Best Practices

  • Organizing Clay with Groups and Tags

    Clay has a few different ways of organizing your people, and each one has its pros and cons depending on your workflow. We wanted to share more about why each of those...

  • Pro Tips

    The Clay Method summarizes some of the philosophies we built Clay around and our pillars of conscious communication. It'll provide a little context for the thought pro...

  • Note Taking

    Introduction We’ve designed note-taking as a core part of Clay. We’ve done this because anecdotal and scientific evidence demonstrates that remembering what matters to...

  • Cleaning up Contacts

    Depending on what you've connected to Clay, you may have tens of thousands of contacts and people you've met in the past years. While some Clay members love having eve...

  • Clay for Executive Assistants

    Clay works with many executives and their EAs or chiefs of staff to organize their contacts, search their network, and be more thoughtful with people. This powerful re...

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