Learn and master Clay with Clay university

In this lesson, you'll use AI to generate creative prompts and workflows tailored to your role. Then, run the best ideas through Clay in ChatGPT.

📝 Step 1: Set Your Role and Goal

First, go to ChatGPT and clearly define who you are and what you're trying to accomplish.

For example:

I'm a Head of Growth at Gusto. Help me think through creative research strategies for prospecting into mid-market companies.

This gives the AI context about your specific situation so it can generate relevant, actionable ideas for your use case.

💡 Step 2: Generate Data Points and Prompt Templates

Next, ask the AI to brainstorm specific data points and prompt templates you can use.

For example:

Give me 10 creative data points I should gather about target accounts and 5 prompt templates I can use with Clay in ChatGPT.

The AI will generate a list of creative research angles and ready-to-use prompts tailored to your role and goals.

🧪 Step 3: Test the Best Ideas

Pick 2 promising data points or prompts from the AI's suggestions and run them in Clay in ChatGPT to see what results you get.

For example:

@Clay find companies in the healthcare space with 200-500 employees that recently raised Series B funding

OR

@Clay research which HR software they currently use and identify the decision maker for HR operations

Test different approaches to see which ones surface the most valuable insights for your specific needs.

🔄 The Migration Rule: When to Move from ChatGPT to Clay Tables

Here's the key principle: If you find yourself typing the same prompt repeatedly, that is your signal to migrate the workflow into Clay.

Repeating prompts means you have found a repeatable workflow. When you notice this pattern, it's time to move it from ChatGPT into Clay tables for:

• Automation at scale - Run the workflow across hundreds or thousands of records automatically
• CRM integration - Connect your enriched data directly to your sales tools
• Team collaboration - Share the workflow with your entire team
• Credit efficiency - Optimize how you use your Clay credits across larger datasets

‍

The ChatGPT interface is perfect for experimentation and testing ideas. But once you've validated a workflow that delivers results, Clay tables give you the infrastructure to scale it across your entire go-to-market motion.

We got one more lesson for you. See you there.