Using AI Prompts for Persona Research in Clay

All demos from “What Is Clay.com & How Does It Work? (For Non-Technical Users)”
2:452:45Enriching company data from a website URL in ClayShows how to take a list of company websites and use Clay's enrichment tools to pull back specific company details into the spreadsheet.Clay· Append firmographic/technographic data
4:362:38Using AI Prompts for Persona Research in ClayCurrentDemonstrates using Clay's AI prompts to analyze company data and automatically identify target personas like Chief Information Security Officers.Clay· AI account/prospect research
9:230:58Pushing enriched leads to Outreach or CRMBriefly shows the workflow of pushing the final enriched data from Clay into downstream sales tools like Outreach.Clay· Sync leads to CRM- Watch “What Is Clay.com & How Does It Work? (For Non-Technical Users)” →
AI account/prospect research
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
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
17:227:47AI-powered company research and summarizationDemonstrates 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
12:299:23Using Clay formulas for data cleaningWalks through writing and running formulas to normalize domains and handle conditional logic for data enrichment.@ericnowoslawski
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
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
4:362:38Using AI Prompts for Persona Research in ClayCurrentDemonstrates using Clay's AI prompts to analyze company data and automatically identify target personas like Chief Information Security Officers.@MarkColgan
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
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
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
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
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
Clay