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Reference file

workflow-patterns.md

workflow-patterns-md.md

Workflow Patterns & Best Practices

5 Standard Workflow Patterns

Pattern 1: Lead Sourcing

Source (LinkedIn/Apollo) → Enrichment (Email/Phone) → Validation → Push to CRM/Sequencer

Pattern 2: Account Research

Company List → Firmographic Enrichment → Tech Stack → Decision Makers → Outreach

Pattern 3: Intent-Based Outreach

Job Change Monitor → Filter (ICP fit) → Personalization → Sequencer

Pattern 4: Data Hygiene

CRM Import → Dedupe → Re-enrich → Validate Emails → Update CRM

Pattern 5: Waterfall Enrichment

Lead → Provider 1 → (if empty) Provider 2 → (if empty) Provider 3 → Output

Common Use Cases

Sales Development

  • Lead sourcing from ICP criteria
  • Contact enrichment (email, phone)
  • Personalization data gathering
  • Push to sales engagement tools

Account-Based Marketing

  • Target account list building
  • Buying committee mapping
  • Intent signal tracking
  • Multi-channel outreach coordination

Recruiting

  • Candidate sourcing
  • Contact information finding
  • Company research
  • Outreach automation

Market Research

  • Company database building
  • Technology landscape mapping
  • Competitive intelligence
  • Industry analysis

Data Import & Sourcing

File Sources

  • CSV, Excel, Google Sheets

CRM Integrations

  • HubSpot, Salesforce, Pipedrive, Close

LinkedIn

  • LinkedIn Sales Navigator
  • LinkedIn URLs
  • LinkedIn Company Pages

Other Sources

  • Apollo.io, Google Maps, Yelp, GitHub, Hacker News, Google Scholar

Chrome Extension

1. Clay for Chrome (Primary)

  • Extract structured data from web pages
  • Auto-detect lists on pages
  • Map your own lists (click 2 items → automatic selector)
  • Map Page Recipes (templates for similar pages)
  • Export to Clay table, CSV, or clipboard

2. Clip to Clay

  • Save entire pages to Clay tables

Use Cases

  • Agency directories
  • Competitor pages
  • Case studies
  • Conference participant lists
  • Expert directories

Views, Filters & Sorting

Views

Saved combinations of filters, sorts, and column customizations.

  • Switch via dropdown menu
  • Add/Duplicate/Delete views
  • Each view = different perspective on same data

Filters

  • AND logic: all conditions must be true
  • OR logic: at least one condition true
  • Up to 2 levels of filter group depth
  • Types: equal to, not equal to, is empty, is not empty, boolean

Sorting

  • Ascending: A→Z, small→large
  • Descending: Z→A, large→small

Auto-Update & Auto-Dedupe

Auto-Update

  • Enable/disable at table level AND column level
  • Table OFF = nothing runs auto (overrides everything)
  • Caution: Consumes credits on each refresh
Table Column Result
OFF Any Nothing runs automatically
ON OFF That column doesn't auto-run
ON ON Column runs automatically

Auto-Dedupe

  • Based on email, LinkedIn URL, or other unique identifier
  • Keeps data clean, saves credits (no double enrichment)
  • Limitation: Keeps the OLDEST row, deletes newer entries
  • Case-sensitive ("Clay" ≠ "clay"), whitespace counts ("Clay " ≠ "Clay")

Run Settings & Conditional Runs

How to Access

  1. Add an enrichment
  2. In the side panel, find "Run Settings"
  3. Find the "Only run if" box
  4. Use "Use AI" or write manually

Logical Operators

  • AND: All conditions must be true
  • OR: At least one condition true
  • NOT: Inverts a condition (e.g., NOT {{status}} == "Closed")

Common Use Cases

  • Upload to CRM only if valid email
  • Add to sequence if lead_score > 80 AND industry == "SaaS"
  • Run personal email waterfall only if work email not found

Templates

Create from Template

  1. +Create New → Table → Use Template
  2. Choose the template
  3. Click "Add to Workspace"

Note: Created tables become independent from the original template.

Save Your Own Template

  • Duplicate your table → move to separate workbook → add "[Template Do Not Delete]" to title
  • Or: Actions → Share as template (creates public template with structure + 1 row only)

Column Group Templates

  • In a table, click "Add enrichment" → "Templates" → search your template

Save Templates

  • AI prompts: Save custom prompts as templates in "Use AI"
  • Group columns: Select multiple columns → "Save as Template"
  • Waterfall sequences: Build custom waterfalls → save as template