Mingye C.

With google sheets clay can lookup rows, and also add rows. But it is not available as a data source AFAIK

The zapier integration looks like it could be a solution, though: https://zapier.com/apps/google-sheets/integrations/clay

Hmmm does not seem possible to import from Gsheets 😕

It’s funny because I just helped a friend implement Attio at her org, but im not hands on day to day so am not too familiar with their credit system. https://www.clay.com/integrations/data-provider/google-sheets

Just throwing an idea out there, perhaps you could use google sheets and zapier pulling data out of Attio and have clay reference the schedule refreshed google sheet? Not sure if that consumes a bunch of Attio credits

Does your crm have an integration with clay? If no then you are using a csv file which is a static resource by default and thus you need to create a net new workbook for each one AFAIK. Happy to be corrected on this understanding if that is not the case.

Yep, exactly. You could probably also define an even more narrow ICP based on your historical closed/won or SQLs on top of the demographic and firmograohic segmenting and ask Gemini to parse all your records for that. When I say more narrow ICP I mean you could put in a csv of accounts that have converted and ask it to come up with commonalities and apply those parameters to your full data set to identify similar accounts. Ocean.io does this exact thing but idk if you want more tooling.

I guess it depends on how your current state data structure is — it’s likely not a Clay issue to solve. You could run your entire account database thru Claude and ask for non overlapping cohorts for a specific sample size (ie, sub 100 records that fit specific parameters)

You might have to do some high level segmenting of the 800k accounts prior to clay, then. What other data points are you working with at the SFDC account level? Could you segment by industry verticale, geography, company size, or even rep ownership in SFDC first?

then enrich for domain where the website column is null?