clay-automationlisted

# Clay Automation ## Overview Clay is the orchestration layer where enrichment, scoring, and routing converge. Used correctly, it's a GTM multiplier. Used incorrectly, it's a credit-burning machine producing data nobody trusts. This skill covers production-grade Clay workflow design: table architecture (separate company vs person tables), waterfall enrichment configuration, Claygent with explicit prompts, Sculptor for table building, CRM push patterns, credit optimization, and n8n export for complex cases. ## When to Use - "Build a Clay enrichment workflow" - "Set up a Clay table for our prospecting" - "Configure a waterfall in Clay" - "Use Claygent for research" - "Push enriched data from Clay to HubSpot" - "Optimize our Clay credit usage" - "Design a Clay automation pipeline" ## Authoritative Foundations Clay workflow design follows patterns from DAMA-DMBOK data-quality dimensions, Ziellab (3 separate waterfalls: company, email, phone), and GTME Pulse (10 production templates tested at $5M-$100M ARR companies). The core principle: Clay is a routing engine, not a CRM. Enriched data lives in your CRM; Clay processes it en route. ## Prerequisites - Clay account (Pro plan or above for waterfall features and conditional columns) - API keys for enrichment providers (Apollo, ZoomInfo, PDL, etc.) - CRM connected (HubSpot, Salesforce, or Attio) - ICP defined and documented ## Step-by-Step Process ### Phase 1: Table Architecture **Rule: separate company and person tables