by Noel Maniraguha on December, 2024
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Ditch the 30-60 minute onboarding forms. This clay table does research on your new clients leveraging Claygent, LinkedIn enrichments, and more
This automation has 2 components.
1. Researching new clients across the internet
2. Merging the research into 1 output highlighting the most common patterns
I usually put this research in my clickup account and then use it to help me brainstorm new campaign ideas. The wide coverage makes the data more accurate + it accounts for clients that have a poor LinkedIn presence. If you work with clients on social platforms like Instagram, YouTube, etc - you can easily add that here.
Manual Changes
Create Clay Table
Duplicate the clay table.
Within Clay - click "Import" at the bottom of the page and choose "Import data from a webhook"
Copy the webhook URL.
Insert the webhook in (Make) within your onboarding automation. The HTTP module should look something like this:
Next Steps
Create an automation that captures the meeting recap and then use it however, you'd like (notify in Slack to teammates, auto-send to the client, send yourself recaps, etc)
Set a schedule
I recommend choosing an occurrence that aligns with the trigger that you choose for this automation
