Summary
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Clay Production Checklist
Overview
Complete checklist for launching Clay enrichment pipelines in production. Covers table configuration, credit budgeting, webhook reliability, CRM sync validation, and monitoring setup.
Prerequisites
- Clay table tested with sample data (100+ rows enriched successfully)
- CRM integration tested in staging
- Credit budget approved for monthly volume
- Team trained on Clay table management
Instructions
Phase 1: Table Configuration
Phase 2: Data Quality Gates
// Pre-submission validation (run before pushing to Clay)
function validateForProduction(rows: any[]): { valid: any[]; rejected: any[] } {
const personalDomains = ['gmail.com', 'yahoo.com', 'hotmail.com', 'outlook.com', 'icloud.com'];
const seen = new Set<string>();
const valid: any[] = [];
const rejected: any[] = [];
for (const row of rows) {
const key = `${row.domain}:${row.first_name}:${row.last_name}`.toLowerCase();
if (!row.domain?.includes('.'))
rejected.push({ row, reason: 'invalid domain' });
else if (personalDomains.some(d => row.domain.endsWith(d)))
rejected.push({ row, reason: 'personal email domain' });
else if (seen.has(key))
rejected.push({ row, reason: 'duplicate' });
else {
seen.add(key);
valid.push(row);
}
}
console.log(`Validation: ${valid.length} valid, ${rejected.length} rejected (${(rejected.length / rows.length * 100).toFixed(1)}% filtered)`);
return { valid, rejected };
}
Phase 3: Credit & Cost Controls
| Plan | Monthly Credits | Actions | HTTP API | Webhook Limit |
|---|
| Launch | 2,500 | 15,000 | No | 50K/webhook |
| Growth | 6,000 | 40,000 | Yes | 50K/webhook |
| Enterprise | Custom | Custom | Yes | 50K/webhook |
Phase 4: Integration Reliability
# Pre-flight connectivity checks
echo "=== Clay Production Pre-flight ==="
# 1. Webhook reachable
curl -s -o /dev/null -w "Webhook: HTTP %{http_code}\n" \
-X POST "$CLAY_WEBHOOK_URL" \
-H "Content-Type: application/json" \
-d '{"_preflight": true}'
# 2. Enterprise API (if applicable)
if [ -n "${CLAY_API_KEY:-}" ]; then
curl -s -o /dev/null -w "Enterprise API: HTTP %{http_code}\n" \
-X POST "https://api.clay.com/v1/people/enrich" \
-H "Authorization: Bearer $CLAY_API_KEY" \
-H "Content-Type: application/json" \
-d '{"email": "[email protected]"}'
fi
# 3. Callback endpoint reachable
curl -s -o /dev/null -w "Callback endpoint: HTTP %{http_code}\n" \
"https://your-app.com/api/health"
Phase 5: Monitoring & Alerting
Phase 6: Documentation & Runbooks
Error Handling
| Alert | Condition | Action |
|---|
| Credit balance low | < 500 credits remaining | Pause enrichments, add credits or connect own keys |
| Email find rate drop | < 40% for 2+ hours | Check input data quality, review provider status |
| Webhook 429s | > 5 per hour | Reduce submission rate, check plan limits |
| CRM sync failures | > 10 per batch | Check CRM field mapping, verify API key |
Resources
Next Steps
For version upgrades, see clay-upgrade-migration.
