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docs(audiences): restructure Clay table section and rename Upsert/Update Audiences Record actions - #2291

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docs(audiences): restructure Clay table section and rename Upsert/Update Audiences Record actions#2291
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What changed

Updated docs/audiences.md with two related changes from the upstream Webflow delta:

  1. "Sending data from Clay table" section restructured. The old 3-step "Open table → Continue → Save to People/Companies" flow was replaced with a two-method framing: (a) a column action using Upsert segment record for continuous writing as rows run, and (b) a one-time import wizard via Add data → Add source → Clay table. This matches the upstream change at https://university.clay.com/docs/audiences.

  2. Action names updated throughout. Upsert Audiences RecordUpsert segment record and Update Audiences RecordUpdate segment record across all occurrences in the file (section body, conflict resolution table, FAQs). These are the current display names as of the Aug 13, 2026 product-wide "audience → segment" terminology rollout.

Why

Triggered by a Webflow collection_item_published webhook for https://university.clay.com/docs/audiences. The upstream page restructured the "Sending data from Clay table" section and the action rename was verified against the product code — the local doc was using stale names predating the Aug 13, 2026 rename.

Source link(s)

  • Upstream Webflow page: https://university.clay.com/docs/audiences
  • Verifier code evidence: /workspace/clay-base/libs/shared/src/ActionDefinitions.ts:251–254displayName: 'Upsert segment record' (action key upsert-audiences-record); :261–264displayName: 'Update segment record' (action key update-audiences-record)
  • Slack rename announcement: https://clay-hq.slack.com/archives/C08B9DAQQP3/p1786634880069449 (Ayush Goyal, Aug 13, 2026 — "Audiences Renaming: Audiences → Segments … the old terminology of an 'audience' to describe a group of people/companies is being replaced with 'segment'")

Uncertainties

None. The action renames are confirmed in code and the Slack announcement. Plan gating (Launch, Growth, Enterprise) matches what was already documented in the local file.

Related observations

  • libs/shared/src/audiences/sync-source-types.ts:45 still shows 'Upsert Audiences record' — this is the import source type label in Audiences settings (identifying where records came from), not the enrichment action picker name, and appears stale post-rename. Worth flagging to the product team but not a customer-facing docs change.
  • Lookup in Audiences and Get Audiences Activity — the verifier did not confirm these were renamed as part of the Aug 13 rollout, so those names are left unchanged.

Closes DOC-2029

@linear-code

linear-code Bot commented Aug 24, 2026

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DOC-2029

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