Looking for Quick Help on Using Clay GTM Automation Tool

Shriya Nevatia · 2024-10-18 18:36:38.75874+00

Hey! This is my first time using *any* GTM automation tool and I’m getting a bit stuck understanding the mental model of how to use Clay. Does anyone have time for a quick 30-min call for Q&A — some “Clay for Dummies” help?

Looking for Quick Help on Using Clay GTM Automation Tool | Clay

8 comments

· Sorted by Oldest

Tanvi (Clay)
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Hi Shriya, thanks for reaching out and welcome to Clay!🚀🌈 Think of Clay as an artist's blank canvas to customize and automate any GTM workflow you can think of, with every tool at your fingertips in a central place where they can all talk to each other! The possibilities are quite literally endless. But no matter what you build in Clay, it always follows the steps of FETE: Finding, Enriching, Transforming, and Exporting Data. Here's a video explaining what I mean! If you're for some "Clay for Dummies" help, I'd start by exploring our Clay 101 course. Here you can learn all the fundamentals you need to navigate Clay seamlessly when getting started. We also have additional courses on Automating outbound, automating inbound, Limitless Research, and CRM Enrichmentthat you can watch from here! There's a lot you can do in Clay, but if you share more about your goals for what you're looking to use Clay for, I'm happy to guide you in building a workflow that can help you achieve this! 😊
Shriya Nevatia
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Thanks so much!! I watched some Clay 101 videos but I think I need something even more basic to start 😅
I have created a manual list of 50 companies that I want to find contacts for
I want to enrich this list with all C-Suite, VP, and Director level employees I can find at each company & grab their LinkedIn & email address
Then I want to use the customization tools to personalize each email
Amit Sarda (Clay Expert)
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Hi Shriya! I have set up this exact flow for a VC, except the personalization part (which is pretty easy to set up).
Shriya Nevatia
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Awesome, Amit Sarda (Clay Expert) have any time for a short call or Loom?
Amit Sarda (Clay Expert)
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You can book some time here: https://cal.com/amitsarda/consultation
Tanvi (Clay)
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Hey Shriya and thanks for chiming in here Amit! Here’s a simple step-by-step guide to help you set up this workflow: 1. Upload your company list: Start by manually uploading your list of 50 companies into a new table via CSV. 2. Find contacts: In the company table, click on Actions (top right) > Find people at these companies. 3. Filter for specific roles: Use the job title filters to search for C-Suite, VP, and Director-level employees. You can also apply any additional filters you’d like. This will return their LinkedIn profiles. Import these results into a new people table. 4. Enrich email addresses: Click Add an enrichment (top right) and choose the work email waterfall. Link the Full Name and Company Domain fields, then run the enrichment to find email addresses. (Tutorial) 5. Additional enrichments: If you’d like to add more personalized data, search for other enrichments in the Add enrichment search bar. 6. Personalize emails: To draft personalized emails, type Use AI in the search bar and use the Copywriting/Message Drafting feature to generate email copy tailored to your contacts. (Tutorial) Let me know if you have any questions or need further assistance! 😊
Channeled
APP
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Hi Shriya Nevatia! This thread was recently closed by our Support team. If you have a moment, please share your feedback:
Channeled
APP
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Thank you so much for sharing your feedback Shriya Nevatia!

Tanvi (Clay)
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Hi Shriya, thanks for reaching out and welcome to Clay!🚀🌈 Think of Clay as an artist's blank canvas to customize and automate any GTM workflow you can think of, with every tool at your fingertips in a central place where they can all talk to each other! The possibilities are quite literally endless. But no matter what you build in Clay, it always follows the steps of FETE: Finding, Enriching, Transforming, and Exporting Data. Here's a video explaining what I mean! If you're for some "Clay for Dummies" help, I'd start by exploring our Clay 101 course. Here you can learn all the fundamentals you need to navigate Clay seamlessly when getting started. We also have additional courses on Automating outbound, automating inbound, Limitless Research, and CRM Enrichmentthat you can watch from here! There's a lot you can do in Clay, but if you share more about your goals for what you're looking to use Clay for, I'm happy to guide you in building a workflow that can help you achieve this! 😊
Shriya Nevatia
·
·
Thanks so much!! I watched some Clay 101 videos but I think I need something even more basic to start 😅
I have created a manual list of 50 companies that I want to find contacts for
I want to enrich this list with all C-Suite, VP, and Director level employees I can find at each company & grab their LinkedIn & email address
Then I want to use the customization tools to personalize each email
Amit Sarda (Clay Expert)
·
·
Hi Shriya! I have set up this exact flow for a VC, except the personalization part (which is pretty easy to set up).
Shriya Nevatia
·
·
Awesome, Amit Sarda (Clay Expert) have any time for a short call or Loom?
Amit Sarda (Clay Expert)
·
·
You can book some time here: https://cal.com/amitsarda/consultation
Tanvi (Clay)
·
·
Hey Shriya and thanks for chiming in here Amit! Here’s a simple step-by-step guide to help you set up this workflow: 1. Upload your company list: Start by manually uploading your list of 50 companies into a new table via CSV. 2. Find contacts: In the company table, click on Actions (top right) > Find people at these companies. 3. Filter for specific roles: Use the job title filters to search for C-Suite, VP, and Director-level employees. You can also apply any additional filters you’d like. This will return their LinkedIn profiles. Import these results into a new people table. 4. Enrich email addresses: Click Add an enrichment (top right) and choose the work email waterfall. Link the Full Name and Company Domain fields, then run the enrichment to find email addresses. (Tutorial) 5. Additional enrichments: If you’d like to add more personalized data, search for other enrichments in the Add enrichment search bar. 6. Personalize emails: To draft personalized emails, type Use AI in the search bar and use the Copywriting/Message Drafting feature to generate email copy tailored to your contacts. (Tutorial) Let me know if you have any questions or need further assistance! 😊
Channeled
APP
·
·
Hi Shriya Nevatia! This thread was recently closed by our Support team. If you have a moment, please share your feedback:
Channeled
APP
·
·
Thank you so much for sharing your feedback Shriya Nevatia!