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...

  • Clay for Executive Assistants

    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 > My Account, then scroll do...

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