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)