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.
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.
Thank you!
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