Clay Platform Overview: Complete Beginner's Guide to Data Enrichment

want to start with a um quick overview of clay just for anyone who is really new to Clay now if you've been working in clay for a bit then you can you know likely skip this but I wanted to quickly make sure that we're on the same page and just you know show you uh what we're;re working with also because um clay does frequently update their software so right now I don't think there&#s a version uh addition that they have somewhere but now for example they recently released the workflow option so I um I'll likely do a couple of let's say lectures or or videos on that as well is not something I would personally use a lot and from what I um um from what I learned from the team is that is mostly geared towards um what let's say new users of clay who maybe might have some issues with with the table interface not something that they're used to but then again you know you might be someone who could benefit from using the workflow options so I'll do some lessons on that as well then you have your Works Space right here then you can go to workspace settings and so billing from here you can set up a lot of Integrations I don't set them up from here I set them up from you know inside a table and that's what I'll likely do as well um but you know we could set up some you know Integrations in here as well just for you to get an idea of the different options that you have luckily Clay is a really straightforward software and in most cases with with with when it comes to the interface when it comes to setting up things and Integrations it just really is you know you plug in your API key most of the times it's just that um and you're good to go so that's um uh that&#s you know good for us very helpful then um here you have your tables your table view so um and you know Clay University at the time of recording they're going to release a lot of you know sharing table options and where you get like a store where you can buy tables they're upgrading the university their place Etc so this is definitely something that you want to keep an eye on as well there's going to be a lot of helpful stuff in there then clicking into a table um and so this is a temp scoring table that I built with people in there as well as you know some account info then um in the tables you know this is where we mostly be working then there's a few things you can do here where um sort of EX button not something that I really use pretty much everything that we do starts with this button right here at enrichment um or with the add column so I see different versions of clay it depends on which um workspace I'm logged into where some are still on the the older version so right now I'm looking at the older version then a different workspace that I'm in uh the one for you know for gold engine X that's where it shows a different button there were different options so there could be some changes here as to you know some differences as to what you're seeing on your screen but you know don't panic uh pretty like this is pretty much Universal so whenever you add click Aden Richman then um you'll likely see the same view as I do but then again some you know this view recently changed and it could still look like the old view so um in the end you know the idea is generally the same you click add enrichment and you look for the enrichment that you want to that you want to work with me personally I don't really look at these because I already know you know what um enrichments I want to go with uh so I just search for those then um in some cases um so they have you know some recipes that could potentially be helpful uh don't really use them personally and there is one interesting option in a lot of cases where um you can save things if for example you're using the the API connector which is something we'll dive into later then you're able to save that setting and then you have you know your your templates right here that um you know that you've saved they can then that you can then use later so in lot of cases you&#re able to save whatever you&#re building so that you don't have to re rebuild or uh reset up um only that was a word right um the the same thing whenever you&#re building a new table um so that's a quick overview you have your you know add enrichment button there which is pretty much your your best friend and that's what you'll what we'll be working with the most as well as the formula one right here so those you know those are the most important ones merge columns that's um that's a pretty interesting one as well we'll dive into that one later that one uh is pretty useful in in some cases or there's one main use case for that that I found and one thing that one future I think is a little bit under ized is um uh the auto D duplication which is something that was released fairly frequently so you can D duplicate whenever you want so you can say Okay D duplicate based on this column right here um dup right there so or you can filter based on it or D based on it but you can also Auto D duplicate so whenever you add new rows to this import new rows they come in from wherever you can Auto do that so you can turn on that one and um for anyone who is scared of um wasting their clay credits first of all there's a full section on not wasting your clay credits or you know um uh saving clay credits later in this course but it could be helpful that whenever you start building out a table just turn off the auto update function and then now whenever you add a new column new rows you hit save or whatever it shouldn't run um so that's that and then there's the view graph function which um allows you to visualize a table a bit more not something that I often use but some people find it helpful to them visualize their um their table and what it um what actually does that's a quick clay overview pretty much everything that we'll be doing will be taking place on this screen right here or this screen right here and you know the setup that comes after selting selecting an option um so those will be the main views that um that you want to familiarize yourself with and hopefully this lesson helps you a bit with that and see you in the next one byebye