Clay stores and presents data in four main levels: workspaces, bases, tables, records and fields.
When you first open Clay you'll find yourself in your Personal Workspace - this is your personal piece of Clay. Workspaces are the highest level of Clay and are home to bases. They can be created by anyone with a Clay account, and can then be shared with teammates or any other Clay users via invitations.
One level down from workspaces, bases are home to tables. Much like a spreadsheet housing sheets, each base is made of multiple tables. Similarly to workspaces, individual bases can be shared with teammates or any other Clay users via invitations.
The place where the magic happens, made up of columns and rows, tables are the level at which you will weave together data sources, actions, and other integrations to automate your prospecting and workflows. You'll also import or export CSVs here.
Records (or rows) are made up of individuals fields. These fields are either manually added, data previews returned from an action, or fields extracted from an action's returned data.
The smallest unit of Clay, fields are either manually added, data previews returned from an action, or fields extracted from an action's returns. Actions can be re-run at the field level.
There are 3 different types of columns you can add to Clay: simple columns, special columns, and actions.
Simple columns allow you to add various data types into Clay. You can always change a data type by using the column drop down menu including:
Learn more about filtering and sorting Clay tables.
There are three types of special columns available to help you navigate your data within Clay: formulas, webhooks, and write to or read from another table in Clay.
Get creative with combining or parsing data using the formula column. Combine or split fields, create waterfall IFTTT conditions, and more.
Read our formula cheatsheet to get started.
Stream any external event into Clay and write it into a base using the Webhook column. Whether you're working with twitter mentions or followers, website sign ups, or new Airtable/Hubspot records — Clay can handle it.
Learm more about Webhooks here.
Actions are API integrations or custom Clay scrapers that you can easily add into any table, apply to your data as a column and extract data from as a whole new column.