Best Practices

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...

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...

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...

Getting Started Your client needs to sign in to Clay (via Apple) and give you delegated access to their account. Have them go to Settings, then scroll down to ‘Delega...