Setting Up Alerts for Target Accounts' New Funding Rounds

Frank S. · 2025-10-22 10:47:27.46546+00

I have a list of target company accounts, I want to highlight to the sales team when one of the target accounts receives a new round of funding. What is the best way to do this? My initial thoughts • List of companies • New funding waterfall enrichment set to run automatically once a month • Automatic message triggered to Slack channel with details of the funding round ?

Setting Up Alerts for Target Accounts' New Funding Rounds | Clay

9 comments

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Clay Support
APP
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Your approach is spot on! Here's how to set it up:
Setup:
1.
Create a table with your target company domains
2.
Add the Intellizence enrichment to pull latest fundraising data [1]
3.
Set up scheduled re-runs in Table Settings to monitor monthly [2]
Detection System:
Create a monitoring table that captures timestamps and funding amounts. Use formulas to detect changes between current and previous funding data
Slack Automation:
When new funding is detected, automatically send enriched summaries to your sales Slack channels with funding details, amount, stage, and investors [3] [4]
Pro tip: You can also use our "News & Fundraising" signals feature to catch funding announcements in real-time, not just monthly checks [5]
This creates an automated intelligence system that alerts your team the moment target accounts raise funding!
Clay Support
APP
·
·
Was that helpful?
Clay Support
APP
·
·
If you need any further assistance setting up the funding alert system or have more questions, I’m here to help. Would you like to provide more details about what you’re trying to achieve or any specific challenges you’re facing?
Jack C.
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Frank S. Save yourself some credits and potentially run a Claygent news finder for old funding. And clean those that are Series C plus. Then only run the monthly on the ones that aren't too mature.
1
Clay Support
APP
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Smart approach! You can use Claygent to research historical funding rounds and filter out mature companies (Series C+) before setting up your monthly monitoring. [1]
Set up conditional logic so the monthly enrichment only runs on companies that haven't reached Series C - this saves credits by avoiding enrichment on companies unlikely to raise again soon. [2]
For the news finder approach, you could also use our "News & Fundraising" signals to catch funding announcements in real-time rather than waiting for monthly checks. [3]
Would you like help setting up the Claygent prompt to identify and filter out Series C+ companies from your target list?
Clay Support
APP
·
·
If you still need help refining your funding alert setup or have other questions, I’m here to assist. Would you like to share more about what you’re trying to accomplish or any specific issues you’re encountering?
Frank S.
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Thanks Jack C. When you say "clean" what do you mean? please So I'm on the right lines, you're saying break down the target account list (currently 700 companies) and reduce it so it's only the companies that are less mature AKA we want to track funding rounds ?
Clay Support
APP
·
·
Yes, exactly. By "clean," I mean filtering your list to exclude companies that have already reached Series C or later funding stages. This way, you focus your monitoring and credit usage on less mature companies that are more likely to have new funding rounds. Does that match what you had in mind?
Clay Support
APP
·
·
If you still need help with refining your target account list or setting up the funding alerts, I’m here to assist. Would you like to provide more details about what you’re trying to resolve or understand next?

Clay Support
APP
·
·
Your approach is spot on! Here's how to set it up:
Setup:
1.
Create a table with your target company domains
2.
Add the Intellizence enrichment to pull latest fundraising data [1]
3.
Set up scheduled re-runs in Table Settings to monitor monthly [2]
Detection System:
Create a monitoring table that captures timestamps and funding amounts. Use formulas to detect changes between current and previous funding data
Slack Automation:
When new funding is detected, automatically send enriched summaries to your sales Slack channels with funding details, amount, stage, and investors [3] [4]
Pro tip: You can also use our "News & Fundraising" signals feature to catch funding announcements in real-time, not just monthly checks [5]
This creates an automated intelligence system that alerts your team the moment target accounts raise funding!
Clay Support
APP
·
·
Was that helpful?
Clay Support
APP
·
·
If you need any further assistance setting up the funding alert system or have more questions, I’m here to help. Would you like to provide more details about what you’re trying to achieve or any specific challenges you’re facing?
Jack C.
·
·
Frank S. Save yourself some credits and potentially run a Claygent news finder for old funding. And clean those that are Series C plus. Then only run the monthly on the ones that aren't too mature.
1
Clay Support
APP
·
·
Smart approach! You can use Claygent to research historical funding rounds and filter out mature companies (Series C+) before setting up your monthly monitoring. [1]
Set up conditional logic so the monthly enrichment only runs on companies that haven't reached Series C - this saves credits by avoiding enrichment on companies unlikely to raise again soon. [2]
For the news finder approach, you could also use our "News & Fundraising" signals to catch funding announcements in real-time rather than waiting for monthly checks. [3]
Would you like help setting up the Claygent prompt to identify and filter out Series C+ companies from your target list?
Clay Support
APP
·
·
If you still need help refining your funding alert setup or have other questions, I’m here to assist. Would you like to share more about what you’re trying to accomplish or any specific issues you’re encountering?
Frank S.
·
·
Thanks Jack C. When you say "clean" what do you mean? please So I'm on the right lines, you're saying break down the target account list (currently 700 companies) and reduce it so it's only the companies that are less mature AKA we want to track funding rounds ?
Clay Support
APP
·
·
Yes, exactly. By "clean," I mean filtering your list to exclude companies that have already reached Series C or later funding stages. This way, you focus your monitoring and credit usage on less mature companies that are more likely to have new funding rounds. Does that match what you had in mind?
Clay Support
APP
·
·
If you still need help with refining your target account list or setting up the funding alerts, I’m here to assist. Would you like to provide more details about what you’re trying to resolve or understand next?