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.

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Export

Getting started with Sequencer

Sequencer runs cold email campaigns at scale from your Audiences data, handling sending infrastructure, copy, and deliverability in one place.

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Connect your own email accounts

Connect email accounts you already own — Google Workspace, Microsoft 365, or any mailbox that supports SMTP — and use them as sending accounts for your campaigns.

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Email warmup

What email warmup does, how it differs on purchased and self-connected accounts, and why you'll see unfamiliar emails while it runs.

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Get leads ready to sequence

Everything a lead needs before a campaign can enroll it — a People segment in Audiences, an email address, and the enrichment your sequence draws on.

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Build your sequence

Write, personalize, and pressure-test the emails your campaign sends — before a single one goes out.

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A/B test your sequence copy

Run two versions of your campaign copy against each other, then send the rest of your leads to whichever one performs better.

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Launch and manage a campaign

Set a campaign's schedule and credit budget, launch it, and manage sending as leads move through the sequence.

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Experts

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Community

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Cohorts

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Talents

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