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
Explore more templates
Check if you have mutual investors with target companies
by
Clay Team
This workflow will enable you to:
- Find the investors of a target company
- Check to see if you have overlapping investors with them
- Identify the partner(s) that invested in that company
For detailed instructions on how to use this template, check out this Claybook
Automate account research summaries to Google Docs
by
John Barrows
This template will allow you to
- Automate account research
- Create automated research summaries in Google Docs
- 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
Personalize emails that reference a company's target personas
by
Clay Team
This workflow will allow you to:
- Generate and enrich a list of companies based on size, industry, and headcount
- Import a new list of people from your company list based on a criteria of your choosing\
- Use AI to generate two personas that the company targets (ex. Neurologists & Psychiatrists)
- Personalize emails to your prospects referencing this data
Find a company's funding stage, latest funding amount, and lead investors
by
Clay Team
In this template you can:
- Find company domains and enrich them with funding data
- Find and scrape these companies' Crunchbase URLs
- Generate a summary of the reasons for the fundraising and what the company is most excited to do next
