
"Clay has changed how we handle RevOps. We're doing things we never thought possible, and our team can focus on what matters instead of data entry."

Get signal alerts and digests
Track intent signals and digests within reps’ System of Action (Slack, Microsoft Teams) to enable quick actions on prioritized accounts.


Generate pre-meeting notes
Remove manual research for reps meetings of the day. Give reps auto-generated notes (with 3rd + 1st party context) for their daily meetings.
Customize pitches
Automate unique sales pitches with existing marketing assets tailored to the prospect's company and context.


Draft post-meeting follow ups
Generate personalized follow-up messages from call transcripts that reference specific discussion points and action items tailored to each prospect's needs.
Create personalized decks
Automate the creation of personalized slide decks for reps with each account’s unique context, insights, and data

How rep pre-meeting notes works in Clay
Calendar in meeting triggers automation
When a meeting is scheduled, Clay automatically pulls in meeting data from calendar or CRM via webhook
Clay enriches with past context and external signals
Pulls in previous call transcript summaries and action items, gathers recent news, checks for support tickets, and researches upcoming events and relevant activities
Formatted notes delivered where reps work
Complete brief sent via Slack, Google Doc, Notion, or added to CRM with all the context so reps waste no time prepping

















.avif)


.avif)
.avif)
.avif)
.avif)
.avif)
.avif)