Getting started
Set up your company, teams and people.
Vision & milestones
Vision board, quarterly milestones and the org chart.
Metrics & syncs
Scorecards, meetings, challenges and action items.
- How to create a metric for your team scorecard
- How to record metric values each week, day or month
- How to set metric targets and use inverted metrics
- How to schedule a recurring team sync
- How to customize your sync meeting agenda
- How to run a live sync meeting in Clarion
- How to raise a challenge for your team to solve
- How to vote on, pin and escalate challenges
- How to manage action items and keep them moving
Hub, knowledgebase & assets
Notes, process docs and files.
Admin & multi-company
Roles, client companies and advisor access.
API & developers
API keys, push URLs, webhooks and embedded apps.
- How to create and revoke Clarion API keys
- Clarion API authentication, scopes and errors
- Record metric values with a push URL — no API key needed
- Pull a metric's value from a JSON URL on a schedule
- Write metric values with the Clarion ingest API
- Read metrics, milestones and action items with the Clarion API
- How to set up webhooks in Clarion
- Verify Clarion webhook signatures (X-Clarion-Signature-V2)
- Build an embedded app for Clarion's sidebar