clay-prod-checklist

# Clay Production Checklist ## Overview Complete checklist for launching Clay enrichment pipelines in production. Covers table configuration, credit budgeting, webhook reliability, CRM sync validation, and monitoring setup. ## Prerequisites - Clay table tested with sample data (100+ rows enriched successfully) - CRM integration tested in staging - Credit budget approved for monthly volume - Team trained on Clay table management ## Instructions ### Phase 1: Table Configuration - [ ] **Table schema finalized** -- all columns named, typed, and ordered - [ ] **Enrichment columns configured** -- each column has correct provider and input mapping - [ ] **Waterfall configured** -- providers ordered cheapest-first with "stop on first result" - [ ] **Auto-run settings verified** -- table-level auto-update ON, column-level auto-run ON for needed columns - [ ] **Conditional run rules set** -- enrichments only trigger when input data exists - [ ] **Formula columns tested** -- ICP scoring and lead grading formulas validated - [ ] **AI/Claygent columns reviewed** -- prompts produce consistent, quality output ### Phase 2: Data Quality Gates - [ ] **Input validation in place** -- scripts validate data before webhook submission - [ ] **Personal email filter** -- gmail.com, yahoo.com, etc. blocked from enrichment - [ ] **Deduplication active** -- duplicate records detected before sending to Clay - [ ] **Sample enrichment run completed** -- 500+ row test with >60% email find rate - [ ]...