Routines

Running Clay routines

A routine is the runnable unit in Clay: a saved function or workflow that already exists in this workspace. This skill is about running an existing routine and getting its results — not building one.

• To build or edit a workflow, use the workflows entry-point skill.
• To query data out of a Clay table, use the tables entry-point skill.
• To find the records to run a routine over, use the searches skill for net-new people or companies, or the audiences skill for members of a saved audience, then feed the results in here.
• To write people or companies into Audiences, run a routine whose underlying workflow contains upsert-audiences-record (for example, to persist Search results). Items pipe in the same as other runs, using workflow:<id> instead of function:<id>. If no such workflow exists, build it via the workflows skill's audiences.md, then clay routines create workflow.
• To run a routine over HTTP from a service or app (not a one-off shell task), use the public-api skill.

Routines run asynchronously: you start a run, then poll for results.

1. Find the routine

Don't assume a routine id. List what exists and match the user's request to one:

clay routines list            # routines in this workspace
clay routines get <id>        # full config and input schema

clay routines list is paginated — a workspace can have far more routines than one page. Page through with --cursor until the response has no cursor before concluding a routine doesn't exist. Each routine carries a source field in the response — list has no filter flag, so filter client-side (e.g. | jq '.data | map(select(.source == "managed"))'). managed routines are Clay's built-in enrichers (emails, domains, firmographics) and should be your first choice for standard enrichment; custom are workspace-built. Decide by input schema, not name — e.g. the managed Work Email routine needs Full Name + Company Name + Company Domain, so resolve the domain first with the managed Company Domain routine when you only have a company name.

clay routines get <id> is important before running: it shows the routine's input schema so you know exactly which fields each item needs.

Link the user to the underlying function or workflow

Whenever you show the user a routine — from clay routines list or clay routines get — give them a link to open its underlying object in the Clay app so they can inspect or edit it. This matters most in a headless environment (Claude Code, Cursor, a shell) where the user has no Clay tab open.

A routine id encodes the object it wraps: function:<tableId> wraps a table, workflow:<workflowId> wraps a workflow. Split off the id after the : and combine it with the workspace id (clay whoami | jq -r '.workspace.id') to build the link:

• Function (function:<tableId>) → https://app.clay.com/workspaces/<workspaceId>/tables/<tableId>
• Workflow (workflow:<workflowId>) → https://app.clay.com/workspaces/<workspaceId>/terracotta/tc-workflows/<workflowId>

For function routines, both list and get return a source (managed for a Clay-managed default function, custom for one built in this workspace) and, for custom functions, a createdBy ({ id, name, email }; null for managed ones). Use these to tell the user which functions are Clay-managed vs. their team's own, and who authored a custom one — e.g. group them by source, or note the author when disambiguating similar functions.

Create a routine from an existing function or workflow

If no routine exists yet for a function (a table) or a workflow, expose it as a runnable routine with create. This registers the underlying object as a routine.

clay routines create function <tableId> --name "My contact routine" --entity-type contact
clay routines create workflow <workflowId> --name "My workflow routine"

• type is function or workflow; objectId is the table id (function) or workflow id.
• --name is required for both types.
• --entity-type (contact or company) is required for function routines and rejected for workflow routines.
• The routine id is built from the type and object id, e.g. function:t_abc.

Use clay routines update <id> to change a routine's name, description, or entity-type later. See clay routines create --help / clay routines update --help for the full flags and JSON shape.

2. Check the cost and your balance before running

Before starting a run, inspect its estimate and the workspace balance internally. Follow the shared cost policy in workflows-discover-actions/cost-and-budget.md for disclosure and confirmation; ordinary authorized runs do not need a cost-only check-in. clay routines get <id> includes a per-item estimate; clay credits balance returns the remaining balance.

clay routines get function:t_abc123 | jq '.estimatedCreditCost'
clay credits balance | jq '{ balance, actionExecutionBalance }'

There are two independent budgets, and a run needs enough of each:

• estimatedCreditCost.perRun is charged against the data-credit balance.
• estimatedCreditCost.actionExecution (when supplied) is charged against the separate actionExecutionBalance on action-execution pricing plans. A workspace can have plenty of balance but no action executions left — enough of one budget does not cover the other. When not supplied the workspace is still on legacy billing and this balance can be ignored

For how to read the balance and how the cost fields work, see the help text:

clay credits balance --help

Only multiply per-item costs when they apply to the configured execution and all relevant execution counts are known. Workflow estimates count nodes once and can omit branching and fan-out; containsVariablePricing: false does not establish completeness. Do not turn an incomplete base estimate into a total, even by labeling it approximate.

If a supported estimated total for either budget exceeds its matching balance — perRun × items > balance, or actionExecution × items > actionExecutionBalance — stop and tell the user instead of starting a run that will only partially complete.

Undefined, null, incomplete, or inapplicable costs are unknown, not free. If asked, explain that the total cannot be reliably estimated; otherwise continue within the authorized scope.

Running low? Share a top-up link

When supported pricing shows insufficient balance, or a real billing failure occurs, read the credits-quotas-plans skill and follow it for CLI top-up, auto top-up, and billing UI options.

3. Run it

Start an async run, passing inputs per item:

clay routines runs start <id>     # see --help for how to pass items/inputs

• A single inline run takes 1-100 items; each item is a set of inputs matching the routine's input schema.
• For larger sets, routines support a batch run over an uploaded JSONL file.

Run clay routines runs start --help for the exact flags, the input/JSON shape, and how to supply items.

4. Get the results

Runs are asynchronous. Prefer a single blocking call with --wait instead of hand-rolling a poll loop:

clay routines runs get <run-id> --wait 60        # poll until complete / validation_failed / processing_failed, or 60s
clay routines runs get <run-id> --bulk --wait 60 # same for a bulk run (skip the inline probe)
clay routines runs get <run-id> --wait           # poll until complete / validation_failed / processing_failed (no budget)
clay routines runs get <run-id>                  # single request (may still be in_progress)
clay routines runs get <run-id> --bulk           # look up as a bulk run (bare flag, no value)
clay routines runs list                          # recent runs and their statuses

Check .status on the JSON before treating the run as done. With bare --wait, the command blocks until complete, validation_failed, or processing_failed. With --wait <seconds>, if the budget expires while still in_progress, the command exits 0 with that latest status — do not assume success. Prefer a bounded --wait <seconds> for bulk runs: a bulk run that was stopped keeps reporting in_progress, so bare --wait can wait forever.

Every response carries a mode of inline or bulk, and so does the output of runs start. When it is bulk, pass --bulk on runs get so the run is looked up directly. If you don't know the mode — a run id you were handed, or one from runs list, which does not report it — omit --bulk; the response tells you the mode.

A completed bulk run reports a resultUrl rather than inline data. That URL is short-lived (minutes) — download it promptly, and re-run runs get --bulk to mint a fresh one rather than reusing a stale link. Results stay retrievable for about a day after the run finishes, after which the id stops resolving.

Per-item results come back with a status (complete / failed) and either a result or an error.

clay routines runs get returns a single page of inline results. Since an inline run has at most 100 items, --limit 100 returns every result in one page. If you use a smaller page size, the response includes a top-level cursor when more results remain — pass it back via --cursor to fetch the next page.

Authoritative details

clay routines --help
clay routines <cmd> --help