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

This template utilizes a combination of data providers to find work emails, starting with personal emails. Here's how it works:

1. Finds a person's professional profile identifier via their personal email
2. From their profile, finds their current company and that company's domain
3. Finds their work email using their name (from the newly found profile) and company domain

To find each of these data points, the template utilizes waterfalls – a powerful Clay feature that allows fetching data from multiple sources, providers, or databases with ease.

This workflow will enable you to:

1. Enrich users with company and personal data
2. Send enriched data back to Intercom as notes
3. Update Salesforce lookup columns

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

This workflow will allow you to:

1. Generate and enrich a list of companies based on size, industry, and headcount
2. Import a new list of people from your company list based on a criteria of your choosing\
3. Use AI to generate two personas that the company targets (ex. Neurologists & Psychiatrists)
4. Personalize emails to your prospects referencing this data

Learn how this template works