Get an overview of how Clay works, best practices, and pro tips—all in one place.

New to Clay? Here’s a brief introduction.

Clay is the world’s most beautiful, powerful, and private home for your relationships. We help you be more thoughtful with those people over time, using notes, reminders, and more.

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The Clay Method

summarizes the philosophy we used to build Clay. It brings together our pillars of conscious communication and philosophy on how to maintain meaningful relationships. It'll provide a little context for the thought process that guides feature development and design, but if you're interested in knowing more, we recommend checking out one of the stories that inspired us.

Clay helps everyone from students just graduating to Fortune 500 executives, and we’re here to make sure it can help you, too. If you’re not sure where to start, we can walk you through the basics here:

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Getting Started: Apps, Integrations, & Settings

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The Basics: Cards, Notes, & Reminders

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Daily Check-in: Home & Explore

Explore further

If you’re set on the basics and want to learn even more, here are a few places to dive deeper:

And that’s just the tip of the iceberg. Full documentation and tutorials are below, and we’re also happy to dive in further with a 1:1 onboarding call. We’re here to help.

Morning Check-in

Meeting Prep & Follow-up

New Friend

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Note Taking

Clay for Executive Assistants

About Cards

Adding or Removing Contacts

Deduplicating Cards

Fixing Incorrect Data

Your Profile

FAQ

Adding a Note

Editing a Note

Viewing Your Notes

Deleting a Note

Setting a Reminder

Editing or Removing a Reminder

Viewing Your Reminders

Searching Your Notes

FAQ

Preview and Review Your Day

Take Notes on Your Interactions

Set Reminders to Stay Engaged

Customizing Who Home Shows

Reconnect

FAQ

News

Feed

Weekly Highlight

New Members

FAQ

Starred

Creating Groups

Adding or Removing Group Members

Editing Group Info or Removing Groups

iMessage

iOS Contacts

Google Calendar

iCloud Calendar

Outlook & Office 365 Calendars

Gmail

Outlook & Office 365 Emails

Twitter

Zapier

Spreadsheets

FAQ

Themes

Export to CSV

Notifications

Home Settings

Billing

Refer a Friend

Delegated Access

FAQ

Clay for Mac

Clay for Web

Clay for iOS

FAQ

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The Clay Method

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Pro Tips

Icon Guide

Is there any way to organize notes?

Notes

Who has access to my notes?

Notes

Why is Reconnect showing me someone I just texted/emailed?

Reconnect

Is there an Android version?

Devices

Is there an iPad app?

Devices

Is there a way to view everyone I have in Clay?

Contacts & Profile

Some of this data is missing or wrong!

Contacts & ProfileIntegrations

Why are emails showing up as names?

Contacts & ProfileIntegrations

Does Clay support Microsoft Exchange?

Integrations

How does Clay affect my iOS Contacts?

Integrations

How do I remove an integration? What will happen to my data?

Integrations

How often does Clay bring in new contacts in iMessage?

Integrations

Why is the iMessage integration limited to Clay’s Mac app?

Integrations

Why does the iMessage integration require full disk access?

Integrations

How do I edit my personal email in Clay?

Account & Settings

What if my Apple ID isn’t the same as my Clay email?

Account & Settings

How do I delete my account?

Account & Settings

Do you have a public roadmap?

Clay Team

What publications are included in Explore?

Explore

Contact Us

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Didn't find what you were looking for? We're a small team, so bear with us—we love talking to members, hearing your ideas, and solving issues that come up, so please reach out! ✉️ Email – Reach out and our team will respond in 1-2 days.

Also, if you’re interested in partnering with us and getting Clay at your educational institution or 501(c)(3) nonprofit, please email wesley@clay.earth.