Find high-intent accounts with long-term expansion potential
by
Kyle Asay

In this workflow, you'll see how LaunchDarkly finds and scores high propensity accounts. Specifically, you'll be able to:

  1. Build a list of companies based on a specific criteria
  2. Identify unique propensity signals
  3. Score TAM and propensity for your target account lists

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

Pulls in leads from HubSpot, enrich them with any Clay integration, and update them in Salesforce
by
Clay Team

This workflow will do the following:

  1. Auto-import companies from HubSpot, and see if they exist in Salesforce
  2. Enrich companies based on any criteria with any of Clay's integrations
  3. Update that record in Salesforce
Find keywords on LinkedIn profiles
by
Clay Team

In this workflow, you can find LinkedIn profile URLs with only a full name and company name and search those profiles for specific keywords 

Onboard New Hires
by
Clay Team

This workflow will allow you to:

  1. Import information from prospects through a webhook, such as favorite snacks and whether they requested company merch
  2. Add that information to a row in a Google Sheets document
  3. Do an allergen check on the snacks listed and provide an amazon link on where to purchase them

Manage your leads efficiently and maintain less than 2% bounce rate on your emails
by
Xavier Caffrey

Here is the workflow that Oneaway uses to maintain less than 2% bounce rate on your emails. It includes prompts to clean your First name, Company name and Job title as well as a prompt to generate 3 variations of Email 1 of your campaign.


This walkthrough shows how Oneaway gets started on campaign work and helps service their clients much faster.

Enrich prospects to see if they're running search ads or shopping ads
by
Clay Team

This workflow can help you gain insight on your prospects digital advertising strategies. Specifically, you'll be able to:

  1. Confirm whether your prospects are running search ads or shopping ads
  2. Differentiate between text, image and video ads
  3. View the ad transparency URLs from your enrichments

To run this play, you will need to input the company name, company domain, and your Serp API Key. 

Send website visitors custom videos in Sendspark
by
Patrick Spychalski

In this workflow, you'll be able to:

  1. Import a list of website visitors
  2. Find lookalikes of those website visitors
  3. Send them a custom video in Sendspark
Find local businesses with Google Maps and generate sales pitches at scale
by
Drew Leahy

This workflow will allow you to:

  1. Find and enrich local businesses with emails, telephone numbers, websites, and Yelp reviews
  2. Create a sales pitch tailored to each prospect based on the value proposition of your business
  3. Generate a cold-call template to reach out to your prospects with warm intros

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

Find Number of Open Roles and Employees from a Company URL
by
Clay Team

Learn how to use this template

Find SMB contact info & write a compliment
by
Bryan Shankman

Learn how this template works

This Clay table workflow automates the process of finding and validating contact information for small businesses and then crafting tailored outreach. The workflow takes a company's domain as input and performs the following tasks:

  1. It scrapes the company's website for email addresses and retrieves additional email information from Prospeo.
  2. The collected email addresses are then validated using Debounce to ensure they are active.
  3. Finally, it uses AI to generate a personalized company compliment based on the company's description and information, which can be used as an opener in cold emails
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.

Create custom AI-generated songs for your new customers
by
Clay Team

First impressions for your new customers are important, and with Clay, you can add some flare to yours. Use this workflow to:

  1. Create custom song lyrics for your customers using AI
  2. Use Suno to create an AI-generated song based on those lyrics
  3. Perform this action at scale by importing your company list

To run this workflow, you will need to access a Suno API key through their paid plan. For detailed instructions on how to use this template, check out this Claybook

Extract a list of companies that can't be filtered for on Apollo or scraped from Google Maps
by
Clay Team

In this workflow, you'll be able to

  1. Scrape search results of affiliate websites using Serper
  2. Scrape affiliate websites for companies that are typically hard to generate a lead list from
  3. Compile them into JSON format to export to a different table with each scraped domain in a separate row

To run this play, you will need your own Serper.dev API Key. 

Enrich any URL to find name, role, company, email, and more
by
Clay Team

Enrich prospects using their URLs to find name, role, company, email, and much more!

Recruit Github contributors
by
Clay Team

Pull in contributors from a specific github repository, find their email and write an email.

Write personalized emails referencing your prospect's past blog posts, interviews, podcasts, or thought leadership
by
Clay Team

This workflow will enable you to:

  1. Find and scrape blogs, articles, interviews, podcasts, or any element of thought leadership from your prospects
  2. Generate personalized emails and LinkedIn messages that references this data
  3. Include AI snippets of former college traditions for even greater personalization
Check if you have mutual investors with target companies
by
Clay Team

This workflow will enable you to:

  1. Find the investors of a target company
  2. Check to see if you have overlapping investors with them
  3. Identify the partner(s) that invested in that company

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

Find retail companies with active promotions
by
Clay Team

This workflow will help you:

  1. Find lookalike companies similar to your target prospects
  2. Determine whether those companies have active promotions
  3. Capture promotional details
  4. Check to see if those companies use a specific product, service, or competitor

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

Research and enrich school districts based on size, location, SAT score, and more
by
Clay Team

This workflow uses Claygent to enrich school districts based on numerous data points. Specifically, you'll be able to find out:

  • School district URL
  • School superintendant
  • School district size
  • Student-teacher ratio
  • Average SAT score
  • Average ACT score
  • City Locations
Automate help article drafts using customer support conversations
by
Clay Team

This workflow will allow you to:

  1. Import support ticket threads from Intercom
  2. Use AI to summarize the support ticket thread
  3. Generate a help article that addresses the issue

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

Find work email
by
Clay Team

Learn how to use this template

Personalize outbound to former bosses of recent job movers
by
Clay Team

This workflow will enable you to:

  1. Find people who recently changed jobs and fit your ICP
  2. Find the job movers' bosses and enrich them with emails
  3. Personalize outbound to job movers' bosses

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

Write personalized emails using recent personal or professional posts
by
Clay Team

Find email address and write personalized copy from press clips and recent personal or professional posts.

Import Sales Navigator search and enrich contact info
by
Clay Team

Find people using a Sales Navigator URL, enrich for contact info, and push updates to your CRM

Find Recently Hired Decision Makers at Companies
by
Clay Team

Learn how to use this template

Enrich Pipedrive person & organization
by
Amit Sarda

Learn how this template works

Write personalized emails using multiple types of research
by
Clay Team

Example using mutiple types of research to personalize an email.

Personalize Outbound with Prospects Main Challenges
by
Mark Colgan

Description

The Clay workflow 'Personalize outbound with prospects main challenges' is highly useful as it allows sales and marketing teams to tailor their communication to directly address the primary concerns or problems faced by their potential customers. This not only shows a deep understanding of the prospect's needs but also helps in crafting more effective and targeted marketing strategies. The personalization can lead to a higher response rate and engagement, improving the overall effectiveness of the marketing or sales campaign.

Update Claygent prompts to your industry/outbound focus

Check a company's investment in sustainability
by
Ian Carnevale

This workflow will enable you to:

  1. Use a company's domain to check if they public webpages or recent news discussing sustainability
  2. Check if any of those pages contain a sustainability report
  3. See which countries the company operates in
Pitch partner programs to companies
by
Amit Sarda

Learn how this template works

Prep Apollo Data to be uploaded to Smartlead
by
Eric Nowoslawski

In this workflow, you can find emails, clean company names, enrich LinkedIn company URLS, and enrich LinkedIn profile URLS before uploading contacts to Smartlead. This workflow can work for almost any CSV but is made specifically for the CSV you get from exporting from Apollo.

Find Key Decision Makers at any Company with just a Website URL
by
Clay Team

Learn how to use this template

Personalize B2B outreach based on existing tech stack and sentiment prediction towards new technologies
by
Dominique Michel

Learn how this template works

This template uses AI to determine the likelihood and potential for a prospect to understand AI or be pro-AI, checks for usage of a specific tool within the prospect's company, and then customizes & tailors the outreach to them based on the collected data points and research.

Enrich prospects after they book meetings with you
by
Patrick Spychalski

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
Perform searches and website scrapes using Google search integrations
by
Patrick Spychalski

This walkthrough demonstrates a Google search integration flow. Specifically, you will how to perform searches, exclude specific platforms, scrape website content, and find keywords.

Generate target ICPs using AI
by
Clay Team

Determine a company’s ICP and competitive edge using AI

Track post engagement from your LinkedIn influencers
by
Clay Team

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

Use company names to get domains
by
Eric Nowoslawski

Many integrations in Clay rely on company domains as an input. However, if you only have a list of company names, this workflow can help find the associated websites and verify them using Claygent.

Use Google Maps to find local businesses and their contact information
by
Clay Team

Use this template to leverage Google Maps in your prospecting efforts. This is best used for companies that don’t have a great LinkedIn presence but are easily found on Google Maps. In this example, we found the company’s Google ratings, role email address, and the founder’s LinkedIn profile and work email. Noticed that we used the Clay “Get Keywords” integration to double check that the person we is in fact the correct person so that you can filter based on that.

Convert personal emails to work emails
by
Clay Team

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.

How To Outbound - Clay's Outbound Motion for ClickUp
by
Clay Team

In this workflow, you'll learn how to:

  1. Enrich target companies with headcount growth, acquisition info, and the time they spend on documentation per year
  2. Find the tech leads at these companies, such as product managers, senior directors, and project leads
  3. Draft custom emails with AI referencing the company data to their prospects
Score leads based on several criteria
by
Clay Team

Score leads based on tech stack, key financials, recent news, and headcount growth

Find number of international employees using company domain
by
Clay Team

Find number of international employees from company domain

Automate pre-meeting notes in Notion
by
Clay Team

This template will allow you to:

  1. Create automated and enriched pre-meeting notes using Clay
  2. Send pre-meeting notes to Notion documents automatically
  3. Send automated Slack notifications with links to Notion docs

In order to run this workflow, you will need Zapier (Pro), Notion, and Slack. For detailed instructions on how to use this template, check out this Claybook

Enrich inbound leads and write personalized emails
by
Clay Team

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

Personalize emails that reference a company's target personas
by
Clay Team

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
Automate QA for customer support tickets
by
Clay Team

In this workflow, you'll be able to:

  1. Retrieve support conversations from Intercom
  2. Use ChatGPT to run them through qualitative checks
  3. Send the feedback to a Slack channel

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

Reach out to businesses for SEO or paid ads
by
Augustin Romaneschi

Learn how this template works

Find lookalikes of warm leads and send to a Smartlead campaign
by
Patrick Spychalski

This workflow will enable you to:

  1. Import leads from Common Room and RB2B
  2. Find lookalikes of your warm leads
  3. Find people from those lookalikes, enrich them with emails, and send to a Smartlead campaign
Personalize outreach messages using AI snippets
by
Ericson Dalusong

Learn how this template works

This template uses multiple enrichments in Clay to gather data on prospects. It then uses AI to generate personalized snippets of text based on that data, that are inserted into email copy.

Scrape Indeed jobs to get business locations and write personalized email
by
Clay Team

Scraping Indeed job listings to get the number of business locations, and then using a formula to turn that into a personalized first line of an email.

Enrich people's profiles of who commented on a LinkedIn post
by
Clay Team

In this workflow, you'll be able to

  1. Identify people who commented on a LinkedIn post
  2. Enrich their profile with more information about them
  3. Send enriched data into Google Sheets

This unlocks many use cases, such as the ability to identify people in your ICP who are engaging with your LinkedIn posts.

Streamline multi-threading and next steps after sales calls
by
Alex Carstens

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
Find a company's funding stage, latest funding amount, and lead investors
by
Clay Team

In this template you can: 

  1. Find company domains and enrich them with funding data
  2. Find and scrape these companies' Crunchbase URLs
  3. Generate a summary of the reasons for the fundraising and what the company is most excited to do next
How Clay uses Clay to find, prioritize, and reach out to job candidates
by
Clay Team

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:

  1. Find people from a list of target companies
  2. Filter through candidates with job title keywords (strategy, consultant, account manager, etc.)
  3. 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
  4. Use Claygent to categorize the target companies
  5. Draft personalized emails referencing the above data
Personalize emails to prospects based on customer data
by
Taylor Haren

In this workflow, you'll be able to:

  1. Enrich your prospect list with people and company data
  2. Use AI and Google to identify their company's mission statement, ICP, and customers
  3. Personalize emails referencing that data
Use LinkedIn and formulas to track when a person changes jobs
by
Clay Team

This workflow enriches LinkedIn profiles and provides formulas intended to track if and when a person changes jobs as well as the start date of their current role.

Score prospects based on work history and tailor personalized messaging
by
Jason Lew

Learn how this template works

This template uses a person's professional profile data, Claygent's research, and Google's Gemini LLM's reasoning capabilities to score people for outreach. It then uses additional logic to tailor the value-prop in the message for each prospect.

Track Past Clients Who Changed Job
by
Alexis Martial
Write personalized email using press clips, current customers, and job openings
by
Clay Team

Enrich companies with positive news, 2 unique customers and the number of open jobs, to write a personalized cold email.

Recruit Sales Managers
by
Clay Team

Learn how to use this template

Instantly enrich Intercom support tickets every time a new one gets opened
by
Clay Team

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

Personalize emails to companies based on their ICP
by
Clay Team

This workflow will allow you to personalize emails to companies using:

  1. A target account's one-liner
  2. Their typical ICP
  3. Customers mentioned on their website
Verify if a person still works at a company
by
Eric Nowoslawski

This workflow uses LinkedIn URLS to verify whether a person still works at a given company. It is perfect for enriching a list of old LinkedIn URLS to determine whether your former contacts' have switched jobs.

Mine anyone’s professional network for warm intros
by
Clay Team

Using the “People also viewed” section of someone’s professional page such as LinkedIn, you can find their close connections, map them to another table, and then qualify if they are a good fit for your ICP.

Mention product update in email
by
Clay Team

Find recent company product updates and include in personalized email

Build a lead list using Google and Yelp
by
Clay Team

This workflow will allow you to:

  1. Find local businesses using Google Maps
  2. Find business info with Yelp such as recent reviews, phone numbers, and ratings
  3. Categorize these businesses
Identify website visitors for warm outbound (R!B2B, Clay, Lemlist)
by
Stan Stojanovic

Learn how to use this template

Auto-generate personalized landing pages for all prospects
by
Clay Team

In this workflow, you'll be able to:

  1. Generate customized landing pages for your leads
  2. Reference someone’s job title, company logo, and more
  3. Automatically push live updates to all published landing pages

Use this workflow to generate hundreds of pages for your ABM campaigns, outbound email sequences, inbound follow ups, and even ad campaigns, to help your leads convert. For detailed instructions on how to use this template, check out this Claybook

Find Keywords in a Company Website
by
Clay Team

Learn how to use this template

Track new business locations, funding announcements, acquisitions and intent data by puling information from RSS Feed
by
Clay Team

In this workflow, you'll be able to:

  1. Pull in news articles relevant to your search query by extracting the RSS Feed
  2. Extract the business referenced in the article with Claygent and enrich it using integrations
  3. Find contacts at those companies and enrich them with emails
Find and analyze data from 10-K reports
by
Clay Team

This workflow will allow you to:

  1. Find a publicly-traded company's most recent 10-K pdf
  2. Analyze the 10-K report and extract a list of future priorities and operational risks

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

Automate pre-call research for AEs from name and email
by
Clay Team

Automated pre-call research for AEs and BDRs from prospect name and email. Before using this template please make sure to adjust based on your ICP.

Find company lookalikes from HubSpot
by
Clay Team

This workflow imports contacts from HubSpot, enriches them, and finds lookalikes using AI and native integrations.

Get transcript of any YouTube video in seconds
by
Scott Tousley

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! 

Target your competitor's followers
by
Balsa Kosic

This workflow will enable you to target the followers of your competition. In this video walkthrough, you'll see how Oneaway targets the followers of RB2B and generate 75 leads in less than a week. This template will also allow you to:

  1. Find the tech-stack from your prospects with Apify
  2. Scrape the number of monthly visitors on your prospects site with Zenrows
  3. Generate copywriting frameworks and provide email cleaning to ensure less than 2% bounce rate
  4. Cleaning (name, title, company name) prompts that you can always use
Find Influencers by Following, Recent Posts, and Experience
by
Clay Team

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

Generate personalized gift ideas
by
Clay Team

This workflow will help you:

  1. Identify a prospect's skills and personal interests based on their LinkedIn profile
  2. Suggest a gift for you to send based on their interests
  3. Provide a gift URL to show where you can purchase it

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

Enrich newsletter subscribers and update contacts in HubSpot
by
Clay Team

This workflow will help you:

  1. Import newsletter subscribers from HubSpot or another CRM
  2. Categorize them based off of name and email information
  3. Enrich contacts with missing name or email information and LinkedIn profile data
  4. Create or update contacts back in HubSpot
Check if contacts in HubSpot have changed jobs and update with new job details
by
Clay Team

Check if a contact in HubSpot changed jobs and update their new job details in CRM

Enrich, classify, and route leads from Typeform submissions
by
Clay Team

This workflow will allow you to:

  1. Import contacts from Typeform
  2. Enrich them with personal  and company data
  3. Categorize them and distribute those leads amongst your SDRs

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

Generate new leads from the deals you just closed
by
Mark Larson

Let's say you have just closed a deal, and are looking to sell to similar companies. With Clay, you can. Use this workflow to:

  1. Import opportunity data from Salesforce
  2. Find and enrich similar companies based on keywords and industry
  3. Find and enrich people from these companies that fit your ICP
  4. Use AI to generate some discussion points that can be used for potential outreach
  5. Send these records back to Salesforce
Score Typeform submissions and personalize an outbound follow up
by
Clay Team

This workflow will allow you to:

  1. Import Typeform contacts into Clay
  2. Enrich and qualify those leads
  3. Personalize a sales pitch outbound message

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

Write personalized emails based on website data
by
Clay Team

Learn how to use this template

Automate account research summaries to Google Docs
by
John Barrows

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