The Basics: Cards, Notes, & Reminders

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

in the Tab bar on iOS or clicking 
Add
Add
at the bottom left on Mac and Web.

  • 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.

On Mac and Web
  1. Open the card and click
    Remove
    Remove
    at the top
On iOS
  1. Open the card and tap
    Remove
    Remove
    in the Action menu

Correcting Incorrect Cards Info

You can manually update or add contact info, approximate location, education, organizations, and gender and pronouns.

On Mac and Web
  1. Open the card and click
    Edit
    Edit
    at the top
  2. Add or update information
  3. Click
    Save
    Save
    at the top
On iOS
  1. Open the card and tap
    Edit
    Edit
    in the Action menu
  2. Add or update information
  3. Click
    Save
    Save
    at the top and exit

If a card has incorrect info, you may also trigger Clay to repopulate it.

On Mac and Web
  1. Open the card and click
    Edit
    Edit
    at the top
  2. Under Profile Settings at the top right, click
    Clear Profile
    Clear Profile
  3. Add correct social links (Linkedin, etc), then
    Save
    Save
    , exit, and wait 30 seconds

On iOS
  1. Open the card and tap
    Edit
    Edit
    in the Action menu
  2. Tap Profile Settings
  3. Tap
    Clear Profile
    Clear Profile
  4. Add correct social links (Linkedin, etc), then
    Save
    Save
    , exit, and wait 30 seconds

Deduplicating Cards

Clay automatically merges cards when there's a high degree of confidence that two or more exist for the same contact.

On Mac and Web
  1. Open the card and click
    Merge
    Merge
    at the top
  2. Search for and select all duplicate cards
On iOS
  1. Open the card and tap
    Merge
    Merge
    in the Action menu
  2. Tap Add Profile
  3. 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 #

On Mac and Web
  1. Click 
    Add
    Add
    at the bottom left or type N

Alternatively,

  1. Open a card
  2. Click
    Add Note
    Add Note
    or type N
On iOS
  1. Tap
    Add
    Add
    in the Tab bar
  2. Tap
    Dictate
    Dictate
    to use speech-to-text or scan in handwritten notes, business cards, or text from photos

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

and
Home
Home
.

On Desktop and Web
  1. Open a card
  2. Click
    Add Note
    Add Note
    or type N and add a date and time
On iOS
  1. Tap
    Add
    Add
    in the Tab bar and search for and select a contact
  2. Tap
    Reminder
    Reminder
    and choose a due date and time

Or,

  1. Tap
    Add
    Add
    in the Tab bar and search for and select a contact
  2. Add a note that includes a date and time written in plain English, and Clay will automatically recognize it

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.

On Desktop and Web
  1. Open a card
    1. Click
      Reconnect
      Reconnect
      or type H to edit or set a reconnection cadence

Or

  1. Hover over a card in Home to change a reconnection cadence
On iOS
  1. Open a card
    1. Click
      Reconnect
      Reconnect
      to edit or set a reconnection cadence

Or

  1. Swipe left on a card in Home to edit or set a reconnection cadence

You can set how many people Clay suggests for reconnection in

by going to
Settings
Settings
(G then ,).

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.