Tutorial Request for Personalizing Cold Emails with CSV Data

Hello! Can anyone advise if there's a tutorial or resource that would cover the steps involved in creating something like these emails? Essentially I'd like to provide a csv from listkit to clay and have the clay table find upcoming events for the lead's company + find a relevant coworker for the lead and then use both of those pieces of information to personalize my cold emails.

4 comments

Channeled
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While we don't have a specific tutorial for your exact workflow, we can guide you through the process using Clay's features. Here's a general approach: 1. Import your CSV: Use Clay's CSV import feature to bring your Listkit data into a Clay table. 2. Enrich data: Use Clay's enrichment tools to find additional information about the lead's company, including upcoming events. 3. Find relevant coworkers: Utilize Clay's people search capabilities to identify coworkers related to your lead. 4. Personalize emails: Use Clay's AI-powered email drafting feature to create personalized cold emails based on the enriched data. For a detailed walkthrough, check out our Clay University lessons or explore our templates for similar workflows. If you need more specific guidance, please ask for human assistance.
Sources: FAQ | Clay.com Claybooks: Write personalized emails based on website data | Clay.com Find People [Clay 101] - Clay University
Nicolas B.
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Thank you!
Channeled
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shivam
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hey Nicolas B. you could also try out https://www.octavehq.com/, its better to manage if you are doing emails at scale, they have these data models in place : a) style -> describe the tone b) playbooks -> describe the product X persona c) agents -> which generate personalised emails