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
With this workflow, you'll be able to create multi-step sequences (four-step introductions, email and LinkedIn follow-ups) with unique copy for each message using Twain.
For detailed instructions on how to use this template, check out this Claybook
This workflow is triggered when someone books a meeting with you. From there:
- An automation is triggered which sends a team member a message about the booked meeting
- This slack message will include enriched information on the prospect
- Then it sends the prospect a quick pre-call video with whatever you want to say
In this workflow, you can:
- Import a list of emails and extract and clean the company name
- Determine Google PageSpeed data based on the company domain
- If the website is slow, this recipe will analyze whether the page has a blog, the last post interval, and last post date
- Lastly, check for Google and Facebook Ads status
In this workflow, you'll be able to suggest clients based on company descriptions and locations. Based on the company description, you can find what companies your prospects are selling to and what problems those companies want to solve. Using this information, you can find lesser-known businesses that might benefit from the company's solutions.