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Getting started

Getting started

Learn the basics and build your first workflow step-by-step.

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Getting started

Getting started

Account Agents in Workflows

Run an Account Agent as a node inside a workflow, so a play decides what to do next with the account's full history already in hand.

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Workflow FAQs

Answers to common questions about access, scale, list handling, and how Workflows sits alongside Audiences and tables.

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Workflows

Build a graph of connected steps that starts on a trigger, branches on your logic, and acts on one record at a time.

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Managed functions

Learn how to add ready-made functions from Clay's catalog, make them callable from your team's AI tools, and customize one when the catalog doesn't quite fit.

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Search (Beta)

Find your ideal customers in one search across companies, people, and jobs — as a one-time list or an always-on Audience.

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Account Research Agents

Account Research Agents are always-on agents that run across every account in an Audience segment, synthesizing CRM data, call transcripts, and signals into agent-managed fields that can sync to your CRM or data warehouse.

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MCP troubleshooting and FAQs

Answering the most common questions regarding MCP.

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Clay API & CLI

Access Clay's data and enrichments programmatically with the Clay CLI and Public API — no UI required.

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Audiences FAQs and best practices

Common questions and best practices for using Clay Audiences.

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Clay Ads compliance best practices

Understand which ad platforms require first-party data and how Clay filters audiences to meet their requirements.

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Functions

Functions let you convert any enrichment sequence into a reusable workflow. Once created, you can use it across any table — and any updates you make to the function automatically apply everywhere it's used.

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Audiences

Unify your CRM, data warehouse, and enrichment data into one persistent profile per contact and account.

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Table versions

Table versioning lets you track structural changes to your Clay tables over time and restore previous configurations when needed.

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Table alerts

Table alerts automatically monitor your Clay tables and notify you when something needs attention.

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How AI is priced

This guide explains how each works, which models they apply to, and how credits are calculated.

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Clay Ads

Build audiences from your CRM, data warehouse, intent data, CSVs, or Clay's data marketplace, then sync them to ad platforms for targeting and exclusion.

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Zeliq integration

Verify phone numbers and email addresses in the EMEA region.

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Write to Other Table

Easily transfer data between Clay tables.

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Table management settings

Manage table settings like rename, auto-dedupe, auto-run, auto-delete, and table descriptions.

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Templates and Claybooks

Understand Clay use cases with Templates and Claybooks.

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Template of the month

Publish your Clay template to be considered for a prize

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Sources

Every Clay table begins with a source. Sources are the foundation of how data gets into your tables.

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Signals in Clay

Learn about Signals, a way to monitor changes to your contacts like promotions, job changes, or new hires.

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Scheduled sources

Automatically refresh data from sources on a set schedule.

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Scheduled columns

Automatically re-run your enrichments on a set schedule.

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Saved searches

Save and reuse your filter criteria for Find companies, Find people, and Find jobs sources in Clay.

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Round-robin integration overview

Route your leads in a round robin manner

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Referencing dynamic data from other columns

Reference data from other columns for AI prompting, formulas, and message drafting.

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Referrals

Learn how you can earn 3,000 credits each time you refer someone.

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Message drafting overview

Write personalized message sequences with AI, conditionals and more.

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HTTP API with JWT authentication

Use HTTP API connections authenticated securely with JWT tokens.

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HTTP API

Facilitate seamless integration and connectivity with any APIs.

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Enrichment recipes

Save your enrichment sequences and combinations with recipes.

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Find AI integration

Find people and companies with natural language.

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Email verification statuses

Understand the different statuses an email address can have.

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Delete content within your workspace

Learn how to delete columns, workbooks, and tables within your workspace.

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[Data test] Work email providers

Work email finders

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[Data test] Personal email providers

Personal email finders

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[Data test] Mobile phone providers by region

Mobile phone providers by region

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Actions & Data Credits

Learn about credits, the virtual currency system used for running actions in Clay.

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Conditional statements

Control the logic of your workflow

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Conditional runs

Add programmable logic to your Clay workflows.

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Guide: Ways to save Clay credits

Make the most out of your Clay credits.

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AI in Clay

A comprehensive guide to how Clay uses AI across its features.

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