I need some help with setting up a new workflow. | Clay

I need some help with setting up a new workflow.

I need some help with setting up a new workflow. Heres the idea: I have a list with enriched contacts who work at my client companies. I have enriched their personal information. I also have a second list with target leads. Id like to check where the links are to leverage a warm intro. I know swarm but can't get it up and running just yet. Ideally id like to have a setup where I can see (for each target lead) if there are any links with our own employees: maybe they worked together or went to the same college or something.

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To set up a new workflow in Clay, start by creating a new workbook. Here's how: 1. Navigate to your home dashboard in Clay. 2. Click on "New" > "Workbook". Once you've created a workbook, you can add tables to organize your data. To create a new table: 1. Click "Create New" > "Table". 2. Choose between a Company Table, People Table, or Custom Table. When setting up your workflow, consider using the FETE Framework: 1. Find Data: Use Clay's Find Companies and Find People features or import data from your CRM. 2. Enrich: Add more information to your data. 3. Transform: Modify your data as needed. 4. Export: Send your processed data to its final destination. If you need further assistance, you can request human help by clicking on "Talk to a person".
Sources: Find Companies [Clay 101] - Clay University Create New Table Create a Workbook Intro to Clay 101: FETE Framework - Clay University
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Thanks! We've reopened this thread. You can continue to add more detail directly in this thread.
Anaum K.
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Hello Thijs! Thank you for reaching out! How can we help you today?
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