will need light training to get comfortable with conversing with AI agents and trusting automated actions in Slack or Teams. Managing access controls is key for data governance, and leaders should weigh the benefits of time saved against the licensing or implementation costs. Change management is crucial—clearly communicate the shift from manual to AI-powered processes, and provide guidelines for best practices. Overall, teams that invest in setup and onboarding see rapid returns as agents eliminate friction and boost productivity across their Clarify workflows.
Get Started Today
Integrating Clarify CRM with Runbear’s AI agent brings a new era of automation, insight, and team collaboration to your sales workflows. Teams can ditch manual updates, reduce app fatigue, and stay aligned with smarter, real-time information right inside their favorite chat platforms. Start small—pick a key workflow, connect Clarify to your team channel, and let the AI agent handle the busywork. Experience how AI-powered CRM transforms team productivity—try the Clarify x Runbear integration today and unlock your sales team’s full potential.