Enrich companies with positive news, 2 unique customers and the number of open jobs, to write a personalized cold email.

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This workflow will allow you to:

1. Generate and enrich a list of companies based on size, industry, and headcount
2. Import a new list of people from your company list based on a criteria of your choosing\
3. Use AI to generate two personas that the company targets (ex. Neurologists & Psychiatrists)
4. Personalize emails to your prospects referencing this data

Find recent company product updates and include in personalized email

Learn how this template works

This template uses multiple enrichments in Clay to gather data on prospects. It then uses AI to generate personalized snippets of text based on that data, that are inserted into email copy.

This workflow will allow you to:

1. Import support ticket threads from Intercom
2. Use AI to summarize the support ticket thread
3. Generate a help article that addresses the issue

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

In this workflow, you'll be able to:

1. Enrich your prospect list with people and company data
2. Use AI and Google to identify their company's mission statement, ICP, and customers
3. Personalize emails referencing that data

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In order to run this workflow, you'll need to use the two templates below:

• Gong HTTP/API
• Calls and enrichment

Once you've copied both of these templates into your workspace, follow the instructions in the video above to:

1. Set up "GET Calls" to retrieve calls from Gong
2. Send your call data to a separate table for enrichment
3. Get the call transcripts and details
4. Setup HubSpot lookups and updates
5. Send next step notes summarized from Gong call recordings through Slack

This workflow will enable you to:

1. Find people who recently changed jobs and fit your ICP
2. Find the job movers' bosses and enrich them with emails
3. Personalize outbound to job movers' bosses

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

Learn how to use this template

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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! 

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

In this workflow, you'll be able to:

1. Generate customized landing pages for your leads
2. Reference someone’s job title, company logo, and more
3. Automatically push live updates to all published landing pages

Use this workflow to generate hundreds of pages for your ABM campaigns, outbound email sequences, inbound follow ups, and even ad campaigns, to help your leads convert. For detailed instructions on how to use this template, check out this Claybook

Learn how this template works

This Clay table workflow automates the process of finding and validating contact information for small businesses and then crafting tailored outreach. The workflow takes a company's domain as input and performs the following tasks:

1. It scrapes the company's website for email addresses and retrieves additional email information from Prospeo.
2. The collected email addresses are then validated using Debounce to ensure they are active.
3. Finally, it uses AI to generate a personalized company compliment based on the company's description and information, which can be used as an opener in cold emails

Description

The Clay workflow 'Find company influencers by following, recent posts, and experience' is an invaluable tool for marketers and sales teams as it enables them to identify key players in their industry. By tracking influencers' activity and analyzing their following, sales and marketing teams can strategically reach out and engage with these influencers, potentially expanding their brand's visibility and reach. Additionally, this workflow streamlines the process of finding collaborators for content partnerships and promotional campaigns, ultimately driving more leads.

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Instructions

Change prompts and formulas to your company's operations and campaign objectives

Find email address and write personalized copy from press clips and recent personal or professional posts.

A table that enriches, scores, researches, and drafts an email for an inbound lead, using a person’s email + responses to the lead form questions

Learn how this template works

This template uses AI to determine the likelihood and potential for a prospect to understand AI or be pro-AI, checks for usage of a specific tool within the prospect's company, and then customizes & tailors the outreach to them based on the collected data points and research.

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Description

The Clay workflow 'Personalize outbound with prospects main challenges' is highly useful as it allows sales and marketing teams to tailor their communication to directly address the primary concerns or problems faced by their potential customers. This not only shows a deep understanding of the prospect's needs but also helps in crafting more effective and targeted marketing strategies. The personalization can lead to a higher response rate and engagement, improving the overall effectiveness of the marketing or sales campaign.

Update Claygent prompts to your industry/outbound focus

This workflow will allow you to:

1. Import Typeform contacts into Clay
2. Enrich and qualify those leads
3. Personalize a sales pitch outbound message

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

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

In this workflow, you'll learn how to:

1. Enrich target companies with headcount growth, acquisition info, and the time they spend on documentation per year
2. Find the tech leads at these companies, such as product managers, senior directors, and project leads
3. Draft custom emails with AI referencing the company data to their prospects

This workflow will allow you to personalize emails to companies using:

1. A target account's one-liner
2. Their typical ICP
3. Customers mentioned on their website

Learn how this template works

This template uses a person's professional profile data, Claygent's research, and Google's Gemini LLM's reasoning capabilities to score people for outreach. It then uses additional logic to tailor the value-prop in the message for each prospect.

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