Navigating your Clay homescreen

Create a new table

To create a new table from your home screen:

1. In a workbook, click + Add at the bottom..
2. Specify your source and source inputs.
3. Create your table.

Create a folder

To create a new table from your home screen:

1. Click on Create new in the top right corner.
2. Select Folder.
3. Enter your folder name and click Create.

You can drag your tables into this folder to organize them easily.

Create a new workbook

To create a new table from your home screen:

1. Click on Create new in the top right corner.
2. Select Workbook.
3. Choose the type of workbook you want to create to get started.

Search for a table

To search for a table from your home screen:

1. Locate the Search Bar at the top of the page.
2. Enter part or all of the table name into the search bar.
3. Select the table you’re looking for from the suggested results.

Log out of Clay

To log out of your account:

1. Click your profile picture in the top-right corner to open the Workspace Dropdown.
2. Click Sign out.

Access workspace settings

To access your workspace settings:

1. Click your profile picture in the top-right corner to open the Workspace Dropdown.
2. Select Settings.

Change workspaces

To switch workspaces:

1. Click your profile picture in the top-right corner to open the Workspace Dropdown.
2. From the dropdown, select a different workspace or Add workspace.