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.
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.
Desk activation
We enable the specialist desks aligned to your workflows — valuation, research, risk, or all of them.
Output calibration
Clay is tuned to produce deliverables in your preferred formats, structure, and level of detail.
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.
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