Thanks for the response. Happy to clarify. We are specifically looking to connect with relocation and temporary housing decision makers, not field adjusters or examiners. Our ideal contacts are people who control or influence housing placements and partner relationships, such as: Relocation Specialists Housing Coordinators Corporate Housing Managers Account Managers handling ALE or displacement housing Vendor Managers for temporary housing networks Claims Managers who oversee housing placements at a program level The companies we want to prioritize include: Relocation and temporary housing providers like ALE Solutions, CRS Temporary Housing, Alacrity, Sedgwick, Crawford, and similar firms Insurance carriers and TPA organizations that manage displacement or loss of use housing programs Corporate housing providers and mid term housing networks that place guests for 30 to 180 day stays The main challenge right now is filtering out high volume operational roles like adjusters and examiners so credits are only used on roles that can actually approve partnerships or send placement opportunities. What we want help with is tightening job title logic, seniority signals, and company type filters so we consistently surface relocation partners and housing decision makers across the US. Happy to share example titles or target companies if that helps dial this in further.
Hey Bo (., thanks for checking in. I’m at the stage where I’m trying to build out a scalable automation in Clay to identify and reach the right roles across specific companies in this category. The goal is to reliably find and structure a large list (ideally 1,000+ contacts across the U.S.) that are actually relevant decision-makers or strong connectors for what we’re doing. Where I’m getting stuck is making sure I’m structuring the table, filters, roles, and enrichment logic the right way so the data stays clean and exports properly into Instantly without breaking downstream. I want to be confident that what I’m building now will scale, not just work for a small batch. Any guidance on best practices here or how you’d recommend approaching this at scale would be super helpful.
Hey Bo (. thanks so much for the clarity, really appreciate it. That makes sense. I’d definitely be interested in working with a Clay Expert for a bit more hands-on guidance, especially to make sure I’m structuring the table + Instantly export correctly. Could you point me to where I can find or book a Clay Expert? Once I get a bit more hands-on experience and see the full flow end-to-end, I promise I won’t be a bother I pick things up quickly and just want to make sure I’m setting this up the right way from the start. Thanks again 🙏
Human support please
I am still experiencing difficulties / challenges
This is super helpful — thank you. I’m aligned with this approach and I’m still intentionally pre-scale. Right now: I have a Find People table populated I’m generating rough-draft intro emails in Clay to validate tone/positioning I’m manually reviewing outputs and not pushing anything to Instantly yet
I want to lock in role coverage + table structure before wiring automation
My immediate next goal is to confirm: I’m not missing key decision-makers or connectors My current columns are the right schema to push into Instantly
Whether it makes sense to add validation/conditional logic now or wait until volume increases
Before moving to the API-based Clay → Instantly setup, is there a recommended “v1 ready” checkpoint you’d suggest (e.g. specific validations, column structure, or row volume to test)? Happy to follow whatever best-practice sequence you recommend here. Appreciate the guidance.
Thanks for the detailed response — that’s helpful. To give more context on where I’m at: I currently have a Find People table built and populated, and I’m generating rough-draft intro emails inside Clay to preview tone and positioning. I’m intentionally still in a validation phase — not sending yet — and want to make sure a few things are dialed in before I scale or connect Instantly. My goals right now are: Confirm I’m capturing all relevant decision-makers and connectors (account managers, vendor managers, housing/relocation coordinators, etc.) and not missing key roles Validate my table structure and enrichment logic so I’m not over- or under-filtering Sanity-check that my Clay outputs are clean and ready to export to Instantly once I’m confident
Understand the best next step for wiring Clay → Instantly (manual export vs API) once this v1 is locked
I’m not stuck on API key creation itself — more on workflow validation and readiness to scale. If there’s a recommended best-practice checklist, walkthrough, or next-step guidance for this phase, that would be really helpful. Appreciate the support.
Quick question for the group: What’s the best practice for creating and managing a Clay API key, exporting / connecting Clay data into Instantly.io, and making sure I’m capturing all relevant contacts (not missing decision-makers) before sending to Instantly? I’m building a lean v1 workflow and want to make sure I’m setting this up correctly from day one. Appreciate any guidance 🙏
Ashwin D. What’s the best way to get hands-on help from the Clay team or community for this? Should I open a support chat and ask for a quick live walkthrough / screen-share, or is there a recommended channel/process for getting someone to help me structure the table + Instantly export the right way? I’m ready to jump on a quick call if that’s possible.
