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Creating a Workbook for Tracking Customer Event Participation | Clay

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Creating a Workbook for Tracking Customer Event Participation

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Does anyone have a way to set up a workbook to understand what types of events our customers and prospects are attending and sponsoring?

2 comments

· Sorted by Oldest

Hunain F.
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Caitlin O. Create a table in Clay with your customer or prospect list add a Claygent or Search Web for Mentions column and use a prompt like: List recent events or conferences Company Name attended or sponsored in the past year. Then add a GPT summary column to extract event names and dates this will give you a clear list of events each company is involved in.
Caitlin O.
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Thank you!
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