This workflow will help you:
- Import newsletter subscribers from HubSpot or another CRM
- Categorize them based off of name and email information
- Enrich contacts with missing name or email information and LinkedIn profile data
- Create or update contacts back in HubSpot
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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.
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:
- It scrapes the company's website for email addresses and retrieves additional email information from Prospeo.
- The collected email addresses are then validated using Debounce to ensure they are active.
- 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 and analyze data from 10-K reports
by
Clay Team
This workflow will allow you to:
- Find a publicly-traded company's most recent 10-K pdf
- 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
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