Request for Hands-On Tutorials to Maximize Clay Tool Usage

Cristina · 2025-04-17 13:05:51.285691+00

:wave: Hi, team! Hi! I’m still new to Clay, but is there any tutorial that walks through real use cases? I might be missing something, but most of the resources seem more about how to consume credits than how to get real value out of the tool. Any chance there’s a more hands-on tutorial on how to _use_ Clay effectively?

Request for Hands-On Tutorials to Maximize Clay Tool Usage | Clay

14 comments

· Sorted by Oldest

Channeled
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Yes, we offer several resources to help you learn how to use Clay effectively: 1. Claybooks: These are interactive, step-by-step guides showcasing specific use cases. You can explore them at clay.com/claybooks. 2. Templates: These help you set up workflows quickly for various tasks. 3. Quick demo video: This covers most common questions for new users. You can find it at clay.com/learn/getting-started-with-clay. 4. Clay University: Access our learning library at clay.com/university for more in-depth resources. 5. Documentation: Our docs at docs.clay.com explain Clay's UI and integrations. These resources cover real-world applications like building lists, enriching data, and using AI for research and messaging.
Sources: Templates and Claybooks overview | Documentation | Clay University FAQ | Clay.com How should I get started learning Clay? - FAQ | Clay.com
Cristina
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Thanks a lot! 😃
Channeled
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Cristina
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Can you please provide a good documentation on "Lookup Single Row in Other Table"
Channeled
APP
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Thanks! We've reopened this thread. You can continue to add more detail directly in this thread.
Cristina
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Can you please provide a good documentation on "Lookup Single Row in Other Table"
Channeled
APP
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Sure, I can provide information about the "Lookup Single Row in Other Table" action in Clay. This action allows you to search and retrieve a single row of data from another table in your Clay workspace. It's designed for efficiency when you only need to check for the existence of specific data or retrieve a single record. Here are the key inputs for this action: 1. Table to Search: The ID of the table you want to search in. 2. Target Column: The column you want to search within. 3. Filter Operator: The condition for your search. 4. Row Value: The specific value you're looking for. This action is faster than a multiple row lookup, making it ideal for quick data verification or retrieval tasks. If you need more detailed information or have specific questions about using this feature, please let me know.
Sources: Lookup Rows | Documentation | Clay University Lookup Single Row in Other Table with Clay
Cristina
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this is not the best documentation I have read: https://www.clay.com/university/guide/lookup-rows
Channeled
APP
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The "Lookup Single Row in Other Table" action in Clay allows you to search and retrieve a single row of data from another table in your workspace. Here are the key details: 1. Purpose: It's designed to check for the existence of specific data or retrieve a single record efficiently. 2. Inputs: • Table to Search: The ID of the table you want to search in. • Target Column: The column you want to search within. • Filter Operator: The condition for your search. • Row Value: The specific value you're looking for. 3. Performance: This action operates faster than a multiple row lookup, making it ideal for quick data verification or retrieval tasks. 4. Use case: It's useful for maintaining data consistency across your Clay tables and streamlining your workflow. If you need more specific guidance on using this feature, let me know.
Sources: Lookup Rows | Documentation | Clay University Lookup Single Row in Other Table with Clay
Cristina
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There are no steps to follow, it's frustrating
Cristina
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I need step by step guide on how Lookup Single Row in Other Table works
Bo (Clay)
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Hey Cristina, Here’s a video to get you started with Clay Lookups: https://www.loom.com/share/ad767e3be9914d19a2f6647efe4dfa85 If there’s a specific use case you’re working on, let me know—I’d be happy to walk you through how to set it up step by step.
Bo (Clay)
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Hey Cristina I noticed you reopened this ticket. Is there anything we can do for you?
Feel free to keep this conversation going or create a new ticket.
Channeled
APP
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Channeled
APP
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Yes, we offer several resources to help you learn how to use Clay effectively: 1. Claybooks: These are interactive, step-by-step guides showcasing specific use cases. You can explore them at clay.com/claybooks. 2. Templates: These help you set up workflows quickly for various tasks. 3. Quick demo video: This covers most common questions for new users. You can find it at clay.com/learn/getting-started-with-clay. 4. Clay University: Access our learning library at clay.com/university for more in-depth resources. 5. Documentation: Our docs at docs.clay.com explain Clay's UI and integrations. These resources cover real-world applications like building lists, enriching data, and using AI for research and messaging.
Sources: Templates and Claybooks overview | Documentation | Clay University FAQ | Clay.com How should I get started learning Clay? - FAQ | Clay.com
Cristina
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Thanks a lot! 😃
Channeled
APP
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·
Cristina
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·
Can you please provide a good documentation on "Lookup Single Row in Other Table"
Channeled
APP
·
·
Thanks! We've reopened this thread. You can continue to add more detail directly in this thread.
Cristina
·
·
Can you please provide a good documentation on "Lookup Single Row in Other Table"
Channeled
APP
·
·
Sure, I can provide information about the "Lookup Single Row in Other Table" action in Clay. This action allows you to search and retrieve a single row of data from another table in your Clay workspace. It's designed for efficiency when you only need to check for the existence of specific data or retrieve a single record. Here are the key inputs for this action: 1. Table to Search: The ID of the table you want to search in. 2. Target Column: The column you want to search within. 3. Filter Operator: The condition for your search. 4. Row Value: The specific value you're looking for. This action is faster than a multiple row lookup, making it ideal for quick data verification or retrieval tasks. If you need more detailed information or have specific questions about using this feature, please let me know.
Sources: Lookup Rows | Documentation | Clay University Lookup Single Row in Other Table with Clay
Cristina
·
·
this is not the best documentation I have read: https://www.clay.com/university/guide/lookup-rows
Channeled
APP
·
·
The "Lookup Single Row in Other Table" action in Clay allows you to search and retrieve a single row of data from another table in your workspace. Here are the key details: 1. Purpose: It's designed to check for the existence of specific data or retrieve a single record efficiently. 2. Inputs: • Table to Search: The ID of the table you want to search in. • Target Column: The column you want to search within. • Filter Operator: The condition for your search. • Row Value: The specific value you're looking for. 3. Performance: This action operates faster than a multiple row lookup, making it ideal for quick data verification or retrieval tasks. 4. Use case: It's useful for maintaining data consistency across your Clay tables and streamlining your workflow. If you need more specific guidance on using this feature, let me know.
Sources: Lookup Rows | Documentation | Clay University Lookup Single Row in Other Table with Clay
Cristina
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There are no steps to follow, it's frustrating
Cristina
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·
I need step by step guide on how Lookup Single Row in Other Table works
Bo (Clay)
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·
Hey Cristina, Here’s a video to get you started with Clay Lookups: https://www.loom.com/share/ad767e3be9914d19a2f6647efe4dfa85 If there’s a specific use case you’re working on, let me know—I’d be happy to walk you through how to set it up step by step.
Bo (Clay)
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Hey Cristina I noticed you reopened this ticket. Is there anything we can do for you?
Feel free to keep this conversation going or create a new ticket.
Channeled
APP
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