This template will allow you to
- Automate account research
- Create automated research summaries in Google Docs
- 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
Explore more templates
Generate personalized gift ideas
by
Clay Team
This workflow will help you:
- Identify a prospect's skills and personal interests based on their LinkedIn profile
- Suggest a gift for you to send based on their interests
- Provide a gift URL to show where you can purchase it
For detailed instructions on how to use this template, check out this Claybook
Automate pre-meeting notes in Notion
by
Clay Team
This template will allow you to:
- Create automated and enriched pre-meeting notes using Clay
- Send pre-meeting notes to Notion documents automatically
- 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
Write personalized emails referencing your prospect's past blog posts, interviews, podcasts, or thought leadership
by
Clay Team
This workflow will enable you to:
- Find and scrape blogs, articles, interviews, podcasts, or any element of thought leadership from your prospects
- Generate personalized emails and LinkedIn messages that references this data
- Include AI snippets of former college traditions for even greater personalization
