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
Add Note
or hitH
Alternatively,
- Hit
N
while hovering over someone in Review, Search, or a Group
Or,
- Click
Add
at the bottom left or typeP
- 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
Or,
- Open
Notes
under Collections - Click on the note you'd like 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 orCommand Bar
at the bottom left (or type/
orβ
K
)
On iOS
- Tap
Search
in the Tab bar
Viewing your Notes
You can view notes on individual cards or look at all the notes you've taken ordered by recency.
On Mac and Web
- Click on
Notes
under Collections in the sidebar or hitG
thenN
On iOS
- Tap
Collections
in the Tab bar - Select
Notes
Keyboard Shortcuts
G
then N
to open the Notes Collection
G
then H
to open the Reminders Collection
N
to create a new note from anywhere within the app
In a card
N
to create a new note
E
to edit the highlighted note
#
to delete the highlighted note
β
F
to find something within the card