Clay Templates

Use our community’s most popular Clay templates to jumpstart your outbound motion.
Find high-intent accounts with long-term expansion potential
by
Kyle Asay

In this workflow, you'll see how LaunchDarkly finds and scores high propensity accounts. Specifically, you'll be able to:

  1. Build a list of companies based on a specific criteria
  2. Identify unique propensity signals
  3. Score TAM and propensity for your target account lists

For detailed instructions on how to use this template, check out this Claybook

Find retail companies with active promotions
by
Clay Team

This workflow will help you:

  1. Find lookalike companies similar to your target prospects
  2. Determine whether those companies have active promotions
  3. Capture promotional details
  4. Check to see if those companies use a specific product, service, or competitor

For detailed instructions on how to use this template, check out this Claybook

Perform searches and website scrapes using Google search integrations
by
Patrick Spychalski

This walkthrough demonstrates a Google search integration flow. Specifically, you will how to perform searches, exclude specific platforms, scrape website content, and find keywords.

Track new business locations, funding announcements, acquisitions and intent data by puling information from RSS Feed
by
Clay Team

In this workflow, you'll be able to:

  1. Pull in news articles relevant to your search query by extracting the RSS Feed
  2. Extract the business referenced in the article with Claygent and enrich it using integrations
  3. Find contacts at those companies and enrich them with emails
Extract a list of companies that can't be filtered for on Apollo or scraped from Google Maps
by
Clay Team

In this workflow, you'll be able to

  1. Scrape search results of affiliate websites using Serper
  2. Scrape affiliate websites for companies that are typically hard to generate a lead list from
  3. Compile them into JSON format to export to a different table with each scraped domain in a separate row

To run this play, you will need your own Serper.dev API Key. 

Find number of international employees using company domain
by
Clay Team

Find number of international employees from company domain

Check if you have mutual investors with target companies
by
Clay Team

This workflow will enable you to:

  1. Find the investors of a target company
  2. Check to see if you have overlapping investors with them
  3. Identify the partner(s) that invested in that company

For detailed instructions on how to use this template, check out this Claybook

Find and analyze data from 10-K reports
by
Clay Team

This workflow will allow you to:

  1. Find a publicly-traded company's most recent 10-K pdf
  2. Analyze the 10-K report and extract a list of future priorities and operational risks

For detailed instructions on how to use this template, check out this Claybook

Get transcript of any YouTube video in seconds
by
Scott Tousley

You can get any YouTube video transcript in a few clicks. Simply follow these steps

  1. Copy this Clay template
  2. Paste the YouTube URL into the first column
  3. Get a raw transcript

Additionally, you can enable unlimited enrichments such as automatically writing an instructional blog post from this raw transcript. Enjoy! 

Find local businesses with Google Maps and generate sales pitches at scale
by
Drew Leahy

This workflow will allow you to:

  1. Find and enrich local businesses with emails, telephone numbers, websites, and Yelp reviews
  2. Create a sales pitch tailored to each prospect based on the value proposition of your business
  3. Generate a cold-call template to reach out to your prospects with warm intros

For detailed instructions on how to use this template, check out this Claybook

Use Google Maps to find local businesses and their contact information
by
Clay Team

Use this template to leverage Google Maps in your prospecting efforts. This is best used for companies that don’t have a great LinkedIn presence but are easily found on Google Maps. In this example, we found the company’s Google ratings, role email address, and the founder’s LinkedIn profile and work email. Noticed that we used the Clay “Get Keywords” integration to double check that the person we is in fact the correct person so that you can filter based on that.

Write personalized emails referencing your prospect's past blog posts, interviews, podcasts, or thought leadership
by
Clay Team

This workflow will enable you to:

  1. Find and scrape blogs, articles, interviews, podcasts, or any element of thought leadership from your prospects
  2. Generate personalized emails and LinkedIn messages that references this data
  3. Include AI snippets of former college traditions for even greater personalization
Scrape Indeed jobs to get business locations and write personalized email
by
Clay Team

Scraping Indeed job listings to get the number of business locations, and then using a formula to turn that into a personalized first line of an email.

Automate pre-meeting notes in Notion
by
Clay Team

This template will allow you to:

  1. Create automated and enriched pre-meeting notes using Clay
  2. Send pre-meeting notes to Notion documents automatically
  3. Send automated Slack notifications with links to Notion docs

In order to run this workflow, you will need Zapier (Pro), Notion, and Slack. For detailed instructions on how to use this template, check out this Claybook

Identify website visitors for warm outbound (R!B2B, Clay, Lemlist)
by
Stan Stojanovic

Learn how to use this template

Automate account research summaries to Google Docs
by
John Barrows

This template will allow you to

  1. Automate account research
  2. Create automated research summaries in Google Docs
  3. Use account signals and context to prioritize targets, tailor messaging, and schedule outreach

To run this workflow, you will need Zapier(Pro), Slack, and Google Docs. For detailed instructions on how to use this template, check out this Claybook

Enrich prospects after they book meetings with you
by
Patrick Spychalski

This workflow is triggered when someone books a meeting with you. From there:

  1. An automation is triggered which sends a team member a message about the booked meeting
  2. This slack message will include enriched information on the prospect
  3. Then it sends the prospect a quick pre-call video with whatever you want to say
Generate personalized gift ideas
by
Clay Team

This workflow will help you:

  1. Identify a prospect's skills and personal interests based on their LinkedIn profile
  2. Suggest a gift for you to send based on their interests
  3. Provide a gift URL to show where you can purchase it

For detailed instructions on how to use this template, check out this Claybook

Find Number of Open Roles and Employees from a Company URL
by
Clay Team

Learn how to use this template

Check a company's investment in sustainability
by
Ian Carnevale

This workflow will enable you to:

  1. Use a company's domain to check if they public webpages or recent news discussing sustainability
  2. Check if any of those pages contain a sustainability report
  3. See which countries the company operates in
Track post engagement from your LinkedIn influencers
by
Clay Team

This workflow will allow you to:

  1. Enrich LinkedIn profiles of the influencers you want to work with
  2. Find the influencer's recent posts
  3. Calculate the average number of reactions per post and the follower engagement ratio

For detailed instructions on how to use this template, check out this Claybook

Automate pre-call research for AEs from name and email
by
Clay Team

Automated pre-call research for AEs and BDRs from prospect name and email. Before using this template please make sure to adjust based on your ICP.

Reach out to businesses for SEO or paid ads
by
Augustin Romaneschi

Learn how this template works

Find a company's funding stage, latest funding amount, and lead investors
by
Clay Team

In this template you can: 

  1. Find company domains and enrich them with funding data
  2. Find and scrape these companies' Crunchbase URLs
  3. Generate a summary of the reasons for the fundraising and what the company is most excited to do next
Find hotel room count, reviews, and pricing
by
Ian Carnevale

In this workflow, you can use a Google search and AI to find and compare the price of a hotel room between different booking sites, find the total number of rooms that hotel has, recent positive reviews, and if they use a specific type of booking management software. Lastly, you can reach out to people on your prospect list referencing this data.

Find Recently Hired Decision Makers at Companies
by
Clay Team

Learn how to use this template

Generate new leads from the deals you just closed
by
Mark Larson

Let's say you have just closed a deal, and are looking to sell to similar companies. With Clay, you can. Use this workflow to:

  1. Import opportunity data from Salesforce
  2. Find and enrich similar companies based on keywords and industry
  3. Find and enrich people from these companies that fit your ICP
  4. Use AI to generate some discussion points that can be used for potential outreach
  5. Send these records back to Salesforce
Write personalized emails using multiple types of research
by
Clay Team

Example using mutiple types of research to personalize an email.

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