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How to Use Clay: Complete Feature Guide (2026)

por | Last updated Aug 23, 2026

Início rápido

This guide covers every Clay feature:

Tempo necessário: 5 minutos por filme

Neste guia também: Dicas profissionais | Erros comuns | Solução de problemas | Preços | Alternativas

Por que confiar neste guia?

I’ve used Clay for eight months and tested every feature covered here.

Este tutorial é baseado em experiência prática real, não em propaganda enganosa ou capturas de tela de fornecedores.

How to use Clay

Clay is one of the most powerful lead generation tools available today.

Mas a maioria dos usuários apenas arranha a superfície do que ele pode fazer.

This guide shows you how to use Clay feature by feature.

Passo a passo, com capturas de tela e dicas profissionais.

A quick note before we start: at first glance Clay looks like a plain spreadsheet.

It behaves much more like a research engine bolted onto one.

Clay Tutorial

This Clay tutorial walks you through every feature, from first login to the powerful workflows that make you a power user.

Argila

Build lead lists that actually convert. Clay enriches dados from over 100 premium sources and writes personalized emails from real account research. Start free, no credit card needed.

Getting Started with Clay

Antes de usar qualquer recurso, conclua esta configuração única.

Leva cerca de três minutos.

Here is my honest take after eight months of daily use:

I Tried Clay AI for 9 Months, Here’s What I Learned (Beginner's Guide)

Agora vamos analisar cada etapa.

Passo 1: Crie sua conta

Go to the Clay website and click Sign Up.

Insira seu e-mail profissional e crie uma senha.

Ponto de verificação: Verifique o seu caixa de entrada para o e-mail de confirmação.

Step 2: Create Your Workspace

Clay requires you to create a workspace after signing up.

Name it after your company, then invite your sales team.

Ponto de verificação: The clay logo sits top-left above your empty table list.

Step 3: Connect Your Data Sources

Open Settings and connect the other tools you already run.

You can connect over 100 apps to sync data with Clay, including Salesforce, HubSpot, and Google Sheets.

Clay connects with Zapier for additional app integrations, and syncing runs in real time.

✅ Concluído: Você está pronto para usar qualquer um dos recursos abaixo.

How to Use Clay Account and Lead Scoring

Account and Lead Scoring lets you rank every account so your sales team works the best leads first.

Veja como usá-lo passo a passo.

Step 1: Add Your Scoring Inputs

Open a Clay table and pick the columns you want to score on.

Company size, job titles, and tech stack all work well here.

Step 2: Build the Score Column

Add a scoring column and set point values for each condition.

Eis como isso se parece:

Imagem de Conta Clay e Pontuação de Leads

Ponto de verificação: Your list is ranked from best to worst fit.

Step 3: Sort and Route

Sort by score, then push hot accounts to your CRM.

✅ Resultado: Every account carries a fit score your sales team can use to qualify leads fast.

💡 Dica profissional: Score on job changes too. A new VP is far likelier to reply than a five-year veteran.

How to Use Clay Claygent

Claygent lets you send an AI powered agent to run account research on any company.

Veja como usá-lo passo a passo.

Step 1: Add a Claygent Column

Click Add Column, then choose Claygent from the AI menu.

Point it at your website column so it knows where to look.

Step 2: Write the Research Prompt

Ask a plain pergunta, like whether the company runs a partner program.

Eis como isso se parece:

Imagem de argila Claygent

Ponto de verificação: Claygent fills the column with sourced answers and citations.

Step 3: Run and Review

Run it on ten rows first, read the answers, then fine tune the prompt.

✅ Resultado: You automate research that used to eat a full afternoon.

💡 Dica profissional: Ask for a one-word answer when you plan to filter on it. Long prose is hard to sort.

How to Use Clay Email Finder

Localizador de e-mail lets you find verified work emails using a waterfall across many data sources.

Veja como usá-lo passo a passo.

Step 1: Add the Find Email Column

Choose Find Work Email and map the name and domain columns.

Clay needs both to match a person to a company.

Step 2: Set the Waterfall Order

Drag providers into the order you want Clay to try them.

Eis como isso se parece:

Imagem do Localizador de E-mails Clay

Ponto de verificação: A clean column of deliverable addresses with no guesswork.

Step 3: Filter by Confidence

Keep only verified results, then export data to your outreach tool.

✅ Resultado: The waterfall technique lifts match rates without manual data entry.

💡 Dica profissional: Stop the waterfall after three providers. Beyond that you burn credits for very little extra match rate.

How to Use Clay Formula Generator

Formula Gerador lets you write formulas in plain English with no technical skills required.

Veja como usá-lo passo a passo.

Step 1: Open the Formula Column

Add a column and pick Formula, then click the AI helper icon.

Passo 2: Descreva o que você deseja

Type something like: pull the domain out of the website column.

Eis como isso se parece:

Imagem do Gerador de Fórmulas de Argila

Ponto de verificação: A working formula runs across your whole table.

Step 3: Test and Apply

Test it on one row, then apply the formula to all the data.

✅ Resultado: You manipulate data like a spreadsheet pro without writing code.

💡 Dica profissional: Paste two example inputs and outputs into your request. Clay gets it right far more often.

How to Setup Clay Signal

Signal Setup lets you track job changes, new hires, and funding so you catch new leads cedo.

Veja como usá-lo passo a passo.

Step 1: Pick Your Signal

Open the Signals menu and choose job changes or new hires.

Both work from LinkedIn profiles you already track.

Step 2: Set the Filters

Narrow by job titles, company size, and region so the list stays useful.

Eis como isso se parece:

Imagem de configuração do Clay Signal

Ponto de verificação: New rows appear each morning without you lifting a finger.

Step 3: Turn On the Schedule

Set it to run daily. Clay adds fresh rows on its own.

✅ Resultado: You catch buying moments while competitors are still guessing.

💡 Dica profissional: Watch your closed-lost accounts for job changes. A new decision maker resets the whole deal.

How to Use Clay Sculptor

Sculptor lets you turn raw account research into personalized messages you can send at scale.

Veja como usá-lo passo a passo.

Step 1: Add a Sculptor Column

Select Sculptor and choose the research columns it should read.

Step 2: Give It Your Voice

Paste two emails you actually sent so the tone matches yours.

Eis como isso se parece:

Imagem de escultor de argila

Ponto de verificação: Each row holds a first line written from real research.

Etapa 3: Gerar e editar

Generate in bulk, then edit the weak ones by hand.

✅ Resultado: Cold emails keep a human touch even at volume.

💡 Dica profissional: Cap the opener at two sentences. Long AI intros read like AI and kill reply rates.

How to Use Clay Growth Marketing Engine

Growth Marketing Engine lets you build repeatable marketing plays that run on a schedule without you.

Veja como usá-lo passo a passo.

Step 1: Start From a Template

Open Templates and pick a pre-built play close to your goal.

Clay offers pre-built templates for most common lead generation workflows.

Step 2: Chain Your Steps

Add filters and branching logic so odd records skip ahead.

Eis como isso se parece:

Imagem do motor de marketing de crescimento da Clay

Ponto de verificação: One workflow now handles sourcing through send.

Step 3: Schedule the Run

Set a weekly run and connect the output to your other tools.

That is how you automate outreach without hiring another rep.

✅ Resultado: Marketing gets powerful workflows that repeat every single week.

💡 Dica profissional: Add a branch that dumps low-score rows into a nurture list instead of deleting them.

How to Use Clay Automated Inbound

Automated Inbound lets you enrich and route inbound signups the second someone signs up.

Veja como usá-lo passo a passo.

Step 1: Connect Your Source

Link your form, Google Sheets, or CRM as the trigger.

Clay can create records from new Google Sheets rows automatically.

Step 2: Enrich on Arrival

Add enrichment columns so each signup lands with company data attached.

Eis como isso se parece:

Clay Automated Inbound Image

Ponto de verificação: Inbound leads arrive fully enriched and already sorted.

Step 3: Route by Score

Send strong fits to sales and everyone else to a nurture sequence.

✅ Resultado: No lead sits in a queue waiting on manual data entry.

💡 Dica profissional: Reply inside five minutes. Speed beats polish on inbound almost every time.

How to Use Clay TAM Sourcing

TAM Sourcing lets you build a full list of companies that match your ideal customer profile.

Veja como usá-lo passo a passo.

Step 1: Define Your Criteria

Set industry, company size, region, and tech stack filters.

Step 2: Pull the List

Run the source. Clay returns a list of companies row by row.

Eis como isso se parece:

Imagem de fornecimento de argila TAM

Ponto de verificação: Your whole market sits in one table, ready to work.

Step 3: Enrich and Split

Enrich the rows, then split them into own lists per rep.

✅ Resultado: List building takes minutes instead of a full week.

💡 Dica profissional: Pull 500 rows first and check them by hand. Bad criteria at scale wastes real credits.

Clay Pro Tips and Shortcuts

After eight months in the clay app, here are the tips I actually use.

They save time and keep your systems clean as the negócios cresce.

Atalhos de teclado

AçãoAtalho
Add a new columnCmd + Shift + K
Search all the data in a tableCmd + F
Run the selected rowCmd + Enter
Save and close the editorEsc

Características ocultas que a maioria das pessoas não percebe

  • Bulk auto-enrich: Clay auto-enriches new rows in bulk or one by one, so you never re-run a whole table by hand.
  • Recurring CRM audits: Point Clay at your CRM records monthly to catch stale titles and merge duplicate records.
  • Conditional runs: Add a condition so paid enrichment only fires when cheaper data sources come back empty.

Clay Common Mistakes to Avoid

Mistake #1: Running Enrichment on Your Whole List First

❌ Errado: Importing 10,000 rows and enriching all of them before you check quality.

✅ Direita: Test on 50 rows, read the output, then run the rest. This one habit will save your credits.

Mistake #2: Sending Generic AI Copy

❌ Errado: Letting Clay write the whole email and blasting it to new leads unread.

✅ Direita: Use Clay for the research line only. Personalized messages still need a human touch to lift reply rates.

Mistake #3: Treating Clay Like Google Sheets

❌ Errado: Building one giant table for every campaign and every account.

✅ Direita: Break work into small tables by use case. Smaller tables run faster and are easier to manage.

Clay Troubleshooting

Problem: Enrichment Columns Return Blank

Causa: The input column is messy, so Clay cannot match a company to a domain.

Consertar: Clean the website column first, strip the https prefix, then re-run those rows only.

Problem: Credits Drain Faster Than Expected

Causa: Every provider in a waterfall bills separately, even on a failed lookup.

Consertar: Trim the waterfall to three providers and add a condition so it stops at the first match.

Problem: Rows Stay Stuck on Queued

Causa: A large bulk run is competing with your scheduled workflow automação.

Consertar: Pause the schedule, let the bulk job finish, then restart it. Speed returns right away.

📌 Observação: If none of these fix your issue, contact Clay support.

O que é argila?

Argila is an AI powered lead generation tool that pulls data from more than 100 premium sources into one table.

Think of it like Google Sheets that researches for you.

Clay lets you source, enrich, score, and message the same list in one place.

Veja esta breve visão geral:

Será que esta ferramenta de IA acaba de mudar as vendas para sempre? (Análise da Clay AI)

The longer walkthrough on YouTube shows a great use case for each feature.

Inclui estas características principais:

  • Account and Lead Scoring: Scores accounts on company size, job titles, and fit signals you define
  • Claygent: An AI powered research agent that reads websites and returns relevant information
  • Localizador de e-mail: Runs a waterfall across premium providers until a verified email is found
  • Formula Generator: Turns a written request into a working formula inside your table
  • Signal Setup: Watches your accounts and adds new leads the moment something changes
  • Sculptor: Writes personalized emails from the research already sitting in your table
  • Growth Marketing Engine: Chains sourcing, enrichment, and messaging into one workflow automação
  • Automated Inbound: Catches new signups, enriches them, and routes them by fit score
  • TAM Sourcing: Pulls your total addressable market into one table you can filter

Clay uses a waterfall technique for data enrichment, checking one provider after another until it finds a verified answer.

That is the whole reason match rates beat any single database.

Para uma análise completa, consulte nosso artigo. Clay review.

Clay O que é Imagem

Preços da argila

Here’s what Clay costs in 2026:

PlanoPreçoIdeal para
Livre$ 0/mêsTesting Clay and running small enrichment jobs
InicianteUS$ 134/mêsSolo founders doing list building on a budget
Explorador$ 314/mêsSmall sales team running weekly outreach
Pró$ 720/mêsMarketing and RevOps teams at scale
EmpresaCréditos personalizadosLarge orgs with custom data sources

Teste grátis: Yes. The Free plan gives you credits every month with no card required.

Garantia de reembolso: No formal refund window, so start free and upgrade once you see results.

Imagem de Preços de Argila

💰 Melhor custo-benefício: Explorer at $314/month — enough credits for a real sales team without Pro-level spend.

Argila versus alternativas

How does Clay compare? Here’s the competitive landscape.

Veja esta comparação:

Testei mais de 500 ferramentas de IA, e estas 12 vão revolucionar o seu negócio.
FerramentaIdeal paraPreçoAvaliação
ArgilaCustom research and enrichmentUS$ 134/mês⭐ 4,6
Apolo ioProspecção completaUS$ 49/mês⭐ 4,7
Informações do ZoomProfundidade dos dados empresariaisPersonalizado⭐ 4,4
Make.comGeneral automationUS$ 9/mês⭐ 4,6
FarinhaBudget enrichmentUS$ 99/mês⭐ 4,3
Caça-FantasmasSocial scrapingUS$ 69/mês⭐ 4,4

Escolhas rápidas:

  • Melhor no geral: Clay — nothing else combines sourcing, enrichment, and copy in one process.
  • Melhor orçamento: PhantomBuster — cheapest way to pull LinkedIn profiles into your own lists.
  • Ideal para iniciantes: Apollo io — the database and the sending live in one place.
  • Best for list building at scale: Clay — TAM Sourcing builds a list of companies in minutes.

🎯 Alternativas à argila

Procurando alternativas à argila? Aqui estão as melhores opções:

  • 🚀 Apollo io: Huge built-in contact database with sequencing included, so smaller teams get sourcing and sending in one outreach tool.
  • 🏢 ZoomInfo: Enterprise-grade firmographic depth and intent data, built for large sales team rollouts with strict data governance needs.
  • 🔧 Make.com: General workflow automation across thousands of apps, useful when your process reaches well beyond lead generation.
  • Farinha: Lighter AI powered research and enrichment at a lower entry price, aimed at small teams learning list building.
  • 💰 PhantomBuster: Scrapes LinkedIn profiles and social platforms cheaply, great for founders who mostly need raw list extraction.

Para ver a lista completa, consulte nosso Clay alternatives guia.

⚔️ Comparação de argila

Here is how Clay stacks up against each competitor:

  • Clay vs Apollo io: Apollo io owns the database. Clay wins when you need custom research and enrichment across many data sources.
  • Clay vs ZoomInfo: ZoomInfo has deeper intent data. Clay costs far less and lets you manipulate data however you want.
  • Clay vs Make.com: Make.com automates anything. Clay is purpose-built for lead generation workflows and enrichment, so setup is much faster.
  • Argila vs. Farinha: Floqer is cheaper to start. Clay has more data sources, better templates, and a far bigger community.
  • Clay contra PhantomBuster: PhantomBuster scrapes well. Clay adds scoring, waterfall enrichment, and messaging on top of the same raw data.

Start Using Clay Now

You learned how to use every major Clay feature:

  • ✅ Account and Lead Scoring
  • ✅ Claygent
  • ✅ Localizador de e-mail
  • ✅ Formula Generator
  • ✅ Signal Setup
  • ✅ Sculptor
  • ✅ Growth Marketing Engine
  • ✅ Automated Inbound
  • ✅ TAM Sourcing

Próximo passo: Escolha uma funcionalidade e experimente agora mesmo.

Most people start with TAM Sourcing to find companies worth contacting.

It takes less than five minutes to start building your first table.

Perguntas frequentes

How much does Clay com cost?

Clay starts free at $0/month. Paid plans run $134/month for Starter, $314/month for Explorer, and $720/month for Pro. Enterprise uses custom credits.

How hard is it to learn Clay?

Most people learn Clay in a weekend. The clay app looks like Google Sheets, so if you can build a spreadsheet you can build a table.

How to use Clay AI?

Add a Claygent column, write your research question in plain English, and run it. Clay reads each company website and returns relevant information per row.

Is Clay.com worth it?

Yes, if you send cold emails weekly. Clay replaces several enrichment tools and cuts manual data entry. Light users should stay on the free plan.

How to use Clay in sales?

Source a list of companies, enrich it, score every account, then write personalized messages with Sculptor. Export data to your CRM and send emails.

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