Clay workflows for B2B go-to-market teams
Data enrichment and AI-powered GTM workflow orchestration
Clay helps B2B teams enrich companies and contacts, run AI prompts across rows, and turn account data into outbound, ABM, and research workflows. It often acts as the connective layer between data sources, personalization logic, and go-to-market execution.
Used in
30
30 workflows currently reference Clay.
Core tool count
26
26 workflows mark Clay as a primary tool.
Common roles
29
Roles are derived from how the tool is used inside each workflow.
Common uses
How Clay shows up in the workflow library
These are not generic feature labels. They come from the specific job Clay performs inside published workflows.
Workflow links
Workflows using Clay
Build a closed-won lookalike outbound agent from CRM deal context
Use Claude Cowork, HubSpot, Clay, Slack, email, and call intelligence fields to turn recent closed-won deals into lookalike accounts and review-ready outbound sequences.
Role in workflow
Lookalike account and contact enrichment
Build a LinkedIn comment engagement system for target accounts
Monitor target account activity, identify posts worth engaging with, and draft thoughtful LinkedIn comments that build visibility without sounding automated.
Role in workflow
Account list enrichment and tracking
Build a market landscape report from scratch using AI as your analyst
Use AI to map a market, identify segments, classify competitors, summarize trends, and produce a strategic landscape report for executives or GTM teams.
Role in workflow
Company enrichment and categorization
Build a no-code lead scraping system with a strict QA gate
Extract leads from public sources, enrich and validate them, then import only qualified records into your CRM with source tracking and quality checks.
Role in workflow
Lead enrichment and scoring
Build a one-account interactive ABM experience
Create a useful diagnostic, benchmark, planner, or roadmap for one strategic account using verified research, controlled personalization, deterministic logic, instrumentation, and coordinated account follow-up.
Role in workflow
Account enrichment and source-linked research
Build a warm intro request system from LinkedIn mutual connections
Find mutual connections between your reps and target buyers, score the best intro paths, and draft warm ask emails that feel specific instead of awkward.
Role in workflow
Prospect enrichment and workflow table
Build industry-vertical ad campaigns from one master campaign using AI
Turn one core B2B campaign into 5-8 vertical-specific ad campaigns with tailored pain points, proof points, creative angles, and CTAs.
Role in workflow
Vertical account and persona enrichment
Build reactivation sequences for dormant high-fit leads
Find high-fit leads that went quiet, diagnose why they stalled, and generate reactivation sequences based on their past behavior, role, and buying context.
Role in workflow
Lead enrichment and fit scoring
Create hyper-personalized cold outreach using Clay enrichment and AI scripting
Build a Clay-powered outbound system that enriches prospects, finds relevant signals, and writes personalized emails at scale without sounding automated.
Role in workflow
Data enrichment and workflow orchestration
Create personalized sales decks per prospect using enrichment data and AI
Generate prospect-specific sales decks that adapt messaging, proof points, use cases, and slides based on company data, industry signals, and buyer role.
Role in workflow
Account enrichment and signal collection
Event-triggered ABM content drops when target accounts show buying signals
Build an ABM system that detects buying signals from target accounts and automatically sends the right content, proof, and follow-up angle at the right moment.
Role in workflow
Account enrichment and trigger routing
Find partner account overlap and create co-sell campaign plays
Turn Crossbeam account overlap into prioritized co-sell plays, account angles, HubSpot lists, and partner-approved campaign motions instead of letting partner data sit unused.
Role in workflow
Account enrichment and angle scoring
Launch new-feature adoption pages for 25 target customers
Turn feature docs and customer context into account-specific adoption pages, forms, and outbound messages that drive usage from customers most likely to benefit.
Role in workflow
Customer enrichment
Prospect ad-active founders with live creative context
Find ICP companies currently running ads, verify founder or owner context, develop one evidence-bounded outreach hypothesis, choose email or manual LinkedIn, activate safely, and measure whether the signal is useful.
Role in workflow
Company, founder, signal, and message research
Route and enrich partner-sourced leads without losing attribution
Create a partner lead intake workflow that enriches submissions, preserves partner attribution, routes records to the right owner, and prevents duplicate or orphaned leads.
Role in workflow
Lead enrichment and dedupe support
Run a CRM hygiene cleanup sprint with AI scoring and field fixes
Find stale, duplicated, incomplete, and misrouted CRM records, then prioritize fixes that improve campaign targeting and sales follow-up.
Role in workflow
Enrichment and duplicate investigation
Run a solo-marketer podcast production machine
Build a lightweight podcast operation that handles guest sourcing, outreach, recording, editing, clips, show notes, blog posts, and distribution without a large media team.
Role in workflow
Guest research and enrichment
Track competitor customer migration signals and build switcher plays
Monitor public signs that competitor customers are frustrated, migrating, hiring, or evaluating alternatives, then turn those signals into ethical switcher plays.
Role in workflow
Account enrichment and signal table
Turn a booked sales meeting into a pre-call intelligence pack
Convert CRM notes, participant research, company signals, and prior conversations into a concise call plan with hypotheses, discovery questions, and risk flags.
Role in workflow
Participant and account enrichment
Turn an event website into a trade show meeting list
Scrape exhibitors, sponsors, speakers, and agenda pages, then build a prioritized meeting target list with buyer roles, CRM ownership, and invite angles.
Role in workflow
Company enrichment and fit scoring
Turn best customers into ICP lookalike account research maps
Use your best closed-won customers to find lookalike accounts, explain why each account fits, and give reps a ranked research map instead of a generic lead list.
Role in workflow
Account enrichment and research table
Turn breakout company signals into a high-fit prospecting sprint
Find fast-moving accounts based on funding, hiring, expansion, and market momentum, then convert them into a prioritized prospecting list and call block.
Role in workflow
Account enrichment and scoring
Turn closed-won deals into lookalike account outbound plays
Mine recent closed-won CRM notes, call transcripts, objections, and proof points, then find similar accounts and draft human-reviewed outbound sequences.
Role in workflow
Lookalike account enrichment
Turn high-intent website visitors into same-day prospecting sprints
Convert pricing, demo, and repeat website visits into a fast prospecting workflow with account identification, contact discovery, message angles, and same-day outreach.
Role in workflow
Account and contact enrichment
Turn intent keyword clusters into ABM account prioritization
Use search intent, CRM context, and account enrichment to score target accounts by the problems they appear to be researching right now.
Role in workflow
Account enrichment and scoring
Turn past champion job changes into warm account research briefs
Track when former buyers, users, and champions join new companies, then build a warm-entry account brief and outreach angle before the relationship goes cold.
Role in workflow
Signal enrichment and account table
Turn a buying committee map into a LinkedIn relationship sequence
Map the likely buying committee at a target account, identify who is active on LinkedIn, and build a manual engagement sequence before asking for a meeting.
Role in workflow
Contact enrichment and account context
Turn anonymous website visitors into warm outbound plays
Identify high-fit companies visiting your site, enrich the buying committee, and generate timely outbound based on the pages they viewed.
Role in workflow
Buying committee enrichment
Turn badge scans into segmented event follow-up sequences in 24 hours
Transform raw event badge scans into persona-based follow-up, rep tasks, and campaign segments before attendees forget the conversation.
Role in workflow
Lead enrichment and company context
Turn target-account LinkedIn engagement into warm conversation openers
Monitor target account activity, draft useful comments and soft DMs, then turn real engagement into warmer LinkedIn conversations without sounding automated.
Role in workflow
Account context and enrichment