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Let's cover best practices that will help you work more efficiently and get better results with Clay in ChatGPT.

🤔 When to Use Clay in ChatGPT vs. the Clay Platform

Use Clay in ChatGPT when you're working with:

• 1-20 contacts
• Exploratory research
• Ad-hoc planning
• Individual emails

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Stay in the Clay Platform when you need:

• 20+ contacts
• Complex automated workflows
• Deep CRM integration

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Rule of thumb: If you're typing the same thing repeatedly in ChatGPT, migrate the workflow into Clay.

✅ Do's and Don'ts for Using Clay in ChatGPT

Do's:

• Use domains for accuracy: "stripe.com" not "Stripe"
• One company at a time: One chat for Stripe; new chat for Rippling
• Be specific: "VP-level finance" not "executives"
• Be declarative: "Find" not "Can you find"
• Follow FETE: Filter down results before enriching

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Don'ts:

• Broad queries: "Tell me everything about companies in the fintech space"
• Find Company search: Not supported
• Vague criteria: "Find executives at Stripe" or "SaaS companies hiring engineers"

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These best practices mirror prompt engineering basics: use specificity, constraints, and clear inputs.

🔜 What's Next

Next, we'll look at how to find and enrich contacts in ChatGPT.