Plans & Billing

Research & Write Personalized Emails with AI

You may want to download a CSV from a source such as Excel or Google Docs to import it into Clay. This can save you tons of time in copying over data that you can later use with Clay’s 70+ integrations. In this video, Matthew started with a list of tech companies and basic information that he wanted to transfer from Google Sheets into Clay. Here’s how he does it:

‍Step 1: In Google Sheets, go to “Download As” and selects CSV. If you’re on Excel, you would do this in the “Save As” section.

‍Step 2: After downloading the CSV, go to Clay and click the “New Table” button. After that, you can just upload or drag/drop the CSV file into Clay, where it will populate into your Clay table.

From there, you can use this data in combination with some of our enrichments, and then export the data back out into csv form, to CRMs, and more! We hope this helps, and happy prospecting ⛏

Build your own recipe

You are able to build two kinds of recipes: scraping from individual pages with detectedlists (“Select a List”) and scraping from multiple individual pages (“Select a SingleAttribute”).

• Pages with lists: Use this to extract multiple items from a structured list (e.g.,directories or tables) on a single page.
• Individual pages: Extract unique details from single-item pages (e.g., profiles orproduct pages) across multiple pages. By using URL patterns to replace uniqueparts of a URL (e.g., :company_name), these recipes can automatically apply tosimilar pages in a directory.

Wrap up

At this point, you should be able to configure an agent, add prebuilt and custom tools to an agent, deploy an agent, and chat with an agent to test how it performs.

To continue learning about agents, explore the following resources:

• Claygent
• Best practices
• FAQ
• AI models