Hi Clay Support Team,

I’m reaching out because I’m trying to accomplish a specific workflow for my project, but I’m encountering some issues and need assistance with both troubleshooting and adding additional steps to my workflow.

What I’m Trying to Accomplish:

1. Enrichment of Prospects:
• I’m trying to enrich each person’s profile (e.g., job title, company description, recent activities, etc.) using the data in my spreadsheet.
• However, for some reason, the enrichment steps aren’t working as expected, and I’m unable to pull the necessary data for certain individuals.
2. Email Automation:
• Once the enrichment is complete, I’d like to send personalized emails to each prospect using a template I’ve set up.
• I’d also like to automate follow-up emails based on specific triggers (e.g., if there’s no reply within X days or if the recipient clicks a link).
3. Response Tracking and Notifications:
• I need to track responses to my outreach emails (e.g., positive replies, follow-ups, etc.) and categorize them for further action.
• I’d also like to set up notifications based on responses (e.g., a Slack notification for positive replies or tasks created in my project management tool for follow-ups).

Issues I’m Facing:

• The enrichment process isn’t pulling all the relevant information from my data, and I’m unsure if I’ve set it up incorrectly or if there’s a limitation I’m not aware of.
• I’m not sure how to integrate the steps for sending emails, tracking responses, and setting notifications all within Clay.

What I Need Help With:

1. Troubleshooting the enrichment process to ensure it’s working correctly and pulling all available data.
2. Adding steps to automate the email sending process, including follow-ups based on specific triggers.
3. Setting up response tracking and integrating notifications (e.g., via Slack or email) for specific response types.

If you can walk me through setting this up, I’d greatly appreciate it. Please let me know what additional information you might need from my end to resolve this.

Thank you so much for your help, and I look forward to hearing from you soon!

Best,
Adrien Harrison
Founder & CEO | Better Societies