In this week’s Upstream session at the Hub, members were fortunate to have a 90min workshop on how to use the Clay platform to automate lead generation campaigns.
Clay enables B2B startups to build lists of prospective customers and then enrich that data from many 3rd party data providers, company websites and social media channels using clay’s waterfall approach.
That data can then be injected into AI prompts to further refine, eg info scraped from the lead’s company website can be fed into a prompt to identify likely problems faced by that company. These steps can help to score the leads and the table-based interface can be used to filter them for the next refinement.
Those insights can then be piped into a second prompt that produces a personalised message which can be automatically sent to the lead via a number of 3rd party integrations. Those steps can be tested and tuned on a small number of records and then applied to tens of thousands of rows in a table.
We’re all probably receiving an increasing amount of cold email and linkedin messaging outreach using automated techniques and we can expect that to become more personalised with these kinds of tools. A key takeaway was that the platform allows for a tremendous amount of creativity - from the kinds of data sources and 3rd party integrations available, to the ability to create sophisticated prompt chains that produce compelling and relevant messages that improve the chances of converting to a conversation.
Thanks to Yash Tekriwal 🤔 Clay’s head of education for dialling in from NYC to walk us through the platform and share tips and best practices.
Looking forward to next week’s Upstream session, where Ian Hansel will take us through how we can use Claude artefacts to create mini-apps, dashboards, data visualisations and other useful tools.
