Clay (Explorer): to enrich person and company data and automate research
Google Docs: where Clay will send automated research summaries for each prospect
Zapier (Pro): to trigger the creation of Google Docs and Slack alerts
Slack (Free): to receive automated messages when research summaries are ready
Before you begin
Learning how to automate Tier 1 account research summaries in Google Docs can help you tailor outbound messaging to your prospects' most pressing strategic initiatives. This Claybook can help you:
- Automate account research and enrichment using Clay
- Create automated research summaries in Google Docs without lifting a finger
- Use account signals and context to prioritize targets, tailor messaging, and schedule outreach
To run this Claybook, you will need to use HTTP API enrichment in Clay, which is only available in certain paid plans (Explorer, Pro, Enterprise). Additionally, you will need to access webhooks in Zapier, which are also only available in paid plans.
Bonus: Here's a comprehensive video tutorial on how to build this Claybook.
Steps
Step 1:
Copy this template
First, copy this template in Clay.
If you’re already a user, you’ll be directed to your workspace. If not, you’ll be prompted to create a free Clay account.
The interactive demos on the right will guide you through just how simple this is to use.
Step 2:
Setup Google Doc template
Next, make a copy of the automated research Google Doc template here.
Then, submit that template to Google Docs by creating a new template “from a template” (see demo walkthrough on the right)
Step 3:
Setup Zapier
Open the shared Zapier template found here and click on "Try this zap" to import it to your workspace.
Then follow the interactive demo to the right to connect your zaps to Clay and Google Docs.
Step 4:
Setup Slack alerts
Connect your Slack account to Clay and choose the channel you want to send automated alerts to after Clay finishes a new research summary.
Step 5:
Automate account research with LinkedIn URLs
Copy and paste the LinkedIn profile URLs of your prospects into the third column of the table to automate account research.
Use enriched data from recent posts, financials and firmographics, and prior work experience, to tailor your outbound messaging.
Copy the template
Copy this template to start automating account research summaries with Clay so you can prioritize targets, tailor messaging, and time outreach.
Need help?
Ask for help in Slack or schedule time with a Clay expert.
Also, you can connect with me, John Barrows, on LinkedIn.
Learn with our resources
Check out Clay University, read our GTM blog, or try out our top templates to transform your growth ideas into outreach in minutes.
Clay University
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