Setting Up Clay Table for Sourcing: Any Familiar Faces?

Geri I.

·May 08, 2025 12:59 PM·

hi clay team, anyone here familair in setting up clay table for sourcing candidates?

7 comments

· Sorted by Oldest

Channeled
APP
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To set up a Clay table for sourcing, follow these steps: 1. Open your workspace. 2. Click "Create New" > "Table". 3. Choose between a Company Table, People Table, or Custom Table. 4. Select your desired data source (e.g., Salesforce, Find People, or CSV import). 5. Configure the source settings. 6. Review the preview and click "Import to new table". Remember, every Clay table starts with a source, which determines how data flows into your table. You can import customer data from various sources like CSV files, CRM systems, or real-time updates through webhooks. If you need more specific guidance, please let me know which type of source you're interested in using.
Sources: Create New Table Sources | Documentation | Clay University Sources | Documentation | Clay University
Geri I.
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https://app.clay.com/workspaces/495156/workbooks/wb_0svy189rswDema2XNga/tables/t_0svy172Df9gPgyXxUgQ/views/gv_EbZXTiKmsTuK
Geri I.
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just need someone to guide me in setting up a candidate scoring for this
Bruno R.
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Hi Geri, thanks for your message - taking a look at this now! Would be happy to help you tune your scoring system here. Could you help me better understand what the scoring parameters for your configuration would be? There are two main approaches to scoring leads with Clay: 1. Use our scoring action: https://www.loom.com/share/03b764ae9637496f900984632774a6a3?sid=4c473b39-a887-4d76-962d-1f6e98bfd9c9 2. Use our formulas feature: I see you've already implemented this solution. Let me know if this is helpful!
Geri I.
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i actually figured out a way but it was by using the AI feature for it to create a prompt for me
Geri I.
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but i appreciate the help..thank you
Bruno R.
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Happy you were able to sort this out Geri! Will go ahead and tentatively close this conversation out now.

Channeled
APP
·
·
To set up a Clay table for sourcing, follow these steps: 1. Open your workspace. 2. Click "Create New" > "Table". 3. Choose between a Company Table, People Table, or Custom Table. 4. Select your desired data source (e.g., Salesforce, Find People, or CSV import). 5. Configure the source settings. 6. Review the preview and click "Import to new table". Remember, every Clay table starts with a source, which determines how data flows into your table. You can import customer data from various sources like CSV files, CRM systems, or real-time updates through webhooks. If you need more specific guidance, please let me know which type of source you're interested in using.
Sources: Create New Table Sources | Documentation | Clay University Sources | Documentation | Clay University
Geri I.
·
·
https://app.clay.com/workspaces/495156/workbooks/wb_0svy189rswDema2XNga/tables/t_0svy172Df9gPgyXxUgQ/views/gv_EbZXTiKmsTuK
Geri I.
·
·
just need someone to guide me in setting up a candidate scoring for this
Bruno R.
·
·
Hi Geri, thanks for your message - taking a look at this now! Would be happy to help you tune your scoring system here. Could you help me better understand what the scoring parameters for your configuration would be? There are two main approaches to scoring leads with Clay: 1. Use our scoring action: https://www.loom.com/share/03b764ae9637496f900984632774a6a3?sid=4c473b39-a887-4d76-962d-1f6e98bfd9c9 2. Use our formulas feature: I see you've already implemented this solution. Let me know if this is helpful!
Geri I.
·
·
i actually figured out a way but it was by using the AI feature for it to create a prompt for me
Geri I.
·
·
but i appreciate the help..thank you
Bruno R.
·
·
Happy you were able to sort this out Geri! Will go ahead and tentatively close this conversation out now.