Clay for Assistants

Managing someone’s schedule and communications comes with a diverse set of responsibilities. Be it responding to emails, messages, and invites or arranging catering, transport, and dry cleaning, there's a lot on your plate at any given time.

There is one common theme that runs through everything under your purview—other people. The most successful assistants understand the value of cultivating serendipity through conscientiousness and strive to do so in their interactions and on behalf of their boss.

Whether you’re working with one person or a whole team, everyone’s relationships deeply impact their personal fulfillment and professional success. Ensuring you’re on the same page as your boss and coworkers is key, but balancing being helpful, present, and thoughtful for everyone can be difficult.

That's why personal and executive assistants to people in a variety of industries use Clay’s delegated access feature to manage and deepen professional relationships and stay connected for future opportunities.

Clay allows you to seamlessly share access, so if you manage someone’s day-to-day such as scheduling meetings or sending emails, they can give you access to their notes and contacts.

Assistants take notes for all kinds of things—meeting minutes, travel arrangements, report preparation. You understand the value of jotting down information that could be useful in the future, but do you take notes on people? Engage more richly with those around you by writing down important dates, gift ideas, or your colleagues' interests outside of work.

Now you have a place to save:

• The name of your boss’s Chihuahua
• Someone’s preferred communication channels
• Places your boss wants to visit in Managua

All notes in Clay are searchable, as are dozens of data points for each contact, some automatically pulled by social platform integrations. This empowers you to quickly recall with whom you were discussing a specific topic or who's in a city that you are visiting for an event.

Everything you want to know, at your fingertips:

• Tailors in Johannesburg
• Who attended the leadership conference last year?
• When and where did you meet Ariel?

Clay encourages you to reconnect with people you haven't contacted lately and allows you to set reminders so you stay in touch.

Be thoughtful at the right moment:

• Reach out to your boss’s colleagues when they’re mentioned in the news via delegated access
• Catch up with an old friend you haven't spoken to in a while
• Follow up with a peer after a report