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

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

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. 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

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

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.