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Steps to Automatically Identify B2B or B2C Companies | Clay

Steps to Automatically Identify B2B or B2C Companies

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Hi - What are the steps to get to this screen? Trying to accomplish this: Automatically Determine Whether A Company is B2B or B2C https://www.youtube.com/watch?v=H3mhp3o9H80

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Daniel K.
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Hi Aris! Happy to help. You can do this with Claygent. To set up Claygent, you'll need to follow these steps: * Navigate to the enrichment panel in your Clay workspace. * Look for the Tools section. * Under AI, select Claygent from the available options. * Utilize the library of preset templates for common tasks provided by Claygent. In your case type in "B2B". These templates are designed to help you get started quickly, especially if you're new to AI agents. * For specific tasks like locating a company's 10K report, input the company name from your table. Claygent will use the pre-written prompt to find the relevant URL. If there's anything else I can assist you with, please let me know!
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Aris
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Thanks a bunch
Channeled
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