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
Explore more templates
Personalize outbound to former bosses of recent job movers
OpenAI/GPT
Clay
+
by
Clay Team
This workflow will enable you to:
- Find people who recently changed jobs and fit your ICP
- Find the job movers' bosses and enrich them with emails
- Personalize outbound to job movers' bosses
For detailed instructions on how to use this template, check out this Claybook
Find and analyze data from 10-K reports
Claygent
+
by
Clay Team
This workflow will allow you to:
- Find a publicly-traded company's most recent 10-K pdf
- 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
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Check if you have mutual investors with target companies
Claygent
Clearbit
+
by
Clay Team
This workflow will enable you to:
- Find the investors of a target company
- Check to see if you have overlapping investors with them
- Identify the partner(s) that invested in that company
For detailed instructions on how to use this template, check out this Claybook
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