The building blocks of Clay are Cards, Notes, and Reminders, each enhancing your ability to be informed and thoughtful when you reach out.
➊ Cards
Cards are at the heart of Clay. They provide an overview of how you know someone, the last time you interacted, and what platforms you're connected on. Any notes you take are gathered in a person's card, and you'll be able to view related people.
Since card information is populated based on other's public profiles on each integrated service, Clay updates when they do, ensuring you're always informed.
Adding and Removing People
Clay automatically creates cards for all contacts connected through your integrations. You can add a contact manually in Clay by tapping
- If you enter a name, Clay will create a blank card where you can add additional info
- If add anything other than name (e.g. an email or Twitter handle), Clay will enrich that card with additional information where possible
Clay tries to only create cards for people. If something slipped through, you can delete the card.
- Open the card and click at the topRemove
- Open the card and tap in the Action menuRemove
Correcting Incorrect Cards Info
You can manually update or add contact info, approximate location, education, organizations, and gender and pronouns.
If a card has incorrect info, you may also trigger Clay to repopulate it.
- Open the card and click at the topEdit
- Under Profile Settings at the top right, click Clear Profile
- Add correct social links (Linkedin, etc), then , exit, and wait 30 secondsSave
- Open the card and tap in the Action menuEdit
- Tap
Profile Settings - Tap Clear Profile
- Add correct social links (Linkedin, etc), then , exit, and wait 30 secondsSave
Deduplicating Cards
Clay automatically merges cards when there's a high degree of confidence that two or more exist for the same contact.
- Open the card and click at the topMerge
- Search for and select all duplicate cards
- Open the card and tap in the Action menuMerge
- Tap
Add Profile - Search for and select all duplicate cards
➋ Notes
Notes are one of the core building blocks of Clay. We're huge advocates of writing a quick recap after interactions to foster serendipity and thoughtfulness, resulting in more meaningful connections.
Adding Notes
Clay Notes support markdown formatting, and you can reference other contacts bidirectionally with @ as well as tagging contacts with specific labels using #
Viewing Notes
Use search to find a specific note, or view someone's card for a complete list of all the notes associated with them.
➌ Reminders
One of our pillars of conscious communication is showing up. If you want to make sure you remember to reach-out at the right time, use a Reminder. Clay will let you know when the reminder is due in
- Open a card
- Click or typeAdd Note
Nand add a date and time
➍ Reconnect
Lastly, set a reconnection cadence to never lose touch with someone, or ask Clay to intelligently remind you when to reach out based on the last time you interacted by selecting Automatic.
- Open a card
- Click or typeReconnect
Hto edit or set a reconnection cadence
Or
- Hover over a card in Home to change a reconnection cadence
- Open a card
- Click to edit or set a reconnection cadenceReconnect
Or
- Swipe left on a card in Home to edit or set a reconnection cadence
Keyboard Shortcuts
⌘ P to create a contact card from anywhere within the app
⌘ 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
H to add a reminder
M to merge with another card
S to star or unstar
L to add to a group
⌘ F to find something within the card
Did we miss something? Have a question? Let us know.