This workflow will enable you to:
- Use a company's domain to check if they public webpages or recent news discussing sustainability
- Check if any of those pages contain a sustainability report
- See which countries the company operates in
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Automate QA for customer support tickets
by
Clay Team
In this workflow, you'll be able to:
- Retrieve support conversations from Intercom
- Use ChatGPT to run them through qualitative checks
- Send the feedback to a Slack channel
For detailed instructions on how to use this template, check out this Claybook
Enrich prospects after they book meetings with you
by
Patrick Spychalski
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
Personalized one liner about a fact mentioned on LinkedIn or Website
by
Utkarsh Singh Rana
In this workflow, you'll be able to:
- Look for facts mentioned on prospects' LinkedIn profiles
- Use AI to generate a unique one-liner
- Reference a fact on a prospects' website if it cannot find anything relevant on their LinkedIn
