diff --git a/docs/audiences.md b/docs/audiences.md index 0b7dc18a..3d69c08f 100644 --- a/docs/audiences.md +++ b/docs/audiences.md @@ -543,7 +543,18 @@ Yes — you can add multiple ad platforms to a single audience sync. After your ### How do I export my audience data to CSV? -The Audiences screen does not have a direct CSV download button, and there is currently no built-in path to download audience data as a CSV file directly from the Audiences screen. +The Audiences screen does not have a direct CSV download button. There is currently no built-in path to download audience data as a CSV file directly from the Audiences screen. + +To get audience records into a CSV file, use **Add to workbook** to send the audience to a regular Clay table, then export from there: + +1. Open the audience segment you want to export. +2. Click **Send** in the top-right toolbar → **Add to workbook**. +3. Enter a name for the new table and click **Continue**. Clay creates a regular Clay table populated with your audience records (up to 50,000 rows). +4. In the new table, make sure no rows are checked, then click **Tools** → **Export** → **Download CSV**. The file processes in the background and downloads automatically. + +**Note:** On trial workspaces, CSV export from a Clay table may be capped to 50 rows per download. If you encounter an error when trying to export, [upgrading your plan](plans-and-billing.md) may resolve it. + +**Note:** **Add to workbook** is currently rolling out to Growth and Enterprise workspaces. If you don't see it in the **Send** dropdown, contact your Growth Strategist or Clay support to enable it. ### What happens to a contact's ad targeting when they become a customer? diff --git a/docs/sources.md b/docs/sources.md index 06bfa3be..5680a8ed 100644 --- a/docs/sources.md +++ b/docs/sources.md @@ -63,7 +63,7 @@ To download your table data as a CSV: **Why can't I see Export?** The most common cause is having one or more rows checked. The toolbar shows different options depending on row selection state: when no rows are selected, you see the `Tools` button with table-level functions such as Export and Import; when rows are selected, an `Actions` button appears instead with bulk row operations (Run rows, Delete rows). Uncheck all rows to restore access to Export. -**Export is unavailable on trial workspaces.** CSV export requires a paid plan. If you see an error when trying to export and you are on a trial workspace, [upgrading your plan](plans-and-billing.md) will enable it. +**On trial workspaces, CSV export may be limited to 50 rows per download.** If you see an error when trying to export, [upgrading your plan](plans-and-billing.md) may resolve it. **Long text or AI column data appears truncated or shows `[object Object]` in the export.** If a column stores enrichment or AI-generated output as nested structured data — such as the output of a Use AI, Claygent, or enrichment integration column — the CSV export may show only a short preview ending in "..." or the text `[object Object]` rather than the full value. Both occur when the export encounters a structured object rather than a plain extracted field.