Generating a Status Column for Waterfall Process Monitoring

Currently, Clay doesn't have a built-in feature to generate a status column for a running waterfall or automatically schedule an export when a waterfall process completes. However, we can suggest a workaround using existing features: 1. Set up your waterfall as usual. 2. Use Clay's Scheduling feature to automatically run your workflow, including the waterfall, on a regular basis (daily, weekly, or monthly). 3. After the scheduled run, you can manually export your data using the 'Export' option in the 'Actions' menu. To track the status of your waterfall, you could create a custom column using formulas to check if all actions in your waterfall have completed. Is there a specific reason you need to track the waterfall status or automate the export process?

Sources: Waterfall Download as a CSV [Clay 101] - Clay University Build a sustainable growth engine with Scheduling - The GTM with Clay Blog

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