clay-automation

# Clay Automation ## Overview Clay is the orchestration layer where enrichment, scoring, and routing converge. Used correctly, it's a GTM multiplier. Used incorrectly, it's a credit-burning machine producing data nobody trusts. This skill covers **when and how to roll out** Clay automation — data quality, table separation, rollout phases, and n8n handoff. **Playbook index:** `references/automation-playbook-index.md` — all 38 automation + tool + gtm-ops playbooks. **Automation strategy (before tool config):** Jen Igartua (Go Nimbly) — data before AI, maturity levels 0–4, human+machine division. Canonical → `references/gtm-automation-expert-playbook.md` (Pattern 30). Outbound copy/infra → Eric Nowoslawski / Pat Spielmann / Justin Michael — not this skill. **Tool implementation** (table columns, LeadMagic waterfalls, loops) lives in `tools/`: - `clay-toolkit` (`tools/clay-toolkit`) — tables and waterfalls - `clay-loops-toolkit` (`tools/clay-loops-toolkit`) — signal loops ## When to Use - "Build a Clay enrichment workflow" - "Set up a Clay table for our prospecting" - "Configure a waterfall in Clay" - "Use Claygent for research" - "Push enriched data from Clay to HubSpot" - "Optimize our Clay credit usage" - "Design a Clay automation pipeline" ## Authoritative Foundations Clay workflow design follows patterns from DAMA-DMBOK data-quality dimensions, Ziellab (3 separate waterfalls: company, email, phone), and GTME Pulse (10 production templates tested at $5M-$100M ARR co...