.png){kind=logo}
hey team how do I change source schedule after initial set up?
hey team how do I change source schedule after initial set up?
To change the source schedule in Clay after the initial setup: 1. Click on the source column title in your table. 2. Hover over "Sources" and select the source you want to reschedule. 3. Under "Run this source", select "On a schedule". 4. Choose your preferred frequency (Day, Week, or Month). 5. Click "Update Source Schedule" to save the changes. This process works for Find Company, Find People, and Find Job searches. Remember, you can modify your source configurations at any time to keep your data current and relevant.
Open your Clay workspace and open the table where you have your source set up Select the source column by clicking the header of the column containing the source you want to schedule and hover over "Sources" in the dropdown menu Choose the source to schedule by selecting it from the list such as Find Company, Find People, or Find Job Set up the schedule by looking for the option “When should we run this source” and selecting “On a schedule” then specify the frequency like every 2 weeks or daily 5 Save your changes to confirm the settings and Clay will now automatically refresh the data based on your schedule