Clay: Building a prospect dossier with AI agents

All demos from “Clay→AI Copy→Smartlead: Scaling Unique Relevance at Scale with Matteo Fois | #smartleadofficehours”

1. 12:055:53Personalizing cold emails with Clay dataMatteo shows how to use Clay to pull specific pain points and social proof into a campaign table to drive unique email copy.Clay· Personalize cold emails at scale
2. 27:374:20Building a prospect dossier with AI agentsCurrentA 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.Clay· AI account/prospect research
3. 44:483:10Mapping Clay outputs to Smartlead campaignsDemonstrates how the structured data and AI-generated copy from Clay are imported into Smartlead to populate specific email variables.Smartlead· Build a cold-email sequence
4. Watch “Clay→AI Copy→Smartlead: Scaling Unique Relevance at Scale with Matteo Fois | #smartleadofficehours” →

AI account/prospect research

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1. 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
2. 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
3. 27:374:20Building a prospect dossier with AI agentsCurrentA 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.Smartlead
4. 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. 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.Matt Lucero
6. 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.Matt Lucero
7. 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
8. 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
9. 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.Oskar Moen
10. 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.Matt Lucero
11. 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.Mark Colgan | Outbound Prospecting & Pipeline
12. 12:299:23Using Clay formulas for data cleaningWalks through writing and running formulas to normalize domains and handle conditional logic for data enrichment.Eric Nowoslawski