Clay
0 Guide

How to Use Claygent AI Research in Clay

This is an Arcade

Learn how to use Claygent, Clay’s AI-powered research agent, to automate lead research and data enrichment directly within your Clay tables.

1. Open Your Clay Table and Add Enrichment
Log in to Clay and open the table or workbook containing the leads or accounts you want to research, then click the blue Add enrichment button.

2. Search and Select Claygent
In the enrichment menu, use the search bar to find Claygent, then select it.

3. Enter Your Prompt and Generate
In the Claygent setup window, type a clear prompt (for example, summarize recent funding news), then click Generate.

4. Save and Run the Enrichment
When generation completes, click the blue Save button, then choose Save and run (x) rows in this view to process your rows.

5. View the Results
A new column will appear for the AI research results. It may take a moment to run—when the status changes to Response, click any row to view full details.

Clay
0 Guide

Ready to create quick,
interactive product demos?

Sign up
– it's free
{ "@context": "https://schema.org", "@type": "HowTo", "name": "How to Use Claygent AI Research in Clay", "description": "Learn how to use Claygent AI Research in Clay to automate lead research and enrichment. Add the step, run rows, and view results in a new column, fast.", "step": [ { "@type": "HowToStep", "name": "Open Your Clay Table and Add Enrichment", "text": "Log in to Clay and open the table or workbook containing the leads or accounts you want to research, then click the blue `Add enrichment` button." }, { "@type": "HowToStep", "name": "Search and Select Claygent", "text": "In the enrichment menu, use the search bar to find `Claygent`, then select it." }, { "@type": "HowToStep", "name": "Enter Your Prompt and Generate", "text": "In the Claygent setup window, type a clear prompt (for example, summarize recent funding news), then click `Generate`." }, { "@type": "HowToStep", "name": "Save and Run the Enrichment", "text": "When generation completes, click the blue `Save` button, then choose `Save and run (x) rows in this view` to process your rows." }, { "@type": "HowToStep", "name": "View the Results", "text": "A new column will appear for the AI research results. It may take a moment to run—when the status changes to `Response`, click any row to view full details." } ] }