Pro Tips

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.

Go to

and hit
Remove
Remove
next to an integration.

  • Select Delete if you want all data connected to that account to be removed from your Clay account
  • Select Keep Copy if you’d like to keep all information connected with that account in Clay

Use Markdown formatting to level up your note taking

support full Markdown. Write in Markdown or paste Markdown directly, and it will be converted to rich text automatically. Read more about Markdown and access full capabilities here.

Headings
  • # then space for Heading 1
  • ## then space for Heading 2
  • ### then space for Heading 3
  • #### then space for Heading 4
  • ##### then space for Heading 5
  • ###### then space for Heading 6
Text formatting
  • *text* or ⌘B for bold text
  • **text** or _text_ or ⌘I for italicized text
  • *, -, or + then space for a bulleted list
  • 1. for a numbered list
  • [] for a to do
  • > then space for 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
    Home
    Home
    , swiping to the right allows you to take a note, and swiping to the left dismisses the card
  • 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

and speak and Clay's smart voice-to-text software will add punctuation and recognize names, or double tap under Note and select the square with text button to scan in a business card or handwritten note.

image

The Command Bar provides easy access to all actions within Clay

Hit 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

when a card is open. Hit ? to pull up a complete list.

Use multiselect for bulk actions

image

On Mac and Web, you can select multiple people in Search or

:

  • Use your mouse, or tap X or space to select a single person
  • Shift + / to select multiple in a row
  • Use A or the select all checkbox at the top right to select everyone
  • Hit escape once 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

at the top. You can also 
Copy Email Addresses
Copy Email Addresses
to contact everyone at once.

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.

Morning Check-in
Meeting Prep & Follow-up
New Friend

Did we miss something? Have a question? Let us know.