clay-core-workflow-b

What this skill does

# Clay Core Workflow B: Claygent AI Research & Personalization

## Overview

Complements the enrichment pipeline (`clay-core-workflow-a`) with AI-powered research and personalization. Uses **Claygent** (Clay's built-in AI research agent powered by GPT-4) to scrape websites, extract insights, and generate personalized outreach copy for each prospect. 30% of Clay customers use Claygent daily, generating 500K+ research tasks per day.

## Prerequisites

- Completed `clay-core-workflow-a` with enriched table
- Clay Pro plan or higher (Claygent requires Pro+)
- Understanding of prompt engineering basics

## Instructions

### Step 1: Add a Claygent Research Column

In your Clay table with enriched leads:

1. Click **+ Add Column > Use AI (Claygent)**
2. Choose model: **Claygent Neon** (best for data extraction and formatting)
3. Write your research prompt referencing table columns:

```
Research {{Company Name}} ({{domain}}) and find:
1. Their most recent funding round (amount, date, investors)
2. Any recent product launches or major announcements from the last 6 months
3. Their primary competitors

Return results as structured data. If information is not found, return "Not found" for that field.
```

1. Enable **Auto-run on new rows**

### Step 2: Configure Multi-Output Claygent (Neon Model)

Claygent Neon can extract multiple data points into separate columns from a single run:

```
Research the company at {{domain}} and extract:

Output 1 (Recent News): The most notable company news from the last 90 days. One sentence.
Output 2 (Tech Stack): List the main technologies they use (check job postings, BuiltWith, Wappalyzer data).
Output 3 (Pain Points): Based on their Glassdoor reviews and recent job postings, identify likely operational pain points.
Output 4 (Competitor): Name their primary competitor.
```

Map each output to a separate column for downstream use in personalization.

### Step 3: Build a Personalized Email Opener Column

Add an **AI column** (not Claygent -- use the faster AI model for text generation):

```
You are a sales copywriter. Write a personalized 2-sentence email opener for {{first_name}} at {{Company Name}}.

Context about the prospect:
- Title: {{Job Title}}
- Company size: {{Employee Count}} employees
- Industry: {{Industry}}
- Recent news: {{Recent News}}
- Tech stack: {{Tech Stack}}

Rules:
- Reference one specific fact about their company (not generic)
- Do NOT use "I noticed" or "I came across" (overused)
- Keep it under 40 words
- Sound human, not AI-generated
- End with a natural transition to your value prop
```

### Step 4: Quality-Check AI Output Before Campaign Launch

Before using AI-generated copy in outreach:

```typescript
// src/workflows/qa-clay-output.ts
interface ClayRow {
  email: string;
  company_name: string;
  personalized_opener: string;
  icp_score: number;
  recent_news: string;
}

function qaCheck(row: ClayRow): { pass: boolean; issues: string[] } {
  const issues: string[] = [];

  // Check opener quality
  if (!row.personalized_opener || row.personalized_opener.length < 20) {
    issues.push('Opener too short or empty');
  }
  if (row.personalized_opener?.includes('{{')) {
    issues.push('Unresolved template variable in opener');
  }
  if (/I noticed|I came across|I saw that/i.test(row.personalized_opener || '')) {
    issues.push('Opener uses banned phrases');
  }

  // Check data completeness
  if (!row.email) issues.push('Missing email');
  if (row.recent_news === 'Not found') issues.push('No research data found');
  if (row.icp_score < 50) issues.push('Low ICP score');

  return { pass: issues.length === 0, issues };
}
```

### Step 5: Export Campaign-Ready Data

Configure an HTTP API column to push qualified, personalized leads to your outreach tool:

```json
{
  "method": "POST",
  "url": "https://api.instantly.ai/api/v1/lead/add",
  "headers": {
    "Content-Type": "application/json",
    "Authorization": "Bearer {{Instantly API Key}}"
  },
  "body": {
    "campaign_id": "your-campaign-id",
    "email": "{{Work Email}}",
    "first_name": "{{first_name}}",
    "last_name": "{{last_name}}",
    "company_name": "{{Company Name}}",
    "personalization": "{{personalized_opener}}",
    "custom_variables": {
      "recent_news": "{{Recent News}}",
      "tech_stack": "{{Tech Stack}}"
    }
  }
}
```

Set conditional run: `ICP Score >= 70 AND ISNOTEMPTY(Work Email) AND ISNOTEMPTY(personalized_opener)`

### Step 6: Claygent Navigator for Dynamic Websites

For sites that require interaction (filtering, clicking, scrolling):

1. Add a Claygent column with **Navigator** mode enabled
2. Navigator can click buttons, fill search forms, and extract data from dynamic pages

```
Navigate to {{domain}}/pricing and extract:
1. Number of pricing tiers
2. Starting price
3. Whether they offer a free tier
4. Enterprise pricing model (contact sales vs. listed)

If the pricing page requires interaction (e.g., toggle annual/monthly), switch to annual pricing first.
```

## Error Handling

| Error | Cause | Solution |
|-------|-------|----------|
| Claygent returns "Not found" | Company too small or private | Skip personalization, use generic opener |
| AI opener references wrong company | Column mapping error | Verify `{{column}}` references match table headers |
| Claygent timeout | Complex research prompt | Simplify prompt, break into multiple columns |
| High credit cost per row | Claygent + AI + enrichment stacking | Run Claygent only on ICP-qualified rows (score >= 60) |
| Template variables in output | AI hallucinating Clay syntax | Add "Do not include curly braces" to prompt |

## Output

- Claygent research data (news, tech stack, competitors) per prospect
- Personalized email openers at scale
- Campaign-ready export to outreach tools
- QA report flagging low-quality rows

## Resources

- [Clay University -- Claygent AI Web Scraper](https://www.clay.com/university/lesson/claygent-ai-web-scraper-clay-101)
- [Clay -- 11 AI Prompts for Prospect Research](https://www.clay.com/university/lesson/11-ai-prompts-to-automate-prospect-research-with-claygent-automated-outbound)
- [Claygent Product Page](https://www.clay.com/claygent)

## Next Steps

For common errors, see `clay-common-errors`.