This template will allow you to:

1. Create automated and enriched pre-meeting notes using Clay
2. Send pre-meeting notes to Notion documents automatically
3. 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 allow you to:

1. Find local businesses using Google Maps
2. Find business info with Yelp such as recent reviews, phone numbers, and ratings
3. Categorize these businesses

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This workflow will enable you to target the followers of your competition. In this video walkthrough, you'll see how Oneaway targets the followers of RB2B and generate 75 leads in less than a week. This template will also allow you to:

1. Find the tech-stack from your prospects with Apify
2. Scrape the number of monthly visitors on your prospects site with Zenrows
3. Generate copywriting frameworks and provide email cleaning to ensure less than 2% bounce rate
4. Cleaning (name, title, company name) prompts that you can always use

Learn how this template works

This template uses a person's professional profile data, Claygent's research, and Google's Gemini LLM's reasoning capabilities to score people for outreach. It then uses additional logic to tailor the value-prop in the message for each prospect.

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In order to run this workflow, you'll need to use the two templates below:

• Gong HTTP/API
• Calls and enrichment

Once you've copied both of these templates into your workspace, follow the instructions in the video above to:

1. Set up "GET Calls" to retrieve calls from Gong
2. Send your call data to a separate table for enrichment
3. Get the call transcripts and details
4. Setup HubSpot lookups and updates
5. Send next step notes summarized from Gong call recordings through Slack

This workflow will enable you to:

1. Find and scrape blogs, articles, interviews, podcasts, or any element of thought leadership from your prospects
2. Generate personalized emails and LinkedIn messages that references this data
3. Include AI snippets of former college traditions for even greater personalization