In this hiring workflow, you'll learn how Clay finds and prioritizes candidates with AI formulas, Claygent, and more. Specifically, this workbook will enable you to:
- Find people from a list of target companies
- Filter through candidates with job title keywords (strategy, consultant, account manager, etc.)
- Calculate how many times a candidate has been promoted with respect to the length of time they've been in their current role, to determine performance success
- Use Claygent to categorize the target companies
- Draft personalized emails referencing the above data
Explore more templates
Score Typeform submissions and personalize an outbound follow up
by
Clay Team
This workflow will allow you to:
- Import Typeform contacts into Clay
- Enrich and qualify those leads
- Personalize a sales pitch outbound message
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
Find hotel room count, reviews, and pricing
by
Ian Carnevale
In this workflow, you can use a Google search and AI to find and compare the price of a hotel room between different booking sites, find the total number of rooms that hotel has, recent positive reviews, and if they use a specific type of booking management software. Lastly, you can reach out to people on your prospect list referencing this data.
