Bring Your Notes from Other Places

Shortcut for Notes: N

Take Your First Note

  1. Typing N on your home screen or a Clay contact’s profile
  2. Opening the Command Bar, clicking Create Note
  3. Opening a Clay contact’s profile, tapping ..., and selecting Create Note under Actions

Import Notes

If you have existing notes in another tool, we can import those for you manually!

Just email us at [email protected] and we’ll work together to bring those in.

Formats We Accept

  • .txt
  • .rtf
  • .doc

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