Claygent playbooks
Claygent is Clay's AI web research agent. These playbooks use it to read company websites, careers pages, review sites, and news, then return answers a workflow can use, such as tech stack notes, recent company changes, hiring signals, or reviewer details. Every Claygent playbook here also uses Clay, so see the Clay hub for the full set.
- OutboundAdvanced
Auto-Prospect Companies After Funding Announcements
Sales teams miss narrow timing windows when companies raise capital and need new vendors.
ClayClaygentApollo+1Estimate: 8 hrs/week - OutboundIntermediate
Personalize Outbound at Scale Using LinkedIn Data
Generic cold emails get few replies, and reps cannot manually research every prospect on a high-volume list.
ClayClaygentInstantlyEstimate: 10 hrs/week - ResearchBeginner
Monitor Competitor Hiring to Spot Market Moves
Competitor intelligence is reactive. You learn about their new product after launch, not during the build.
ClayClaygentSlackEstimate: 2 hrs/week - ResearchIntermediate
Use Claygent to Research Target Account Tech Stacks
Sales needs to know if prospects use competing tools before the first call, but researching each account by hand is slow.
ClayClaygentBuiltWithEstimate: 7 hrs/week - OutboundAdvanced
Scrape G2 and Capterra Reviews for Competitor Leads
People leaving negative reviews on competitor G2 pages are in-market buyers, but finding them manually is slow.
ClayClaygentApollo+1Estimate: 6 hrs/week - RevOpsIntermediate
Keep CRM Data Clean with an AI Hygiene Agent
CRM records decay as people change jobs and reps type titles and industries in different formats, so segmentation, routing, and reporting quietly break.
ClayClaygentHubSpot or Salesforce+2Estimate: 4 hrs/week - RevOpsIntermediate
Keep Clay Credit Spend Predictable on Enrichment Tables
Clay tables that enrich every row, re-run on every edit, and call providers in no particular order burn through credits faster than planned, and the overspend usually shows up only when the monthly balance runs low.
ClayClaygentHubSpot or SalesforceEstimate: 2 hrs/week - ResearchIntermediate
Send Reps a Researched Account Brief Before Every Meeting
Reps walk into first calls after a quick scan of LinkedIn and the CRM, or skip prep entirely when the calendar is full, so they miss recent company news, past conversations, and open deal context the team already has.
Calendly or Chili PiperZapier or MakeClay+3Estimate: 3 hrs/week - OutboundAdvanced
Find Lookalike Accounts from Your Closed-Won Customers
Outbound lists are usually built from broad filters, while the best predictor of who will buy, the customers you already closed, sits in the CRM unused, so reps spend sequences on accounts that look nothing like your wins.
HubSpot or SalesforceClayClaygent+1Estimate: 4 hrs/week
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