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Workspace- create a new workbook, find companies, then specify the industry
Waterfalls (Filter)- Add enrichment stage (type funding stage), organize the water based on credits
Finding People in Clay- works best with company LinkedIn profiles or company domains, click actions, find people at comp., filter job titles (vps, directors, head), filter experience (optional), import them into a new clay table, then continue
Enrich People (Email Waterfalls)- add enrichment, type work email, find waterfall, continue to add action to get more email clay refunds you for emails they can't get, (add provider), toggle option on, save
Prompt Engineering: The S.P.I.C.E. Framework- (Sections, Prompt Variables, Instructions, Context, Examples), use {{ }}, basically gathering info, use clay ai
Claygent: Your All-Knowing Digital Assistant- craft smart prompts, add enrichment, type use ai, click web research, start lowest credit, use ai templates, input company name from table, apply
Unlocking the Power of AI Formulas in Clay- add column, click formula, type count the total number of experience in, put a /, put education in, add enrichment again, typer personal email, open up run setting, click use ai, then type only run if, work email is blank, then save an run
Data Cleaning & Normalization: Elevating Data Quality with Clay's Cleaning Tools- add enrichment, click tools, normalize categories, click normalize company names, type name on company name
Intro to AI Snippets (Copywriting) -
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