Table management settings

Access table management settings

You can access your table settings via your table settings dropdown.

• For workbooks: Locate the table dropdown in the bottom workbook navigation bar.
• For tables: Find the table dropdown in the left section of the top navigation bar.

Auto-dedupe

Auto-dedupe continuously monitors a specified column to detect and resolve duplicate values by retaining the oldest row and deleting the duplicates. Blank cells and cells with more than 200 characters are excluded from this process.

To enable or disable auto-dedupe:

1. Open your table settings dropdown.
2. Click the table dropdown menu and select Enable/Disable auto-dedupe.
3. Toggle the auto-dedupe setting on or off.
4. Select the column to be used for identifying duplicate values.

Auto-update

Auto-update automatically runs enrichments whenever rows are added or edited, keeping your table current. You can control this feature at multiple levels: table-level (master control), column-level (individual control), and through conditional logic.

Note: Ensure your table is not running before enabling or disabling auto-update.

Table-level auto-update (master control)

Table-level auto-update acts as the master switch that controls automatic enrichment for the entire table.

• When enabled: Enrichments run automatically whenever rows are added or edited.
• When disabled: You must manually click cells to trigger enrichments.
• Default setting: Enabled by default — Clay is designed to automatically enrich data as soon as it arrives.

To enable or disable table-level auto-update:

1. Click the table name to access table settings.
2. Select Enable auto-update or Disable auto-update.
3. If disabling, choose:
   • Continue without running — Don't run existing cells.
   • Update cells — Run all cells before turning off.

Column-level auto-update (individual control)

Column-level auto-update controls whether a specific enrichment runs automatically. This setting only works when table-level auto-update is enabled.

To enable or disable column-level auto-update:

1. Click the name of the column → Edit column.
2. Toggle auto-update on/off under Run settings. Click Save to apply your changes.

Important: Table-level auto-update acts as the parent setting:

• If table-level is OFF: No columns will run automatically, regardless of column settings.
• If table-level is ON + column-level is OFF: That specific column won't run automatically.
• If table-level is ON + column-level is ON: Column runs automatically. ✅

Conditional runs ("Only run if")

Add conditional logic to control when an enrichment executes. The enrichment only runs when the formula evaluates to true.

Common use cases:

• Only run if LinkedIn URL exists: LinkedIn URL is not empty
• Only run if company size > 50: Company Size > 50
• Only run if email is missing: Email is empty
• Only run for specific industries: Industry = "Technology"

To set up conditional runs:

1. In column settings (Edit column), enable Only run if under Run settings.
2. Click Use AI to write the formula in plain language, or write the formula manually using column references.
3. Click Save — the enrichment now only runs when the condition is met.

Why this matters: Conditional runs help control costs by preventing enrichments from running when data already exists or conditions aren't met.

Update Existing toggle (for scheduled CRM imports)

For tables with scheduled CRM imports, the Update Existing toggle controls whether scheduled runs re-run enrichments on existing records.

Two options:

• Update Existing: ON ("All") — Re-runs enrichments on all rows with each scheduled run. Use for ongoing data hygiene and backfills. Higher credit usage.
• Update Existing: OFF ("Net New") — Only runs enrichments on newly added records. Skips existing records. Lower credit usage — more cost-efficient.

To configure Update Existing:

1. Open your CRM import source column → Edit column → Sources.
2. Toggle Update Existing on or off based on your needs.

Common scenarios

Full automation:

• Table-level: ✅ ON
• All columns: ✅ ON
• Conditional runs: Not set
• Result: New rows → All enrichments run automatically

Selective automation:

• Table-level: ✅ ON
• Email column: ✅ ON
• Other columns: ❌ OFF
• Result: New rows → Only email enrichment runs automatically

Manual control (testing mode):

• Table-level: ❌ OFF
• Column-level: ✅ ON (doesn't matter)
• Result: New rows → Must manually click cells to run enrichments

Conditional execution:

• Table-level: ✅ ON
• Column-level: ✅ ON
• Conditional run: "Only if LinkedIn URL exists"
• Result: Rows with LinkedIn URL → Enrichment runs; Rows without → Skipped

Best practices

When building/testing tables:

1. Turn table-level auto-update OFF to prevent accidental credit usage.
2. Add sample data (5-10 rows).
3. Manually test enrichments by clicking cells.
4. Refine your setup.
5. Turn auto-update ON when ready for production.

When running production workflows:

1. Turn table-level auto-update ON.
2. Configure column-level toggles strategically.
3. Use conditional logic (Only run if) for cost control.
4. Monitor credit usage.

For credit control:

• Use Only run if conditions extensively.
• Example: Email is empty — only find email when missing.
• Example: Company Size > 50 — only enrich companies in your ICP.

Duplicate table

Note: Duplicating a table will only copy the sources. You cannot duplicate all of the data within a table.

To duplicate your table:

1. Click on the title of the table on the top left.
2. Select Duplicate table.

View table graph

View Graph helps you visualize the enrichments and their relationships in your table. It enables you to explore data connections and edit directly within the graph.

To view your table graph:

1. Open your table settings dropdown.
   • If you're in a table, locate the dropdown in the top-left corner.
   • If you're in a workbook, locate the dropdown in the bottom navigation bar.
2. Select View Graph.

Manage enrichments from table graph view

You can edit or add enrichments while using the graph view to refine your data.

Edit existing enrichments:

• In the graph view, click on a node or connection to adjust relationships.
• Modify enrichment settings directly to ensure the data meets your requirements.

Add new enrichments:

• Switch back to the table view by closing the graph.
• Click the Add Enrichment button in the top-right corner to create and configure new enrichments.

Auto-delete (passthrough tables)

Note: This is a feature available to enterprise customers only.

Passthrough tables in Clay are a powerful feature designed to help you process and enrich large volumes of data efficiently.

They allow you to bypass the standard row limit by automatically processing incoming data, enriching it, and then forwarding it to a designated destination before deleting the original entries from the table.

This ensures your tables remain manageable while continuously handling new data.

Note: Passthrough features do not apply to CSVs, including bulk uploads at high volumes.

How passthrough tables work

When enabled, passthrough tables operate on data added via webhooks. Following is a step-by-step process of passthrough tables.

1. Data ingestion: New rows are added to a Clay table through webhooks.
2. Enrichment: Clay runs all configured enrichments and operations on the new data.
3. Review interval: Clay reviews the table to identify rows ready for passthrough after a 60-second interval.
   • Criteria for passthrough: Rows that meet the following conditions are selected:
     • The total number of rows in the table exceeds a specified threshold of 5,000 rows. If you need to raise the threshold, contact support.
     • All enrichment processes have been completed for those rows.
4. Data transfer: Selected rows are automatically transmitted to your designated destination (e.g., Snowflake, HubSpot, Google Sheets) via an API integration.
5. Deletion: Once the data transfer is confirmed successful, the original rows are deleted from the Clay table.

Enabling or disabling passthrough tables

To enable or disable passthrough tables:

1. Open your table with webhooks as the source.
   • Ensure that the table you want to configure has webhooks set as its data source. Passthrough features only work with tables where the source is webhooks.
2. Navigate to the bottom navigation panel and select Enable auto-delete.
3. Within the auto-delete settings, enable Automatic Row Deletion.
   • This action activates the passthrough functionality by ensuring that rows are automatically deleted after processing and transferring.

Rename your table

To rename your table:

1. Open your table settings dropdown.
2. Select Rename and enter your new table name.

Edit table description

To edit your table description:

1. Open your table settings dropdown.
2. Select Edit table description and enter your new table description.

View table history

You can use table history to track changes and monitor operations in your table, such as row deduplication and column runs.

To view table history:

1. Open your table.
2. Click View Table History in the bottom-right corner of your screen.