In this workflow, you'll learn how to:
- Enrich target companies with headcount growth, acquisition info, and the time they spend on documentation per year
- Find the tech leads at these companies, such as product managers, senior directors, and project leads
- Draft custom emails with AI referencing the company data to their prospects
Explore more templates
Research and enrich school districts based on size, location, SAT score, and more
by
Clay Team
This workflow uses Claygent to enrich school districts based on numerous data points. Specifically, you'll be able to find out:
- School district URL
- School superintendant
- School district size
- Student-teacher ratio
- Average SAT score
- Average ACT score
- City Locations
Streamline multi-threading and next steps after sales calls
by
Alex Carstens
In order to run this workflow, you'll need to use the two templates below:
Once you've copied both of these templates into your workspace, follow the instructions in the video above to:
- Set up "GET Calls" to retrieve calls from Gong
- Send your call data to a separate table for enrichment
- Get the call transcripts and details
- Setup HubSpot lookups and updates
- Send next step notes summarized from Gong call recordings through Slack
