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Clay
Setup

Set Up a Clay Table

Create and configure Clay tables for prospect enrichment workflows

Instructions

Set Up a Clay Table

Prerequisites

  • Clay account with API access
  • Clear ICP definition (company size, industry, geography)

Steps

  1. Create a new table via API. Use the Clay REST API to create a table:

    POST /api/v1/tables
{ "name": "Q1 Outbound - Series A SaaS", "source": "blank" }

    Name tables descriptively with date and ICP segment for easy identification.

  2. Define your columns. Add core columns via the API: Company Name (text), Domain (URL), Contact Name (text), Title (text), Email (email), LinkedIn URL (URL), Enrichment Status (select: Pending, Enriched, Verified, Failed).

  3. Import your seed data. Upload seed data via the API -- either a CSV of target companies, or use Clay's built-in "Find Companies" source to pull prospects matching your ICP filters programmatically.

  4. Set row limits. Configure the table's row limit to match your credit budget. For Smoke-level plays, cap at 50 rows. For Baseline, 200. This prevents runaway credit usage.

  5. Configure enrichment columns. Add enrichment columns that will be populated by Clay's waterfall enrichment (see clay-enrichment-waterfall). Keep enrichment columns to the right of your seed data columns for clarity.

  6. Enable deduplication. Turn on Clay's built-in dedup using Domain + Contact Name as the composite key. This prevents duplicate enrichment charges.