Clayscript & Formulas Guide

Overview

Formulas manipulate data without spending credits. They're based on Clayscript (JavaScript) and evaluate expressions row by row.

Supported Libraries

JavaScript standard:

• Math, String, Array, Date, RegExp, Number, Object

Lodash:

• Full access via _ for advanced data manipulation

Moment.js:

• Date/time operations via moment

FormulaJS:

• Familiar spreadsheet functions: VLOOKUP, IF, SUM, CONCATENATE, etc.

Syntax

Describe mode: Use /field to reference columns Raw formula mode: Use {{FieldName}}

AI Formula Generator

1. Add a new column → select Formula
2. Type instructions in the AI Formula Generator box
3. Use "/" to reference columns
4. Click "Generate Formula"
5. Verify the sample output
6. Click "Save Formula"

3 Main Use Cases

1. Conditional Formula: Execute if a condition is true
2. Formatting Data: Format data properly
3. Cleaning Data: Clean and normalize data

Common Conditional Formulas

// Email exists
/email is not empty

// Email valid or valid catchall
/validation_result equals "valid" OR equals "catchall valid"

// Company type match
/company_type equals "B2B"

// Minimum score
/lead_score is greater than 50

// Combined conditions
/email is not empty AND /company_fit equals "true"

// Check column completion status
Clay.getCellStatus(#{{field_id}}) == "completed" AND {{previous_column}} == ""

Prompt Templates for AI Columns

Company Summary:

Visit /company_domain and give me an exhaustive summary of what the company does.

Fit Check:

Based on this summary: /company_summary
Is this company a [TYPE]?
Output "true" if yes, "false" if no.
Only output true or false, nothing else.

LinkedIn Post Summary:

Here is a LinkedIn post: /linkedin_post
Summarize what they're talking about in one sentence.
If it's about politics, religion, or controversial topics, output "SKIP".

Case Study Extraction:

Visit /company_domain/case-studies and find their customer case studies.
For each case study, extract:
- Customer name
- What they helped them achieve
- Any metrics mentioned

If no case studies found, output "purple".

Important Tips

• Replace smart quotes " " with straight quotes ""
• Column names must match exactly
• Add || "" to avoid errors on null values
• No custom function or variable definitions supported
• Formulas cost 0 credits — always prefer them over AI when possible