- Use Zapier to connect with other apps
- Clay's advanced search features can help you find who you're looking for quickly
- Archive integrations for accounts you're no longer using
- Use Markdown formatting to level up your note taking
- Hold down lock screen notifications to take a note
- Use swipe actions to access common actions
- Experiment with iOS widgets to customize your home screen while ensuring you're up to date
- You can dictate your notes or scan business cards and handwritten materials into Clay
- The Command Bar provides easy access to all actions within Clay
- Use keyboard shortcuts to navigate Clay more efficiently
- Use multiselect for bulk actions
- Explore Use Cases
The Clay Method goes summarizes some the philosophy we built Clay around and our pillars of conscious communication. It'll provide a little context for the thought process that guides feature development and design, but if you're interested in knowing more, we recommend checking out one of the stories that inspired us.
Use Zapier to connect with other apps
Clay offers direct integrations with many providers, and we have more on the roadmap, but we can’t build everything. That's why we've built a Zapier integration that allows you to push data to Clay from many other apps! Check out the guide for details on how to set everything up.
Clay's advanced search features can help you find who you're looking for quickly
Clay's Search is incredibly powerful and can oftentimes circumvent the need to create dedicated groups for locations or professions. Check out our example search terms to see how it can better serve your needs. Additionally, Clay supports a few advanced parameters to help you filter your results. Read more here.
Archive integrations for accounts you're no longer using
If you’re changing jobs and want to keep your contacts and Moments in Clay, you can now archive a connected email or calendar account to remove it. Archiving keeps all your data from that account but stops syncing moving forward, while deleting an account will remove any contacts or Moments created via that account.
Deleteif you want all data connected to that account to be removed from your Clay account
Keep Copyif you’d like to keep all information connected with that account in Clay
Use Markdown formatting to level up your note taking
spacefor Heading 1
spacefor Heading 2
spacefor Heading 3
spacefor Heading 4
spacefor Heading 5
spacefor Heading 6
⌘Bfor bold text
⌘Ifor italicized text
spacefor a bulleted list
1.for a numbered list
for a to do
spacefor an indent/block quote
Hold down lock screen notifications to take a note
You can add a note from your iOS lock screen by holding down a pre-meeting notification until a popup appears.
Use swipe actions to access common actions
- In , swiping to the right allows you to take a note, and swiping to the left dismisses the cardHome
- In search, swiping to the right opens an email draft to that person, and swiping to the left allows you to add a note
Experiment with iOS widgets to customize your home screen while ensuring you're up to date
Organize and personalize your home screen with Clay widgets that providing information about the newest and most important people in your life, without ever opening Clay.
You can dictate your notes or scan business cards and handwritten materials into Clay
There are two other ways to create notes—tap
The Command Bar provides easy access to all actions within Clay
K to pull up the Command Bar, a context-dependent action hub. Depending on what screen you're viewing, you can quickly take a note, add a person to Clay, edit a group, or search for people from anywhere within the app.
Use keyboard shortcuts to navigate Clay more efficiently
Clay supports both app-wide keyboard shortcuts, such as
N to create a note from anywhere, as well as context specific, such as
R to create
? to pull up a complete list.
Use multiselect for bulk actions
- Use your mouse, or tap
spaceto select a single person
↓to select multiple in a row
Aor the select all checkbox at the top right to select everyone
escapeonce to deselect all and twice to go back to your search
Once you've select multiple people, you can add or remove everyone from a group, merge, or remove them by taping the
Explore Use Cases
This series of 3 use cases explores how Avery, an avid Clay Member, uses various features in Clay to help be thoughtful in the relationships in their life.
Did we miss something? Have a question? Let us know.