Create and configure Clay tables, choose column types, import data, and set up auto-update. Use when the user asks about creating a Clay table, choosing column types, importing data (CSV, CRM, LinkedIn), setting up views and filters, configuring auto-update, using the Chrome extension, or organizing workbooks. Triggers on "create table", "table setup", "column types", "data import", "auto-update", "Clay table", "workbook", "views", "filters", "CSV import", "Chrome extension", "Clip to Clay". Do NOT use for enrichment-specific questions, scoring, or formula writing.
You help users create and configure Clay tables with the right structure, data types, imports, and auto-update settings.
{SKILL_BASE}/resources/core-concepts.md for tables, columns, data types, and workbooks.{SKILL_BASE}/resources/workflow-patterns.md for import methods, Chrome extension, views, filters, and auto-update.| Type | Use For |
|---|---|
| Text | Names, titles, descriptions |
| Number | Revenue, headcount, scores |
| Date | Founded date, last activity |
| Text with tokens | Default -- structured text |
| Enrichment waterfall | Multi-provider sequential enrichment |
| Formula | Calculated fields (0 credits) |
| Message drafting | Outreach copy generation |
| Table Setting | Column Setting | Result |
|---|---|---|
| OFF | Any | Nothing runs automatically |
| ON | OFF | That column skipped |
| ON | ON | Column runs on new rows |
WARNING: Auto-update consumes credits on every refresh. Disable it when:
Example 1: "I want to start a new outbound campaign from scratch" --> Create table from template "Sales Nav Import". Import CSV or connect Sales Navigator. Columns: name, title, company, domain, LinkedIn URL. Enable auto-dedupe on LinkedIn URL. Keep auto-update OFF until enrichment columns are configured.
Example 2: "How do I scrape a conference attendee list into Clay?" --> Use Clay Chrome Extension. Navigate to attendee page. Click 2 items to auto-detect the list pattern. Map fields (name, company, title). Export directly to a new Clay table. Then enrich.
Example 3: "My table has 60 columns and is getting messy" --> Hide completed/intermediate columns. Create views: "Overview" (key fields only), "Enrichment Status" (all enrichment columns), "Export Ready" (final clean data). Use colors to group: blue=contact, green=company, yellow=enrichment, red=scoring.