Mastering Clay: AI Formulas, Conditional Logic & Data Merging Part 2

In this second lesson of our Clay series, we move from the basics to advanced workflows. I walk you through a real practical assignment where we build a fully automated system to find non-tech companies, scrape their recent news, and generate branded congratulation images.

This tutorial covers the "missing link" for many Clay users: how to use AI Formulas to clean data, merge columns, and run conditional logic to save credits.

Key Topics:
Data Cleaning: Using "Dedup" (De-duplication) correctly by using unique identifiers like website domains instead of company names.

AI Formulas: How to use natural language to filter data (e.g., "Return true if industry is NOT technology").

Waterfall Enrichment (News): Configuring multiple news sources to find recent articles published in the last month.

Conditional Logic: How to set up "Only Run If" rules to prevent wasting credits on rows that don't need enrichment.

Data Merging: Combining multiple summary columns into one master "New Summary" column.

AI Classification: Using GPT-4o Mini to categorize news into "Product Launch," "Expansion," or "Other."

Image Generation: The final step—using AI to create a branded image with a congratulatory message based on the company's website branding.

Видео Mastering Clay: AI Formulas, Conditional Logic & Data Merging Part 2 канала Learn with Generalist