Clay

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What is Clay?

Clay is a CRM and data platform built around tables of records, contacts, companies, leads, and whatever else you track. Keeping those tables current is steady manual work: adding records, updating fields, looking things up. This connection lets Fabric's assistant do that for you, in plain language, and makes your Clay data searchable in Fabric.

What Fabric's assistant can do with Clay

Once your Clay is connected, Fabric's AI assistant can work with your tables from plain-language requests.

Find records and fields. Find a row in a table, find a user, or look up the select-option ID for a table field, so you can pull the record or value you need without opening Clay.

Create and update records. Create a record in a table, or update an existing one, so keeping your CRM current becomes something you ask for rather than type in by hand.

Because you ask in your own words, you describe the record or change you want and the assistant maps it to the right table operation.

You stay in control

The assistant acts only when you ask. For anything that changes your data, updating a record that overwrites what was there, it confirms with you before going ahead, unless you've told it not to for a particular task. Finding and looking up records never change anything.

When keeping records current is a recurring job, you can set up a Fabric AI job that updates or adds records on a schedule, so the routine data entry runs itself while you keep approval over anything that overwrites existing records.

Search your Clay data from Fabric

Alongside the assistant, connecting Clay adds keyword search over your Clay records from Fabric's main search, so a contact or record is findable by matching text in the same place you search the rest of your library, rather than going into Clay to look.

How people use it

Sales and ops teams keep CRM records current by asking the assistant to add or update rows, rather than filling in fields by hand. It fits how Fabric works for sales.

Founders update contacts and leads in a sentence while staying in the flow of their other work, useful for anyone running lean.

Anyone who tracks people or companies in Clay can pull a record by describing it, and create or update one by asking.

People with recurring CRM upkeep set up a scheduled AI job to keep records current automatically, while keeping approval over anything that overwrites.

Frequently asked questions

What does the Clay connection do?

It lets Fabric's AI assistant work with your Clay tables, finding rows, users, and field options, and creating and updating records, from plain-language requests. It also adds keyword search over your Clay data in Fabric.

What can the assistant do in Clay?

It can find a row in a table, find a user, look up the select-option ID for a table field, create a record in a table, and update an existing record. You ask in plain language rather than choosing from a fixed list.

Does the assistant change my records on its own?

No. It acts only when you ask, and for anything that updates or overwrites a record it confirms with you first, unless you've deliberately told it not to for a specific task. Finding and looking up records change nothing.

Can I keep records updated automatically?

Yes. A Fabric AI job can add or update records on a schedule, so recurring CRM upkeep runs on its own, while you keep approval over anything that overwrites existing data.

Can I search my Clay data?

Yes, by keyword, from Fabric's main search, so a record is findable by matching text alongside the rest of your library.

Will it overwrite records without asking?

No. Nothing that changes existing data happens without your confirmation, unless you've chosen to let a specific task run without it.

Is my Clay data secure?

Everything in Fabric is encrypted in transit and at rest. The connection acts on your Clay data with your authorisation, and you control what it does. The details are in the privacy and security guide and Fabric's privacy commitment.

Does this work through MCP or the API?

Fabric also exposes your library and connected tools to external AI through its MCP server and API; this connection is the built-in way to have Fabric's own assistant work with your Clay.

Does Fabric work with other tools alongside Clay?

Yes. Clay is one of many connections. You can also connect Notion, Google Drive, and Gmail, and automate across many apps with Zapier.