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

• Table schema finalized -- all columns named, typed, and ordered
• Enrichment columns configured -- each column has correct provider and input mapping
• Waterfall configured -- providers ordered cheapest-first with "stop on first result"