Creating Effective Support Documents for Clay Tables: A Guide

Nadine B. · 2024-11-25 17:46:54.026384+00

Hello All! I have been using my new knowledge to manipulate data in Clay tables and have learned so much in the last few weeks. I have to ask how I'm supposed to make these sorts of support documents work in Clay. Is there an article somewhere on how to use these to actually make things happen in my search? I see what to input, but where? What kind of table? How do I find that table? Etc.

Creating Effective Support Documents for Clay Tables: A Guide | Clay

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Here's how to implement changes in your Clay search: 1. First, create a table by: • Opening your workspace • Clicking "Create New" > "Table" • Choosing between Company Table, People Table, or Custom Table • Alternatively, you can use a template by selecting "Use Template" 2. To add and search for data: • Use the search bar at the top of your workspace to find existing tables • Access the enrichment panel by clicking "Enrich Data" in the top right corner of your table 3. To add new information: • Click "+ New Row" at the bottom of your table for manual entries • Use "Add Column" > "Add Column using AI" to automatically find specific information • When using AI, simply describe what you're looking for and follow the setup parameters Sources: Create New Table Search for a Table Create a Table from a Template Find more data with Clay's new enrichment search UI Add Column Using AI & Add New Rows
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Looks like you're still looking for help. We're escalating this over to our support team and someone should be in touch soon. In the meantime, feel free to include any other information that may be helpful in solving your issue!
Nadine B.
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Thanks!
Nadine B.
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I'm trying to enrich a spreadsheet of business names and email addresses to include URL's in the hope that I can also enrich to add phone numbers. They are varied size Parasail Operators and I think that a Google search will be my best bet. I found the doc saying I could do it, but need help interpreting how to read and implement those docs.
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