A team starts by importing a list of companies or contacts, creating an audience or collecting records from supported sources. Clay can then run enrichment steps to find additional business data, such as contact details, company attributes or relevant account signals.
Users build workflows in tables, choose data providers and define conditions for each step. Claygent can research public information, while supported integrations can transfer qualified records into outreach tools or business systems. Advanced CRM synchronisation, data warehouse connectivity and HTTP API workflows are plan-dependent.
Every workflow consumes resources according to Clay's billing rules. Actions measure platform processing, while Data Credits pay for certain marketplace data services. Users bringing their own supported API keys may avoid Clay Data Credit charges for those calls, although Actions and external provider charges can still apply.