Setting a Reminder

Use reminders to prompt yourself to reach back out to someone at a later date.

Clay intelligently recognizes when you type a date and time in a note and sets a reminder accordingly. This can be a relative date, meaning you can type three days from now or next week, or a specific date, meaning Tuesday at noon or April 19, 2025 at 4pm.

Clay will notify you when the time of your reminder passes by sending a push notification through any connected iOS devices and placing an item in

.

On Mac and Web

From a card

  1. Click
    Add Note
    Add Note
    at the top or hit N
  2. Add a note that includes a date and time

From

  1. Hover over a contact to highlight them and hit N
  2. Add a note that includes a date and time

On iOS

From any of the main views

  1. Tap
    Add
    Add
    in the middle of the Tab bar
  2. Search for and select a person
  3. Add a note that includes a date and time

From a card

  1. Open a card
  2. Tap
    Add Note
    Add Note
  3. Add a note that includes a date and time

Keyboard Shortcuts

G then I to open the Notes Collection

G then H to open the Reminders Collection

N to create a new note from anywhere within the app

In a card

N to create a new note

E to edit the highlighted note

# to delete the highlighted note

F to find something within the card

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