Streamline multi-threading and next steps after sales calls
Duplicate template
Duplicate

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:

  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
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Get transcript of any YouTube video in seconds
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You can get any YouTube video transcript in a few clicks. Simply follow these steps

  1. Copy this Clay template
  2. Paste the YouTube URL into the first column
  3. Get a raw transcript

Additionally, you can enable unlimited enrichments such as automatically writing an instructional blog post from this raw transcript. Enjoy! 

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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.

Instructions

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

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Track post engagement from your LinkedIn influencers
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This workflow will allow you to:

  1. Enrich LinkedIn profiles of the influencers you want to work with
  2. Find the influencer's recent posts
  3. Calculate the average number of reactions per post and the follower engagement ratio

For detailed instructions on how to use this template, check out this Claybook

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Streamline multi-threading and next steps after sales calls

Duplicate

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:

  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

Learn with our resources

Check out Clay University, read our GTM blog, or try out our top templates to transform your growth ideas into outreach in minutes.

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use cases
AI copywriting
AI personalization
Enrichment
Automated outbound
roles
Sales
author
Alex Carstens