Saved searches

Saved searches let you save and reuse your filter criteria for Find companies, Find people, and Find jobs sources in Clay, so you don't have to retype the same search parameters repeatedly.

This feature is especially useful when you're building lists with similar criteria across multiple tables or workbooks, or when you want to quickly recreate a search you've run before.

Save a search

1. When creating a Find companies, Find people, or Find jobs source, configure your search filters (industry, headcount, location, job titles, etc.).
2. Click Save search before importing.
3. Add a name and description for your search to help you remember what the search is for.
4. Your saved search will now be available to reuse in future tables.

Use a saved search

1. When setting up a new Find companies, Find people, or Find jobs source, click Browse past searches in the modal.
2. Click Saved by you to find your saved searches (ones you explicitly saved), Recents to find your last 5-10 searches, or Workspace to find searches saved by anyone.
3. Select a saved search to load its filter criteria.
4. Make any adjustments if needed, or use it as-is.
5. Click Continue and Import to add your results to the table.

FAQs

What's the difference between saved searches and recent searches?

Recent searches automatically track your last 5-10 searches and are temporary. Saved searches are ones you explicitly save with a name and description for long-term reuse.

Who can see my saved searches?

Based on your workspace settings, saved searches can be visible to just you or shared across your workspace. When looking for a saved search, you can filter by ones you created or ones available in your workspace.

Can I edit a saved search after creating it?

Yes. Load a saved search and modify the filters before importing. If you want to save the modified version, save it as a new search with a different name.

When should I use saved searches?

Saved searches are ideal when you:

• Run the same search criteria across multiple tables or workbooks.
• Work with specific ICPs or segments repeatedly (e.g., "Enterprise SaaS companies in EMEA" or "Marketing directors at Series B startups").
• Want to maintain consistency in how your team builds lists.
• Need to quickly recreate a complex search with many filters.

Best practices

Use descriptive names: Instead of "Search 1" or "Test," use names like "Enterprise fintech companies UK" or "CMOs at Series A-B startups" so you and your team can quickly identify the right search.

Add context in descriptions: Include notes about why this search exists or what it's used for, especially if sharing with your team.

Start with templates: For searches your team uses frequently, save them as go-to templates that everyone can access and modify as needed.

Combine with table templates: Save both your search criteria and your enrichment workflow as a table template for even faster setup.

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