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Clay 101

Learn how to build go-to-market plays on the new Clay

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Welcome to the New Clay
✔
1
Welcome to the New Clay
Find Companies and People with Search
✔
2
Find Companies and People with Search
Organize Your Data with Audiences
✔
3
Organize Your Data with Audiences
Enrich and Transform with Workflows
✔
4
Enrich and Transform with Workflows
Act: Sequencer, Ads, CRM Send
✔
5
Act: Sequencer, Ads, CRM Send
Find Local Businesses and Lookalikes
✔
6
Find Local Businesses and Lookalikes
Add Signals to a Segment
✔
7
Add Signals to a Segment
AI Knowledge Hub
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8
AI Knowledge Hub
Reuse Logic with Functions
✔
9
Reuse Logic with Functions
Use Clay Through MCP
✔
10
Use Clay Through MCP
Build a Claygent
✔
11
Build a Claygent

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Act: Sequencer, Ads, CRM Send
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About this lesson
00:00

Act: Sequencer, Ads, CRM Send

This lesson covers the last step of the play: getting enriched companies and people out of Audiences and into action. There are three main ways to act:

  • Send the data somewhere
  • Sync it to ads
  • Run it through the Sequencer.

📊 What the Play Built

First, a look at the results. With the CLI, a little back and forth, and some checking on the workflows, the U.S PE companies segment now holds:

  • Headquarters: whether each firm is headquartered in the US, plus country and city (the city formatting could use a cleanup pass)
  • Portfolio company count, from the stronger model
  • Portfolio mix: share in tech and SaaS, share in real estate, finance, and healthcare, and the full breakdown, including "other"
  • Portfolio Clay usage, from public evidence since there's no CRM connection
  • Research sources and firm type

The breakdown sits in one field on purpose. You could split it into separate fields with a code node, but keeping it together makes it easier to hand the whole thing to AI and ask what it says about each firm. That tells you which firms really focus on GTM execution and which portfolio companies matter most, so you can tailor the approach to each.

The people side is lighter: title, demographics, basic details, plus the PE fields (email source, waterfall result, interviews and context, prior GTM experience).

From here, you could do what we did in the last lesson: go back to the CLI and add one more workflow for the act step.

📤 Sending Data Somewhere Else

This is the export piece of the old framework. On a people or companies audience, click Send and pick an export action:

  • Send to a workflow, which can then call a custom API, send an email, or post to Slack
  • Sync to an ad platform

Most of these are notifications or data storage: getting the right record to the right place.

📣 Syncing a Segment to Ads

Ads let you run campaigns on one specific segment of your audience.

  1. Select a segment.
  2. Create an ad sync.
  3. Choose your ad destinations. For a companies segment, LinkedIn was the only destination shown. For people, the list is longer: Meta, Bing, Vibe.co, Reddit, and LinkedIn.
  4. Walk through the match wizard.

During the match, Clay works out each person's ID on each ad platform by matching on their emails.

Matching is the step that decides how much of your segment you actually reach.

Better coverage means more of the right people see the ad, and tighter targeting means less spend on the wrong ones. The demo stops short of a full sync because there's no connected ad account.

✉️ Sending Email with the Sequencer

The Sequencer is Clay's native email tool, and it's the right fit today for lower-volume cold outbound. High-volume sending is still being built out. You get native analytics, and the results feed back into your Clay context.

To set it up:

  1. Choose your inboxes. Buy managed inboxes in Clay (Gmail or Outlook) and Clay handles setup and warmup, or connect the email infrastructure you already run.
  2. Tell it your weekly sends. That determines how many domains you need so you don't get blacklisted.
  3. Finish the wizard, purchase your inboxes, and you're ready to run outbound.

🏁 The Whole Play

That's the play from start to finish: a search written by AI, saved to Audiences and cut into segments, enriched by two workflows the CLI built, and ready to act on through ads, email, or anywhere a workflow can reach. The platform is changing fast, and your advantage gets to change just as fast.

⭐ Want to dive deeper? → If you want to keep going with other people: the Clay community is the easiest start and is where Clay Club meetups live. Cohorts are for going deep with a group, and certifications are for proving the skill.

🚀 What's Next

You've now run one full play on the new Clay: target, enrich, and act, built mostly by prompting and checked by you.

Next are the bonus lessons, which cover the parts of Clay that didn't fit the main play: local businesses and lookalikes, signals, the Knowledge Hub, Functions, the MCP, and Claygents.

Next up
Clay 101

Find Local Businesses and Lookalikes

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