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Clay Flow Example: Setting up Clay account

Preview this Clay user flow: Setting up Clay account. Explore the opening screens.

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Clay logo
Clay screen
Clay screen
Clay screen

This flow guides new users through the process of setting up their Clay account by selecting the preferred installation option, connecting accounts, personalizing profiles, and familiarizing

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Onboarding form where user confirms email, enters name, and sets password to finish account creation

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Extend logo
extend screen
extend screen
extend screen

Onboarding flow to name an organization and trigger workspace creation in Extend

User loads sandbox dashboard to view getting-started resources and begin testing card issuing features

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