Return valuable selling time back to sales reps

Maximize rep capacity on needle-moving customer conversations.

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"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."

Steve Case
CRO @ Vanta

100% automated research tasks

across all sales reps
Read Vanta case study

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.

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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.

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Customize pitches

Automate unique sales pitches with existing marketing assets tailored to the prospect's company and context.

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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.

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Create personalized decks

Automate the creation of personalized slide decks for reps with each account’s unique context, insights, and data

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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

What our customers say about us...