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Automating Prospecting Triggers: Streamline with Clay Dashboard & Data Tools

Avatar of Benyamin H.Benyamin H.
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I have this crazy vision of automating my prospecting triggers. Wondering if anyone has figured out the best way to do this? I want a dashboard where I can load up all my target companies and get notifications when things like the list below happen • New 10k/10q released. • New job postings for relevant personas. • Press release involving new locations opening • Champion tracking ie. ghetto usergems setup. • New Investor day decks for applicable private companies. • Any time our investors fund a new company. • When a current client or prospect has an M&A. • Decrease in IT dept by 10+%. • Layoffs. • Reducing number of locations. Currently my vision of doing this is loading up prospects into Clay and creating columns that would alert me of these sorts of things, and refreshing them once a month or so. Haven't tried it yet so I'm not sure how it would go. We have plenty of data tools, I'm wondering if there's a prospecting tool out there that collects this sort of specific information I could feed into a Clay table to streamline this task? I know all this information is available between Salesnav, Apolllo and Zoominfo, curious if it's possible to leverage it into a singular view somehow? Pic for attention

5 comments

  • Avatar of Clay Team
    Clay Team
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    Hey hey! Can you drop the URL for your table here? (if applicable) 🫶 Don't worry, only admins will be able to open your table 😉

  • Avatar of Clay Team
    Clay Team
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    Hey, thanks for reaching out, sorry for the delay!

  • Avatar of Clay Team
    Clay Team
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    So yeah, this could be possible in Clay, but not currently fully automated all in here yet but the team has brought up the idea of working on "scheduled runs" or so. You could have some of the data providers that check for those news, like PredictLeads, some Google Search columns for other values like 10k reports, or even use the Claygent feature to combine AI with web scraping to do most of this work.

  • Avatar of Clay Team
    Clay Team
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    However, if there are other people who may have an automated approach already, hopefully, they can share some insights that you could add to your case. For example, some may have a Scraping tool running on a schedule that may create a record with the new information it gathered in a database or spreadsheet, you could then import into Clay via a webhook to further enrich or update the data with more details and so on...

  • Avatar of Benyamin H.
    Benyamin H.
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    Arturo O. Thank you very much for the thoughtful response!