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

Gen AI

Guide: Using Clay plugin

Go-to-market plays you can run from a coding agent with the Clay plugin — source your market, score it for fit, and prioritize who gets worked first.

Gen AI

Audiences for agents and the CLI

Read, segment, and manage your workspace's people, companies, and deals from the Clay CLI — and from the Clay agents that run it for you.

Getting started

Clay MCP for Reps vs. Agent Plugin

Choose between MCP for Reps and the Clay Agent Plugin based on who will be using it and how much your ops team needs to approve in advance.

Enrich

Enrichment in Workflows

Enrich an Audiences segment through a guided workflow that opens with its trigger and write-back step already configured.

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.

Export

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.

Export

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.

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