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Getting Started

Three Steps to Clay

From first conversation to live deployment in days — not months. Founder-led onboarding means you talk to the people who built Clay, not a sales team.

Step 1: We Learn Your Workflow

Every engagement starts with a focused discovery session. We map your team's analytical workflows, recurring deliverables, and pain points. This isn't a generic demo — it's a technical assessment of where Clay can create the most leverage.

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Discovery sessions are led directly by Klade's founders. We understand the work because we've done the work.

Step 2: Clay Is Configured for Your Team

Based on discovery, Clay is configured with the specialist desks, output formats, and data connections your team needs. Each deployment is isolated — your Clay instance is yours alone.

1

Desk activation

We enable the specialist desks aligned to your workflows — valuation, research, risk, or all of them.

2

Output calibration

Clay is tuned to produce deliverables in your preferred formats, structure, and level of detail.

3

Integration setup

Connect Clay to your team's communication platform — Slack, Discord, or Telegram.

Step 3: Start Working with Clay

Once configured, Clay is live. Your team can start making requests immediately through your chosen platform. Clay handles the routing, execution, and delivery — your team just asks for what they need.

Most teams are live within days of first contact. No lengthy implementation cycles, no training programs, no change management consultants.

What to Expect

Time to live

Days, not months

Onboarding style

Founder-led, technical

Setup required

Minimal — we handle it

Ongoing support

Direct founder access