samuelchien/mega-skills-collection/clay-data-handling

Clay Data Handling

Overview

Manage lead data through Clay enrichment pipelines safely. Covers data import validation, deduplication, enrichment data retention, GDPR-compliant management, and secure CRM export.

Prerequisites

• Clay account with API access
• Understanding of data enrichment sources
• CRM integration for lead export
• Knowledge of GDPR/CCPA lead data requirements

Instructions

Step 1: Validate and Clean Import Data

Use Zod schemas to validate email format, company domain, and optional fields. Reject invalid records with error details. Track valid rate percentage.

Step 2: Deduplicate Before Enrichment

Key on email (primary) or domain:first_name:last_name (fallback). Remove duplicates before sending to Clay to avoid wasting enrichment credits.

Step 3: Add Retention Metadata

Tag each enriched record with enriched_at, retention_expires (default 365 days), and enrichment_source. Run weekly cleanup to remove expired records.

Step 4: GDPR-Compliant Export

Strip PII for analytics exports (hash company names, remove emails). Add consent_basis: legitimate_interest for CRM exports. Include enrichment timestamp for audit trails.

For complete TypeScript implementations of validation, dedup, retention, and export, load the reference guide: Read(${CLAUDE_SKILL_DIR}/references/implementation-guide.md)

Error Handling

Resources

• Clay API Documentation
• GDPR Lead Data Requirements

Output

• Configuration files or code changes applied to the project
• Validation report confirming correct implementation
• Summary of changes made and their rationale

See compliance implementation details for output format specifications.

Examples

Basic usage: Apply clay data handling to a standard project setup with default configuration options.

Advanced scenario: Customize clay data handling for production environments with multiple constraints and team-specific requirements.