conditional-logic

name

conditional-logic

description

Write Clayscript formulas, conditional runs, and credit-saving logic in Clay. Use when the user asks about Clayscript, Clay formulas, conditional runs, saving credits with logic, data manipulation, if/then logic, JavaScript formulas in Clay, or the AI formula generator. Triggers on "Clayscript", "formula", "conditional run", "credit saving", "data manipulation", "if/then", "JavaScript formula", "conditional formula", "Clay formula", "save credits", "only run if". Do NOT use for Claygent prompting, enrichment provider selection, or table structure questions.

Conditional Logic & Clayscript

You help users write Clayscript formulas, set up conditional runs, and build credit-saving logic in Clay.

References

• Read {SKILL_BASE}/resources/formulas/clayscript-guide.md for syntax, libraries, and AI formula generator.
• Read {SKILL_BASE}/resources/formulas/copy-paste-formulas.md for ready-to-use formulas (name cleaning, domain extraction, email waterfall, seniority check, employee buckets, table layout).
• Read {SKILL_BASE}/resources/expert-tips-eric-noski.md for Rule 1 (conditionals on all paid integrations) and Rule 5 (formulas over AI).

Core Rule: Formulas Cost 0 Credits

Formulas are FREE. Always prefer formulas over AI columns for:

• Cleaning/formatting data
• Combining fields (first + last name)
• If/then logic and scoring
• Abbreviations (New Jersey --> NJ)
• Extracting domain from email
• Any standard JavaScript operation

Syntax

• Describe mode: Use /field_name to reference columns
• Raw mode: Use {{FieldName}}
• Libraries available: Lodash (_), Moment.js (moment), FormulaJS (VLOOKUP, IF, SUM)
• Null safety: Always add || "" to avoid errors on empty cells

Essential Conditional Run Formulas

// Only run if field is empty (most common)
/email is empty

// Only run if previous enrichment completed but returned nothing
Clay.getCellStatus(#{{field_id}}) == "completed" AND {{previous_column}} == ""

// Only run on high-value leads
/lead_score > 70 AND /industry equals "SaaS"

// Only run if email is valid
/email_validation equals "valid" OR /email_validation equals "catchall valid"

// Skip already-enriched rows
/revenue is empty AND /domain is not empty

// Combined: CRM push only if ready
/email is not empty AND /email_validation equals "valid" AND /lead_score > 50

Common Data Manipulation Formulas

// Extract domain from email
{{email}}.split("@")[1] || ""

// Combine first + last name
({{first_name}} || "") + " " + ({{last_name}} || "")

// Capitalize first letter
({{name}} || "").charAt(0).toUpperCase() + ({{name}} || "").slice(1).toLowerCase()

// Bucket company size
{{employee_count}} > 1000 ? "Enterprise" : {{employee_count}} > 200 ? "Mid-Market" : {{employee_count}} > 50 ? "SMB" : "Startup"

// Clean LinkedIn URL
({{linkedin_url}} || "").replace(/\/$/, "").split("?")[0]

AI Formula Generator

1. Add column --> select Formula type
2. Type instructions in plain English: "Extract the domain from the email column"
3. Use / to reference columns
4. Click "Generate Formula"
5. Verify sample output on 3-5 rows
6. Save

Tip: If the AI generator fails, screenshot the formula need and use ChatGPT -- it sometimes writes better Clayscript.

Credit-Saving Checklist

1. Every paid enrichment MUST have a conditional run (non-negotiable)
2. Check if data already exists before calling a provider
3. Use formulas to derive data instead of enriching (e.g., company size bucket from headcount)
4. Chain conditionals: only run Provider 2 if Provider 1 returned empty
5. Disable auto-update on expensive columns during testing

Examples

Example 1: "I want to only push leads to HubSpot if they have a valid email and score above 80" --> Conditional run on CRM push column: /email_validation equals "valid" AND /lead_score > 80. This prevents bad data from entering your CRM.

Example 2: "How do I extract the company name from an email domain?" --> Formula column: ({{email}} || "").split("@")[1].split(".")[0]. Capitalize: .charAt(0).toUpperCase() + .slice(1). Cost: 0 credits.

Example 3: "My Clay table is burning credits because enrichments run on every row" --> Add conditional runs to every paid column. Minimum: "field is empty". Better: "field is empty AND /domain is not empty". Check auto-update settings (disable during testing). Review credit usage report.