Getting Started: Apps, Integrations, & Settings

3 simple steps to make sure you’re set up before we dive deeper.

➊ Download the apps.

Clay has beautiful desktop and mobile clients for iOS, Mac, and web. To get started, visit clay.earth/start and we’ll help you get set up.

➋ Connect your accounts.

Our goal is to help you strengthen your personal and professional network, deepen your relationships, and cultivate social serendipity — without a bunch of manual data entry. That's why Clay combines data from your existing social platforms such as LinkedIn and Twitter with iMessage, calendar, and email to automatically create cards for your contacts and keep them up to date.

Most Clay members connect:

  • Personal email and calendar
  • Work email and calendar
  • Twitter
  • Linkedin
  • iMessage

If you have contacts in other formats — a spreadsheet, Notion, Airtable, email archives, etc. — we’re happy to import it manually to your account. Just shoot us an email to get started.

How to Connect Your Accounts

During onboarding, you connected a calendar, email, and/or Twitter account. All our other integrations are available through the Settings page on Desktop, Web, and iOS, although some can currently only be connected on certain platforms for security reasons. For specific instructions for each integration, check out our guide.

On Mac and Web

  1. Click
    Personal Info
    Personal Info
    in the top right or hit ,
  2. Scroll down to Accounts and follow the connection flow for each account you'd like to add

On iOS

  1. Tap
    Personal Info
    Personal Info
    in the Tab bar, then
    Settings
    Settings
  2. Scroll down to Accounts and follow the connection flow for each account you'd like to add

What Clay Does

  • Clay uses your integrations to populate cards with contact information, display how long you've known each other, what platforms you're connected on, and evaluate your relationship strength.
  • Clay's feed keeps you in the loop about what your contacts are doing. Updates are posted to
    Explore
    Explore
    when they're mentioned in publications or when they update their Twitter bio, website, or location data.

What Clay Doesn't Do

We respect your privacy. That's why Clay asks for the lowest level of permission necessary to only create contacts and analyze interaction frequency. See our

, written in plain english, for more details.

  • Clay does not own your data, nor do we sell it to others or use it for advertising.
  • Clay does not read or send emails, messages, or DMs or create or edit events.
  • Clay does not store your username or password for any integrations.

❸ Make yourself at home.

We want to make sure you get the most out of using Clay which is why we've added a number of customizations. Check out the Account & Settings section for all options, but

and
Notifications
are a good place to start.

Themes

We currently support dark mode, light mode, and automatic mode, which matches your system settings. Create your ideal experience by going to 

.

image

Notifications

Customize your notification settings to optimize Clay for your goals.

  1. Tap
    Personal Info
    Personal Info
    in the Tab bar, then
    Settings
    Settings
  2. Under General, tap Notifications

Notifications Options

  • Pre-meeting Briefs help you quickly get up to speed for your next meeting
  • 🌟

    Pro Tip: Tap and hold on the notification during or after a meeting to take notes.

  • Every Sunday, the Weekly Digest email prepares you for the week ahead with a summary of news and updates from your network and your upcoming meetings
  • You can also opt into the Daily Brief, which covers who you'll be meeting with and quickly contextualizes your relationship with them every morning

Keyboard Shortcuts

, to open Settings

Did we miss something? Have a question? Let us know.