Learn Clay

Discover creative ways to build targeted, high converting prospecting lists from scratch.

Lol Eric doesn't talk this fast, change the default speed here!
Categories 🏄
Sort Playlist
Playlists ⚡️

All tutorials

8 wonderful tutorials

Personalizing your outreach has never been more important. This video goes over some data sources and fields you can use in your cold outreach to make prospects feel like you have done your research.

Personalize your outreach more than 50+ enrichments available

In this tutorial video, you'll learn how to monitor a list of leads and get real-time updates whenever someone changes positions or companies. Imagine having a CRM of high-value customers and knowing anytime they either leave the company they're at or they get a promotion or they change positions.

You can set up automated flows to send them messages automatically if any change happens. This tutorial will show you how to use Enrich Person from LinkedIn to create a historical record of current company and current title, set up continuous enrichment to find updates records, and make a new formula column to see those changes easily. With these tools, you'll be able to monitor your leads with ease and stay up to date with any changes in their professional lives.

Use Clay and the LinkedIn integration to see when people change jobs, change companies, and more!

If you're looking for an easy and efficient way to generate insights from your data, look no further than Clay's AI Snippets feature. In this video tutorial, you'll learn how to use pre-created prompts to quickly generate messages and insights sourced from Clay's own database.

To get started with AI Snippets, simply go to Enrich Data, AI and GPT, and then Complete Prompt. From there, you'll see a snippets button where you can select from a variety of different prompts, such as categorizing a company as B2B or B2C. All you need to do is fill in your company description, map it to the descriptions pulled from LinkedIn, and hit save changes. It's that easy!

Once you've created your prompt, you can run it for all rows and let Clay do the heavy lifting. Say goodbye to manual data analysis and hello to streamlined insights with AI Snippets. Try it out for yourself and see how much time and effort it can save you.

Use snippets to fast track your OpenAI usage.

LinkedIn profiles can provide us with a ton of information about prospects, what they do, and their work history. However, it’s super difficult to do this at scale; it used to take hours of manual research to find information on sales prospects - until now. With Clay’s “Enrich Person” LinkedIn integration, you suddenly have access to hundreds of datapoints about any number of prospects you’d like. Here’s how to do it:

Our “Enrich Person” LinkedIn integration only requires their LinkedIn profile as input (if you need that, just check out our LinkedIn source). Find the “Enrich” tab at the top right of your screen, find the integration, input the LinkedIn account, and click “Run”. Soon, you’ll see that each of the people you put in the Clay table will be populated in the integration column.

Upon clicking any of these results, you will find that you now have access to just about anything publicly accessible about the person you enriched. This can include work experience, contact information, college, connections, and more. This information can then be mapped out to your Clay table for further prospecting use. We hope this helps, feel free to reach out if you have any questions, and happy prospecting!

Enrich profiles on LinkedIn to find key information on anybody you want

This one is wild- we've created a way for you to converse with ChatGPT, at scale, for cheaper than it is to use ChatGPT normally. We're just as excited about this as you are. In this video, Eric goes through the intricacies of this integration as well as a few creative ways to use it. This integration differs from our normal OpenAI integration because you can now have a back-and-forth conversation with OpenAI through Clay. Here's how to do it:

First, go to the Enrich tab on your Clay table and find the "Converse with ChatGPT" integration. You'll see a few prompts pop up on the right side of your screen- the first is asking how many messages you'd like to send back and forth via the conversation. This is essentially asking how many messages you want to be sent before an output is generated.

Then, it's time to go into the details of each message. You have to designate a role for each message you wish to send. There are three roles- system (this provides context for the role the AI is playing), user (you are the user), and assistant (examples of the output you want). Eric gives live examples of how these roles each work in the video.

After filling out each of the dialogue prompts, click "Run" and watch as OpenAI provides you with an output at the end of your conversation. We hope this helps, feel free to reach out to us if you have any further questions, and happy prospecting!

Converse with OpenAI using several different roles, eventually creating a desired output.

In this tutorial video for Clay, a B2B SaaS tool, you'll learn how to use ChatGPT to automatically categorize companies as B2B or B2C. With a long list of companies, it can be challenging to categorize them correctly, but using snippets on Clay, you can create prompts that will categorize them accurately and quickly.

To get started, head over to Enrich Data and click on AI. From there, click on Complete Prompt, and you'll see the Snippets button. Snippets are insightful prompts that Clay's community has found helpful, and they make it easy to answer questions such as whether a company is B2B or B2C. Simply map the value of the company by going into Enrich Company and selecting the description, and then save your changes and run the snippet for all rows.

By categorizing companies, you can easily filter out any companies that don't meet your ideal customer profile, saving you time and effort. This is just one example of the many valuable use cases of ChatGPT within Clay, and by following these simple steps, you can streamline your sales process and work more efficiently.

With Clay's powerful AI and enrichment tools, you can find and enrich sales leads, categorize companies, and send them back to your CRM with ease. Give it a try today!

Use an OpenAI snippet to categorize a company as either B2B or B2C.

A major problem with some outreach methods is that you may end up scraping a person’s personal information such as their email and cell- of course, we don’t want to encroach upon any of our prospects’ privacy, so it’s important to contact their work email. We took this into account and decided to release our own separate integration for just that. In this video, Eric shows us how to do this starting with a list of LinkedIn profiles.

Once you have some LinkedIn profiles in a column, use our “Enrich Person” LinkedIn integration to find their company’s website (we have a video on that, too). Once that information is mapped out to your table, you’re ready to move forward to our in-house “Find Work Email” integration! All that’s required for this is the person’s name and company domain, both of which you just mapped from the Enrich Person integration. Then, run the integration and you’ll soon have access to your prospects’ work emails.

From there, you can verify these emails with Debounce or Zerobounce (both available on Clay), export to third-party email tools like Instantly.ai, or use our OpenAi integration to write personalized emails to your prospect. The world is your oyster, and Clay is your tool to open it! We hope this helps, let us know if you have any questions, and happy prospecting 😊

Start with a LinkedIn profile to find work emails and much more information on your leads

So, you’ve found some companies that you feel are viable prospects for your outreach and now want to find a way to contact them. A natural next step would be to find the company’s contact information, preferably from a decision maker that has the ability to directly make change for you and your business.

In this video, Matthew shows us how to find the decision makers through one of our LinkedIn integrations. Here’s how to do it:

Step 1: Make sure you’ve found and enriched the companies you’re trying to find decision makers in. You can check our Enrich Company Tutorial to do this.

Step 2. Go to out “Find People” integration. The prompts will ask you for a limit to how many people you want returned, what job titles you’re looking for, the company domain, and whether you only want people that are currently at the company.

Step 3: Click “Run”, and people that match your criteria will appear in the results. You may want to map their names out to your table for this next step.

Step 4: Go to our “Find Work Email” integration. Put in the prospect’s name and company domain, and then click “Run”.

From there, you will have the work emails of the main decision makers at each company! You can use this information for outreach, getting your product or service to the people that can really use it. We hope this helps, happy prospecting ⛏!

Use our LinkedIn integration to find people within a company, then enrich for their contact info.

A common question that's asked to us is how we can find the emails of influencers (on TikTok, Instagram, etc.) using Clay. It can be difficult sometimes to pinpoint the contact info of people who primarily work on social media platforms. However, we have a cool hack within our Google Integration that Eric guides us through this very problem in a quick tutorial.
Here's how to do it:

Step 1: Open Clay, click "New Table", and find our Google Source.

Step 2: In the Google Search Query, specify which social media site you'd like to scrape- ex: site:instagram.com

Step 3: Then, specify the keyword(s) you'd like to search by adding them in quotation marks- ex: "Yoga"

Step 4: Finally, add the email extensions that you'd like to be included in order for the search - ex: ("gmail.com" OR "outlook.com" OR "hotmail.com")

When you're finished, the end prompt should look something like this:

site:instagram.com "Yoga" ("gmail.com" OR "outlook.com" OR "hotmail.com")

Step 5: Select the number of results you'd like and run the integration.

Step 6: Extract the information that contains the email into a new column.

Step 7: Use Clay's "Extract URL's and Emails" Integration to take just the email out for easier use.

We hope this helps, and happy prospecting!

Find email addresses for influencers using a cool trick in our Google source.
No items yet. Stay tuned.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

More ways to Clay ✨

Discover more resources to start building your dream prospecting lists with Clay!


How is Clay able to offer so many enrichment providers at a low cost?
What are Clay credits?
How is Clay different than People Data Labs or Clearbit?
How does Clay work?
What is the benefit of using multiple data providers?
What is the benefit of using
multiple data providers?
Does Clay enrich both accounts and contacts?
Does Clay enrich both accounts
and contacts?
How does Clay’s Chrome Extension work? Is it included in my plan?
Do I get charged credits if I bring my own API key?
Do credits rollover on any of the plans?
How does Clay’s Chrome
Extension work? Is it included
in my plan?
How does Clay’s Chrome Extension work?
Is it included in my plan?