How to Organize and Customize Your Claap Workspace
Getting your Claap workspace well-organized helps your team find the right videos faster and stay on top of what matters. This article walks you through the key sections of the sidebar and how to make the most of Folders.
Understanding Your Sidebar
The sidebar is your main navigation hub. Here's what each section does:
Section | What it's for |
🏠 Home | Your workspace overview and recent activity |
🔍 Search | Find any Claap across your entire workspace |
🤖 Ask Claap AI | Ask questions and get instant answers from your recordings |
🔔 Notifications | See all your notifications new Claaps shared with you, comments, and replies. Click any item to jump directly to the relevant Claap |
📅 Calendar | View Claaps linked to your meetings and scheduled events |
▶️ Recordings | Access all your recorded Claaps in one place |
🏢 Companies | Browse Claaps organized by company (CRM feature) |
💼 Deals | Access Claaps linked to your deals (CRM feature) |
👥 Contacts | Find Claaps associated with specific contacts (CRM feature) |
📊 Analytics | Track views, engagement, and usage across your workspace |
✂️ Magic Clips | Access AI-generated clips extracted from your Claaps |
Inviting Members to Your Workspace
If you have the right permissions, you can invite new members directly from the sidebar. They'll get access to all workspace-level content once they join.
Organizing with Folders
Folders are the backbone of a well-structured Claap workspace. You can use Folders to represent teams, projects, or any recurring category your team works with.
Examples of how teams use Folders:
Design Reviews: for feedback on new featuresBug Reports: to centralize issue documentationTutorials: for onboarding or training contentSales Demos: for recorded prospect calls
Workspace Folders vs. Private Folders
Type | Who can see it |
Workspace Folder | All members of the workspace |
Private Folder | Only members you specifically invite |
Creating a Folder
Click the + icon next to Folders in the sidebar
Add a title
Choose an icon to make it easy to recognize
Optionally add a description to help teammates understand its purpose
Customizing a Folder
Once a Folder is created, you can tailor it to your team's workflow:
Labels Add custom labels to categorize Claaps within a Folder. For example, in a Bug Reports Folder, you could use labels like To Review, In Progress, or Fixed to track status at a glance.
Members Invite specific teammates to a Folder especially useful for private Folders or project-specific spaces.
Notification Level Set how often you want to be notified about activity in each Folder. Useful for staying focused and reducing noise.
Star a Folder ⭐ Star your most-used Folders to pin them to the top of your sidebar for quick access.
Slack Integration Connect a Folder to a Slack channel so your team gets notified in Slack whenever a new Claap is added. A great way to keep async updates flowing without switching tools.
Tips for a Clean Workspace
Start with a few Folders that match your team's main workflows, then expand as needed.
Use private Folders for sensitive projects or external collaborations.
Combine Labels + Slack notifications in high-traffic Folders to keep everyone aligned without extra meetings.
Need help setting up your workspace? Reach out to us via the chat bubble in the bottom right.