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Clay in ChatGPT

Learn how to use Clay's enrichment and research tools directly inside ChatGPT to find contacts, research accounts, and craft personalized outreach, all in a single conversation.

Progress

What is Clay in ChatGPT?
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1
What is Clay in ChatGPT?
Setting up Clay in ChatGPT
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2
Setting up Clay in ChatGPT
Best practices for Clay in ChatGPT
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3
Best practices for Clay in ChatGPT
Finding & Enriching Contacts in ChatGPT
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4
Finding & Enriching Contacts in ChatGPT
Company Research in ChatGPT
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5
Company Research in ChatGPT
Outreach in ChatGPT
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6
Outreach in ChatGPT
An SDR Workflow in ChatGPT
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7
An SDR Workflow in ChatGPT
An Account Planning Workflow in ChatGPT
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8
An Account Planning Workflow in ChatGPT
Creating Your Own Use Cases in ChatGPT with AI
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9
Creating Your Own Use Cases in ChatGPT with AI
Troubleshooting Clay in ChatGPT
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10
Troubleshooting Clay in ChatGPT

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Finding & Enriching Contacts in ChatGPT
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Finding & Enriching Contacts in ChatGPT

In this lesson, you'll learn how to find and enrich contacts directly in ChatGPT.

🎯 The Goal

Let’s say we're looking to sell into marketing leaders at fintech companies.

We'll follow these three steps: Find, filter, enrich. (For anyone who's paying attention: this follows closely with our FETE framework.)

🔍 The Three-Step Process

Here are the three prompts you'll use in ChatGPT, one at a time:

Step 1: Find the contacts

@Clay find marketing leaders at Stripe.com

Step 2: Filter to your target criteria

Filter to US-based Directors

Step 3: Enrich with additional data

‍Enrich the top 5 contacts with email and work history

📊 Available Data Points in ChatGPT

Here are the data points you'll be able to access in ChatGPT right now:

  • Email
  • Work history, revenue, funding
  • Tech stack, traffic, headcount, open jobs
  • Claygent for custom research

💡 Additional Use Cases and Prompts

Knowing what data you can access, let's look at some other use cases and prompts you can use.

Use case: Find & Enrich by Role & Tenure

‍@Clay find software engineers at Rippling.com who joined in the last 6 months. Tell me what companies they are coming from

Use case: Do background research

‍@Clay find the marketing leaders at Notion.com and find the last podcast they've been on

Use case: Prepare for meetings

‍@Clay I have an intro meeting with Darri Atlason at Harmonic tomorrow morning. Please give me a summary brief with everything I should know and some talking points.

🚀 What's Next

Next, you'll learn about doing company research inside of ChatGPT.

Next up
Clay in ChatGPT

Company Research in ChatGPT

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