Clay is a spreadsheet-based automation platform. It allows you to create internal tools and automations to optimize customer processes. It is like a spreadsheet that fills itself.
What is Clay?
Clay is a simple spreadsheet-based automation platform that allows you to create internal tools and automations to optimize customer processes without coding.
It is a platform through which prospecting can be automated, consumers can be enriched, and customer data can be unified quickly.
Clay is a platform designed to make running your business easier. It aids you in many ways:
- Increase the value of existing leads and uniquely find new ones.
- Stream any data from the internet to make your prospecting even more precise.
- Improve customer operations by syncing data to and from your existing tools.
What are the components of Clay?
Clay is made up of five key components that allow it to function. These components ensure that users have a pleasant experience.
Workspaces, tables, records, and fields are the four basic tiers Clay stores and delivers data. They are also known as Units of clay tablets.
When you first open Clay, you’ll be in your Workspace, which is your little corner of the world.
Tables can be found in Workspaces, which are the highest level.
They can be produced by anyone with a Clay account and then shared via invitations with coworkers or other Clay users.
Tables are the level after workspaces. This is where you get to create your magic and make things happen.
At this level, you integrate your data sources and actions to automate your workflow. You can also use this page to import and export CSV files.
Individual fields are built up of records (or rows). These fields are either:
Data previews from an action
Data uploaded to the table from an action
Data updated to the table from a source.
Fields are the smallest unit, and they can be explicitly inserted data previews returned from an action or fields derived from action results. At the field level, actions can be re-run.
Sources allow you to update live data. There are two types:
With the webhook source, you can stream any data into your table by simply delivering events to an endpoint, such as website signups, Zapier connections, and Typeform answers.
Clay’s source integrations enable you to pull data from your tools with a single authentication such as querying data from Linkedin or streaming in events from your Segment
You can either set up or extract from an action on Clay.
Setting up: Pick the needed or optional inputs, enter the authorization (if necessary), and select the preferred integration.
There are three different sorts of authorizations:
- Custom actions (there is no need for an API key or OAuth authorization),
- Integrations with third parties (if you have one, utilize Clay’s API key or your own),
- Database/email integrations (Only a simple oAuth is required).
Extracting from an action: Any data returned by an action can be extracted and stored in a separate column.
Select the preview field to open the panel, then hover over any value in the panel and click the icon on the right to extract it into its new column.
To add a formula column, you need just three easy steps
- Go to the “+” button to add a column.
- Watch the setup column appear after selecting Formula from the menu.
- Fill in the blanks in your column with fields. A list of the columns in your table appears below the formula box, and to add fields to your Formula, drag or double-click on them.
The HTTP API is designed to make it simple to link your table to any tool or database by submitting a request to a specific endpoint.
The Chrome Extension’s purpose is to make the entire internet into a data source, creating a link between platform and browser by allowing you to extract data directly into Clay from any webpage.
How does Clay work?
Connect to your data
CSV files can be used to import lists or tables into the product, and you can link your data using webhooks or use our Chrome extension to scrape data from all across the internet
Make personalized enhancements
This platform provides free built-in enrichment tools which can be used to obtain information on your people or businesses, including name, email, location, company size, social network profiles, and more.
Create internal tools that connect directly to your stack
You can send Slack notifications when a perfect customer signs up, automate personalized emails, and let individuals off your waitlist among other things. Clay links over 1,000 different products to help you create the workflow automations of your dreams.
How much does Clay cost?
They offer a free welcome package to help you get started with your automations.
There is an option for an upgrade. This encompasses startup and enterprise plans, and it starts at $49/month per Workspace.
Conclusion on this Clay Review
Clay offers the opportunity for you to document data in spreadsheets and optimize the customer experience at no cost and in a short period.
It does not only save you money, but it also saves you time!