Clay: AI-powered company research and summarization

All demos from “Clay.com Beginner Walkthrough 2026 - Step-by-Step Guide”

1. 8:442:29Building a lead list from scratch in ClayThe video demonstrates how to start a new table in Clay and use built-in sources like 'Ocean' or scrapers to find prospects based on specific criteria.Clay· Build a list from ICP filters
2. 11:113:04Setting up waterfall email enrichmentA walkthrough of using Clay's waterfall enrichment to find work emails by sequencing multiple providers like Prospeo and others to maximize hit rates.Clay· Waterfall enrichment
3. 17:227:47AI-powered company research and summarizationCurrentDemonstrates using Clay's AI (GPT and Sonet models) to scrape company websites and generate summaries to qualify if a lead is B2B or B2C.Clay· AI account/prospect research
4. 25:072:25Exporting enriched leads to SmartleadShows the final step of the workflow: pushing the validated and enriched lead data from a Clay table into a cold email sequencing tool.Clay· Sync leads to CRM
5. Watch “Clay.com Beginner Walkthrough 2026 - Step-by-Step Guide” →

AI account/prospect research

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1. 2:541:17Researching negative Glassdoor reviews with Clay AIShows how to use Clay's AI enrichment to search Glassdoor and Indeed for specific negative employee feedback regarding HR processes to use as a sales trigger.@Sales_Feed
2. 4:520:47Extracting structured data from AI research columnsDemonstrates how to define AI outputs to create structured columns (e.g., True/False for turnover) and using formulas to parse AI-generated text.@Sales_Feed
3. 17:227:47AI-powered company research and summarizationCurrentDemonstrates using Clay's AI (GPT and Sonet models) to scrape company websites and generate summaries to qualify if a lead is B2B or B2C.@matthewlucero
4. 12:299:23Using Clay formulas for data cleaningWalks through writing and running formulas to normalize domains and handle conditional logic for data enrichment.@ericnowoslawski
5. 26:093:23Scraping company mission statements with AIShows how to use Clay's web scraper and AI to find and summarize a company's mission statement from their website for research purposes.@matthewlucero
6. 41:235:26Using Claygent for AI web researchWalks through setting up a Claygent (AI Agent) prompt to scrape specific information from LinkedIn profiles or websites automatically.@Tim-Yakubson
7. 4:362:38Using AI Prompts for Persona Research in ClayDemonstrates using Clay's AI prompts to analyze company data and automatically identify target personas like Chief Information Security Officers.@MarkColgan
8. 11:561:19Finding competitors with Claygent AIDemonstrates using Claygent (Clay's AI agent) to browse company websites and identify their top three competitors for use in sales outreach.@OskarMoen
9. 2:582:53AI account research and filtering in ClayThe video shows how to use Clay's AI formulas and text scrapers to identify if companies are running Facebook ads and to filter them based on specific business criteria.@heyreach
10. 5:401:49Data manipulation and research with Clay AIShows how to use natural language instructions to manipulate data and perform research tasks within the Clay table.@matthewlucero
11. 13:524:44Enriching prospect data with ClaygentDemonstration of using Clay and Claygent to find company information, website data, and decision-maker profiles based on a list of prospects.@heyreach
12. 27:374:20Building a prospect dossier with AI agentsA walkthrough of setting up an AI agent in Clay to scrape LinkedIn and web data to find professional achievements and strategic relevance for a lead.@smartleadai