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Use Workflows when you want to build and edit Clay logic from an agent or terminal instead of the Clay UI.
Workflows are in Alpha. They are earlier and more experimental than Clay-managed functions and custom functions.

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When to use this

  • Agent-first creation and editing in Claude Code, Codex, or Cursor.
  • CLI-based run, inspect, and debug loops.
  • Code inside the flow.
  • A flow created from a prompt, CSV, webhook, Audience, or existing Clay table.
  • Runs that avoid the 50,000 row limit.

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1. Install the plugin

Quickstart

Install the plugin and sign in.

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2. Create or open a Workflow

List existing Workflows:
Create a new Workflow:

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3. Build and edit with an agent

Ask your agent to build the Workflow. The Clay plugin lets the agent read the Workflow, edit nodes, validate the graph, and test Clay actions before wiring them in. Example prompts:

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4. Run and inspect

Start a test run:
Fetch run status:
Inspect failed steps:

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5. Use snapshots

Use snapshots to inspect changes or restore an earlier Workflow state.

Workflows (Alpha)

Learn the Workflow model and how it compares to functions.