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

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About this lesson
00:00

AI Knowledge Hub

AI context is the business knowledge Clay's AI draws on across your workspace. Set it up once and everything from signal topics to Claygent research gets more specific to your business.

🧠 Setting It Up

  1. Find AI context near the bottom of the left sidebar.
  2. Generate a starting point. Type your company's website (here, clay.com) and click Generate. Clay writes the first draft for you.
  3. Read it and edit it. Go through the three parts and make them yours:
    • Your company description
    • Your ideal customer profile
    • Your buyer personas
  4. Keep adding to it as your plays and your strategy change.

This is what makes everything else in Clay personalized to your business, your goals, and your GTM strategy. The signal topics in the last lesson came from exactly this.

🚀 What's Next

Your workspace now has AI context that the rest of Clay can draw on.

Next, we'll look at Functions: reusable logic you build once and use everywhere.

Next up
Clay 101

Reuse Logic with Functions

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