You’re thinking of how to grow your business while walking your dog, trying to fall asleep, or just doing the dishes when suddenly, it hits you.
"Wait... could I do this in Clay?"
If you’re a Clay user, you know this feeling. The rush of a new idea. That moment when a crazy automation pops into your head, and you just have to try it. So, you drop everything, run to your laptop, and build it in Clay.
Now, you’re staring at a table that’s giving you exactly what you envisioned. It feels like magic and you can’t believe this is possible. 🤯
But here’s the problem. Until today, there were only two paths forward.
On the one hand, it might have worked. But every time you want to use it again, you have to manually refresh sources, re-run enrichments, and repeat the process. It’s powerful, but it’s not “always on” and doing the work while you sleep.
On the other hand, it might not have worked as expected. So, you go back into Clay, refine the setup, and iterate until you get a successful table. And when that happens, you’re back to re-running everything manually.
But what if you didn’t have to?
Introducing Scheduling
Today, we’re excited to announce Clay Scheduling, a new feature that lets you automatically run your workflows on a schedule.
With Scheduling, your best ideas don’t just work once—they keep running in the background at the cadence you set. Instead of manually refreshing sources and re-running enrichments, you can now set them to update automatically – daily, weekly, or monthly.
Scheduling works for both sources and columns, keeping your data fresh and dynamic without extra effort.
Scheduled sources
Scheduled sources let you automatically refresh data from any source (e.g. people, companies, jobs, or CRM data) on a recurring basis. This keeps your data current without manual updates by pulling in new information at the frequency you set – daily, weekly, or monthly. Here's how it works:
See details on scheduled sources here.
Scheduled columns
Scheduled columns lets you automatically re-run specific columns or entire tables on a recurring basis. This keeps your data current without manual updates (e.g., keeping enrichment data up-to-date like company headcount, funding info, or tech stack changes).
Read more on scheduled columns here.
Infinite use cases unlocked
Scheduling opens up endless possibilities, but here are a few of our favorites.
1. Never update Salesforce or HubSpot manually again
With Scheduling, your CRM always stays up to date. Contact and account data (e.g., recent news, company headcount, or custom Claygent data) will refresh automatically. You decide the update frequency, ensuring your team has access to the most accurate data. Here are a few practical examples:
- Automatically updated CRM data. Give your sales team the gift of CRM data that they can trust. Salesforce or HubSpot updates automatically when company or contact details change.
- Automated account tiering. As CRM data evolves, account tiers adjust in real time. No more re-running quarterly account tiering processes or manually uploading new data.
- Daily Slack digests. Automatically pull key account or contact updates from your CRM, summarize activity using Claygent, and send insights to Slack for account owners.
2. Enable "always on" outbound campaigns
The main objective of GTM teams is to find a reliable source of qualified revenue. Then, you need to turn into an engine – from one-off to always-on. With Scheduling, GTM teams can experiment with a specific source or column, ensure it’s driving consistent impact, and schedule it. Here are some examples of interesting workflows we’re seeing:
- Competitor social monitoring. Automatically track competitor mentions using the Trigify source in Clay, filter for your ICP, analyze sentiment with Claygent, and push the data to your outbound email sequencer.
- Automated local business prospecting: Continuously monitor new businesses with Clay’s Google Maps integration, identify decision-makers, and funnel them into campaigns—without manual intervention.
- Outreach based on recent funding events. Send a personalized message on email or LinkedIn after a company announces a recent fundraising round.
- Automated meeting no-show follow ups. Send personalized re-engagement messages referencing the no-show and offering rescheduling options, helping SDRs recover lost opportunities without manual effort.
3. Nurture sales pipeline with ABM campaigns
ABM campaigns work best when they’re timely and personalized, but keeping them updated manually is arduous. With Scheduling, you can automate high-impact ABM motions, ensuring your team engages the right accounts at the right time with the right message. A few of our favorites are:
- Create personalized ABM landing pages in Webflow. Generate personalized Webflow landing pages for key accounts as soon as they meet specific criteria.
- Monitor new job postings at target accounts. Monitor new job postings at target accounts to identify hiring needs in real time. Reach out as companies fill key roles, positioning your solution when they’re actively hiring for relevant roles.
- Invite target contacts to in-person events. Identify high-value prospects in key cities and automatically send invitations (via email or LinkedIn) to executive dinners, events, or webinars.
Now, your ABM strategy runs in the background so your team can focus on closing, not chasing data.
Try Clay’s new scheduling feature
Scheduling is available today across all Starter, Explorer, Pro, and Enterprise plans.
No more re-running sources. No more outdated CRM records. No more one-off campaigns that don’t scale. Open Clay, set your sources and columns to run on a schedule, and watch your workflows keep working—automatically. See details for scheduled sources and scheduled columns.
Try Scheduling and turn your best ideas into always-on systems.
You’re thinking of how to grow your business while walking your dog, trying to fall asleep, or just doing the dishes when suddenly, it hits you.
"Wait... could I do this in Clay?"
If you’re a Clay user, you know this feeling. The rush of a new idea. That moment when a crazy automation pops into your head, and you just have to try it. So, you drop everything, run to your laptop, and build it in Clay.
Now, you’re staring at a table that’s giving you exactly what you envisioned. It feels like magic and you can’t believe this is possible. 🤯
But here’s the problem. Until today, there were only two paths forward.
On the one hand, it might have worked. But every time you want to use it again, you have to manually refresh sources, re-run enrichments, and repeat the process. It’s powerful, but it’s not “always on” and doing the work while you sleep.
On the other hand, it might not have worked as expected. So, you go back into Clay, refine the setup, and iterate until you get a successful table. And when that happens, you’re back to re-running everything manually.
But what if you didn’t have to?
Introducing Scheduling
Today, we’re excited to announce Clay Scheduling, a new feature that lets you automatically run your workflows on a schedule.
With Scheduling, your best ideas don’t just work once—they keep running in the background at the cadence you set. Instead of manually refreshing sources and re-running enrichments, you can now set them to update automatically – daily, weekly, or monthly.
Scheduling works for both sources and columns, keeping your data fresh and dynamic without extra effort.
Scheduled sources
Scheduled sources let you automatically refresh data from any source (e.g. people, companies, jobs, or CRM data) on a recurring basis. This keeps your data current without manual updates by pulling in new information at the frequency you set – daily, weekly, or monthly. Here's how it works:
See details on scheduled sources here.
Scheduled columns
Scheduled columns lets you automatically re-run specific columns or entire tables on a recurring basis. This keeps your data current without manual updates (e.g., keeping enrichment data up-to-date like company headcount, funding info, or tech stack changes).
Read more on scheduled columns here.
Infinite use cases unlocked
Scheduling opens up endless possibilities, but here are a few of our favorites.
1. Never update Salesforce or HubSpot manually again
With Scheduling, your CRM always stays up to date. Contact and account data (e.g., recent news, company headcount, or custom Claygent data) will refresh automatically. You decide the update frequency, ensuring your team has access to the most accurate data. Here are a few practical examples:
- Automatically updated CRM data. Give your sales team the gift of CRM data that they can trust. Salesforce or HubSpot updates automatically when company or contact details change.
- Automated account tiering. As CRM data evolves, account tiers adjust in real time. No more re-running quarterly account tiering processes or manually uploading new data.
- Daily Slack digests. Automatically pull key account or contact updates from your CRM, summarize activity using Claygent, and send insights to Slack for account owners.
2. Enable "always on" outbound campaigns
The main objective of GTM teams is to find a reliable source of qualified revenue. Then, you need to turn into an engine – from one-off to always-on. With Scheduling, GTM teams can experiment with a specific source or column, ensure it’s driving consistent impact, and schedule it. Here are some examples of interesting workflows we’re seeing:
- Competitor social monitoring. Automatically track competitor mentions using the Trigify source in Clay, filter for your ICP, analyze sentiment with Claygent, and push the data to your outbound email sequencer.
- Automated local business prospecting: Continuously monitor new businesses with Clay’s Google Maps integration, identify decision-makers, and funnel them into campaigns—without manual intervention.
- Outreach based on recent funding events. Send a personalized message on email or LinkedIn after a company announces a recent fundraising round.
- Automated meeting no-show follow ups. Send personalized re-engagement messages referencing the no-show and offering rescheduling options, helping SDRs recover lost opportunities without manual effort.
3. Nurture sales pipeline with ABM campaigns
ABM campaigns work best when they’re timely and personalized, but keeping them updated manually is arduous. With Scheduling, you can automate high-impact ABM motions, ensuring your team engages the right accounts at the right time with the right message. A few of our favorites are:
- Create personalized ABM landing pages in Webflow. Generate personalized Webflow landing pages for key accounts as soon as they meet specific criteria.
- Monitor new job postings at target accounts. Monitor new job postings at target accounts to identify hiring needs in real time. Reach out as companies fill key roles, positioning your solution when they’re actively hiring for relevant roles.
- Invite target contacts to in-person events. Identify high-value prospects in key cities and automatically send invitations (via email or LinkedIn) to executive dinners, events, or webinars.
Now, your ABM strategy runs in the background so your team can focus on closing, not chasing data.
Try Clay’s new scheduling feature
Scheduling is available today across all Starter, Explorer, Pro, and Enterprise plans.
No more re-running sources. No more outdated CRM records. No more one-off campaigns that don’t scale. Open Clay, set your sources and columns to run on a schedule, and watch your workflows keep working—automatically. See details for scheduled sources and scheduled columns.
Try Scheduling and turn your best ideas into always-on systems.
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