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Automated Outbound

Learn how to build fully automated, 1:1 outbound campaigns using AI in Clay

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Intro to Personalized Outreach at Scale
1
Intro to Personalized Outreach at Scale
Enrich Companies (Waterfalls)
2
Enrich Companies (Waterfalls)
Enrich People (Waterfalls)
3
Enrich People (Waterfalls)
AI Formulas + Conditional Runs
4
AI Formulas + Conditional Runs
Data Cleaning + Normalization
5
Data Cleaning + Normalization
Claygent: AI Web Scraper
6
Claygent: AI Web Scraper
11 AI Prompts to Automate Prospect Research with Claygent
7
11 AI Prompts to Automate Prospect Research with Claygent
Intro to AI Snippets (Copywriting)
8
Intro to AI Snippets (Copywriting)
We Made 24 Prompts So You Don’t Have To
9
We Made 24 Prompts So You Don’t Have To
Push Data To Your Email Sequencer
10
Push Data To Your Email Sequencer
Personalized Direct Email Campaigns Step-By-Step Walkthrough with SmartLead
11
Personalized Direct Email Campaigns Step-By-Step Walkthrough with SmartLead
Automated Omnichannel with La Growth Machine
12
Automated Omnichannel with La Growth Machine
Deep Dive: SendSpark AI Video Generation
13
Deep Dive: SendSpark AI Video Generation
Deep Dive: Tavus AI Video Generation
14
Deep Dive: Tavus AI Video Generation
Deep Dive: HeyReach Integration
15
Deep Dive: HeyReach Integration
Deep Dive: Clay Sequencer
16
Deep Dive: Clay Sequencer

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Claygent: AI Web Scraper
About this lesson
00:00

🤖 Unleashing the Power of Claygent: Clay's Game-Changing AI Feature

Note: this lesson also appears in Clay 101, Limitless Research, and CRM Enrichment, so feel free to skim or skip if you've already seen it somewhere else

Now that you're a prompting expert, it's time to dive into Clay's most powerful AI integration - Claygent. At it's core, Claygent is an AI based web scraper perfectly designed for retrieving unstructured data in non-repeatable locations (think staff/people pages on various company websites as an example).

🌐 Understanding Claygent: Your All-Knowing Digital Assistant

Imagine having a tireless, incredibly knowledgeable assistant at your fingertips, ready to scour the web for any information you need. That's Claygent in a nutshell. It's designed to access and retrieve virtually any publicly available data point on the internet, with the exception of information hidden behind paywalls or password-protected areas.

What makes Claygent truly unique is its ability to harness both the vast expanse of web data and the analytical power of AI. However, it's important to remember that while Claygent has access to an enormous amount of information, its effectiveness relies heavily on the context and instructions you provide. Mastering the art of prompting is key to unlocking Claygent's full potential.

Selecting Claygent from the Enrichment Panel

🚀 Getting Started with Claygent

To begin your Claygent journey, navigate to the enrichment panel in your Clay workspace and look for the Tools section. Under AI, you'll find Claygent among other powerful options. We've made it easy to hit the ground running by providing a library of preset templates for common tasks. These templates are an excellent starting point, especially if you're new to working with AI agents.

For instance, if you need to locate a company's 10K report, you can simply input the company name from your table, and our pre-written prompt will guide Claygent in finding the relevant URL. This template approach not only saves time but also helps you understand how to structure effective prompts for various tasks.

Using Claygent to find Company 10-Ks and Extract Information from them

🧠 Choosing the Right Model: Neon, GPT-4, or Claude

When using Claygent, you have the flexibility to choose from different AI models, each with its strengths:

  1. Claygent Neon: Our flagship model, specially designed for agent tasks. While it may not have the same level of reasoning capabilities as some other models, it excels in answer formatting and data extraction. Neon allows you to format results into multiple columns or outputs, making it incredibly powerful for extracting various data points from a single Claygent run.
  2. GPT-4 and Claude Opus: These models offer enhanced reasoning capabilities. While they don't provide the same level of answer formatting as Neon, they can be useful for testing data accuracy or handling more complex analytical tasks.

Selecting the right model is more of an art than a science, and we encourage you to experiment to find the best fit for your specific needs.

💡 Practical Applications: From LinkedIn Profiles to Thought Leadership

Let's explore some real-world applications of Claygent to illustrate its versatility:

  1. LinkedIn Profile Enrichment: With just a few input variables, Claygent can locate an individual's LinkedIn profile and extract valuable information such as work experience, awards, and summary.
  2. Social Profile Analysis: Once you have the LinkedIn data, you can use AI (not necessarily Claygent for this step) to summarize the information and highlight the three most unique or interesting insights about the individual.
  3. Thought Leadership Research: Claygent truly shines when tasked with finding thought leadership content. You can instruct it to search for blogs, interviews, podcasts, and articles related to a specific person. Using the Neon model, you can extract multiple pieces of research into separate outputs, making it easy to organize and analyze the findings.
  4. Content Analysis: For each piece of research found, you can run another Claygent call to extract metadata and key excerpts. This might include classifying the content type (blog, podcast, interview, etc.), identifying the author, summarizing main points, and pulling relevant quotes or snippets.
  5. Personalized Outreach: All this rich, personalized data can then be used to craft highly targeted and engaging outreach messages, significantly improving your communication strategies.
Using Claygent to find and extract thought leadership in Clay

🔮 The Future of AI-Powered Research

Claygent represents a significant leap forward in how we approach data gathering and analysis. By combining the vast resources of the web with the intelligence of AI, we're opening up new possibilities for personalization, research, and outreach.

We're thrilled to see how you will leverage Claygent in creative and exciting ways. Whether you're in sales, marketing, research, or any field that requires deep, personalized insights, Claygent is poised to become an indispensable tool in your arsenal.

As we continue to refine and expand Claygent's capabilities, we encourage you to explore, experiment, and push the boundaries of what's possible. The future of AI-powered research is here, and it's more accessible than ever before.

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Automated Outbound

11 AI Prompts to Automate Prospect Research with Claygent

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Automated Outbound

Demonstrate your proficiency in building end-to-end automated outbound prospecting systems. Show off your ability to identify target prospects using Clay's search capabilities, enrich leads with personalized data points, craft dynamic outreach sequences, then automatically sync campaigns with your CRM and email tools for seamless execution.

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