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
This workflow will clean and update companies in your CRM with corporate hierarchy data from HG Insights. This is useful for preserving your CRM's data quality and strengthening your outbound campaign efforts by targeting accounts more precisely.
This recipe pulls in the RSS feed of Product Hunt automatically every 24 hours. From there, this workflow provides the following:
- Product Hunt link
- Company name and domain
- Company type (B2B, B2C, etc.)
- Enriched company data, such as latest fundraising information or number of employees
- People at the company based on job titles and other criterias
This template utilizes a combination of data providers to find work emails, starting with personal emails. Here's how it works:
- Finds a person's professional profile identifier via their personal email
- From their profile, finds their current company and that company's domain
- Finds their work email using their name (from the newly found profile) and company domain
To find each of these data points, the template utilizes waterfalls – a powerful Clay feature that allows fetching data from multiple sources, providers, or databases with ease.
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.
This Clay recipe will allow you to find and scrape Crunchbase links for fundraising information using just the company domain as your input. Specifically, it performs the following actions:
- Runs a google search to find the Crunchbase link
- Confirms the link is correct
- Scrapes the link with Zenrows for fundraising information
