Home

Clay Announcements
Clay Support
Discuss Anything
Feedback & Requests
GTM Career Advice
Introduce Yourself
Member Spotlight
Share Content and Events
Share Full-time Jobs
Share Part Time Jobs
Share Tables, Tools, and Workflows

Community Guidelines

Explore Events
Learn Clay here
Clay Cup

Powered by Tightknit

Discuss Anything

Discuss Anything

Creating a Workbook for Tracking Customer Event Participation

·

·

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.
·
·
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.
·
·
Thank you!
1