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

In this workflow, you'll be able to see what tech stack a company is using with Claygent, if you want to conserve credits not spend them on the BuiltWith enrichment option. This workflow will

1. Clean the company domain
2. Generate the company's BuiltWith URL
3. Use Claygent to determine whether a specific tool or tech stack is used by that company

For more detailed instruction, visit here.

Example using mutiple types of research to personalize an email.

This Clay recipe will allow you to find and scrape Crunchbase links for fundraising information using just the company domain as your input. Specifically, it performs the following actions:

1. Runs a google search to find the Crunchbase link
2. Confirms the link is correct
3. Scrapes the link with Zenrows for fundraising information

A table that enriches, scores, researches, and drafts an email for an inbound lead, using a person’s email + responses to the lead form questions