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Quick Start Guide

  1. Create an Octave account
  2. Follow the onboarding steps to add your first product to the Library
  3. (Optional) Create a Playbook to generate more precise messaging
  4. Add the Octave Clay Template to your workspace

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Connecting the API

  1. Get your API key:
  2. Set up the Clay template:
    • Copy the Octave Clay Template to your workspace
    • Find the HTTP API columns labeled:
      • Octave Enrich Person
      • Octave Enrich Company
      • Octave Sequence
      • Personalize Template
    • Enter your API key in each HTTP column where it says INSERT_OCTAVE_KEY_HERE
    • Save your changes
  3. Build an Agent
  • Build your first Agent here in Octave. Test and tinker with your agent in Octave and when you are ready save it and grab the Agent ID.
  • Set the agentOId value in your Clay column and you are good to go!
  1. Test the integration:
    • Insert a person profile into the table
    • Run some of the columns/cells
    • Note: First API call may take longer than subsequent calls

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Clay Integration Tips

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Save as Templates

Save Octave HTTP API columns as templates for easy reuse across multiple Clay tables.

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Export from Octave to Clay

  1. In Clay:
    • Choose “import” from actions
  1. Select “import data from webhook”
  2. Copy the webhook URL
  1. In Octave:
    • Go to Search or any List
    • Click export
  1. Select “export to Clay”
  1. Input the webhook URL
  2. Save webhook for future use

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Individual Endpoint Templates