From 6921903c91a72945e0ab2e4e4b66368bd4aba439 Mon Sep 17 00:00:00 2001 From: George Dilthey <32441489+george-dilthey@users.noreply.github.com> Date: Tue, 14 Jul 2026 09:21:37 -0400 Subject: [PATCH 1/3] docs(audiences): add CSV export workaround via Add to workbook MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit Expands the "How do I export my audience data to CSV?" FAQ section from a one-sentence dead end to a complete answer with workaround steps. Adds the Add to workbook path (Send → Add to workbook → export from the resulting Clay table), the 50,000 row limit, the paid plan requirement for table CSV export, and beta framing for the Add to workbook feature which is rolling out to Growth/Enterprise. Triggered by Intercom conversation 215475023741402 where a customer could not find the export button because they were in the Audiences view, and Fin had no workaround to offer. --- docs/audiences.md | 13 ++++++++++++- 1 file changed, 12 insertions(+), 1 deletion(-) diff --git a/docs/audiences.md b/docs/audiences.md index 0b7dc18a..c5c6495d 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:** CSV export from a Clay table requires a paid plan — it is not available on trial workspaces. + +**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? From 99ff3a0d19b2d8ac125735214608806cf6d84059 Mon Sep 17 00:00:00 2001 From: George Dilthey <32441489+george-dilthey@users.noreply.github.com> Date: Tue, 14 Jul 2026 09:32:56 -0400 Subject: [PATCH 2/3] docs(audiences,sources): fix trial workspace CSV export claim MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit The prior note incorrectly stated that CSV export is unavailable on trial workspaces. Per code (useViewRecordCount.ts:14, useStartViewExport.ts:28-29), trial workspaces can export but are capped to 50 rows per download. Updated both docs to use accurate "may be capped to 50 rows" language (BETA — behind enable-view-record-limit-on-trial Eppo flag, ~34% rollout as of late Jun). Also corrects the same wrong claim in docs/sources.md line 66 for consistency. --- docs/sources.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) 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. From aef80379925ef33291e12229771fe8cf2bc4326b Mon Sep 17 00:00:00 2001 From: George Dilthey <32441489+george-dilthey@users.noreply.github.com> Date: Tue, 14 Jul 2026 09:39:48 -0400 Subject: [PATCH 3/3] docs(audiences): fix trial export claim and correct plan note The note added in the prior commit incorrectly stated CSV export is unavailable on trial workspaces. Updated to reflect that trial workspaces may be capped to 50 rows per download (behind Eppo flag enable-view-record-limit-on-trial). Verified: useViewRecordCount.ts:14 VIEW_RECORD_LIMIT_ON_TRIAL=50, useStartViewExport.ts:28-29 passes recordLimit=50 when trial limit exceeded. Flag was at ~34% rollout as of late Jun 2026 per #team-growth-eng Slack. --- docs/audiences.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/docs/audiences.md b/docs/audiences.md index c5c6495d..3d69c08f 100644 --- a/docs/audiences.md +++ b/docs/audiences.md @@ -552,7 +552,7 @@ To get audience records into a CSV file, use **Add to workbook** to send the aud 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:** CSV export from a Clay table requires a paid plan — it is not available on trial workspaces. +**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.