Templates and Claybooks

Understand Clay use cases with Templates and Claybooks.

Overview

Whether you’re exploring Clay for the first time or looking to streamline your workflows, Claybooks and Templates are the perfect starting points to help you set up workflows for making the most out of Clay.

Claybooks

Claybooks showcase what’s possible with Clay through interactive, step-by-step guides. Each Claybook highlights a specific use case, such as automating QA for support tickets, enabling you to quickly recreate workflows and achieve your goals.

Explore all available Claybooks at clay.com/claybooks.

Templates

Templates are ready-to-use starting points that help you implement common workflows in Clay. Simply copy a template, input your data, and run the table instantly. Explore all available templates at clay.com/templates.

Explore other docs

Enrich

SE Ranking integration

Enrich your data with AI search visibility metrics, traffic estimates, ad spend data, and organic competitor information.

Enrich

Using Clay in Microsoft 365 Copilot

Find people, enrich contacts, and draft personalized outreach — all within Microsoft 365 Copilot.

Getting started

MCP troubleshooting and FAQs

Answering the most common questions regarding MCP.

Enrich

Using Clay in Glean

Find people, enrich contacts, and draft personalized outreach — all within Glean Assistant.

Getting started

Clay API & CLI

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

Signals & triggers

AgentMail integration

Use AgentMail with Clay to capture inbound emails as table rows in real time and draft or send replies directly from your workflows.

Find

Magellan Data integration

Discover corporate ownership and private equity relationships.

Other popular resources

Experts

Find a Clay Expert

Explore our network of Clay experts and agencies.

Community

Join our slack community

Find help in our slack community, and support channels.

Cohorts

Join a cohort, learn Clay fast!

The faster way to master Clay. Sign in if you're enrolled in a cohort (current or past) or apply!

Talents

Hire GTME Talent

Find and connect with GTM talent who've demonstrated expertise in building advanced workflows