Setting Up a Waterfall in Clay for Partial Data Enrichment

Nilesh K. · 2025-05-06T18:09:29.382374+00:00

Hi! I have a question. Suppose I have a dataset with 10 rows, and email IDs are already available for 5 of them. I want to set up a waterfall in Clay so that credits are used only to enrich the 5 rows where email IDs are missing. However, for validation, I’d like to include all 10 records—both the existing and enriched ones. How can I achieve this setup?

To set up a waterfall in Clay that uses credits only for enriching rows missing email IDs while including all records for validation, you can use conditional runs. Here's how: 1. Add a new enrichment for work emails. 2. Click on "Run Settings" and then "Conditional Run." 3. Use the AI to generate a formula that only runs the enrichment if the existing email field is blank. This ensures you're not using credits on rows that already have email IDs. For validation, you can create a filtered view that includes all records, both existing and newly enriched. This approach optimizes your workflow, saving credits while still validating all data. If you need further assistance, you can request human help by clicking on "Talk to a person" in the chat.

Sources: Guide: Ways to save Clay credits | Documentation | Clay University AI Formulas + Conditional Runs [Automated Outbound] - Clay University

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