Clay Scoping Tool

A Chrome extension that adds a visual scoping canvas to Clay workbooks for planning enrichment workflows.

---

Pick your path:

• First time setting this up? → Install
• Already installed, just want the latest version? → Update
• Something not working? → Troubleshooting

---

Install

One-time, ~2 minutes per machine. From then on you only run the Update step.

1. Clone the repo

Open the Terminal app (on macOS: press Cmd + Space, type "Terminal", press Enter), then paste this command and press Enter:

git clone https://github.com/qr3naud/self-scoping.git ~/Downloads/clay-self-scoping-extension

This creates a folder called clay-self-scoping-extension inside your Downloads folder and downloads the latest version of the extension into it.

Heads-up: don't delete this folder when you clean out Downloads — the extension reads from it every time Chrome starts. If you ever do delete it by accident, just re-run the clone command above.

First time using git? macOS will prompt you to install the Xcode Command Line Tools the first time you run a git command. Click Install in the popup and wait for it to finish (a few minutes), then re-run the command above.

2. Load it into Chrome

1. Open a new Chrome tab and go to chrome://extensions
2. Toggle Developer mode on — it's the switch in the top-right corner of the page
3. Click Load unpacked (button on the left)
4. In the file picker, go to your Downloads folder and select clay-self-scoping-extension, then click Select / Open

You should now see a card titled Clay Scoping Tool in the extensions list.

3. Confirm it works

Open any Clay workbook (e.g. https://app.clay.com/workspaces/...). You should see a Scoping button in the workbook toolbar. Click it to open the canvas.

If you don't see the button, reload the Clay tab. Still missing? See Troubleshooting below.

---

Update

Run this whenever you want the latest version — usually when something new has shipped and you want to pick it up.

cd ~/Downloads/clay-self-scoping-extension && git pull

Then in Chrome:

1. Go to chrome://extensions
2. Find the Clay Scoping Tool card and click the circular refresh icon on it
3. Reload any open Clay tabs so they pick up the new code

That's it.

---

Troubleshooting

I don't see the "Scoping" button on Clay workbooks Reload the Clay tab first. If it's still missing, go to chrome://extensions, click the refresh icon on the Clay Scoping Tool card, then reload Clay again.

Terminal says git: command not found You need Apple's developer tools. Run this in Terminal and click Install in the popup:

xcode-select --install

Wait for it to finish, then re-run the clone command.

git pull says "merge conflict" or "your local changes would be overwritten" This means files in your clay-self-scoping-extension folder have been modified locally (you probably don't want to keep those changes — you just want the latest version from GitHub). Reset to the remote version:

cd ~/Downloads/clay-self-scoping-extension && git fetch origin && git reset --hard origin/main

Warning: this throws away any local edits in that folder. That's almost always what you want for an extension you're just using (not developing).

The extension card shows an "Errors" button Click it, copy the error, and share it with the maintainer. Most often this means a file got corrupted during update — re-running git pull usually fixes it.