Notes are one of the core building blocks of Clay. We're huge advocates of writing a quick recap after interactions to foster serendipity and thoughtfulness, resulting in more meaningful connections.
Clay Notes support Markdown formatting, and you can reference other contacts bidirectionally with @
as well as tagging contacts with specific labels using #
that can be filtered for in Search.
Creating a Note
On Mac and Web
- Open a card and click the Notes field while on the Timeline tab, click
Add Note
at the top, or hitN
Alternatively,
- Hit
N
while hovering over someone in Home, Search, or a Group
Or,
- Click
Add Person
at the bottom left or pressP
- Search for and select someone
- Type the note into the available field
On iOS
- Tap
Add
in the Tab bar - Find the Contact you'd like to add a Note for
- Add the Note and save
Alternatively,
- Open a card and tap
Note
in the Action menu
Alternatively,
- Swipe left on a card in Review or Search and tap
Add Note
π Pro Tip: There are two other ways to create notes within iOSβtap Dictate
to use Clay's smart voice-to-text software which adds punctuation and recognizes names or tap Scan
to gather all the text from a business card, handwritten note, etc.
π Pro Tip: You can add a note from your iOS lock screen by holding down a pre-meeting notification until a popup appears.
Editing or Removing a Note
On Mac and Web
- Open a card and highlight a note
- Click on it to edit or click
Delete
On iOS
- Open a card and select a note
- Tap
Edit
orDelete
Searching your Notes
On Mac and Web
- Select
Search
at the top right, or type/
orβ
K
) - Search for
note:(keyword)
without the parentheses to pull up notes with specific keywords
On iOS
- Tap
Search
in the Tab bar
Keyboard Shortcuts
N
to create a new note from anywhere within the app
In a card
N
to create a new note
β
F
to find something within the card