Automating GTM sales research with Clay

In order to perk up my familiarity with the practical business applications of AI, I stumbled upon an opportunity to work on a project involving Clay, which I can only describe as an automation platform that is a hybrid of Zapier and Google Sheets. Clay is a really interesting platform but the learning curve has been steep.

Having experimented with it about 20-ish hours, I think I have gotten the hang of it. Clay’s documentation, Clay University, has been a great resource and the community chat boards are pretty active. Lots of good tips an tricks to be found.

Here are some Clay design patterns that I’ve gotten accustomed to.

Job-Starter Table -> Multiple task tables -> Merge table