AI agents for Clay
A Monmo agent works in Clay the way a careful growth operations hire would. It turns your ideal customer into a table plan, tests enrichment on a few rows before running the rest, writes scoring formulas, checks the results for bad matches and sends qualified rows to HubSpot, Salesforce or your outreach tool. Anything that spends Clay credits or writes to another app asks first.
Updated 2026-11-13 · Free to start. Paid plans from $15 a month.
What agents do in Clay
Turn a brief into a table plan
Describe your ideal customer. The agent sets out the table: which source to start from, the columns to add, the order of enrichment providers and the rough row count, so you can judge the credit cost first.
AskPlan a Clay table for US dental groups with 5 to 50 locations: source, columns and enrichment order. Do not run anything.
Test enrichment on ten rows
With your approval it runs a new enrichment column on ten rows, checks what came back and how many stayed empty, and tells you whether the rest of the table is worth the credits.
AskRun the work email column on the first ten rows only, then tell me the hit rate before we go further.
Write a scoring formula
It writes a formula column that scores each company on your rules, such as headcount, region and a recent hiring signal, and adds a note column that explains each score in plain words.
AskAdd a score from 0 to 10 for each row based on size, region and whether they are hiring sales roles, with a reason column.
Check results for bad matches
It reads enriched rows for the wrong company matched by name, personal addresses in a work email column and job titles that do not fit, and flags them before anything is exported.
AskCheck the enriched table for mismatched companies and odd job titles, and flag rows to remove.
Write first lines from the data
From columns already filled, it writes a first line for each qualified row in a new column, using only facts found in that row, so nothing invented reaches a prospect.
AskFor rows scoring 7 or more, write a first line from the funding and hiring columns. Use only what is in the row.
Send qualified rows to your CRM
Rows that pass your score go to HubSpot or Salesforce as companies and contacts, checked for duplicates first. The export waits on a card with the count and ten sample records.
AskSend rows scoring 7 or more to HubSpot as companies and contacts. Skip anyone already there and show me a sample first.
Feed an outreach campaign
It prepares the qualified rows and first lines for a draft campaign in Instantly or Smartlead, matching the custom fields the sequence expects. Adding the leads asks first.
AskPrepare this week's qualified Clay rows for the Instantly dental campaign and map the first-line field.
How it connects
- 1You connect the Clay workspace you already use, once. What the connection reaches depends on your Clay plan; where it stops, the agent works in Clay in its own browser, signed in as you.
- 2You choose which agents may use Clay. A research or sales operations agent fits; giving it to fewer agents keeps your credits in fewer hands.
- 3Planning, formulas and reading results need no approval. Running a source or an enrichment column spends credits, so it asks first with the number of rows, and so does every export to another app.
More in CRM and sales
Other apps of this kind that agents work in, each with its own page.
Watch it work
A sample replay with example data, sped up. Pause it, scrub through it, or take the mouse yourself. This sample shows a similar job in other tools; Clay is not on screen.
On screen
LinkedIn
Google Sheets
Gmail
Pick a job. Watch it get done.
- Why
- The outreach you asked for. Each one is personal and has an unsubscribe line.
- Where
- Your Gmail · 20 people at 17 companies
- What to expect
- Sends 20 emails now. Follow-ups wait for your approval in 3 days. LinkedIn notes stay as drafts for you to send.
Your team. Connected to everything.
Logistics outreach — February+Sample replays with fictional data, sped up. Pause one, scrub through it, or take the mouse yourself.
Questions people ask
Can an AI agent build Clay tables for me?
Yes. Describe the companies and people you want, and a Monmo agent plans the table, adds the columns and writes the formulas, through the Clay connection, or in its own browser when the connection does not cover something. It shows you the plan and the first ten rows before running anything across the whole table.
Will the agent spend my Clay credits?
Only when you approve. Running a source, an enrichment column or a research column uses credits, so the agent shows what it wants to run and on how many rows, and asks first. Planning, writing formulas and reading results already in the table need no approval.
Can it send Clay data to HubSpot or Salesforce?
Yes, after a duplicate check and your approval. The agent compares qualified rows with records already in your CRM, prepares new companies and contacts with the fields you choose, and shows the count with sample records on a card. Nothing is created until you allow it.
What is the difference between Clay and an AI agent?
Clay is where your list is gathered and enriched, row by row. An AI agent works across your apps: it plans the table, checks the results, writes the copy, hands the rows to your CRM or outreach tool and reports back, asking before each step that spends credits or changes something.