This workflow enriches recent hires based on their current work experience and when they started their job. The time duration defaults to 6 months ago but you can change that formula at the end.

This workflow is triggered when someone books a meeting with you. From there:

1. An automation is triggered which sends a team member a message about the booked meeting
2. This slack message will include enriched information on the prospect
3. Then it sends the prospect a quick pre-call video with whatever you want to say

This template will allow you to

1. Automate account research
2. Create automated research summaries in Google Docs
3. Use account signals and context to prioritize targets, tailor messaging, and schedule outreach

To run this workflow, you will need Zapier(Pro), Slack, and Google Docs. For detailed instructions on how to use this template, check out this Claybook

In this workflow, you can find LinkedIn profile URLs with only a full name and company name and search those profiles for specific keywords 

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Description

The Clay workflow 'Find company influencers by following, recent posts, and experience' is an invaluable tool for marketers and sales teams as it enables them to identify key players in their industry. By tracking influencers' activity and analyzing their following, sales and marketing teams can strategically reach out and engage with these influencers, potentially expanding their brand's visibility and reach. Additionally, this workflow streamlines the process of finding collaborators for content partnerships and promotional campaigns, ultimately driving more leads.

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Instructions

Change prompts and formulas to your company's operations and campaign objectives

This workflow will allow you to:

1. Find a publicly-traded company's most recent 10-K pdf
2. 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